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Mutual fund

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    Mutual fund Mutual fund Presentation Transcript

    • Mutual funds
    • Basics of Mutual Fund1. Getting Started:-2. Stocks:-3. Bonds:-What is mutual fund ?A mutual fund is just the connecting bridge or afinancial intermediary that allows a group ofinvestors to pool their money together with apredetermined investment objective
    • Working of Mutual Fund1.A Mutual Fund is a trust2. Managed by a professional investment manager3. Load Funds4. No-load Funds5. Low-load
    • Regulatory AuthoritiesTo protect the interest of the investors, SEBI formulatespolicies and regulates the mutual funds. SEBI approved Asset Management Company (AMC). According to SEBI Regulations, two thirds of the directors ofTrustee Company or board of trustees must be independent. The Association of Mutual Funds in India (AMFI) reassures theinvestors . AMFI is engaged in upgrading professional standards
    • DiversificationDiversification is nothing but spreading out your money acrossavailable or different types of investments. By choosing todiversify respective investment holdings reduces risktremendously up to certain extent.The most basic level of diversification is to buy multiple stocksrather than just one stock. Mutual funds are set up to buy manystocks. Beyond that, you can diversify even more bypurchasing different kinds of stocks, then adding bonds, theninternational, and so on. It could take you weeks to buy allthese investments, but if you purchased a few mutual fundsyou could be done in a few hours because mutual fundsautomatically diversify in a predetermined category ofinvestments (i.e. - growth companies, emerging or mid sizecompanies, low-grade corporate bonds, etc).
    • Types of mutual funds1. Value stock2. Growth Stock3. Based on company size4. Income tax5. Index Funds6. Enhances Index7. Stock Market sector8. Defensive Stock9. Socially Responsible10. Balance Fund11. Tax Efficient12. Convertible
    • Schemes of Mutual Fundby structure1. Open ended Schemes2. Close ended Schemes3. Interval Schemes
    • Schemes of Mutual Fundby Nature1. Equity Fund.2. Debt Fund. Gift Fund Income Fund MIPs Short Term Plans Liquid Fund3. Balanced Fund.
    • Other schemes1. Growth Schemes2. Income Schemes3. Balanced Schemes4. Money Market Schemes5. Tax Savings6. Index Schemes7. Sector Specific Schemes
    • Types of ReturnsIncome is earned from dividends on stocks and interest on bonds. Afund pays out nearly all income it receives over the year to fundowners in the form of a distribution.If the fund sells securities that have increased in price, the fund hasa capital gain. Most funds also pass on these gains to investors in adistribution.If fund holdings increase in price but are not sold by the fundmanager, the funds shares increase in price. You can then sell yourmutual fund shares for a profit. Funds will also usually give you achoice either to receive a check for distributions or to reinvest theearnings and get more shares
    • Advantage & Disadvantages ofmutual fundsADVANTAGESProfessional ManagementDiversificationEconomies of ScaleLiquiditySimplicityDISADVANTAGESCostsDilutionTaxes
    • Thank youGroup Members:-1. Pooja Premjithlal.10. Nikita chaubal.24. Humera khan.27. Neelam Koli.31. Namrata more.32. Anuya mukne.35. Shradha pandey.