2. INDEX
Introduction
Types of mutual funds
Advantages of mutual funds
How to choose a fund?
Selected mutual funds
AXIS BLUECHIP
L&T ACE BOND
Equity analysis
HDFC
ICICI
3. INTRODUCTION
A mutual fund is a common pool of money into which investors
place their contributions that are to be invested in different
types of securities in accordance with the stated objective.
Mutual Fund is the most suitable investment for the common
man as it offers an opportunity to invest in a diversified,
professionally managed basket of securities at a relatively low
cost.
4. TYPES OF MUTUAL FUNDS
On the basis of maturity period
Open ended funds
Close ended funds
On the basis of investment objective
Equity / growth funds
Income/ debt funds
Balanced funds
Money market funds
Index funds
5. ADVANTAGES OF MUTUAL FUNDS
Professional Management
Minimization of risk
Return Potential
Low Costs Liquidity
Choice of schemes
Tax benefits
6. HOW TO CHOOSE A FUND ?
Fund manager’s track record
Portfolio quality
Number of retail investors and average holding size
Size of fund
Sudden change in portfolio or NAV
Dividend frequency
Sharpe ratio
Standard deviation
7. SELECTED MUTUAL FUNDS
From the various mutual funds operated in India two mutual funds
organizations,
Axis Bluechip Fund - D (G)
L&T Triple Ace Bond Fund - D (G)
Are taken for comparison and are the some of the best performing mutual
funds in India currently.
8. AXIS BLUECHIP FUND - D (G)
Category : Large Cap Fund
Fund House : Axis Mutual Fund
•NAV
:
₹ 33.26 -0.98%
(as on 14th August, 2020)
This scheme is ranked 1 in Large Cap category by
Crisil(for quarter ended Mar 31,2020). Benchmark
index is S & P CNX Nifty.
11. L&T TRIPLE ACE BOND FUND - D (G)
Category : Corporate Bond Fund Fund
House : L&T Mutual Fund
NAV : ₹ 58.3551 -0.13%
(as on 14th August, 2020)
Fund manager(s) – Shriram
Ramanathan , Jalpan Shah
Launch date – 01-Jan-2013
Expense ratio – 0.29% as declared on 31-
May-2020 (category average is 0.33)
Benchmark - CRISIL 10 Year Gilt Index
Type : Open Ended Fund. You can invest any
time in this fund.
15. EQUITY ANALYSIS
For equity analysis I have taken financial services industry. The two companies that
I have taken for comparison are :-
HDFC Bank Ltd
ICICI Bank Ltd
16. HDFC BANK LTD
HDFC Bank Limited (HDFC Bank or the Bank), incorporated in
Mumbai,it is a publicly held banking company engaged in providing
a range of banking and financial services including retail banking,
wholesale banking and treasury operations.
17. ICICI BANK LTD
ICICI Bank is engaged in providing a wide range of banking
and financial services including retail banking, corporate
banking and treasury operations.