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Professionally managed investment fund
A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada
Mutual_fund
Indian bank sponsored fund house
Mutual Fund in the mutual fund sector are Axis Mutual Fund, Birla Sun Life Mutual Fund, HDFC Mutual Fund, ICICI Prudential Mutual Fund, Kotak Mutual Fund
SBI_Mutual_Fund
Asset management company in India
Axis Mutual Fund is an Indian asset management company. It was established in the year 2009 and has its headquarters in Mumbai. Axis Mutual Fund offers
Axis_Mutual_Fund
Open-end mutual fund
A money market fund (also called a money market mutual fund) is an open-end mutual fund that invests in short-term debt securities such as US Treasury
Money_market_fund
American private investment firm
only mutual fund business model by offering openly accessed exchange-traded funds. Board of Directors of the general partner of Dimensional Fund Advisors
Dimensional_Fund_Advisors
Indian mutual fund institution
It manages mutual funds, portfolio management services, and retirement solutions for individual and institutional investors. UTI Mutual Fund was launched
UTI_Asset_Management
Indian private sector bank
partnership with Goldman Sachs. In 1998, Kotak Mahindra Finance started its mutual fund arm called Kotak Mahindra AMC. In 2001, OM Kotak Mahindra Life Insurance
Kotak_Mahindra_Bank
Indian asset management company
ICICI Prudential Mutual Fund is an Indian asset management company founded in 1993 as a joint venture between ICICI Bank and Prudential plc. It is the
ICICI_Prudential_Mutual_Fund
Investment fund traded on stock exchanges
class of an existing mutual fund. iShares issued the first bond funds in July 2002: iShares IBoxx $ Invest Grade Corp Bond Fund (NYSE Arca: LQD), which
Exchange-traded_fund
Type of mutual fund or exchange-traded fund
An index fund is a mutual fund or exchange-traded fund (ETF) designed to follow certain preset rules so that it can replicate the performance of a specified
Index_fund
American investment management company
Primecap fund in collaboration with Primecap. In December 1986, Vanguard launched its second mutual fund, a bond index fund called the Total Bond Fund, which
The_Vanguard_Group
Indian bank sponsored fund house
Tata Mutual Fund is an Indian private asset management company introduced by the Tata Group and incorporated in 1994 with its corporate head office located
Tata_Mutual_Fund
Central banking system of the US
investment company that held itself out as a money market mutual fund; was purchased by Borrower at the Fund's acquisition cost as adjusted for amortization of
Federal_Reserve
Professionally managed investment fund
A closed-end fund (CEF), also known as a closed-end mutual fund, is an investment vehicle fund that raises capital by issuing a fixed number of shares
Closed-end_fund
National savings program government corporation in the Philippines
The Home Development Mutual Fund (HDMF), commonly known as the Pag-IBIG Fund (acronym of its Filipino name: Pagtutulungan sa Kinabukasan: Ikaw, Bangko
Pag-IBIG_Fund
Tax-advantaged Canadian investment trust
A Mutual fund trust (MFT) is a type of Canadian investment portfolio which is popular in Canada due to favorable taxation laws. It is a type of unit trust
Mutual_fund_trust
American asset management firm
Alliance was charged with allowing improper trading in its mutual funds as part of the 2003 mutual fund scandal. Two executives were forced to leave the firm
AllianceBernstein
2003 financial scandal
mutual fund scandal was the result of the discovery of illegal late trading and market timing practices on the part of certain hedge fund and mutual fund
2003_mutual_fund_scandal
Theorem in portfolio theory
In portfolio theory, a mutual fund separation theorem, mutual fund theorem, or separation theorem is a theorem stating that, under certain conditions
Mutual fund separation theorem
Mutual_fund_separation_theorem
American multinational financial services firm
1990s, Fidelity launched its first commercial donor-advised fund, became the first mutual fund company to offer a webpage, and appointed Robert Pozen as
Fidelity_Investments
introduction of a mutual fund in India occurred in 1963, when the Government of India launched the Unit Trust of India (UTI). Mutual funds are broadly
