This document provides an overview of mutual funds, including their definition as a way to pool investor money and invest in stocks, bonds, and other securities. It discusses types of mutual funds like growth stocks, limitations, the structure involving sponsors, trustees, and asset management companies. A brief history of mutual funds in India is given starting in 1963, and future growth projections through 2010. Research methods for studying mutual funds are also summarized.

1. MUTUAL FUND

2. Company Profile:
 Karvy Stock Brocking Ltd is a member of National Stock Exchange
(NSE), The Bombay Stock Exchange (BSE), and The Hyderabad
Stock Exchange (HSE).
 Karvy Stock Broking Limited, one of the cornerstones of the
Karvy edifice, flows freely towards attaining diverse goals of
the customer through varied services.
 Helping the customer create waves in his portfolio and empowering
the investor completely is the ultimate goal.

3. DEFINATION
A mutual fund is made up of money that
is pooled together by a large number of
investors who give their money to fund
manager to invest in a large portfolio of
stocks bonds.

4. GROWTH STOCK
TYPES

5. LIMITATIONS
DECISIONS
COST
PROJECTIONS
INSURANCE
RISK

6. STRUCTURE
SPONSERS- Sponsers is basically a promoter of the
funds.
TRUSTEES -Two third of the trustees are independs
professionals who on the fund and supervises the
activities of the AMC.
AMC- Asset Management company is the set of
financial professionals who the fund.
TRANSFER- AGENTS- Transfer agents company
interface with the customer.

7. HISTORY
1963: UTI is India’s first mutual fund.
1964: UTI launches US-64.
1986: UTI Master share, India’s first true ‘mutual fund’
scheme, launched
1994: Morgan Stanley is the first foreign player.
1998: UTI Master Index Fund is the country’s first index
fund.
2001: US-64 scam leads to UTI overhaul
2003: AMFI certification made compulsory for new
agents; fund of funds launched

8. FUTURE IN THE INDIA
By December 2004, Indian mutual fund industry reached
Rs 1,50,537 crore. It is estimated that by 2010 March-end,
the total assets of all scheduled commercial banks should
be Rs 40,90,000 crores.
The annual composite rate of growth is expected 13.4%
during the rest of the decade. In the last 5 years we have
seen annual growth rate of 9%. According to the current
growth rate, by year 2010 the asset will be double.

9. RESEARCH METHODS
METHODOLOGY OF STUDY
RESEARCH METHODOLOGY
ASSUMPTIONS
LITERATURE SURVEY
PROBABILITY SAMPLING
 SAMPLING SIZE
 EXECUTION OF THE PROJECT

10. CONCLUSIONS
My experience at KARVY STOCK BROKING can’t explain
in pages. Its important to understand that each mutual
fund has different risks and reward. In general the higher
the potential returns the higher the risk of loss. With this
we conclude our presentation on MUTUAL FUND.