Glossary Term

Yield to Maturity

Estimated annualized return of bonds if held till maturity.

Detailed Definition

YTM reflects coupon income and price convergence assumptions across bond holdings.

Important for evaluating debt fund return expectations.

A debt sleeve with 7% YTM indicates broad accrual potential before expenses.

Tax Planning with Mutual Funds

Apply tax-aware decisions without compromising fund suitability and long-term portfolio quality.

Asset Allocation Basics

Learn to split equity, debt, and hybrid exposure according to goal horizon and risk profile.