Mutual Fund project ppt
•Download as PPT, PDF•
11 likes•11,933 views
This document summarizes a presentation about increasing brand awareness of DBS Chola Mutual Fund. It provides an overview of DBS Chola Mutual Fund and its parent company, Murugappa Group. It then discusses concepts of mutual funds, their organization structure and advantages. Finally, it analyzes strategies for increasing DBS Chola's brand value through sales promotion, distribution channels, and market penetration using independent financial advisors.
Report
Share
Report
Share
![[object Object],[object Object],[object Object],[object Object],[object Object]](https://image.slidesharecdn.com/dbscholappt-nw-100203084052-phpapp02/85/Mutual-Fund-project-ppt-1-320.jpg)
![About the Company: ,[object Object],[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
Recommended
Introduction portfolio management
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
Mutual Fund A case study on HDFC Mutual Fund Asset Management Company
This document provides an overview of mutual funds in India including:
- A brief history of mutual funds in India from the 1960s to present day, divided into four phases of development.
- The key regulatory bodies that govern mutual funds including SEBI, AMFI, RBI, and the Ministry of Finance.
- An introduction to the main types of mutual funds based on execution, investment pattern, and taxation.
- An overview of investor rights and obligations as well as the role and responsibilities of trustees in overseeing mutual funds.
Portfolio selection, markowitz model
PORTFOLIO, financial assets, Physical Assets, investment purpose, maximize his returns, and minimize the risk, optimal portfolio., MARKOWITZ MODEL, statistical procedures, risk-return tradeoff, return on investment, risk-averse., monetary inflow, variance of return, efficient frontier, Investment objective, portfolio manager, DIVERSIFICATION, consistent return, Lower risk, portfolio, securities by industry, Systematic risk, unsystematic risk, riskless borrowing, preference for return
Project Report On Mutual fund
This document provides an overview of a project report on mutual funds. It begins with an acknowledgement section thanking those who assisted with the project. It then outlines the need for the study as understanding mutual funds and their schemes. The objectives are listed as providing information on mutual fund benefits, types of schemes, market trends, specific fund schemes, distribution channels, and marketing strategies. The document also notes some limitations of the study and provides an executive summary of key findings. It concludes with an index of topics that will be covered in the full report.
comparative study on mutual fund
This document appears to be a project report submitted by a student for a course on analyzing the top 5 mutual funds offered by Motilal Oswal Securities Ltd. The report includes an introduction to mutual funds that describes their structure and workings. It then discusses various types of mutual funds, performance measures, and regulations governing mutual funds in India. The report also includes sections on the methodology used for the study, profiles of different asset management companies, and limitations and conclusions of the research.
Comparative study of mutual funds in india
This document provides a project report on a comparative study of mutual funds in India with reference to HDFC Mutual Fund and SBI Mutual Fund. It includes an introduction to mutual funds, their history and development in India. It also outlines the objectives of the study, which are to analyze the growth of the mutual fund industry and evaluate the performance of schemes from major public and private sector funds. The report further describes HDFC Mutual Fund and SBI Mutual Fund in detail and includes a literature review, research methodology, data collection process and findings/suggestions from the comparative analysis.
Introduction to financial system and financial services
The document provides an introduction to financial systems and financial services. It defines key terms like financial assets, financial intermediaries, and financial markets. It describes the major components of India's financial system including banks, capital markets, money markets, and development institutions. It also outlines some weaknesses of India's historical financial system as well as modern financial services and products that have emerged.
A project report on investment strategies and portfolio management at standar...
The banking system in India has evolved significantly over time. The modern banking system originated during British rule in the 19th century. The banking sector is now divided into public sector banks, private sector banks, cooperative banks, and development banks. The Reserve Bank of India acts as the central bank, regulating all banking activities in the country. Common banking services offered include savings and current accounts, loans, money transfers, credit/debit cards, and safe deposit lockers. Non-resident Indians can also open NRO, NRE, and FCNR accounts.
Recommended
Introduction portfolio management
noorulhadi Lecturer at Govt College of Management Sciences, noorulhadi99@yahoo.com
i have prepared these slides and still using in mylectures, Reference: Portfolio management by S kevin and online sources
Mutual Fund A case study on HDFC Mutual Fund Asset Management Company
This document provides an overview of mutual funds in India including:
- A brief history of mutual funds in India from the 1960s to present day, divided into four phases of development.
- The key regulatory bodies that govern mutual funds including SEBI, AMFI, RBI, and the Ministry of Finance.
- An introduction to the main types of mutual funds based on execution, investment pattern, and taxation.
- An overview of investor rights and obligations as well as the role and responsibilities of trustees in overseeing mutual funds.
Portfolio selection, markowitz model
PORTFOLIO, financial assets, Physical Assets, investment purpose, maximize his returns, and minimize the risk, optimal portfolio., MARKOWITZ MODEL, statistical procedures, risk-return tradeoff, return on investment, risk-averse., monetary inflow, variance of return, efficient frontier, Investment objective, portfolio manager, DIVERSIFICATION, consistent return, Lower risk, portfolio, securities by industry, Systematic risk, unsystematic risk, riskless borrowing, preference for return
Project Report On Mutual fund
This document provides an overview of a project report on mutual funds. It begins with an acknowledgement section thanking those who assisted with the project. It then outlines the need for the study as understanding mutual funds and their schemes. The objectives are listed as providing information on mutual fund benefits, types of schemes, market trends, specific fund schemes, distribution channels, and marketing strategies. The document also notes some limitations of the study and provides an executive summary of key findings. It concludes with an index of topics that will be covered in the full report.
comparative study on mutual fund
This document appears to be a project report submitted by a student for a course on analyzing the top 5 mutual funds offered by Motilal Oswal Securities Ltd. The report includes an introduction to mutual funds that describes their structure and workings. It then discusses various types of mutual funds, performance measures, and regulations governing mutual funds in India. The report also includes sections on the methodology used for the study, profiles of different asset management companies, and limitations and conclusions of the research.
