Mutual Funds

A pool of funds collected from many investors that is invested in securities such as stocks, bonds, money market instruments and similar assets.

SIPs

A Systematic Investment Plan (SIP) is a method of regularly investing a fixed sum in a mutual fund scheme. This could be of different periodicities though monthly SIPs are most common.

Fixed income

An investment product where periodic income is received at regular intervals at reasonably predictable levels.

Demat

A dematerialized account where stock market shares are stored and traded in electronic form.

White-listed funds

White list fund selection is predominately a mix of various quantitative and qualitative factors. Proprietary models are used for intense quantitative analysis over various time frames to measure and assess risk-adjusted performance, consistency, investment style and thus future performance expectations. These funds are offered to customers to provide diversification across asset classes, product providers , investment styles, risk profiles and market segments.

Commission Disclosure for Mutual Funds