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Mutual Fund-A New Era in Financing
Mutual Fund-A New Era in Financing
Mutual Fund-A New Era in Financing
FINANCING
Ms.Sukacini.S
and
Ms.Aruna.k
Lecturers
Dept of Commerce,
Auxilium College(Autonomous)
vellore-6
What is a Mutual Fund?
About to retire or recently Only Low With Low risk and steady and
retired risk regular returns
Doing business and having some Low risk With low to Medium risk but
money for rotation with lot of liquidity
Small time employee who can Low risk With low to Medium risk and
only invest little amount but can focused on Small and Regular
invest regularly savings
Different Investment Avenues
Professionally Managed
Balanced Risk / Return Ratios
Wide choice of investments
Convenience of Investment
Low Transaction costs
Value Added Services
Easy Liquidity Option
Highly Regulated
Choice of Systematic and Methodical Investments
Types of funds
There are about dozen fund classes but all of them are
derivatives of three basic fund types:
Equity
Debt
Liquid
Types of funds
8 Systematic transfer Transferring units / amount from one scheme to the other
periodically
Sponsors
Trustees
Mutual Fund
Fund
Management Investor Service Agents/
Centers Financial
Advisors
Cash
Management
Investors
AMFI
SEBI
The MF
The Govt
Association
regulatory Body
Growth of Mutual Fund in India