A Mutual Fund is investment process that collects money from investors & invest it in stock, bonds, short-term money-market instruments & other securities with a predetermined investment objective.

1. ALL ABOUT MUTUAL FUNDS IN
INDIA

2. What is Mutual Fund?
 A Mutual Fund is investment process that
collects money from investors & invest it in
stock, bonds, short-term money-market
instruments & other securities with a
predetermined investment objective.
 In recent years, mutual funds have evolved to
include a variety of sectors, investment
strategies and structures to accommodate the
objectives and risk tolerance of a wide range
of investors.

3. Working of a Mutual Fund

4. Types of Mutual Funds

5. Mutual Funds
• Open for all the year • Open for fixed period
• Min Subs amt 50 Cr. • Min Subs amt 20 Cr.
• No duration • Duration (5 to 7 years)
• Refunded if min. subs. not achieved • Refunded if min. amt. not achieved
• Repurchased anytime • May be repurchased (After 2 to 3 years)
• Redeemed at Nav & Load factor ranges• Redemption specified & done at Nav-
(4% to 6%) service charge
• As repurchased so not listed at stock • Listed at stock exchange
exchange
• Divid. May/may not be switchover allowed Divid. May/may not be switchover allow
•

6. Advantages of Mutual Funds
 Professional investment management
 Service & convenience
 Minimization of risk
 Return potential
 Low cost liquidity
 Choice of schemes
 Tax benefits
 Government oversight

7. Top Mutual Funds Providers in
India
 ICICI Prudential Mutual Fund
 HDFC Mutual Fund
 DSP BlackRock Mutual Fund
 TATA Mutual Fund
 Birla Sun Life Mutual Fund
 Reliance Mutual Fund
 Kotak Mahindra Mutual Fund

8. Best Performing Mutual Funds
 DSP Black Rock Micro Cap Fund - Regular –
Growth
 Reliance Pharma Fund – Growth
 SBI MSFU - FMCG Fund
 DSP Black Rock Technology.com Fund -
Regular – Growth
 UTI - Pharma & Healthcare Fund - Growth

9. Thank you