Mutual_funds_in_India
Global investment firm founded in New York City in 1947
Growth Fund, Inc. (opened 1954), the Mutual Shares fund (opened 1949), and the Mutual Discovery Fund (opened 1992) and the Templeton Growth (Euro) Fund. The
Franklin_Templeton
The Mutual Fund Directors Forum (MFDF) is a non-profit organization serving independent mutual fund directors in the United States. The MFDF was formed
Mutual_Fund_Directors_Forum
investors by way of floating various collective investment schemes, e.g. mutual fund schemes. In general, an asset management company is a company that is
List of asset management firms
List_of_asset_management_firms
Charges that may be incurred by investors who hold mutual funds
Mutual fund fees and expenses are charges that may be incurred by investors who hold mutual funds. Operating a mutual fund involves costs, including shareholder
Mutual_fund_fees_and_expenses
Indian financial services company
Mahindra Mutual Fund. It started its operation in July 2016, with an AUM of ₹120 crore. Currently, its NAV is floating around ₹1000. Mahindra Mutual Fund endeavors
Mahindra & Mahindra Financial Services Limited
Mahindra_&_Mahindra_Financial_Services_Limited
Way of investing money alongside other investors
investment fund may be held by the public, such as a mutual fund, exchange-traded fund, special-purpose acquisition company or closed-end fund, or it may
Investment_fund
American financial services company
accounts, and 2.0 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco
Charles_Schwab_Corporation
in Mumbai, it serves as the investment manager for the Kotak Mahindra Mutual Fund. As of March 2026, it is the fifth largest asset management company in
Kotak Mahindra Asset Management Company
Kotak_Mahindra_Asset_Management_Company
Indian financial services company
issues Navi acquired Essel Mutual Fund, which was given approval by SEBI in December 2020. In May 2021, Navi Mutual Fund moved their headquarters from
Navi_Group
American investment company
management from $314 billion to $325 billion. The deal included the mutual-fund business State Street Research & Management in 2005. BlackRock merged
BlackRock
Indian financial services company
2020, Zerodha applied for a licence to set up an AMC mutual fund in India and launched its fund house in 2023. A fixed commission of up to ₹20 is applied
Zerodha
American investor and business magnate (1929–2019)
low-cost index fund representing the entire US market, held over a lifetime with dividends reinvested. His 1999 book Common Sense on Mutual Funds: New Imperatives
John_C._Bogle
Superannuation fund for the building and construction industries in Australia
super fund. It is one of Australia's largest super funds. It is open to all members of the public as a public offer fund. Due to its mutual fund structure
Cbus_(superannuation_fund)
South Korean company
strategic partnership agreement with Edmond de Rothschild Group to cross sell mutual funds in Korea and Europe. In 2017, the company spun off Samsung Active
Samsung_Asset_Management
Financial services group
financial company case study in 2010, under the title “Mirae Asset: Korea’s Mutual Fund Pioneer". Seoul National University also selected Mirae Asset Financial
Mirae_Asset_Financial_Group
American global investment manager
has been credited with pioneering the mutual fund. The first mutual fund, the Massachusetts Investors Trust fund, is still in operation today. MFS had
MFS_Investment_Management
American financial services company
E. MacCrone, where he explored the concept of developing an open-end mutual fund. He eventually sold his stake in that company, just before the Wall Street
Capital_Group_Companies
Investment strategy
per FOF), for example a mutual fund FOF, a hedge fund FOF, a private-equity FOF, or an investment trust FOF. The original Fund of Funds was created by
Fund_of_funds
Canadian investment management firm
Investments created company's first mutual fund, the Industrial Growth Fund (later renamed Mackenzie Growth Fund) 1973 – Mackenzie Investments went public
Mackenzie_Investments
French asset management firm
Taiwan Limited), Singapore (Amundi Singapore Limited), Thailand (Amundi Mutual Fund Brokerage Securities (Thailand) Company Limited), Malaysia (Amundi Malaysia
