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Imagine turning the habit of saving into a simple machine: every month a little money leaves your bank and quietly buys pieces of a fund for you. That’s a Systematic Investment Plan (SIP) — an automated way to invest a fixed sum at regular …
Imagine entering a race but never checking a stopwatch. You may feel like you ran well, but you wouldn’t know how you truly performed. Investing works the same way. A fund benchmark is the measuring stick that tells you whether your money is growing …
Cash is often viewed as an idleasset, associated with low returns and opportunity cost. In long-term market narratives,cashis frequently portrayed as something to deploy rather than hold. However, in certain economic and market environments, cash can function as a deliberate asset class, playing a …
Rebalancing is one of the least visible yet most persistent disciplines in fund management. Unlike tactical allocation or market timing,rebalancingdoes not attempt to predict short-term market movements. Instead, it focuses on maintaining a portfolio’s intended risk and return profile as asset prices move over …
In fund management, performance is often evaluated through returns relative to a benchmark. However, an important but less visible metric influencing outcomes is the fundturnover ratio. This figure indicates how actively a portfolio is traded over a given period, usually expressed as an annual …
HighlightsBenchmarks help investors judge whether a fund is performing well or falling behind.The right benchmark depends on the fund’s objective, not market popularity.Investors use benchmarks to understand returns, risk, and manager value.Global markets rely on different index families, each telling their own story.Imagine entering …
In today’s fluctuating markets, fund managers face the challenge of protecting capital while seeking returns. One of the key tools used is derivatives. Derivatives are financial contracts whose value is derived from an underlyingasset, such as stocks, bonds, commodities, or market indices. By employing …
Fund size is often overlooked when people evaluateexchange-traded funds (ETFs)ormutual funds. Many readers focus mainly on returns, holdings, or strategy. However, the total assets a fund manages—commonly calledAssets Under Management (AUM)—plays an important role in shaping how the fund operates and how efficiently it …
Fund size is often overlooked when people evaluateexchange-traded funds (ETFs)ormutual funds. Many readers focus mainly on returns, holdings, or strategy. However, the total assets a fund manages—commonly calledAssets Under Management (AUM)—plays an important role in shaping how the fund operates and how efficiently it …
Soft-dollar arrangements refer to the practice in which investment managers (mutual funds,hedge funds, etc.) pay for research, data services, or other non-execution services not with direct cash (hard dollars), but indirectly via commissions generated from trading activity. Rather than writing a cheque to a …
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