Comparative study of mutual funds in india
This document provides a project report on a comparative study of mutual funds in India with reference to HDFC Mutual Fund and SBI Mutual Fund. It includes an introduction to mutual funds, their history and development in India. It also outlines the objectives of the study, which are to analyze the growth of the mutual fund industry and evaluate the performance of schemes from major public and private sector funds. The report further describes HDFC Mutual Fund and SBI Mutual Fund in detail and includes a literature review, research methodology, data collection process and findings/suggestions from the comparative analysis.
Introduction to financial system and financial services
The document provides an introduction to financial systems and financial services. It defines key terms like financial assets, financial intermediaries, and financial markets. It describes the major components of India's financial system including banks, capital markets, money markets, and development institutions. It also outlines some weaknesses of India's historical financial system as well as modern financial services and products that have emerged.
A project report on investment strategies and portfolio management at standar...
The banking system in India has evolved significantly over time. The modern banking system originated during British rule in the 19th century. The banking sector is now divided into public sector banks, private sector banks, cooperative banks, and development banks. The Reserve Bank of India acts as the central bank, regulating all banking activities in the country. Common banking services offered include savings and current accounts, loans, money transfers, credit/debit cards, and safe deposit lockers. Non-resident Indians can also open NRO, NRE, and FCNR accounts.
Money markets
The document provides an overview of the Indian money market, including definitions, key participants, instruments, and objectives. The money market deals with short-term lending and borrowing of funds (less than one year) through instruments like treasury bills, commercial paper, certificates of deposit, and repurchase agreements. It aims to provide short-term borrowers access to funds and investors with safe and liquid assets to park surplus funds. The Reserve Bank of India plays an important role in regulating the money market and managing liquidity.
Full Project Report on SBI mutual funds.
This document summarizes a student project on investor perceptions of mutual funds submitted for an MBA program. It includes declarations, acknowledgements, guide certificates, and outlines of the project contents. The student investigated investor preferences in mutual funds, including the types of products, options, and investment strategies preferred by investors in India. The project analyzed primary data collected through surveys to understand factors influencing investor decisions when purchasing mutual funds.
Mutual fund
A mutual fund is a professionally managed investment scheme that pools money from many investors to purchase stocks, bonds and other securities. It allows individual investors to diversify their holdings and benefit from professional fund management at a low cost. The money collected is invested in different securities and the income and capital appreciation is shared by unit holders proportionate to their investment. Mutual funds provide an opportunity for common investors to invest in a basket of securities with a relatively small amount of money.
Presentation On Mutual funds and its types
The document summarizes a seminar presentation on mutual funds and their types. It defines a mutual fund as a trust that pools investor savings and invests in stocks, bonds, and other securities. It outlines the history of mutual funds in India in four phases from 1964 to the present. It also describes the different types of mutual funds based on maturity period (open-ended or closed-ended) and investment objectives (growth, income, balanced, money market, gilt, and index funds). Finally, it lists some major Indian mutual fund companies and the advantages of investing in mutual funds.
Securities market
The document discusses various aspects of securities markets and financial markets. It describes the key components and participants in primary and secondary markets. The primary market, also called the new issue market, deals with the initial sale of new securities to investors. Major functions of the primary market include origination, underwriting, and distribution of new securities issues. Common methods to float new issues include public issues, rights issues, and private placements. The secondary market provides for the trading of previously-issued securities among investors.
A project report on comparative study of mutual funds in india
The document is a project report on a comparative study of mutual funds in India. It includes sections on the introduction of mutual funds, their history in India, advantages, and types of mutual funds. The report provides an overview of the mutual fund industry in India and aims to study some prominent mutual fund companies and their schemes.
Performance and Analysis of Mutual Funds in India
This document is a project report submitted by Aditya Mahindrakar for his summer internship at UTI Mutual Fund in Hyderabad. The report details his study titled "A Study on Performance and Analysis of Mutual Funds in India". The 3-page report includes sections acknowledging the guidance received from his mentors at UTI Mutual Fund and ArthChakra Advisory Services, a table of contents outlining the topics covered in the report, and an executive summary defining mutual funds and how investors can make money from them.
Derivatives market in india
1. The document discusses the growth and development of derivatives markets in India, including key milestones like SEBI permitting derivatives trading on Indian stock exchanges in 2000 and the introduction of various derivatives products over subsequent years.
2. It provides background on regulations governing derivatives trading in India and the objectives of regulation, including protecting investors and market integrity.
3. The document outlines the objectives of the study, which include understanding the Indian derivatives market scenario, analyzing whether derivatives have achieved their purpose, and suggesting methods based on observations. It discusses the scope and limitations of the study.
Project on mutual funds study and survey
The document provides an overview of the history of mutual funds in India divided into phases:
1) Establishment of UTI in 1963-1987 with UTI enjoying monopoly status. UTI launched various schemes and saw significant growth.
2) Entry of public sector funds in 1987-1993 with SBI MF becoming the first non-UTI MF and others like LIC MF entering. UTI remained the largest.
3) Emergence of private sector funds in 1993-1996 which introduced innovative products and increased competition.
4) Growth and regulation phase from 1996-2004 with SEBI introducing regulations and the industry seeing robust growth. Tax benefits were provided to encourage investment.
MUTUAL FUND
The document provides information about mutual funds in India, including their history and structure. It discusses how a mutual fund is a trust that pools money from investors and invests it in securities like stocks and bonds. It then summarizes the five phases of growth of the mutual fund industry in India from 1963 to 2003 and how regulations evolved. It also outlines the key constituents of mutual funds in India - sponsors, trustees, asset management companies and custodians - and their roles. Finally, it categorizes mutual fund types by structure, nature and investment objective.