Amundi
Entrepreneur & fund manager
Wealth-Morningstar ranking: Top 10 mutual fund managers 2016". The Economic Times. ISSN 0013-0389. "India's best mutual fund managers | Articles | Morningstar
Pankaj_Tibrewal
Exchange Traded Fund (NSE: IVZINGOLD) Kotak Mutual Fund Kotak Mutual Fund - Gold Exchange Traded Fund (NSE: KOTAKGOLD) Kotak Mutual Fund - PSU Bank Exchange
List of Indian exchange-traded funds
List_of_Indian_exchange-traded_funds
American investor
1944) is an American investor, mutual fund manager, author and philanthropist. As the manager of the Magellan Fund at Fidelity Investments between 1977
Peter_Lynch
Logical error, form of selection bias
to survive until the end of the period are included. For example, a mutual fund company's selection of funds today will include only those that are successful
Survivorship_bias
Family of exchange-traded funds (ETFs) managed by BlackRock
Global Investors, the fund manager. Unlike the SPDR fund that was a unit investment trust, the underlying vehicle of the WEBS were mutual funds. In 2000, Barclays
IShares
American financial services company
the 25 largest asset managers globally. It is ranked 8th in long-term mutual fund assets in the U.S., fourth in retail funds in the U.K., and 27th in global
Ameriprise_Financial
Indian mutual fund transfer agency
Computer Age Management Services Limited (CAMS) is a mutual fund transfer agency serving Indian asset management companies. The company was incorporated
Computer Age Management Services
Computer_Age_Management_Services
Stock investor and founder of Baron Capital Group Inc.
Ronald Stephen Baron (born 1943) is an American mutual fund manager and the founder of Baron Capital, a New York City-based investment management firm
Ronald_S._Baron
German investment management firm
member of the MDAX index. DWS has been fined for failing to develop a mutual fund anti–money laundering program and making wrongful statements about its
DWS_Group
American investment manager of investment products and strategies
concept of mutual funds, Dreyfus & Co. purchased a small management company named John G. Nesbett & Co., Inc. with a small common stock fund called The
Dreyfus_Corporation
American investment management firm
individual investors around the world. According to the Sovereign Wealth Fund Institute, PIMCO is the 6th-largest asset manager in the world by managed
PIMCO
Indian multinational conglomerate company
business is a part of its strategic portfolio review process. L&T Mutual Fund was the mutual fund company of the L&T Group. Its average assets under management
Larsen_&_Toubro
Market value of financial assets
fund under management (FUD), refers in finance to the total market value of all financial assets that a financial institution—such as a mutual fund,
Assets_under_management
Australian superannuation and pension fund
Australian superannuation fund headquartered in Melbourne, Victoria. It is an industry super fund, and so operates through a mutual fund structure. With over
AustralianSuper
Financial institution providing safekeeping and securities services
securities owned by a mutual fund. A mutual fund's custodian may also act as one or more service agents for the mutual fund such as being the fund accountant, administrator
Custodian_bank
United States mutual fund family
Ave Maria Mutual Funds is a U.S. mutual fund family that targets clients interested in financially sound investments in companies that do not violate certain
Ave_Maria_Mutual_Funds
Canadian asset management company
partnership with Brookfield to fund its recent factory expansions. As part of the deal, Intel would have a controlling stake by funding 51 percent of the cost
Brookfield_Corporation
Canadian multinational insurance company and financial services provider
Manulife is the largest insurance company in Canada and the 28th largest fund manager in the world based on worldwide institutional assets under management
Manulife
Italian insurance company
Spain and Portugal's non-life insurance sector, from the US group Liberty Mutual. As a result, Generali will rise to become the fourth non-life insurance
Assicurazioni_Generali
Finance term; profit on an investment
