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Pool

The collection of multiple assets/ investments (from individual sources- individual or institutional investors) in one single structure/ arrangement (e.g., unit,...

Expense Ratio

The ratio of a mutual fund's assets (resources) required to cover its annual operating expenses and management fees (to its...

Management Expense Ratio

A distinct set of investment costs (mutual fund expenses) that an investor is expected to incur on an annual basis....

MER

It stands for management expense ratio; a distinct set of investment costs (mutual fund expenses) that an investor is expected...

Trailer Fee

A commission that a mutual fund pays to an investment advisor for recommending the fund to potential investors. The commission...

Systematic Investment Plan

An investment plan that involves investing a fixed amount of money in a given fund at regular intervals. Systematic investment...

SIP

In connection with a mutual fund that, it stands for systematic investment plan; it involves investing a fixed amount of...

Small-Cap Fund

A mutual fund that mainly invests in companies whose market capitalization is considered to be small by the industry standards....

Sector Fund

A mutual fund in which the portfolio holdings are limited to securities belonging to a specific sector within an industry....

Mutual Fund Prospectus

For a mutual fund, a prospectus is a document that provides information about the fund's investment objectives and policies, risks,...