Project report a study of sbi mutual funds up
The document is a project report submitted by Snehal Chavan for the completion of a Bachelor of Business Administration degree. It investigates preferences of investors for investing in mutual funds. The report includes an introduction to mutual funds, an acknowledgement section thanking those who provided guidance and support, a declaration confirming the work is the student's own, and an executive summary outlining the project's purpose and methodology.
Mutual funds
A mutual fund is an investment tool that pools money from many investors and invests it in stocks, bonds, and other securities. The document summarizes the history and growth of mutual funds in India from 1963 to the present in four phases. It describes the types of mutual funds including by maturity, investment objective, and advantages for investors such as portfolio diversification, professional management, reduced costs and risk, and liquidity.
Financial Markets
Financial Markets - Money market-Organized and Unorganized-Sub markets
Capital market- Primary market-IPO-FPO- NFO, Book Building-Right Issue-Private placement- Bonus issue-Buyback
Secondary Market-Stock exchanges- Role and functions of Stock Exchanges- BSE-NSE.
Regulatory authorities and their functions – RBI, SEBI
Capital market
The document discusses the financial system and capital markets in India. It defines the capital market as dealing in medium and long-term funds through debt and equity. The growth of the Indian capital market has been driven by factors like the growth of stock exchanges, financial institutions, mutual funds, and the establishment of regulatory bodies like SEBI. The primary market involves IPOs, rights issues, and private placements, while the secondary market provides ongoing trading of securities. Stock markets help mobilize savings, promote industry, and channel funds efficiently in the economy.
A study of investors perception towards the mutual fund investment
This document provides a project report on mutual funds submitted by Hingal Satyadev to the Shri Chimanbhai Patel Institute of Management and Research in partial fulfillment of an MBA degree. The report includes an introduction to mutual funds and ICICI Securities, a literature review on customer awareness of mutual funds, the research methodology used in the study, an analysis of findings, and conclusions and suggestions. The project aimed to examine customer awareness of mutual funds through a survey conducted with customers of ICICI Securities under the guidance of internal and external guides.
Project on mutual funds is the better investments plan
This document is a project report submitted for an MBA program. It discusses mutual funds as better investment plans. The report includes an acknowledgements section, declaration, executive summary, and table of contents. It covers introduction to mutual funds, their various aspects, company profiles, objectives and scope of the study, research methodology, data analysis and interpretation, findings and conclusions, and suggestions and recommendations. The project provided a learning experience for the author and scope to analyze investor preferences for mutual funds in terms of asset management companies, products, options, and investment strategies.
New issue market
The document discusses various aspects of the new issue market in India including initial public offerings (IPO) where firms issue stock to the public for the first time, and seasoned equity offerings (SEO) where already public firms issue additional stock. It covers the key functions of origination, underwriting, and distribution in new stock issues. It also discusses the roles of various intermediaries that facilitate new issues such as merchant bankers, brokers, and underwriters.
What Is Mutual fund ?
A mutual fund is a pool of money managed by professionals to invest in securities like stocks and bonds. Investors purchase units of the fund. Benefits include professional management, diversification, liquidity, and flexibility. Fees can be front-end loads or back-end loads. Funds invest in major asset classes like money market, bonds, balanced, dividend, equity, and specialty funds. Performance is measured using models like Treynor, Sharpe, Jensen, and Fama that consider risk-adjusted returns. Mutual funds have grown significantly in India in recent years as more savings are channeled into the sector.
Mutual funds
This document provides an overview of mutual funds, including their concept, types, advantages, organization, investment strategies, and growth in India. It discusses key mutual fund topics such as open-ended and closed-ended schemes, growth, income, balanced, and money market funds. The document also summarizes the history and growth of the mutual fund industry in India, from its beginnings in 1964 to recent growth and future prospects, with the industry expected to reach $800 billion by 2022 based on past growth rates.
Mutual funds
its a presentation which i and my friend have made on the Mutual Funds ,what are the various benefits of investing in MF , what are the various types of mutual funds ,how does one earn handsome returns in mutual funds, what the investor has to pay it's advantages and disadvantages and many more.............
Mutual fund ppt
This document provides information about mutual funds including their structure, types, history in India, advantages and disadvantages. It discusses that a mutual fund is a trust that collects money from investors and invests in stocks, bonds, money market instruments and other securities. The document outlines the key entities involved in mutual funds like sponsors, trustees, asset management companies, custodians and various distribution channels. It also summarizes the different types of mutual fund schemes and provides a brief history of mutual funds in India from 1964 to the present.
13246827 project-on-mutual-fund-akhilesh-mishra
The document is a project report on mutual funds as better investment plans. It includes an acknowledgement section thanking various individuals for their support and guidance. It also includes a declaration confirming the original work. The executive summary provides an overview of the project, which examines investors' preferences in mutual funds such as the asset management company, type of product, investment option and strategy preferred. It analyzes primary data collected through surveys to understand these preferences.
More Related Content
What's hot
Money markets
The document provides an overview of the Indian money market, including definitions, key participants, instruments, and objectives. The money market deals with short-term lending and borrowing of funds (less than one year) through instruments like treasury bills, commercial paper, certificates of deposit, and repurchase agreements. It aims to provide short-term borrowers access to funds and investors with safe and liquid assets to park surplus funds. The Reserve Bank of India plays an important role in regulating the money market and managing liquidity.
Full Project Report on SBI mutual funds.
This document summarizes a student project on investor perceptions of mutual funds submitted for an MBA program. It includes declarations, acknowledgements, guide certificates, and outlines of the project contents. The student investigated investor preferences in mutual funds, including the types of products, options, and investment strategies preferred by investors in India. The project analyzed primary data collected through surveys to understand factors influencing investor decisions when purchasing mutual funds.
