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    A mutual fund is a professionally managed type of collective investment that pools money from many investors to buy stocks, bonds, short-term money market instruments, and / or other securities. RISK RETURN MATRIX Higher risk Lower returns Higher risk Higher returns Lower returns Lower risk Higher returns Higher returns Lower risk Lower returns Lower risks Higher returns Lower risks Lower risks Lower returns Lower returns Higher returns risk PERSPECTIVE Fuelled By Demographic Factors. Information At Low or No Cost Increases. Service Offerings.

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    A mutual fund is a professionally managed type of collective investment that pools money from many investors to buy stocks, bonds, short-term money market instruments, and / or other securities. RISK RETURN MATRIX Higher risk Lower returns Higher risk Higher returns Lower returns Lower risk Higher returns Higher returns Lower risk Lower returns Lower risks Higher returns Lower risks Lower risks Lower returns Lower returns Higher returns risk PERSPECTIVE Fuelled By Demographic Factors. Information At Low or No Cost Increases. Service Offerings.

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    20 views20 pages

    Mutual Funds

    Uploaded by

    rzajam
    A mutual fund is a professionally managed type of collective investment that pools money from many investors to buy stocks, bonds, short-term money market instruments, and / or other securities. RISK RETURN MATRIX Higher risk Lower returns Higher risk Higher returns Lower returns Lower risk Higher returns Higher returns Lower risk Lower returns Lower risks Higher returns Lower risks Lower risks Lower returns Lower returns Higher returns risk PERSPECTIVE Fuelled By Demographic Factors. Information At Low or No Cost Increases. Service Offerings.

    Copyright:

    Attribution Non-Commercial (BY-NC)
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    of 20

    MUTUAL FUNDS

    INTRODUCTION
    American Origin
    Indian Adaptation UTI the pioneer in Mutual Funds

    DEFINITION

    A mutual fund is a professionally managed type of collective investment that pools money from many investors to buy stocks, bonds, short-term money market instruments, and /or other securities

    MEANING
    Management
    Investment Calculation

    Returns
    Fund Managers

    FLOW CHART
    Investors

    Returns

    Fund Manager

    Securities

    GOALS OF INVESTOR

    SRI

    Edu exp

    Daily exp

    FA invst 0 20 40 60 80 100

    TERMS
    Fund manager

    Portfolio Manager
    Fund Company Load Net Asset Value - NAV

    SPECIAL SERVICES
    Saving Plans
    Automatic Reinvestment Plans Regular Income Check Writing Privileges

    TYPES
    Open-ended & Close-ended Funds Large-cap Funds Mid-cap Funds Equity Funds Balanced Funds Exchanged Funds Growth Funds

    ADVANTAGES
    Professional management Diversification Economies of scale Liquidity

    Simplicity

    DISADVANTAGES
    Professional management Costs Dilution Taxes

    SHARE CLASSES
    Class A
    Class B Class C Class I Class R

    Class N

    5 STEPS TO INVEST
    1 2 3 4 5

    Get in touch with the fund house


    Visit your bank Ask around Visit the AMFI website Check the online finance portals

    RISK RETURN MATRIX


    Higher risk Lower returns Higher risk Higher returns

    Lower risk Lower returns

    Lower risk Higher returns

    MYTHS
    Deadly Mutual Fund Myth
    The Diversification Myth The Long-Term Performance Myth The Five-Star Myth The Market Timing Myth

    The New fund Myth

    Types of Schemes
    By Structure
    o Open Ended Schemes o Close Ended Schemes o Interval Schemes

    By Investment Objectives
    o o o o Growth Schemes Income Schemes Balance Schemes Money Market Schemes

    Other Schemes
    o Tax Saving Schemes

    Special Schemes
    o Index Schemes o Sector Specific Schemes

    AMFI
    About AMFI
    Objectives

    Examination
    Syllabus Certification

    INDIAN PERSPECTIVE
    Believe it to risky

    Lack of information Tier I Tier II Tier III

    Lack of know-how

    10

    15

    20

    25

    30

    35

    40

    CONCLUSION
    Fuelled By Demographic Factors. Information And Analysis At Low Or No Cost Increases. Service Offerings. Alternative Type Of Investments.

    GROUP PICTURE 2 B STUCKD


    THANK U

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