vidddu A small presentation on,

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vidddu A small presentation on,

  1. 1. A SMALL PRESENTATION ON, MUTUAL FUND PRESENTED BY, VIDYADHARA.G
  2. 2. LEARNING OUTCOMES What is mutual fund. Concept of Mutual funds. TYPES OF MUTUAL FUNDs Objectives Advantages disadvantages Buying A mutual fund. Services offered by mutual funds
  3. 3. What is… MUTUAL FUND
  4. 4. MUTUAL FUND A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors to buy stocks, bonds, short-term money market instruments, and/or other securities. Blah.. Bla bla…
  5. 5. Concept of Mutual funds A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The income earned through these investments and the capital appreciation realized are shared by its unit holders in proportion to the number of units owned by them.  Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in diversified professionally managed basket of securities at a relatively low cost.
  6. 6. Cycle of Mutual Fund .
  7. 7. TYPES OF MUTUAL FUNDs Mutual Funds By Maturity Period Open ended Close ended By Investment Objective Equity Income Balance fund Money market Gilt fund Index fund
  8. 8. Maturity period A)Open ended  Subscription and repurchase on continuous basis . Does not have fixed maturity period B)Close ended Stipulated maturity period
  9. 9. Investment objective Equity • To provide capital appreciation over the medium to long- term • High risk Income • Regular and steady income to investors. • Bonds, corporate debentures, Government securities and money market instruments.
  10. 10. Investment objective Balance fund • Provide both growth and regular income • Equities and fixed income securities Money market • To provide easy liquidity, preservation of capital and moderate income • Treasury bills, commercial paper and government securities, etc.
  11. 11. Investment objective` Gilt fund • In government securities. • No default risk. Index fund • Rise or fall in accordance with the rise or fall in the index
  12. 12. Objectives
  13. 13. advantages
  14. 14. disadvantages
  15. 15. Services offered by mutual funds
  16. 16. Buying A mutual fund

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