Mutual fund
A mutual fund is a professionally managed investment scheme that pools money from many investors to purchase stocks, bonds and other securities. It allows individual investors to diversify their holdings and benefit from professional fund management at a low cost. The money collected is invested in different securities and the income and capital appreciation is shared by unit holders proportionate to their investment. Mutual funds provide an opportunity for common investors to invest in a basket of securities with a relatively small amount of money.
Presentation On Mutual funds and its types
The document summarizes a seminar presentation on mutual funds and their types. It defines a mutual fund as a trust that pools investor savings and invests in stocks, bonds, and other securities. It outlines the history of mutual funds in India in four phases from 1964 to the present. It also describes the different types of mutual funds based on maturity period (open-ended or closed-ended) and investment objectives (growth, income, balanced, money market, gilt, and index funds). Finally, it lists some major Indian mutual fund companies and the advantages of investing in mutual funds.
Securities market
The document discusses various aspects of securities markets and financial markets. It describes the key components and participants in primary and secondary markets. The primary market, also called the new issue market, deals with the initial sale of new securities to investors. Major functions of the primary market include origination, underwriting, and distribution of new securities issues. Common methods to float new issues include public issues, rights issues, and private placements. The secondary market provides for the trading of previously-issued securities among investors.
A project report on comparative study of mutual funds in india
The document is a project report on a comparative study of mutual funds in India. It includes sections on the introduction of mutual funds, their history in India, advantages, and types of mutual funds. The report provides an overview of the mutual fund industry in India and aims to study some prominent mutual fund companies and their schemes.
Performance and Analysis of Mutual Funds in India
This document is a project report submitted by Aditya Mahindrakar for his summer internship at UTI Mutual Fund in Hyderabad. The report details his study titled "A Study on Performance and Analysis of Mutual Funds in India". The 3-page report includes sections acknowledging the guidance received from his mentors at UTI Mutual Fund and ArthChakra Advisory Services, a table of contents outlining the topics covered in the report, and an executive summary defining mutual funds and how investors can make money from them.
Derivatives market in india
1. The document discusses the growth and development of derivatives markets in India, including key milestones like SEBI permitting derivatives trading on Indian stock exchanges in 2000 and the introduction of various derivatives products over subsequent years.
2. It provides background on regulations governing derivatives trading in India and the objectives of regulation, including protecting investors and market integrity.
3. The document outlines the objectives of the study, which include understanding the Indian derivatives market scenario, analyzing whether derivatives have achieved their purpose, and suggesting methods based on observations. It discusses the scope and limitations of the study.
Project on mutual funds study and survey
The document provides an overview of the history of mutual funds in India divided into phases:
1) Establishment of UTI in 1963-1987 with UTI enjoying monopoly status. UTI launched various schemes and saw significant growth.
2) Entry of public sector funds in 1987-1993 with SBI MF becoming the first non-UTI MF and others like LIC MF entering. UTI remained the largest.
3) Emergence of private sector funds in 1993-1996 which introduced innovative products and increased competition.
4) Growth and regulation phase from 1996-2004 with SEBI introducing regulations and the industry seeing robust growth. Tax benefits were provided to encourage investment.
MUTUAL FUND
The document provides information about mutual funds in India, including their history and structure. It discusses how a mutual fund is a trust that pools money from investors and invests it in securities like stocks and bonds. It then summarizes the five phases of growth of the mutual fund industry in India from 1963 to 2003 and how regulations evolved. It also outlines the key constituents of mutual funds in India - sponsors, trustees, asset management companies and custodians - and their roles. Finally, it categorizes mutual fund types by structure, nature and investment objective.
Project report a study of sbi mutual funds up
The document is a project report submitted by Snehal Chavan for the completion of a Bachelor of Business Administration degree. It investigates preferences of investors for investing in mutual funds. The report includes an introduction to mutual funds, an acknowledgement section thanking those who provided guidance and support, a declaration confirming the work is the student's own, and an executive summary outlining the project's purpose and methodology.
Mutual funds
A mutual fund is an investment tool that pools money from many investors and invests it in stocks, bonds, and other securities. The document summarizes the history and growth of mutual funds in India from 1963 to the present in four phases. It describes the types of mutual funds including by maturity, investment objective, and advantages for investors such as portfolio diversification, professional management, reduced costs and risk, and liquidity.
Financial Markets
Financial Markets - Money market-Organized and Unorganized-Sub markets
Capital market- Primary market-IPO-FPO- NFO, Book Building-Right Issue-Private placement- Bonus issue-Buyback
Secondary Market-Stock exchanges- Role and functions of Stock Exchanges- BSE-NSE.
Regulatory authorities and their functions – RBI, SEBI
Capital market
The document discusses the financial system and capital markets in India. It defines the capital market as dealing in medium and long-term funds through debt and equity. The growth of the Indian capital market has been driven by factors like the growth of stock exchanges, financial institutions, mutual funds, and the establishment of regulatory bodies like SEBI. The primary market involves IPOs, rights issues, and private placements, while the secondary market provides ongoing trading of securities. Stock markets help mobilize savings, promote industry, and channel funds efficiently in the economy.
A study of investors perception towards the mutual fund investment
This document provides a project report on mutual funds submitted by Hingal Satyadev to the Shri Chimanbhai Patel Institute of Management and Research in partial fulfillment of an MBA degree. The report includes an introduction to mutual funds and ICICI Securities, a literature review on customer awareness of mutual funds, the research methodology used in the study, an analysis of findings, and conclusions and suggestions. The project aimed to examine customer awareness of mutual funds through a survey conducted with customers of ICICI Securities under the guidance of internal and external guides.
