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Mutual Funds
 

Mutual Funds

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KAVITA KARUNAKARAN

KAVITA KARUNAKARAN
XIII B BATCH
ROLL NO: 73

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    Mutual Funds Mutual Funds Presentation Transcript

    • KAVITA KARUNAKARAN XIII B BATCH ROLL NO: 73
    • MUTUAL FUNDS
    • Concept of a mutual fund
      • 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 objective
      • The ownership of the fund is thus joint or mutual
    • History of MF in India
      • Phase I: (1964-87)
      • UTI was established in 1963
      • Unit scheme 1964 : The first and the largest scheme
      • ULIP : launched in 1971
      • Phase II: (1987-1993)
      • Entry of public sector mutual funds
      • First Public sector mutual fund: State bank of India in 1987
      • Phase III: (1993-1996)
      • Emergence of private funds
      • Foreign fund management companies came to India with joint venture
      • Phase IV: (1996) : securities and exchange board of India
      • SEBI regulation for mutual funds
      • Dividends exempted from income tax from 1999
    • Types of funds
      • Open end & closed end
      • Load funds & no load funds
      • Tax exempt or Non tax exempt
    • Structure of Mutual Funds
      • The fund sponsor
      • Mutual fund as trust
      • Trustee
      • The asset management company
        • Custodian and depositories
        • Bankers
        • Transfer Agents
        • Distributors