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Mutual funds

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this ppt is about mutual funds and how it works...

this ppt is about mutual funds and how it works...

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  • 1. Mutual Funds By: Prabhjot Singh Kamalpreet Kaur Priyanka Goyal Harsimram Singh
  • 2. Definition and Its growth in India
    • A mutual fund is nothing more than a collection of stocks and/or bonds.
    • Income is earned from dividends on stocks and interest on bonds.
    • The Indian mutual funds retail market, which at present is growing at a CAGR of around 30%, is estimated to reach US$ 300 Billion by 2015.
  • 3. List of Top Mutaul Fund companies in India
    • ABN-AMRO
    • Baroda Pioneer Mutual Fund
    • Benchmark
    • Birla Sunlife
    • Canbank
    • DBS Chola
    • Deutsche
    • DSP Merrill Lynch
    • Escorts
    • Fidelity
    • Franklin Templeton
    • HDFC
    • HSBC
    • ING Vysya
    • JM
    • Kotak Mahindra
    • LIC
    • Morgan Stanley
    • Principal
    • Prudential ICICI
    • Reliance
    • Sahara
    • SBI
    • Standard Chartered
    • Sundaram BNP Paribas
    • Tata
    • UTI
  • 4. Objectives of Mutual Funds
    • Diversification- Mutual funds hold a number of stocks, which protects them from a sharp decline in any one holding.
    • Growth- Rapid growth in the value of their funds.
    • Income- Receiving income from their investments.
    • International Exposure- It's important to have some exposure to overseas stocks.
    • Low Fees- Many "no-load" mutual funds are available that don't charge investors anything.
  • 5. How do they Work?
    • A Person buys shares in MF, either directly from company or from broker (indirectly).
    • That money, along with other people’s money is combined and invested in and array of different securities.
    • It's the fund manager's job to maximize the earnings of the fund's investors.
    • As the fund earns money, he is paid in periodic dividends.
    • The Net Asset Value (NAV) per share is calculated and posted once a day.
  • 6. Types of Funds
    • Closed-end Funds
    • Open-end Funds
    • Large cap Funds
    • Mid-cap Funds
    • Equity Funds
    • Balanced Funds
    • Growth Funds
    • No load Funds
    • Exchange Traded Funds
    • Value Funds
    • Money market Funds
    • International Mutual Funds
    • Regional Mutual Funds
    • Sector Funds
    • Index Funds
    • Funds of Funds
  • 7. Expenses & Taxes involved in Mutual Funds
    • Expense Ratio: Ongoing yearly fees to keep you invested in the fund.
    • Loads: Transaction fees paid when you buy or sell shares in a fund.
    • TAX: Each time a fund manager sells a particular asset, the fund owes a percentage of that sale to the government in capital gains tax.
  • 8. Risks involved in Mutual Funds
    • The Risk-return Trade-off
    • Market Risk
    • Credit Risk
    • Inflation Risk
    • Interest Rate Risk
    • Political/Government Policy Risk
    • Liquidity Risk
  • 9. Advantages & Disadvantages of Mutual Funds
    • Advantages
    • Professional Management
    • Diversification
    • Economies of Scale
    • Liquidity
    • Simplicity
    • Disadvantages
    • Professional Management
    • Costs
    • Dilution
    • Taxes
  • 10. Thank You! Mutual Funds are subject to Market risk. Please read the Offer document carefully before Investing