Exchange Traded Funds (ETF) – Indian ETFs

January 26, 2010

An exchange traded fund (ETF), as the name implies trades on an exchange just like any other stock but tracks an index, a commodity like an index fund. As far as trading is concerned, it’s like a stock from the perspective of an investor. An investor can short, use margins provided by depository participants/brokerages. From [...]

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Mutual Funds – Market Cap Breakdown

January 9, 2010

Market cap breakdown is applicable for equity funds. It gives information about the market capitalization range of the shares the fund is investing in. In general large cap companies’ shares are considered to be less risky compared to medium and small cap companies. So this breakdown information is also a decisive factor while choosing a [...]

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Mutual Funds – Credit Rating Breakdown

January 3, 2010

Credit Rating breakdown is applicable for bond/fixed income funds. It gives an idea of what quality of bonds a fund is investing in. That in turn gives a measure of risk reward ratio when compared with the fund’s performance. Credit rating of a security is the credit worthiness of the issuer i.e. the rating is [...]

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Mutual Funds – Asset Allocation Breakdown

January 3, 2010

Asset Allocation breakdown of a mutual fund is the distribution of investments across different asset classes. Asset classes vary from company to company but they can be compared across different providers. An asset class in simple terms is a combination type of securities a fund invests in and the region of the security. Examples: Indian [...]

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Mutual Funds – Sector/industry Breakdown

January 1, 2010

Sector/industry breakdown of a mutual fund shows its investments across different sectors like banks, technology, healthcare etc. This gives an idea to an investor/prospective investor on the strategy of the fund. If you can pick current booming sectors and matured sectors then you can evaluate the amount of risk the fund is taking and what [...]

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