Project on mutual funds is the better investments plan
This document is a project report submitted for an MBA program. It discusses mutual funds as better investment plans. The report includes an acknowledgements section, declaration, executive summary, and table of contents. It covers introduction to mutual funds, their various aspects, company profiles, objectives and scope of the study, research methodology, data analysis and interpretation, findings and conclusions, and suggestions and recommendations. The project provided a learning experience for the author and scope to analyze investor preferences for mutual funds in terms of asset management companies, products, options, and investment strategies.
New issue market
The document discusses various aspects of the new issue market in India including initial public offerings (IPO) where firms issue stock to the public for the first time, and seasoned equity offerings (SEO) where already public firms issue additional stock. It covers the key functions of origination, underwriting, and distribution in new stock issues. It also discusses the roles of various intermediaries that facilitate new issues such as merchant bankers, brokers, and underwriters.
What Is Mutual fund ?
A mutual fund is a pool of money managed by professionals to invest in securities like stocks and bonds. Investors purchase units of the fund. Benefits include professional management, diversification, liquidity, and flexibility. Fees can be front-end loads or back-end loads. Funds invest in major asset classes like money market, bonds, balanced, dividend, equity, and specialty funds. Performance is measured using models like Treynor, Sharpe, Jensen, and Fama that consider risk-adjusted returns. Mutual funds have grown significantly in India in recent years as more savings are channeled into the sector.
Mutual funds
This document provides an overview of mutual funds, including their concept, types, advantages, organization, investment strategies, and growth in India. It discusses key mutual fund topics such as open-ended and closed-ended schemes, growth, income, balanced, and money market funds. The document also summarizes the history and growth of the mutual fund industry in India, from its beginnings in 1964 to recent growth and future prospects, with the industry expected to reach $800 billion by 2022 based on past growth rates.
Mutual funds
its a presentation which i and my friend have made on the Mutual Funds ,what are the various benefits of investing in MF , what are the various types of mutual funds ,how does one earn handsome returns in mutual funds, what the investor has to pay it's advantages and disadvantages and many more.............
What's hot (20)
A project report on comparative study of mutual funds in india
A project report on comparative study of mutual funds in india
A study of investors perception towards the mutual fund investment
A study of investors perception towards the mutual fund investment
Project on mutual funds is the better investments plan
Project on mutual funds is the better investments plan
Viewers also liked
Mutual fund ppt
This document provides information about mutual funds including their structure, types, history in India, advantages and disadvantages. It discusses that a mutual fund is a trust that collects money from investors and invests in stocks, bonds, money market instruments and other securities. The document outlines the key entities involved in mutual funds like sponsors, trustees, asset management companies, custodians and various distribution channels. It also summarizes the different types of mutual fund schemes and provides a brief history of mutual funds in India from 1964 to the present.
13246827 project-on-mutual-fund-akhilesh-mishra
The document is a project report on mutual funds as better investment plans. It includes an acknowledgement section thanking various individuals for their support and guidance. It also includes a declaration confirming the original work. The executive summary provides an overview of the project, which examines investors' preferences in mutual funds such as the asset management company, type of product, investment option and strategy preferred. It analyzes primary data collected through surveys to understand these preferences.
Project on Mutual Fund Industry & impact of exit & entry load on IFA segment.
Its about how trends in mutual fund industry is changing and post entry load waiver & the resultant Impact On IFA segment.
Project on Mutual Funds
I have found all primary data and secondary data for this project by my own efforts and the all data are 100% true according to my summer internship experience..Thanks
Mutual fund-ppt
Mutual funds pool money from investors and invest it in a portfolio of securities like stocks, bonds, and other assets. Investors share the income and capital gains or losses proportionate to their investment. Mutual funds offer diversification, professional management, affordability, and liquidity. Some risks include potential underperformance, costs, and taxes on capital gains. In India, the Association of Mutual Funds promotes and protects the interests of mutual funds and investors. Long-term capital gains from mutual funds are tax exempt.
Mutual funds ppt
This document provides an overview of mutual funds, including:
1) Mutual funds pool money from investors and invest it in stocks, bonds, and other securities to spread out risk. Profits and losses are shared by investors proportionate to their investment.
2) Mutual funds offer benefits like diversification, professional management, liquidity, and lower costs. They allow small investors access to a wide range of investments.
3) There are different types of mutual fund schemes categorized by their investments, objectives, and other features. Funds invest in stocks, bonds, sectors, indexes, and more.
4) Mutual funds are structured with sponsors, trustees, asset management companies, custodians
Mutual fund project sbi mutual funds
This document provides information about State Bank of India - Mutual Fund (SBI MF). It discusses the company profile, key personnel, risk management team, and products offered by SBI MF. Some key points:
- SBI MF is one of the largest mutual funds in India with over 4.6 million investors and assets under management of over Rs. 51,461 crores across 36 schemes.
- It is a joint venture between State Bank of India and Société General Asset Management.
- SBI MF offers various equity, debt, liquid and other schemes and has a track record of over 20 years of consistent performance.
- The risk management team is headed by a
Mutual Fund MBA project by NikunjHOT
The document is a project report submitted by Nikunj B. Shende to Rashtrasant Tukadoji Maharaj Nagpur University in partial fulfillment of the requirements for a Master of Business Administration degree. The report examines the top five tax saving schemes in mutual funds in India from 2008-2012. It includes an introduction to the topic of tax planning and mutual funds, the growth and organization of the mutual fund industry in India, and objectives, scope, and limitations of the study. Methodology, data analysis, findings, and recommendations are also discussed.
Study on Mutual Fund
This document is a project report submitted for a Bachelor of Commerce degree in Accounting and Finance from the University of Calcutta. The project analyzes and studies mutual funds in India. It includes an acknowledgements section thanking those who supported and guided the project. The objectives are to analyze returns of selected mutual funds, understand asset management company functions and performance measurement tools, and compare performances of selected mutual fund schemes.