gains/losses work on a mutual fund. The fund records income for dividends and interest earned which typically increases the value of the mutual fund shares, while
Rate_of_return
ICBC UBS joint venture
employees and its clients to invest in ICBCCS funds. Demand for equity mutual funds in China had fallen sharply since mid-2004 due to poor stock market
ICBC_UBS_Asset_Management
Fund traded on a public stock market
An inverse exchange-traded fund is an exchange-traded fund (ETF), traded on a public stock market, which is designed to perform as the inverse of whatever
Inverse_exchange-traded_fund
In US tax law, a property's original cost
investors and the IRS for: Equities acquired on or after January 1, 2011 Mutual fund and dividend reinvestment plan (DRiP) shares acquired on or after January
Cost_basis
British asset management company
2000 to 2003. In April 2012, Schroders acquired a 25% stake in Axis Mutual Fund. In 2013, Schroders purchased the capital management arm of Cazenove
Schroders
American Investment Management firm
exchange-traded fund space with the launch of the PGIM Ultra Short Bond. As of December 31, 2020, the firm had recorded mutual fund assets under management
PGIM
Topics referred to by the same term
multiple information sets Mutual insurance, where policyholders have certain "ownership" rights in the organization Mutual fund, a professionally managed
Mutual
American publicly owned investment firm
individually, so the firm incorporated and launched its first mutual fund, the T. Rowe Price Growth Stock Fund. Gaining traction in Baltimore and along the U.S. eastern
T._Rowe_Price
Investment management company
Investment's exchange-traded fund business for $1.2 billion in cash. On October 18, 2018, Invesco purchased OppenheimerFunds from MassMutual for about $5.7 billion
Invesco
Australian industry super fund
funds under management. As a mutual fund, all profits earned by CareSuper's trustee is returned to members of the fund. Formerly the ‘Clerical, Administrative
CareSuper
First balanced mutual fund in the US
The Wellington Fund was the first balanced mutual fund in the United States, and is one of the oldest surviving mutual funds. It was established in 1928
Wellington_Fund
Global investment management division of State Street Corporation
Singapore under the streetTracks brand.[citation needed] The company has 26 Mutual Fund products divided by investment type: money markets, bonds, equities,
State Street Investment Management
State_Street_Investment_Management
Investment fund for the asset of stocks
notes, or other securities. This may be a mutual fund or exchange-traded fund. The objective of an equity fund is long-term growth through capital gains
Stock_fund
American businessman and fraudster
company took control of three mutual funds in Oakland, California, ISI Trust Fund, ISI Growth Fund, and ISI Income Fund. Galanis was accused of obtaining
John_Peter_Galanis
Type of individual investment account
context, an SMA can be thought of as an investment vehicle similar to a mutual fund, in which the customer pays a fee to a money manager for its services
Separately_managed_account
Mutual fund
(symbol FCNTX) is a mutual fund sponsored by Fidelity Investments. Decisions are primarily made by William Danoff, who has managed the fund since September
Fidelity_Contrafund
Fidelity Investments Non-US business
that provides investment management services including mutual funds, pension management and fund platforms to private and institutional investors. Fidelity
Fidelity_International
occurs when a mutual fund's actual and declared investment style differs. A mutual fund’s declared investment style can be found in the fund prospectus which
Style_drift
Fintech and wealth management platform
over 2 crore investment orders and registered a ₹500 crore sales in the mutual fund within two years of its launch. It had more than 4 million users on its
ET_Money
American financial services company
as of late 2025. Asset Servicing is a global provider of custodian bank, fund administration, investment operations outsourcing, investment management
Northern_Trust
American financial services firm
disclose revenue sharing payments that it received from a select group of mutual fund families that Edward Jones recommended to its customers. The company
