Mutual Funds  By Suman Jangir
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Mutual Funds By Suman Jangir

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    Mutual Funds  By Suman Jangir Mutual Funds By Suman Jangir Presentation Transcript

    • MUTUAL FUNDS INDUSTRY IN INDIA Suman Jangir
    • Definition
      • The pooled money that is invested in Assets.
      • ‘ OR ‘
      • 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.
    • HISTORY OF MUTUAL FUNDS
      • 1964 - UTI
      • 1987 – Public Sector Banks, Insurance Companies
      • {SBI, Canbank, PNB LIC, GIC
      • 1993 – Private Sector
      • Kothari Pioneer (Later merged with Franklin
      • Templeton), J P Morgan, Morgan Stanley,
      • George Soros and Capital International
    • Concept of Mutual funds
      • A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal
      • The money thus collected is then invested in capital market instruments such as shares, debentures and other securities.
              • The income earned through these investments and the capital appreciation realized are shared by its unit holders in proportion to the number of units owned by them.
              • Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in diversified professionally managed basket of securities at a relatively low cost.
    • Concept of Mutual funds
    • Objectives
      • Money market Mutual Funds
      • Stock Mutual Funds
      • Bond Funds
      • Asset Allocation Funds
    • Types of funds
      • Open- Ended Funds
      • Close- Ended Funds
      • Unit Investment Trust (UTI)
      • Exchange Traded Fund (ETF)
      • Real Estate Investment Trust (REIT)
      • Instant Diversification
      • Level the playing field between professional and individual investors
      • Share administrative expenses
      • Liquidity
      • Minimal transaction costs
      • Convenience
      advantages
      • Lower than Market Performance
      • Costs
      disadvantages
    • Services offered by mutual funds
      • Automatic investments and withdrawal plans
      • Automatic re-investment of interest, dividends and capital gains
      • Wiring and funds express options
      • Phone or internet switching
      • Check writing
      • Book keeping and help with taxes
    • Buying A mutual fund
      • STEP 1 – Determine risk preferences
      • STEP 2 – Determine asset allocation
      • STEP 3 – Identify family of funds that meet your objective
      • STEP 4 – Evaluate the funds