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Anand Rathi Wealth ||Motilal Oswal AMC || IIM BG'25

Mutual Funds are subject to market risks but... Here is the List of Mutual Fund terms that you should know before investing: 1. SIP (Systematic Investment Plan): It's a method of investing in mutual funds where investors regularly invest a fixed amount at predefined intervals (like monthly or quarterly). 2. STP (Systematic Transfer Plan): It involves transferring a fixed amount of investment from one mutual fund scheme to another at regular intervals. 3. SWP (Systematic Withdrawal Plan): This allows investors to withdraw a fixed amount or a specific number of units from their mutual fund investment regularly. 4. Fresh Purchase: It refers to buying mutual fund units for the first time. 5. Redemption: It's the process of selling mutual fund units, converting them back into cash. 6. Switch: It involves transferring money from one mutual fund scheme to another within the same fund house. 7. NAV (Net Asset Value): It's the per-unit value of a mutual fund scheme. It represents the fund's market value per share. 8. Lump Sum: It's a one-time investment made in a mutual fund scheme, as opposed to periodic investments through SIP. 9. FATCA (Foreign Account Tax Compliance Act): It's a U.S. law aimed at combating tax evasion by U.S. persons holding accounts and other financial assets offshore. 10. KYC (Know Your Customer): It's a process used by financial institutions to verify the identity of their clients, in compliance with regulatory requirements. 11. CAGR (Compound Annual Growth Rate): It's a measure of the mean annual growth rate of an investment over a specified period of time, assuming the investment's value has compounded annually. 12. XIRR (Extended Internal Rate of Return): It's a method used to calculate the internal rate of return for investments where cash flows occur at irregular intervals. It considers both the magnitude and timing of cash flows. #MutualFund #Finance #RetirementPlanning #investment #Growth

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