There are several instances that may warrant a mutual fund exit. Being aware of them can help you meticulously plan your exit strategy.

A mutual fund allows investors to pool money with a common investment objective. It then invests the money in various asset classes based on the scheme’s objectives. As an investor, you put your money in financial assets like stocks, bonds, and other securities. You can either buy them directly or use investment instruments like mutual funds.

Mutual fund cut-off time is the deadline set by a fund for investors to submit their investment or redemption orders, determining the applicable NAV for the transaction. Orders before the cut-off time receive the same-day NAV, while orders after it get the next-day NAV.

Did you know the latest sensation of financial markets? It is the humble systematic investment plan (SIP). Inflows into mutual fund SIPs have witnessed a steady increase in the past 12 months – they have risen from ₹18,838 crores in January 2024 to ₹21,262 crores in June 2024, an increase of 12.8% in six months. The growth is even more eye-opening when compared to corresponding data from a year ago. Inflows through SIP investment plans have increased 44% from ₹14,734 crores in June 2023 to ₹21,262 crores in June 2024 . The numbers point towards the growing popularity of SIP investments and their role in wealth creation for various life goals.

CAGR (Compound Annual Growth Rate) in mutual funds is a measure of the average annual growth rate of an investment over a specific period, assuming that the investment's value has compounded at the same rate each year. It provides a standardized way to assess the investment's performance and compare it with other investments.

The full form of NAV in a mutual fund stands for Net Asset Value. It represents the price of one unit of the mutual fund. Essentially, it is the market value per share of a mutual fund. A mutual fund builds a portfolio by pooling money from different investors to buy stocks, bonds, equities, and other investments. This portfolio, which contains various investment assets, is then divided into units of a mutual fund. NAV is the cost of each unit. Therefore, the NAV of a mutual fund represents all of its assets. The following are a few key points and common questions about mutual fund NAVs.