All about Mutual funds
Upcoming SlideShare
Loading in...5
×

Like this? Share it with your network

Share
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
No Downloads

Views

Total Views
5,958
On Slideshare
2,672
From Embeds
3,286
Number of Embeds
8

Actions

Shares
Downloads
218
Comments
0
Likes
1

Embeds 3,286

http://www.squamble.com 3,264
http://www.aalizwel.com 10
http://translate.googleusercontent.com 6
http://aalizwel.com 2
http://www.slideshare.net 1
http://webcache.googleusercontent.com 1
http://www.google.co.in 1
http://www.google.com 1

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1. Mutual Funds.
  • 2. What is a Mutual Fund?
    • A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests typically in investment securities - stocks, bonds, short-term money market instruments, etc.
  • 3. MF Cycle
  • 4. Types of Mutual Funds
    • By Structure :
    • Open Ended
    • Close Ended
    • By Investment Objective :
    • Equity
    • Income
    • Debt
    • Others :
    • Index Funds
    • ETF’s
    • Sector Specific
  • 5. Advantages
    • Diversification
    • Professional management
    • Risk management
    • Liquidity
    • Well Regulated
    • Affordability
  • 6. NAV & It’s Calculation
    • NAV is termed as Net Asset Value.
    • The net asset value of the fund is the cumulative market value of the assets fund net of its liabilities
    • It is calculated as :
    • Total Investment – Sales + Expenses Incurred (Divided) by number of units
    • Note NAV Changes on daily basis.
  • 7. What is a SIP?
    • SIP is termed as a Systematic Investment Plan.
    • SIP is an investment program that allows you to contribute a fixed amount (as low as Rs.1000) in mutual funds at regular intervals.
    • Some Advantages of SIP :
    • Rupee Cost Averaging
    • Flexibility
    • Power of Compounding
  • 8. Mutual Fund Companies.
    • SBI
    • UTI
    • HDFC
    • Birla Sun Life
    • BOB
    • HSBC
    • ING Vysya
    • ICICI Prudential
    • Standard Chartered
    • Tata
    • Kotak Mahindra
    • Reliance
    • Franklin Templeton
    • Morgan Stanley
    • Escorts
    • LIC Mutual Fund
    • DSP BlackRock
    • And More……
  • 9. Mutual Funds & India
    • Investment avenues in India
    • 86% investors prefer MF (Globally)
    • In India MF’s are picking up at a faster rate.
    • Investment through brokers and investment advisors
    • Now even traded on NSE
  • 10. Frequently used terms
    • NAV- Net Asset Value
    • Unit
    • NFO- New Fund Offer
    • Sales Price
    • Repurchase Price
    • Redemption Price
    • Sales Load
    • AMFI & SEBI