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Expense Ratio

Mutual Funds

The annual fee charged by a mutual fund or ETF as a percentage of assets under management. Lower expense ratios mean more of your returns stay with you.

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Related Terms

AMC

Asset Management Company. A firm that invests pooled funds from investors into securities such as st...

AUM

Assets Under Management. The total market value of investments managed by a mutual fund or portfolio...

ETF

Exchange-Traded Fund. A fund that tracks an index, commodity, or basket of assets and is traded on s...

Index Fund

A mutual fund or ETF that replicates a market index (like Nifty 50 or Sensex) by holding the same st...

Lump Sum

Investing a large amount of money at one time, as opposed to spreading it over regular intervals (SI...

Mutual Fund

A professionally managed investment fund that pools money from many investors to purchase a diversif...

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