10 Mutual Fund Terms Every Beginner Must Know

Confused by Mutual Fund Jargon?

Term 1

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Term 2

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Term 3

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Term 4

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Term 5

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Term 6

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Term 7

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Term 8

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Term 9

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Term 10

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10 Mutual Fund Terms Every Beginner Must Know

Confused by Mutual Fund Jargon?

Let’s break down 10 essential mutual fund terms in simple language!

Understanding financial terms is the first step toward smart investing.

Term 1

Invest a fixed amount regularly to build wealth over time. Perfect for beginners with a steady income.

SIP (Systematic Investment Plan)

Term 2

Invest a fixed amount regularly to build wealth over time. Perfect for beginners with a steady income.

NAV (Net Asset Value)

Term 3

The cost of managing the mutual fund. A lower expense ratio means higher returns for you.

Expense Ratio

Term 4

The total market value of all assets managed by the fund. A higher AUM often indicates trust and stability.

AUM (Assets Under Management)

Term 5

The annualized return on your investment over time, showing how fast your money grows.

CAGR (Compound Annual Growth Rate)

Term 6

A mutual fund that invests primarily in stocks. Ideal for long-term wealth creation.

Equity Fund

Term 7

A mutual fund that invests primarily in stocks. Ideal for long-term wealth creation.

Debt Fund

Term 8

A fund that combines equity and debt for balanced risk and returns.

Hybrid Fund

Term 9

A tax-saving mutual fund with a lock-in period of 3 years and potential for high returns.

ELSS (Equity-Linked Savings Scheme)

Term 10

The professional who manages the fund’s portfolio, making investment decisions on your behalf.

Fund Manager

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