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Capital assets are assets that are expected to generate value over a period of time. Real estate, vehicles, gold, stocks, bonds, and other financial instruments are common examples of capital assets.

A stock market index is a portfolio of financial assets that represents a particular segment of the financial market. The market index’s value is derived from the value of its underlying assets. It replicates returns and involves the same risk as its underlying assets.

In this article, learn in depth about contra mutual fund schemes and how do they work.

When investing in mutual funds, there are usually three kinds of charges that mutual fund companies levy upon investors – Total Expense Ratio (TER), Entry Load and Exit Load.

Mutual funds have become a popular means of investing for the masses, thanks largely to the ease of investing, low ticket size, and relatively lower costs. The investment tool has become ‘go to’ avenue for those that want to get decent returns on equities but do not have time or expertise to manage their own portfolio.

The asset under management (AUM) of a mutual fund scheme is the total market value of all the assets – stocks, bonds, cash, and other securities that are part of the portfolio – that a mutual fund manages on behalf of its investors.