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Jargon Buster

A B C D E F G H I K L M N O P R S T V Y Z
Efficient Portfolio

Efficient Portfolio yeilds in the highest returns for a given level of risk. Or, the risk is minimum for the given level of returns.

Entry Load

A fee levied to the investor while investing in a particular fund. It gets added to the purchase price. It is also known as front end load.

Equities

Equity is the form of ownership one commands after investing in the company's share. An investor owning equity means owning a stake in that particular company.

Equities

Equity is the form of ownership one commands after investing in the company's share. An investor owning equity means owning a stake in that particular company.

Ex-Dividend Date

It is the date which determines whether the investor is eligible for company's dividend or not. The investor stands eligible for dividends if he has sold the shares after Ex-Dividend Date.

Exchange Traded Funds (ETF)

ETF are funds which offer diversified portfolio to the investors and are traded on a stock exchange, just like common shares. ETF tracks an index and are more liquid than mutual funds.

Exit Load

A penalty charged to the investor (% of NAV) on early withdrawal from a particular fund.

Expense Ratio

AUM incurs expenses to operate the fund. It is expressed as the % of total assets. It becomes an important factor while chosing and comparing funds.

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