Mutual fund


Published on

  • Be the first to comment

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Mutual fund

  2. 2. What is mutual fund<br />Mutual funds is nothing but a money-managing systems that are introduced to professionally invest money collected from the public. The Asset Management Companies (AMCs) manage different types of mutual fund schemes <br />investment in mutual funds in India means pooling money in bonds, short-term money market, financial institutions, stocks and securities and dishing out returns as dividends. In India, Fund Managers manage the mutual funds. They are also referred to as portfolio managers. The mutual funds in India are regulated by the Securities Exchange Board of India.<br />
  3. 3. Phases of Indian Mutual Funds investment <br />The foundation of the mutual funds industry in India dates back to the time when mutual fund was introduced by UTI in 1963. The growth path has been staggering but it saw a surge from 1987 when there other players also entered the market. Mutual Fund Investment India have witnessed an outstanding development both quality and quantity wise. Thus it is recommended to follow up with the potential of the mutual fund investment India for a better growth prospect. <br />
  4. 4. 4 phases in the Indian Mutual Funds investment India<br />First Phase - 1964- -1987<br />Second Phase - 1987-1993 (Entry of Public Sector Funds)<br />Third Phase - 1993-2003 (Entry of Private Sector Funds)<br />Fourth Phase - since February 2003<br />
  5. 5. Mutual funds have different structure and aims, which in turn enable us to classify them into various major categories. These categories areClosed-end mutual funds:-A closed-end mutual fund bears a number of shares which are issued to the public by an initial public offering (IPO). Open end funds:-Open end funds are managed by mutual fund houses for raising money from shareholders and they invest in a group of assets. <br />
  6. 6. Benefits of Mutual Funds<br />Mutual funds are preferred for their cost-effectiveness and easy investment process. By investing all the money in a mutual fund, investors can buy stocks or bonds at lower trading charges. This is indeed one of the main benefits, which is not available otherwise. You don't need to see which stock or bond would be better to buy. Another advantage is diversification. Diversification stands for diffusing money across various different categories of investments.<br />
  7. 7. Risk versus Reward<br /> Volatility in the market activity can be referred to as the risk in the mutual fund investment. The sudden upward and downward sentiments of the markets and individual issues can be attributed to several key factors. These factors comprise:<br />Inflation<br />Interest rate changes<br />General economic scenario<br />
  8. 8. List of Mutual Fund Companies in India<br />Some of the popular firms that deal in mutual funds in India are:<br />Reliance Mutual Funds<br />HDFC<br />Birla Sun Life<br />Deutsche Bank<br />ING<br />HSBC<br />ICICI Prudential<br />LIC<br />
  9. 9. List of Mutual Fund Companies in India<br />JP Morgan<br />Kotak Mahindra<br />JM Financial<br />State Bank of India (SBI)<br />Sahara Mutual Funds<br />Tata<br />UTI<br />Standard Chartered<br />
  10. 10. Top mutual funds in India<br />Reliance Mutual Fund<br />HDFC Equity Fund<br />ICICI Prudential Fund<br />SBI Mutual Fund<br />
  11. 11. Reliance Mutual Fund<br />The money invested by investors in Reliance Mutual Fund is further invested in the equity market or fixed income securities of various sectors and companies to <br />generate a regular income for the investor.<br />Reliance Mutual Fund Plans<br />Reliance Growth Fund: An open-ended Equity Growth Scheme<br />Reliance Vision Fund: An open-ended Equity Growth Scheme<br />Reliance Banking Fund: An open-ended banking sector Scheme<br />Reliance Diversified Power Sector Fund:An open-ended Power sector Scheme<br />Reliance Pharma Fund: An open-ended Pharma sector Scheme<br />Reliance Media and Entertainment Fund: An open-ended Media and Entertainment Sector Scheme<br />Reliance NRI Equity Fund: An open-ended Diversified Equity Scheme<br />
  12. 12. HDFC Mutual Fund<br />HDFC Mutual Fund is governed by HDFC Asset Management Company Limited (AMC). The HDFC mutual fund was approved by SEBI in June 2000. Equity Funds, Balanced Funds, and Debt Funds are the mutual fund schemes offered by HDFC Mutual Fund.An Overview of HDFC Mutual Fund-<br />HDFC Mutual Fund has witnessed significant growth in the past few years. It is regulated by HDFC Asset Management Company Limited (AMC) which works as an Asset Management Company (AMC) for HDFC Mutual Fund.<br />
  13. 13. ICICI PRUDENTIAL MUTUAL FUND<br />ICICI Prudential Asset Management Company is a joint venture between Prudential plc and ICICI Bank. Neither ICICI Prudential Asset Management Company nor Prudential plc are affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.The information and opinion contained in this Site do not constitute a distribution, an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in any jurisdiction in which such distribution or offer is not authorised to any person. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada. In no event shall members of the ICICI Group .<br />
  14. 14. SBI MUTUAL FUND<br />SBI Mutual Fund (SBI MF) is one of the largest mutual funds in the country with an investor base of over 5.8 million. With over 20 years of rich experience in fund management, SBI MF brings forward its expertise in consistently delivering value to its investors.<br />SBI MF draws its strength from India's Largest Bank State Bank of India and SociétéGénérale Asset Management, France.<br />SBI Magnum Taxgain Scheme 1993<br />Magnum Balanced Fund<br />Magnum Global Fund<br />Magnum Multiplier Plus 1993<br />