Shamik On Gold & Etf Presentation
A report culled across many sources and platforms to review potential and reach of Gold investments, gold jewelley and gold ETF in India....
mutual fund- an investment option
This document provides an overview of mutual funds in India. It defines mutual funds as a way for investors to pool their money together to invest in a portfolio managed by professionals. It describes the key entities involved like sponsors, trustees, asset management companies, custodians, and registrars. It also classifies mutual funds into open-ended, close-ended, index, income, tax-saving, and other categories. The advantages of mutual funds are discussed as increased diversification, professional management, and convenience, while the disadvantages include fees and less control.
Features of Mutual Funds
Know all Features of Mutual Funds. Bankbazaar provides full details on mutual funds. Visit : https://www.bankbazaar.com/mutual-fund/mutual-funds-advantages.html
Gold, Gold ETF and gold FoF - a perspective!
The document discusses various aspects of gold, gold ETFs, and gold funds of funds (FoFs). It provides an overview of preferred gold ETFs and FoFs based on criteria like trading volumes, tracking error, and corpus size. It then covers topics like the outlook for gold prices, a comparison of lump sum vs SIP investments in gold, rationales for investing in gold and gold ETFs, the history and applications of gold, and factors influencing gold prices. The document is aimed at providing investors with information and perspectives on investing in gold through various instruments.
Gold ETF as an investment avenue
This document discusses gold exchange-traded funds (ETFs) as an investment avenue compared to investing in equity or physical gold. It notes that gold ETFs can help hedge against inflation, currency fluctuations, and provide insurance for a portfolio. Gold ETFs are also described as being more robust and less volatile than equity, and having a lower probability of negative returns during economic crises compared to equity. The document defines an ETF as an investment fund traded on stock exchanges like stocks that holds assets like stocks, commodities, or bonds and trades close to its net asset value.
Presentation s.r.singh
This document provides an overview of mutual fund investments in India. It discusses how mutual funds pool money from investors and invest in stocks, bonds, and other securities. Investors benefit from diversification, professional management, and liquidity. The document outlines the history of mutual funds in India and their regulation by SEBI. It also describes the various types of mutual fund schemes, their benefits, and how to invest in and redeem mutual funds. The tax treatment of mutual fund returns is also summarized.
New Microsoft Office Power Point Presentation
Reliance Tax Saver Fund is a mutual fund scheme that aims to generate long-term capital appreciation through a portfolio invested predominantly in equities and equity-related instruments. It provides tax benefits under Section 80C and offers personal accident death insurance. The fund has a below average risk profile and average returns, and is professionally managed by India's top asset management company whose other funds are outperforming peers.
Viewers also liked (16)
Project on Mutual Fund Industry & impact of exit & entry load on IFA segment.
Project on Mutual Fund Industry & impact of exit & entry load on IFA segment.
Similar to Mutual Fund project ppt
Analytical Study of SBI Mutual Fund By Sachin Kakde
The document provides an executive summary and introduction to mutual funds. It discusses key concepts like what a mutual fund is, how they are organized, advantages like professional management and diversification. It also covers types of mutual fund schemes based on structure, nature, investment objectives. The summary discusses scope and importance of mutual funds in providing return potential, low costs, liquidity, transparency and flexibility. It also notes some disadvantages like no control over costs and no tailor-made portfolio.
Finalproject2 130720030347-phpapp01
This document provides an executive summary and introduction to mutual funds. It discusses the concept of mutual funds, their organizational structure, advantages and types. The main advantages include professional management, diversification, convenience, return potential, low costs, liquidity, transparency, flexibility and choice of schemes. Mutual funds are categorized by structure (open-ended, closed-ended, interval schemes), nature (equity, debt, balanced funds), investment objective (growth, income, balanced, money market schemes), and other factors like tax savings schemes and sector specific schemes.
Mutual fund ppt
This document summarizes a study on mutual funds in India with a focus on Reliance Mutual Fund. It discusses what mutual funds are, their advantages, types, investment strategies and the growth of the industry in India. It also provides an overview of Reliance Mutual Fund, including its profile, schemes, findings from the study and conclusions. The study found that many investors remain unaware of mutual funds and their benefits compared to other investment options. It suggests that advisors should focus on educating investors, especially younger ones, to increase awareness and uptake of mutual funds.
Papai project (2)
The document provides an overview of a study conducted on Religare Mutual Fund. It outlines the structure of the project report which includes chapters that focus on the introduction to equity and mutual funds, company profile, research methodology, data analysis, findings, conclusions and recommendations. Key information on types of mutual fund schemes such as open-ended, close-ended, growth, income, balanced and money market funds are also summarized. The advantages of equity capital and mutual funds are highlighted.
mutual funds is the better investment plan
This document is a project report on mutual funds as better investment plans submitted for an MBA program. It includes an acknowledgments section thanking those who provided help and guidance. It also includes a certificate and declaration section. The executive summary provides an overview of the growth of mutual funds in India and how the report analyzes investors' preferences regarding asset management companies, product types, investment options and strategies based on a survey of 200 people. The report is divided into chapters covering an introduction to mutual funds, company profile, objectives and methodology, data analysis and findings.
the growing importance of mutual funds
1) A mutual fund pools money from many investors to purchase securities like stocks and bonds. It allows small investors to participate in a diversified portfolio managed by professionals.
2) Mutual funds come in many varieties based on their investment objectives, such as income, growth, or balancing the two. They provide instant diversification, professional management, various investment options, and low costs.
3) While mutual funds reduce risk through diversification, investors still face market risk from factors like changing interest rates. Understanding a fund's risks and terms is important before investing.
