Terms on the Dashboard
This is the market value of your existing investments based on the most recent mutual fund NAV data available. This is simply calculated as the number of un...
Thu, 11 Feb, 2021 at 5:50 PM
Total gains - This is the total gain/loss you have made on ALL your investments over your entire investment history. They can be segregated as below: a) Re...
Thu, 11 Feb, 2021 at 5:50 PM
This amount refers to the total investments you have made so far minus the total withdrawals (redemptions) you have made so far over your entire investment ...
Thu, 11 Feb, 2021 at 5:50 PM
In very simple terms, this is the annual (i.e per year) average returns earned by your investments over their entire investment duration. Conceptually, CAG...
Thu, 11 Feb, 2021 at 5:51 PM
This simply refers to the total of all the SIPs you have set up across all your goals. For example, if you have 3 goals (as below) Retirement goal - SIP o...
Thu, 11 Feb, 2021 at 5:51 PM
Risk profile denotes how much risk one should ideally be taking in their investments considering all the factors like one's financial situation, need to...
Thu, 15 Jul, 2021 at 11:22 AM
This is a very simple ratio (shown in percentage) that represents how your overall portfolio (across all goals) is split into equity funds and debt funds. ...
Thu, 11 Feb, 2021 at 5:52 PM
In investing, goal tracking means periodically checking whether you are on-track to achieve the desired target amount in the time horizon you have set for t...
Thu, 1 Apr, 2021 at 7:10 PM
This amount refers to the total investments you have made so far minus the total withdrawals (redemptions) you have made so far over your entire investment ...
Thu, 11 Feb, 2021 at 5:53 PM