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Glossary Mutual Fund / Term

Portfolio

Portfolio refers to a group or collection of assets. It can include stocks, bonds, mutual funds, ETF, etc. The weightage of each component in a portfolio depends on factors such as financial goals, risk appetite, market dynamics etc.

A portfolio can be held directly by the investor or could be managed by fund houses, financial firms or other such professionals.

Permanent link Portfolio - Creation date 2020-05-23


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