Retail 007gs
This document provides an overview of mutual funds including:
1) Mutual funds pool money from investors to purchase stocks, bonds, and other securities and there are three main types: open-end funds, closed-end funds, and unit investment trusts.
2) Open-end funds must buy back shares daily at net asset value while closed-end funds issue shares once through an IPO and are then traded on an exchange.
3) Unit investment trusts also issue shares once but investors can redeem with the fund or sell in the market.
mutual funds
This document provides an overview of mutual funds in India. It discusses how mutual funds work by pooling money from investors and investing it in securities like stocks and bonds. It describes the structure of the Indian mutual fund industry and different types of mutual funds. It also covers topics like NAV, regulations, benefits and limitations of mutual funds, and how to select the right mutual fund based on investment goals and risk tolerance.
1703265 PAPER Comparative Analysis of Mutual Funds in Geojit Financial Servic...
1703265 PAPER Comparative Analysis of Mutual Funds in Geojit Financial Servic...DR BHADRAPPA HARALAYYA
DR BHADRAPPA HARALAYYA PROFESSOR AND HOD,
DEPARTMENT OF MBA,
LINGARAJ APPA ENGINEERING COLLEGE BIDARMutual funds
The document discusses mutual funds, including their advantages, types of schemes based on maturity period and investment objectives, investment strategies, systematic investment plans, net asset value, and asset management companies. Mutual funds offer benefits like professional management, diversification, convenience, potential returns, low costs, and transparency. Schemes can be open-ended or close-ended, and categorized by their focus on income, growth, balanced investments, real estate, foreign securities, or new industries. Systematic investment plans allow regular, disciplined investing. Net asset value is calculated daily based on the fund's holdings and shares outstanding. Asset management companies incorporate and manage mutual fund portfolios.
Mutual Funds (2)
The document discusses mutual funds in India. It provides an overview of what mutual funds are, how they help with financial planning objectives, the important phases in the history of mutual funds in India, different types of mutual funds based on structure and investment objectives, factors to consider when investing in mutual funds, benefits of investing in mutual funds, potential disadvantages, and industry growth projections.
Project report
The document provides an overview of the mutual fund industry in India and SPA Group, a financial services company. It discusses how the mutual fund industry has grown from a single player in 1963 to over 30 players today, offering over 460 schemes. It then profiles SPA Group, describing its vision, promoters, services offered, and subsidiary companies dealing in securities, banking, insurance, and other financial services. Finally, it outlines the objectives of the study, which include exploring investor preferences for mutual funds and ULIPs, evaluating their risk and returns, and gaining knowledge of these industries in India.
Mutual fund for your portfolio
1. Kotak 50 (G) is a large cap open-ended fund that ranks 3rd with assets of Rs. 719.67 cr as of Jun-30-2013. It has an inception date of 22-Dec-98 and benchmarks against S&P CNX Nifty with a minimum investment of Rs. 5000.
2. ICICI Prudential Top 100 Fund (G) is a large cap fund with an alpha of 0.01 and beta of 0.82 for 1 year.
3. SBI Magnum Midcap Fund (G) had an alpha of 0.6 and beta of
Project report mutal funds abu
This document provides an introduction and overview of mutual funds in India. It discusses what mutual funds are, how they work by pooling investments from many individuals, and how they are professionally managed. It also outlines the future growth potential for mutual funds in India, as more investors shift assets away from traditional avenues to mutual funds. Overall asset bases are expected to grow 30-35% annually in coming years. The document also briefly discusses trends in the mutual fund industry in India, including increasing competition and performance-based growth.
A project report on ulips v
The document analyzes investment options among investors in Ludhiana between ULIPs (Unit Linked Insurance Plans) and mutual funds. A survey of 100 investors found that awareness of mutual funds was higher than ULIPs. High income investors and those who refer to brokers were more likely to invest. Open-ended and closed funds were most popular. Insurance benefits and tax breaks drove ULIP investment, while capital appreciation motivated mutual fund investment. Mutual funds were preferred due to greater liquidity and flexibility. Investors expected higher returns from mutual funds than ULIPs. Most wanted to invest for the same tenures in both. Recent ULIP controversies may boost future demand for mutual funds.
Aprojectreportonulipsv 101019085330-phpapp02
The document analyzes and compares ULIPs (Unit Linked Insurance Plans) and mutual funds as investment options among investors in Ludhiana, India. It finds that awareness of mutual funds is higher than ULIPs. High income investors and those who invest in both prefer mutual funds for their flexibility and liquidity. Brokers and references strongly influence investment decisions. Most prefer open-ended and closed funds. Insurance and tax benefits attract ULIP investors, while mutual fund investors prefer capital appreciation. Mutual funds are seen as lower risk and offering higher returns than ULIPs. Most prefer the same investment tenure for both. Recent ULIP controversies may boost future demand for mutual funds.
Mutual fund
Mutual funds pool money from many investors and invest it in stocks, bonds, and other securities. The document discusses the structure and advantages of mutual funds in India. It explains that mutual funds follow a three-tier structure with a sponsor, trustees, and an asset management company. The asset management company professionally manages the pooled funds and charges a fee. This provides investors diversification, liquidity, and professional investment management.
Training project
The document is a report submitted for a Master's degree that studies the performance of equity schemes of HDFC Mutual Fund compared to other companies. It includes an introduction to mutual funds and HDFC Mutual Fund, as well as sections on analysis techniques, findings, and acknowledgements. The objective is to evaluate the risk and returns of HDFC equity schemes versus two other competitors over a 5-year period.
