Funds, ETFs & Index Investing
3 terms
Regular Plan
Funds, ETFs & Index Investing
%
A version of a mutual fund scheme bought through a distributor, whose commission is embedded in a higher expense ratio.
Regular Plan Expense Ratio = Direct Plan Expense Ratio + Distributor Commission
Riskometer
Funds, ETFs & Index Investing
qualitative
SEBI's mandated six-level graphic indicating a mutual fund scheme's risk, disclosed monthly.
Levels: Low, Low to Moderate, Moderate, Moderately High, High, Very High, computed from the portfolio's own risk characteristics
Rupee Cost Averaging
Funds, ETFs & Index Investing
₹
The effect by which investing a fixed amount regularly buys more units when prices are low and fewer when they are high.
Average Cost per Unit = Total Amount Invested / Total Units Purchased