Mutual fund

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Saurabh Saini

Saurabh Saini (Querist)
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18 May 2015 Hello Experts, Sir, what is mutual fund? & what is difference between mutual fund & portfolio?

Arpit Shah

Arpit Shah (Expert)
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19 May 2015 DEFINITION of 'Mutual Fund' An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.

Arpit Shah

Arpit Shah (Expert)
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19 May 2015 https://principalindia.com/knowledge-centre/mutual-fund-basics.html

Arpit Shah

Arpit Shah (Expert)
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19 May 2015 DEFINITION of 'Portfolio'
A grouping of financial assets such as stocks, bonds and cash equivalents, as well as their mutual, exchange-traded and closed-fund counterparts. Portfolios are held directly by investors and/or managed by financial professionals.

INVESTOPEDIA EXPLAINS 'Portfolio'
Prudence suggests that investors should construct an investment portfolio in accordance with risk tolerance and investing objectives. Think of an investment portfolio as a pie that is divided into pieces of varying sizes representing a variety of asset classes and/or types of investments to accomplish an appropriate risk-return portfolio allocation.

For example, a conservative investor might favor a portfolio with large cap value stocks, broad-based market index funds, investment-grade bonds and a position in liquid, high-grade cash equivalents. In contrast, a risk loving investor might add some small cap growth stocks to an aggressive, large cap growth stock position, assume some high-yield bond exposure, and look to real estate, international, and alternative investment opportunities for his or her portfolio.

Saurabh Saini

Saurabh Saini (Querist)
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19 May 2015 First of all thanks for Reply Arpit Sir.

Sir it means mutual fund is a kind of organisation that receive savings from investors and invest their savings in bonds, securities etc., and give them return(dividend, interest etc.).

On the other side Portfolio is a collection of investments such as equity, bonds, gold etc.

Sir, am i right?

Arpit Shah

Arpit Shah (Expert)
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20 May 2015 yes.............

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Saurabh Saini

Saurabh Saini (Querist)
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20 May 2015 Thank You so much Arpit Shah Sir,

Thank you.

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