Investing Related

Simplifying Mutual Fund Investment Jargon

Mutual Fund investments can be daunting for the uninitiated. There are a number of abbreviations and jargon that can discourage potential investors from investing in mutual funds. In this blog, we try to simplify commonly used investment jargon that is often used when discussing mutual funds.
April 18, 2024
Done DIY? Let’s Personalize Your Investment Plan
Take Risk Assessment

The complex terminology and jargon used by advisors and wealth managers can make people wary of investing in mutual funds. Knowing a few of these jargons will make investment-related conversations much clearer. 

Reaching out to friends, family and wealth coaches is one way of simplifying things. The other way is to have a go-to page, like this one, that has short and easy-to-understand definitions for everyday mutual fund terms. 

Here is a glossary of key mutual funds phrases and abbreviations to help amateur investors get started with investment jargon. Don’t forget to bookmark this blog for future reference! You can consult a Cube Wealth coach or download a Cube Wealth coach.

All You Need To Know About Mutual Fund Jargon

What Are Mutual funds?

A mutual fund is an investment instrument where many investors pool their money. A fund manager invests this pool of money in securities like stocks and bonds with the objective of generating a return.

What Are Debt Funds?

Debt funds are mutual funds that invest in fixed income securities like bonds, commercial

Share this story on:

Top 5 Reasons To Try Our Powerful Investment App!

Schedule a call based on your convenience. And get an expert to help you invest.

  • High Quality Mutual Funds
  • Curated Stock Advisors
  • Handpicked Debt Instruments
  • Jargon Free Approach
  • Low Minimum Investments

Want the best
investment blog delivered straight to your inbox?

Thank you for joining our mailing list!
Oops! Something went wrong while submitting the form.

Recent Posts

Similar Posts

SIP Posts

All

Grow your money without wasting time

on stock picking, poring over excel sheets, financial news, analyzing market trends, tracking the Sensex, researching company fundamentals, comparing mutual funds, reading financial reports, trying to predict the future & losing your sanity!

Start investing right away

X

Unlock Your Portfolio's Potential!

Click to upload a File

OR

Drag and drop CAS File Here

How to Download Your Consolidated Account Statement (CAS)

  1. Go to CAMS Website, Click here
  2. Fill out the form:
    • Statement Type: Choose "Detailed (Includes transaction listing)”
    • Period: Choose "Specific Period"
    • From Date: Enter "1 January 2000" (Do it this way for convenience)
    • Folio Listing: Choose "Without zero balance folios"
    • Email: Enter your email address linked to your folios
    • PAN: Enter your PAN number (optional)
    • Password: Create a password to protect your file (eg Cube@2025)
    • Confirm Password: Type the same password again
  3. Click "Submit". Your CAS statement will be sent to your email
  4. Return here, upload the CAS, and enter the chosen password to allow us to analyze it

Got your CAS?