Edward_Jones_Investments
UK based investment company
there had been withdrawals of $10 billion from Standard Life Aberdeen's mutual funds over the prior year. In February 2018, Standard Life Aberdeen initiated
Aberdeen_Group
Buying or selling per prediction of market price trends
behavior. The average equity mutual fund investor tends to buy mutual funds with high past returns and sell otherwise. Buying mutual funds with high returns
Market_timing
Chinese asset manager
Subsidiary named E Fund Management (Hong Kong) Co., Limited. The company's flagship mutual fund is the E Fund Blue Chip Selected Mixed Fund which had $8.3 billion
E_Fund_Management
American mutual fund
Magellan Fund (FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. It is perhaps the world's best-known actively managed mutual fund, known
Fidelity_Magellan_Fund
American financial services firm
funds and other institutions, as well as high-net-worth individuals and mutual fund investors, both directly and through financial intermediaries and other
Neuberger_Berman
Mathematical framework for investment risk
risk-free asset and a single risky fund is known as the Mutual fund separation theorem, specifically the one-fund theorem. The efficient frontier can
Modern_portfolio_theory
Professional asset management of securities for the benefit of investors
Retrieved 2026-06-10. Berk, Jonathan B.; Green, Richard C. (2004). "Mutual Fund Flows and Performance in Rational Markets". Journal of Political Economy
Investment_management
Financial services company
manages, advises or administers $1 trillion in hedge funds, private equity, mutual funds and pooled or separately managed assets. This includes $352 billion
SEI_Investments_Company
Singapore based asset manager
1998, it formed a joint venture with ICICI Bank named ICICI Prudential Mutual Fund which is located in Mumbai and is currently one of the largest asset
Eastspring_Investments
Philippine identity document
Health Insurance Corporation (PhilHealth), and the Pag-IBIG Fund (Home Development Mutual Fund) use the card. The card was also suggested to be used as a
Unified_Multi-Purpose_ID
Collective investment scheme
investment bank Fund of funds Boutique investment bank Sovereign wealth fund "Proposed Rule: Amendments to Rules Governing Pricing of Mutual Fund Shares; Rel
Open-end_fund
Chinese asset manager
were seeking increase their investments in local fund houses to get more exposure to China mutual fund market. In June 2011, Xu Chunmao, a former vice
Zhong_Ou_Asset_Management
American investment management firm
Walter L. Morgan established the first balanced mutual fund in the United States, the Wellington Fund. Wellington Management Company was incorporated
Wellington_Management_Company
Privately pooled investment fund using diverse strategies to seek high returns
regulated mutual fund or exchange-traded fund, which will typically have to meet regulatory requirements for disclosure. An investor in a hedge fund usually
Hedge_fund
Cognitive bias
equity mutual fund market, and the extent in which this depends on the number of alternatives given. Using real data obtained from the U.S. mutual fund market
Status_quo_bias
American financial services firm
mutual fund flows data provider Globe and Mail Mutual Fund Database - tracker of Canadian mutual fund performance Lipper provides retirement plan analysis
Lipper
Indian financial services company
insurance business (Bajaj General Insurance), and the mutual fund business (Bajaj Finserv Mutual Funds). Bajaj Holdings and Investments Limited (BHIL)
Bajaj_Finserv
South Korean businessman (born 1958)
capitalist. Called the "father of South Korea's mutual fund industry", he established the first mutual fund in the country in 1998. He is among the richest
Park_Hyeon-joo
130–30 fund or a ratio up to 150/50 is a type of collective investment vehicle, often a type of specialty mutual fund, but which allows the fund manager
130–30_fund
MUTUAL FUND
MUTUAL FUND
Male
Hindi/Indian
(মà§à¦•à§à¦²) Hindi name MUKUL means "blossom, bud."
Boy/Male
Arabic, Muslim
Absolute; Unlimited
Boy/Male
Gujarati, Indian, Jain
King of Water
Boy/Male
Indian
Messenger, Prophet, Ambassador
Girl/Female
Gujarati, Hindu, Indian, Tamil
Friendly
Boy/Male
Greek Latin
Mutual love.
