Mf.

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Mutual Fund

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Mf.

  1. 1. Mutual Fund<br />With an example of <br />Reliance Mutual Fund<br />Presented by:<br />Neha <br /> Swami<br />Charu<br /> Nagpal<br />Ritika Chhabra<br />Shivani Sharma<br />Abhey Thakar<br />
  2. 2. Mutual Fund<br />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. <br />
  3. 3. An old Axiom :<br />“It is not wise to put all eggs into one basket”<br />……… was probably in the minds of those who formed the first mutual fund.<br />
  4. 4. What is a Mutual Fund?<br />“A Mutual Fund represents a vehicle for collective investment. “<br />“When you participate in the scheme of mutual fund you become part owners of the investment held under that scheme.”<br />
  5. 5. Brief History<br /><ul><li>1964-UTI
  6. 6. 1987- Public Sector banks, Insurance Companies</li></ul>SBI, PNB LIC, GIC<br /><ul><li>1993- Private Sector</li></ul>Kothari Pioneer ( later merged with Franklin Templeton), J P Morgan, Morgan Stanley, George Soros and Capital International <br />
  7. 7. Entities involved in Mutual Fund Operation<br /><ul><li>Sponsor
  8. 8. Mutual Fund
  9. 9. Trustees
  10. 10. Asset Management Company
  11. 11. Custodian
  12. 12. Registrar and Transfer agents.</li></li></ul><li>Organization of a Mutual Fund<br />
  13. 13. Open Ended Schemes V/S Closed Ended Schemes<br /><ul><li> Subscription Period.
  14. 14. Withdrawal Of Funds.
  15. 15. Maturity Period .
  16. 16. Listing.</li></li></ul><li>Cost Of Investing In a Mutual Fund<br />
  17. 17. PROS<br />
  18. 18. CONS<br />
  19. 19.
  20. 20. Are Mutual Funds Risk Free???<br /><ul><li>To begin with, we can say mutual funds are relatively risk free in the way they invest and manage the funds.
  21. 21. The investment from the pool is well diversified across securities and shares from various sectors.
  22. 22. The fundamental understanding behind this is not all corporations and sectors fail to perform at a time.
  23. 23. And in the event of a security of a corporation or a whole sector doing badly then the possible losses from that would be balanced by the returns from other shares.</li></li></ul><li>
  24. 24. Websites<br />http://news.moneycontrol.com/mf/glossary.php<br />http://www.investopedia.com/university/mutualfunds/default.asp<br />http://www.valueresearchonline.com<br />http://www.amfiindia.com/<br />http://www.sbimf.com/portal/static/calculator/RiskAssess/RiskAssessCal1.asp<br />http://www.mutualfundsindia.com/resourcecentre.asp<br />
  25. 25. Thank You<br />

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