A mutual fund is a trust that pools money from investors and invests it in stocks, bonds, and other securities. The Indian mutual fund industry began in 1963 with the formation of the Unit Trust of India. It has since grown into four phases with the entry of public sector funds in 1987, private sector funds in 1993, and the division of UTI in 2003. Mutual funds offer investors various benefits like professional management, risk minimization, tax benefits, and choices in investment options and goals. The industry continues to grow as more Indians invest for their future needs.
In this ppt i have included Knowing the Basics, How do mutual funds work?, History of Indian Mutual Fund, Types of Mutual Funds, Myths and Facts of Mutual Fund
In this ppt i have included Knowing the Basics, How do mutual funds work?, History of Indian Mutual Fund, Types of Mutual Funds, Myths and Facts of Mutual Fund
Invest in Mutual Funds : Stay safe and let compound your capital .
https://trade4dream.blogspot.in/
https://twitter.com/ShekharSinha4u
https://www.facebook.com/ShekharTechnical/
Invest in Mutual Funds : Stay safe and let compound your capital .
https://trade4dream.blogspot.in/
https://twitter.com/ShekharSinha4u
https://www.facebook.com/ShekharTechnical/
[Note: This is a partial preview. To download this presentation, visit:
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Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
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⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
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1. WHAT IS MUTUAL FUND?
• A Mutual Fund is a trust that pools together the
savings of a number of investors who share a
common financial goal.
The money thus collected is then invested in
capital market instruments such as shares,
debentures and other securities.
by:
Gurmeet
Singh
2. History of the Indian Mutual
Fund Industry
The mutual fund industry in India started in
1963 with the formation of Unit Trust of
India, at the initiative of the Government of
India and Reserve Bank.
The history of mutual funds in India can be
broadly divided into four distinct phases:
by:
Gurmeet
Singh
3. First Phase – 1964-87
Unit Trust of India (UTI) was established on
1963 by an Act of Parliament. It was set up
by the Reserve Bank of India and
functioned under the Regulatory and
administrative control of the Reserve Bank
of India.
The first scheme launched by UTI was Unit
Scheme 1964. At the end of 1988 UTI had
Rs.6,700 crores of assets under
management.
by:
Gurmeet
Singh
4. Second Phase – 1987-1993 (Entry of
Public Sector Funds)
1987 marked the entry of non- UTI, public sector
mutual funds set up by public sector banks and
Life Insurance Corporation of India (LIC) and
General Insurance Corporation of India (GIC).
SBI Mutual Fund was the first non- UTI Mutual
Fund established in June 1987.
by:
Gurmeet
Singh
5. Third Phase – 1993-2003 (Entry of
Private Sector Funds)
With the entry of private sector funds in 1993, a
new era started in the Indian mutual fund
industry, giving the Indian investors a wider
choice of fund families.
In 1993 was the year in which the first Mutual
Fund Regulations came into being, under which
all mutual funds, except UTI were to be
registered and governed.
by:
Gurmeet
Singh
6. Fourth Phase – since
February 2003
In February 2003, following the repeal of the Unit Trust of
India Act 1963 UTI was divided into two separate entities.
One is the Specified Undertaking of the Unit Trust of India
with assets under management of Rs.29,835 crores as at
the end of January 2003.
The second is the UTI Mutual Fund Ltd, sponsored by
SBI, PNB, BOB and LIC. It is registered with SEBI and
functions under the Mutual Fund Regulations.
by:
Gurmeet
Singh
8. The flow chart below describes the
working of a mutual fund:
by:
Gurmeet
Singh
9. TYPES OF MUTUAL FUNDs
Mutual
Funds
By Maturity
Period
By Investment
Objective
Equity
Income
Balance
fund
Money
market
Gilt fund
Index
fund
Close
ended
Open
ended
by:
Gurmeet
Singh
10. Schemes according to Maturity
Period
A mutual fund scheme can be classified into open-ended
scheme or close-ended scheme depending on its maturity
period.
Open-ended
Fund
An open-ended Mutual fund is one that is available for subscription and
repurchase on a continuous basis. These Funds do not have a fixed
maturity period.
close-ended
Fund
A close-ended Mutual fund has a stipulated maturity period e.g. 5-7
years. The fund is open for subscription only during a specified period
at the time of launch of the scheme.
by:
Gurmeet
Singh
11. Fund according to Investment Objective
A scheme can also be classified as growth fund, income
fund, or balanced fund considering its investment objective.
Growth / Equity
Oriented Scheme
The aim of growth funds is to provide capital appreciation over the
medium to long- term.
Such funds have comparatively high risks.
These schemes provide different options to the investors like
dividend option, capital appreciation, etc.
by:
Gurmeet
Singh
12. Income / Debt
Oriented Scheme
The aim of income funds is to provide regular and
steady income to investors.
Such schemes generally invest in fixed
income securities such as bonds, corporate
debentures, Government securities and
money market instruments.
Such funds are less risky compared to equity
schemes
by:
Gurmeet
Singh
13. Balanced Fund
The aim of balanced funds is to provide both
growth and regular income as such schemes
invest both in equities and fixed income securities
in the proportion indicated in their offer
documents.
These are appropriate for investors looking for
moderate growth.
by:
Gurmeet
Singh
14. Money Market
These funds are also income funds and their aim
is to provide easy liquidity, preservation of capital
and moderate income.
These schemes invest exclusively in safer short-
term instruments such as treasury bills,
commercial paper and government securities,
etc.
These funds are appropriate for corporate and
individual investors as a means to park their
surplus funds for short periods.
by:
Gurmeet
Singh
15. Gilt Funds
These funds invest exclusively in government
securities.
Government securities have no default
risk.
Index Funds
This scheme invest in the securities in the
same weightage comprising of an index.
This scheme would rise or fall in accordance
with the rise or fall in the index
by:
Gurmeet
Singh
16. ADVANTAGES OF MUTUAL
FUNDS
Professional Management
Minimization of risk
Return Potential
Systematic investment planning
Choice of schemes
Tax benefits
by:
Gurmeet
Singh
17. Various Mutual Funds in India
State Bank of India mutual fund
ICICI prudential mutual fund
TATA mutual fund
HDFC mutual fund
Birla sun life mutual fund
Reliance mutual fund
Kotak Mahindra mutual fund etc..
by:
Gurmeet
Singh
18. Summary
The Mutual Fund Industry is a growth
industry
Mutual Funds cover a spectrum of Investment
Options
Start Investing Early & Systematically
We invest directly or through a Professional
Money Manager
by:
Gurmeet
Singh