Mutual-Fund-Femina-Einthis PPTfindthebas
A mutual fund is a collective investment scheme that pools money from many investors and invests it in stocks, bonds, and other securities. A fund manager invests the money on behalf of investors, aiming to meet the fund's stated objectives and risk level as outlined in its prospectus. Mutual funds provide benefits like easy investment, professional management, diversification, liquidity, flexibility, and tax advantages. The mutual fund industry in India has grown in phases since 1963, with the entry of private funds in 1993 and increased regulation by SEBI. Mutual funds are classified based on ownership, scheme type, and investment objectives/portfolio.
Similar to Mutual Fund project ppt (20)
Analytical Study of SBI Mutual Fund By Sachin Kakde
Analytical Study of SBI Mutual Fund By Sachin Kakde
1703265 PAPER Comparative Analysis of Mutual Funds in Geojit Financial Servic...
1703265 PAPER Comparative Analysis of Mutual Funds in Geojit Financial Servic...
Recently uploaded
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
“After being the most listed dog breed in the United States for 31
years in a row, the Labrador Retriever has dropped to second place
in the American Kennel Club's annual survey of the country's most
popular canines. The French Bulldog is the new top dog in the
United States as of 2022. The stylish puppy has ascended the
rankings in rapid time despite having health concerns and limited
color choices.”
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Satta Matka
Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Satta Matka➒➌➎➏➑➐➋➑➐➐Dpboss Matka Guessing Satta Matka Kalyan Chart Indian Matka
Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Indian Matka Indian satta Matka Dpboss Matka Kalyan Chart Matka Boss otg matka Guessing Satta 3 Simple Steps To Buy Verified Payoneer Account In 2024
Buy Verified Payoneer Account: Quick and Secure Way to Receive Payments
Buy Verified Payoneer Account With 100% secure documents, [ USA, UK, CA ]. Are you looking for a reliable and safe way to receive payments online? Then you need buy verified Payoneer account ! Payoneer is a global payment platform that allows businesses and individuals to send and receive money in over 200 countries.
If You Want To More Information just Contact Now:
Skype: SEOSMMEARTH
Telegram: @seosmmearth
Gmail: seosmmearth@gmail.com
Organizational Change Leadership Agile Tour Geneve 2024
Organizational Change Leadership at Agile Tour Geneve 2024
-- June 2024 is National Volunteer Month --
Check out our June display of books on voluntary organisations
2022 Vintage Roman Numerals Men Rings
Discover timeless style with the 2022 Vintage Roman Numerals Men's Ring. Crafted from premium stainless steel, this 6mm wide ring embodies elegance and durability. Perfect as a gift, it seamlessly blends classic Roman numeral detailing with modern sophistication, making it an ideal accessory for any occasion.
https://rb.gy/usj1a2
How to Implement a Real Estate CRM Software
To implement a CRM for real estate, set clear goals, choose a CRM with key real estate features, and customize it to your needs. Migrate your data, train your team, and use automation to save time. Monitor performance, ensure data security, and use the CRM to enhance marketing. Regularly check its effectiveness to improve your business.
Mastering B2B Payments Webinar from BlueSnap
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Creative Web Design Company in Singapore
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart➒➌➎➏➑➐➋➑➐➐Dpboss Matka Guessing Satta Matka Kalyan Chart Indian Matka
SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA MATKA FAST RESULT MILAN RATAN RAJDHANI MAIN BAZAR MATKA FAST TIPS RESULT MATKA CHART JODI CHART PANEL CHART FREE FIX GAME SATTAMATKA ! MATKA MOBI SATTA 143 spboss.in TOP NO1 RESULT FULL RATE MATKA ONLINE GAME PLAY BY APP SPBOSSThe Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
Leaders who possess self-awareness deeply understand their emotions, strengths, and weaknesses.
Easily Verify Compliance and Security with Binance KYC
Use our simple KYC verification guide to make sure your Binance account is safe and compliant. Discover the fundamentals, appreciate the significance of KYC, and trade on one of the biggest cryptocurrency exchanges with confidence.
Brian Fitzsimmons on the Business Strategy and Content Flywheel of Barstool S...
On episode 272 of the Digital and Social Media Sports Podcast, Neil chatted with Brian Fitzsimmons, Director of Licensing and Business Development for Barstool Sports.
What follows is a collection of snippets from the podcast. To hear the full interview and more, check out the podcast on all podcast platforms and at www.dsmsports.net
Creative Web Design Company in Singapore
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
CALL 8867766396 SATTA MATKA | DPBOSS | KALYAN MAIN BAZAR | FAST MATKA | DPBOSS GUESSING | TARA MATKA | KALYAN CHART | MATKA BOSS
Building Your Employer Brand with Social Media
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
2024-6-01-IMPACTSilver-Corp-Presentation.pdf
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
Recently uploaded (20)
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Satta Matka
Dpboss Matka Guessing Satta Matta Matka Kalyan Chart Satta Matka
3 Simple Steps To Buy Verified Payoneer Account In 2024
3 Simple Steps To Buy Verified Payoneer Account In 2024
Organizational Change Leadership Agile Tour Geneve 2024
Organizational Change Leadership Agile Tour Geneve 2024
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
The Heart of Leadership_ How Emotional Intelligence Drives Business Success B...
Easily Verify Compliance and Security with Binance KYC
Easily Verify Compliance and Security with Binance KYC
Brian Fitzsimmons on the Business Strategy and Content Flywheel of Barstool S...
Brian Fitzsimmons on the Business Strategy and Content Flywheel of Barstool S...
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
Mutual Fund project ppt
- 3. MUTUAL FUND Concept, Organization Structure, Advantages and Types.
- 5. Mutual Fund Operation Flow Chart
- 6. Organization of a Mutual Fund
- 7. Advantages of Mutual Funds
- 11. Risk-Return Hierarchy Liquid funds ST debt funds Gilt funds Debt Funds Balanced funds Risk Index funds Return Equity funds Sectoral funds
- 13. SALES PROMOTION
- 16. THANK YOU