This ppt describes about the mutual fund in detail to create an awareness before taking any investment decision. It shows the benefits related to investment diversification in mutual funds and various related terms to it. It contains information on equity fund, debt fund and hybrid fund.Equity fund is the one where risk involved is highest so higher returns could also be expected, Debt fund are generally the government bonds so the risk involved is lower as compared to equity shares and thus the return is also lower while the hybrid fund allocates fund partially in both equity and debt so the risk gets moderated and returns are beneficial.Large cap fund is associated with the large companies having highest market capitalization, Mid cap funds are those related to medium size companies while low cap is for startups with lower capitalization.And many more concepts has been described.

1. MUTUAL FUND

2. MUTUAL FUND
Depositor
1
Depositor
2
Depositor
3
Fund
Fund
Asset
Managemen
t Company
Equity
Fund
Debt Fund
Hybrid
Fund
Fund
Mange
r

3. INVESTMENT DIVERSIFICATION
• Time Horizons (Short-term to Long-term Funds)
• Amounts (Minimum initial investment in SIP to large amount
investment)
• Financial Assets (Equity, Debt and Hybrid)
• 100% Tax Exemption on mutual fund dividend
• Transparency (Detail report and statements to keep a track on the
performance of your fund)
• Regulated by Securities Exchange Board of India

4. RELATED TERMS TO MUTUAL FUND
• Net Asset Value = (
𝑇𝑜𝑡𝑎𝑙 𝐴𝑠𝑠𝑒𝑡 𝑉𝑎𝑙𝑢𝑒 −𝐸𝑥𝑝𝑒𝑛𝑠𝑒
𝑁𝑜.𝑜𝑓 𝑢𝑛𝑖𝑡𝑠 𝑜𝑓 𝑎𝑠𝑠𝑒𝑡
)
• SIP =Systematic Investment Plan (Monthly Installments)
• Open End Funds- Could be withdrawn at any point of time
• Close End Funds- Could be withdrawn only after the maturity period
• Large Cap Funds- Funds invested in large companies, the companies that
have a market capitalization of $ 10 billion over
• Mid Cap Funds- Funds invested in mid-size companies, the companies that
have a market capitalization of $4 to $7 billion
• Small Cap Funds- Funds invested in small companies, the companies that
have a market capitalization of $ 300 million to $2 billion

5. Equity Fund
Debt Fund
Hybrid Fund
High Risk
High
Return
Low Risk
Low
Return
Moderate
Risk &
Return
Depends
on
Time
Horizon
Amount
Invested

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