Mf.
Upcoming SlideShare
Loading in...5
×
 

Mf.

on

  • 541 views

Mutual Fund

Mutual Fund

Statistics

Views

Total Views
541
Views on SlideShare
541
Embed Views
0

Actions

Likes
0
Downloads
16
Comments
0

0 Embeds 0

No embeds

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Mf. Mf. Presentation Transcript

  • Mutual Fund
    With an example of
    Reliance Mutual Fund
    Presented by:
    Neha
    Swami
    Charu
    Nagpal
    Ritika Chhabra
    Shivani Sharma
    Abhey Thakar
  • Mutual Fund
    Form of trust that pools the funds of a whole lot of investors to make more money by investing in an array of financial instruments.
  • An old Axiom :
    “It is not wise to put all eggs into one basket”
    ……… was probably in the minds of those who formed the first mutual fund.
  • What is a Mutual Fund?
    “A Mutual Fund represents a vehicle for collective investment. “
    “When you participate in the scheme of mutual fund you become part owners of the investment held under that scheme.”
  • Brief History
    • 1964-UTI
    • 1987- Public Sector banks, Insurance Companies
    SBI, PNB LIC, GIC
    • 1993- Private Sector
    Kothari Pioneer ( later merged with Franklin Templeton), J P Morgan, Morgan Stanley, George Soros and Capital International
  • Entities involved in Mutual Fund Operation
    • Sponsor
    • Mutual Fund
    • Trustees
    • Asset Management Company
    • Custodian
    • Registrar and Transfer agents.
  • Organization of a Mutual Fund
  • Open Ended Schemes V/S Closed Ended Schemes
    • Subscription Period.
    • Withdrawal Of Funds.
    • Maturity Period .
    • Listing.
  • Cost Of Investing In a Mutual Fund
  • PROS
  • CONS
  • Are Mutual Funds Risk Free???
    • To begin with, we can say mutual funds are relatively risk free in the way they invest and manage the funds.
    • The investment from the pool is well diversified across securities and shares from various sectors.
    • The fundamental understanding behind this is not all corporations and sectors fail to perform at a time.
    • And in the event of a security of a corporation or a whole sector doing badly then the possible losses from that would be balanced by the returns from other shares.
  • Websites
    http://news.moneycontrol.com/mf/glossary.php
    http://www.investopedia.com/university/mutualfunds/default.asp
    http://www.valueresearchonline.com
    http://www.amfiindia.com/
    http://www.sbimf.com/portal/static/calculator/RiskAssess/RiskAssessCal1.asp
    http://www.mutualfundsindia.com/resourcecentre.asp
  • Thank You