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Mutual fund
- 1. MUTUAL FUND ANDITS TYPES Seminar on Presented By: NISHANTHI AN M.B.A. 1ST Year “B” Roll no.- 12
- 2. WHAT IS MUTUALFUND? • 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:Dhinagaran 2
- 3. HISTORY OF MUTUALFUND In 1963 UTI was set up by Parliament under UTI act In 1987 Introducing of Public Sector funds In 1993 Introducing of Private Sector funds In 1996 SEBI Entered to Regulate the Mutual Funds 3 By:Dhinagaran
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- 5. THREE VARIETIES OFMUTUAL FUNDS Equity Funds (Stock) (Funds that Invest in Fast Growing Co.) Fixed-Income Funds (Bonds and Govt. and Corporate Debts) Money Market Funds (It consists of short-term debt instruments, mostly Treasury Bills) 5 By:Dhinagaran
- 6. Types of MutualFunds Mutual Funds By Maturity Period By Investment Objective Equity Income Balance fund Money market Gilt fund Index fund Close ended Open ended By:Dhinagaran 6
- 7. INVESTMENT STRATEGIES SystematicInvestment Plan (SIP) Invest Fixed sum Every Month Systematic Withdrawal Plan (SWP) Withdraw Money on a Regular Basis By:Dhinagaran 7
- 8. Advantages of MutualFunds Professional Management Minimization of risk Return Potential Low Costs Liquidity Choice of schemes Tax benefits By:Dhinagaran 8
- 9. Dis-Advantages of MutualFunds Loss of Control Fees and Expenses Poor Performance Size Too Many Choices By:Dhinagaran 9
- 10. Various Mutual Fundsin 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:Dhinagaran 10
- 11. COMPARISON BETWEEN MFAND DIRECT INVESTING 11 By:Dhinagaran
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