What are the various terms associated with an Equity Basket?

What are the various terms associated with an Equity Basket?

Understand the terms associated with each Equity Baskets before making an investment.

 

·         Rationale: Each Equity Basket has a principle or reason to help you understand why your clients should invest in it.

 

·         Volatility: Understanding volatility while investing is as important as analysing returns. Stock prices move up and down on a daily basis, resulting in fluctuating investment value. Each Equity Basket shows the volatility. Your clients can take an informed decision and prepare themselves for the volatility associated with the Equity Baskets.

 

·         CAGR (Compound Annual Growth Rate): CAGR indicates the average yearly return generated by an Equity Basket since launch.

 

Minimum Investment Amount: It suggests the minimum amount required to invest in all constituents in the prescribed weighting scheme. Watch this video to understand more

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