Financial Glossary
What is PMS?
PMS is a portfolio management service for eligible investors where a professional manager handles a strategy-led portfolio, often with direct security ownership and customized reporting.
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What is AIF?
AIF is a privately pooled SEBI-regulated investment vehicle for eligible sophisticated investors. It may invest across private equity, venture capital, real estate, credit, listed strategies, or other alternatives.
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What is SIF?
SIF is a managed investment category positioned between conventional mutual funds and PMS, generally meant for experienced investors who understand flexible strategies and higher risk.
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What is SIP?
SIP is a disciplined way to invest a fixed amount at regular intervals, commonly used in mutual funds for long-term goals.
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What is STP?
STP allows investors to transfer money from one mutual fund scheme to another in installments, often used to move lump sum money gradually.
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What is SWP?
SWP allows investors to withdraw a fixed amount from a mutual fund scheme at regular intervals.
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What is debt fund duration?
Duration is a measure of a debt fund portfolio's sensitivity to interest-rate changes. Higher duration generally means higher sensitivity to rate movement.
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What is AUM?
AUM is the total market value of assets managed by a fund, strategy, or investment manager.
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What is exit load?
Exit load is a charge that may apply when an investor redeems units before a specified holding period.
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What is a risk profile?
A risk profile reflects an investor's ability and willingness to tolerate investment uncertainty, volatility, and loss.
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