MARKETS
What Is Equity? The Word That Means Something Different in Every Context
Equity, at its broadest, means ownership, specifically, the value of ownership remaining after subtracting any debts or liabilities attached to that asset.…
Markets
MARKETS
What Is Capital Gains Tax? What You Actually Owe When You Sell an Investment
Capital gains tax is the tax you owe on the profit made from selling a capital asset, such as stocks, mutual funds,…
MARKETS
What Is a Portfolio? Understanding the Whole, Not Just Its Individual Pieces
A portfolio is the complete collection of investments an individual or institution holds, spanning any combination of stocks, mutual funds, bonds, fixed…
MARKETS
What Is Regular Plan? Understanding What You’re Actually Paying an Advisor For
A Regular Plan is a version of a mutual fund scheme purchased through an intermediary, a distributor, broker, bank relationship manager, or…
MARKETS
What Is Nifty? Understanding the NSE’s Flagship Market Index
The Nifty 50 (commonly just called “Nifty”) is the benchmark stock market index of the National Stock Exchange (NSE), tracking the performance…
MARKETS
What Is CAGR? The Growth Number That Smooths Out a Bumpy Ride
CAGR, or Compound Annual Growth Rate, is the annualized rate at which an investment would have needed to grow, steadily and consistently,…
MARKETS
What Is ELSS? The Only Section 80C Option With a Stock-Market Upside
An Equity Linked Savings Scheme (ELSS) is a category of mutual fund that invests predominantly in equities (stocks) and qualifies for a…
MARKETS
What Is Expense Ratio? The Fee That Quietly Eats Into Every Return
Expense ratio is the annual fee a mutual fund charges its investors, expressed as a percentage of the fund’s average assets under…
MARKETS
What Is Dividend Yield? The Percentage That Can Lie If You Read It Alone
Dividend yield is the annual dividend a company pays per share, divided by its current share price, expressed as a percentage. It’s…
MARKETS
What Is AUM? Why a Fund’s Size Isn’t the Same as Its Quality
AUM, or Assets Under Management, is the total market value of all the investments a mutual fund (or a fund house, or…