S

• • Sales Charge
  • Sales charges are fees investors pay to compensate brokers or salespeople for completing a transaction.
• • SID
  • Scheme Information Document (SID) is a comprehensive document that provides all the necessary details of the scheme, including its nature, investment objective, asset allocation pattern, risk factors, and other related information
• • Statement of Additional Information
  • The Statement of Additional Information provides information about a mutual fund's constitution, tax, legal, and general information.
• • Smart Switch
  • The Smart Switch allows users to switch from Regular Plans to Direct Plans of any mutual fund, but this is only possible during the New Fund Offer (NFO) period.
• • SEBI
  • The Securities and Exchange Board of India (SEBI) is the regulatory authority for the Indian stock market.
• • Systematic Withdrawal Plan
  • A Systematic Withdrawal Plan (SWP) is a mutual fund investment plan in which investors can withdraw regular amounts.
• • Security transaction tax
  • Securities Transaction Tax is a tax that is charged on the purchase and sale of stocks, mutual funds, and derivatives on Indian stock exchanges.
• • Small-cap stocks
  • Small Cap Stocks in mutual funds are those stocks that are ranked 251 and below based on market capitalization.
• • Systematic Investment Plan
  • A Systematic Investment Plan (SIP) offers regular investments into Mutual Fund schemes, where one invests a fixed amount regularly.
• • Sector Fund
  • A sector fund invests primarily in businesses in a particular sector or industry.
• • Sharpe Ratio
  • A Sharpe ratio is a measure of risk-adjusted return. It indicates how much excess return one receives for holding riskier investments.
• • Standard Deviation
  • Standard deviation measures overall market volatility, showing how widely a fund's prices swing from the average.
• • Short Selling
  • Short selling involves borrowing a security and selling it on the open market, expecting to buy it back for less later.
• • Stock Fund
  • The term stock fund refers to a fund that invests in stocks, also called equity securities.
• • Stable Value Fund
  • A stable value fund is an investment that invests in a portfolio of fixed-income instruments and wraps it with insurance from an insurance company or a guarantee from a bank.
• • Settlement Period
  • The settlement period refers to the period during which the securities are transferred to the new owner, and the transaction is complete.
• • Short-Term Fund
  • A short-term fund invests in debt and money market securities with a duration between 1 and 3 years.
• • Strategic Asset Allocation
  • A strategic asset allocation strategy involves setting target allocations for various asset classes and rebalancing the portfolio periodically.
• • S & P BSE Sensex Index
  • S&P BSE SENSEX is India's most tracked index. The index measures 30 of the biggest, most liquid, and most financially sound Indian companies listed at BSE.
• • Systematic Transfer Plan
  • A Systematic Transfer Plan (STP) refers to the transfer of money from one scheme to another by an investor.
• • Securities
  • Security is a monetary-valued certificate or other financial instrument that can be traded.
• • Securitization
  • Securitization is turning an illiquid asset into an investable asset through financial engineering.
• • Specialty Fund
  • A Specialty fund refers to a mutual fund that invests in a particular stock, an industry, a region, or a group of industries.