Boy/Male
Arabic, Muslim
Servant of the Most High
Boy/Male
Muslim
Messenger, Prophet, Ambassador
Boy/Male
Arabic, Muslim
Exalted; Supreme
Boy/Male
Hindu
King of gujarat
Boy/Male
Indian, Tamil
Like a Pearl
Boy/Male
Muslim
Servant of the most high
Girl/Female
Arabic, Muslim
Harmony; Mutual Affection
Boy/Male
Hindu, Indian, Punjabi, Sanskrit, Sikh
Bud
Boy/Male
Gujarati, Hindu, Indian, Kannada, Malayalam, Marathi, Telugu
A Saint
Boy/Male
Arabic, Muslim, Sindhi
Messenger; Ambassador; Prophet
Boy/Male
Muslim/Islamic
Servant of the Most High
Boy/Male
Sikh
Friendly, Friendship, Sweet
Boy/Male
Hindu
Lord Murugan
Boy/Male
Australian, Chinese, Vietnamese
Mulberry; Bright; Noble; Mutual
MUTUAL FUND
MUTUAL FUND
Girl/Female
Arabic, Muslim, Sindhi
Galaxy
Boy/Male
English
which is a.
Boy/Male
Australian, Hebrew, Jewish
God's Messenger that Visited Daniel; God is My Strength; Man of God
Boy/Male
Indian, Punjabi, Sikh
Victory for Supreme God
Boy/Male
Assamese, Indian
Egg Plant
Boy/Male
Arabic, Muslim
One who is En-wrapped in Garments; Al-muzzammil; Title of the 73rd Sura of the Quran; In this Sura Allah Addresses the Prophet Muhammad
Boy/Male
Tamil
Light
Girl/Female
Tamil
A creeper, Slim girl
Boy/Male
Hindu, Indian
Lord Shiva
Boy/Male
Bengali, Hindu, Indian
Sun; Lord Vishnu
MUTUAL FUND
MUTUAL FUND
MUTUAL FUND
MUTUAL FUND
MUTUAL FUND
a.
Of or pertaining to rites or ritual; as, ritual service or sacrifices; the ritual law.
a.
Pertaining to a miter; resembling a miter; as, the mitral valve between the left auricle and left ventricle of the heart.
a.
Existing in act or reality; really acted or acting; in fact; real; -- opposed to potential, possible, virtual, speculative, conceivable, theoretical, or nominal; as, the actual cost of goods; the actual case under discussion.
n.
Mutial accommodation; mutual giving.
n.
A prescribed form of performing divine service in a particular church or communion; as, the Jewish ritual.
a.
Possessed, experienced, or done by two or more persons or things at the same time; common; joint; as, mutual happiness; a mutual effort.
a.
In action at the time being; now exiting; present; as the actual situation of the country.
a.
Resembling a wall; perpendicular or steep; as, a mural precipice.
v. i.
To have reciprocal or mutual relations; to be mutually related.
v. i.
To communicate mutually; to hold mutual communication.
adv.
In a mutual manner.
a.
A prescribed exercise in the systematic handing of a weapon; as, the manual of arms; the manual of the sword; the manual of the piece (cannon, mortar, etc.).
a.
Mutual.
a.
Involving, or accompanied by, mutual slaughter; mutually destructive.
a.
Reciprocally acting or related; reciprocally receiving and giving; reciprocally given and received; reciprocal; interchanged; as, a mutual love, advantage, assistance, aversion, etc.
n.
Hence, the code of ceremonies observed by an organization; as, the ritual of the freemasons.
n.
Ore from which a metal is derived; -- so called by miners.
v. t.
To cover with metal; as, to metal a ship's bottom; to metal a road.
a.
Taking place at a suture; as, a sutural de/iscence.
a.
Of or pertaining to the hand; done or made by the hand; as, manual labor; the king's sign manual.