Riskometer – What It Really Means for You

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Riskometer – What It Really Means for You The Riskometer on your mutual fund factsheet isn't just a label — it reflects the fund's true risk. Here’s how to read it and use it in your investment decisions. 10/06/2025 Introduction What Is the Riskometer? The Riskometer classifies a mutual fund into si...

Top Holdings & Sector Allocation – How to Interpret

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Top Holdings & Sector Allocation – How to Interpret Knowing a fund’s top holdings and sector exposure helps you understand where your money is really going. Here’s how to read this section of a fund factsheet. 09/06/2025 Introduction What Are Top Holdings & Sector Allocation? Top Holdings: List of t...

Portfolio Turnover Ratio – What it Tells You

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Portfolio Turnover Ratio – What it Tells You The Portfolio Turnover Ratio tells you how actively a fund manager is buying and selling stocks. Learn how this metric affects costs, returns, and your investing style. 08/06/2025 Introduction What Is Portfolio Turnover Ratio (PTR)? PTR measures how frequ...

Expense Ratio – Tiny % that Matters a Lot

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Expense Ratio – Tiny % that Matters a Lot A fund's expense ratio looks small but can eat into your long-term returns. Understand what it is, how it works, and how to make cost-efficient investments. 07/06/2025 Introduction What Is Expense Ratio? The expense ratio is the annual fee (in % of AUM) char...

NAV, AUM, Exit Load – Key Metrics Explained

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NAV, AUM, Exit Load – Key Metrics Explained Learn the three key mutual fund metrics—NAV, AUM, and Exit Load—that impact your investment returns and decisions. Master these basics to make smarter investing choices. 06/06/2025 Introduction NAV – Net Asset Value NAV is the price per unit of a mutual fu...