| Jargon | What it means? | Think of it as...... |
|---|---|---|
| NAV | The current value of one unit of a mutual fund. | The price tag on one unit of the fund. |
| CAGR | A simple way to understand how much your investment has grown on average every year. | Your investment's average annual report card. |
| XIRR | A return calculator that works best when you invest money on different dates, like through SIPs. | A personalised scorecard that considers every deposit and withdrawal you've made. |
| SIP | A disciplined way to invest a small amount regularly instead of waiting for the "perfect" time. | Planting a seed every month and letting it grow over time. |
| SWP | A way to receive a regular income from your investments without withdrawing everything at once. | Drawing water from a well while it continues to refill. |
| Expense Ratio | The cost of having professionals manage your mutual fund, automatically adjusted within the fund. | The maintenance cost of having experts look after your money. |
| Equity | Owning a small part of businesses that have the potential to grow over time. | Owning a small piece of businesses you believe will grow. |
| Debt | Lending money to governments or companies in return for regular interest and relatively stable returns. | Lending money to someone and earning interest until you get repaid. |
| Hybrid Funds | A mix of growth-oriented and stability-oriented investments in a single mutual fund. | A balanced meal—some ingredients help you grow, while others keep things steady. |
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AMFI Registered Mutual Fund Distributor | ARN-367234 | Date of Initial Registration: 05 August 2026 | Current Validity: 04 August 2029
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