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Prahladrai Dalmia Lions College
Prahladrai Dalmia Lions College
Prahladrai Dalmia Lions College
College
.
Semester 6
Topic:- Mutual Funds.
Presented to :- Prof. Neha Sarviya.
Presented by
1.
2.
3.
4.
5.
6.
Aditya Chaturvedi
Ameya Dumbre
Arzoo Bansal
Akshit Bohra
Yash Agarwal
Abhay Dhelia
Index
History
Definition
Why to select mutual funds
Return risk matrix
History of mutual funds in india
Advantages
Disadvantages
Types of mutual funds
Risk factor
Fund structure
Companies offering mutual funds
Bibliography
History
There are a lot of investments avenues
available today in the financial market for an
investor with an investable surplus.
He can invest in bank deposits, corporate
debentures and bonds where there is low risk
but low returns.
These investors have found a good shelter
with the mutual funds.
A mutual fund is a common pool of money
into which investors place their contributions
that are to be invested in accordance with a
stated objectives.
Definition
Mutual funds are collective savings and
investment vehicles where savings of
small investors are pooled together to
invest for their mutual benefits and returns
distributed proportionately.
It is also called as capital appreciation
funds.
BANK
FD
LOWER RISK
LOWER RETURNS
HIGHER RISK
HIGHER RETURNS
EQUIT
Y
PORTAL
SAVING
S
MUTUA
L
FUNDS
LOWER RISK
HIGHER RETURNS
disadvantages
No control over cost
no tailor-made portfolio
Managing a portfolio of funds
The wisdom of professional management
No control
Dilution
Buried costs
By structure
By nature
By investment objective
Other scheme
Risk factor
The risk return trade off
Market risk
Credit risk
Inflation risk
Interest rate risk
Political/government policy risk
Liquidity risk
FUND STRUCTURE
FUND SPONSOR
TRUSTEE
DEPOSITORY ,AGENT,CUSTODIAN
bibliography
Outlook magazine
Shareslide.com
Economic times
Thank
you