INVESTMENT MANAGEMENT

1. AKKI MARUTHI
ASSISTANT PROFESSOR OF COMMERCE
SKNG, GOVERNMENT FIRST GRADE COLLEGE
GANGAVATHI 583227....
akkimaruthi@gmail.com

6. • Mutual funds are professionally managed fund,
which pools investment from several investors
to invest in capital assets.
In other words,
• A mutual fund is a kind of investment that uses
money from investors to invest in stocks, bonds
or other types of investment.

8. a. Professional investment management.
b. Risk reduction through diversification.
c. Tax advantage
d. Availability of alternative portfolio objectives and Products.
e. Unit holders account administration and services ensuring
liquidity of investment.
f. Lower transaction and other costs.
g. Regulatory Protection.
h. Mutual Funds as Components of One are Financial Planning

10. In India first mutual fund was started in 1964,when
UTI was established to mop up Savings of all small
investors and channelize them into productive
avenues
The government of India amended Banking
regulation act in 1987 to enable commercial banks to
launch mutual funds in India. Example, I.B.MF in
1980,SBI MF in 1987,LIC MF in 1989,GIC and
PNB MF in 1990,and in 1992 Private sector
corporate MF etc.

11. Continued.,
At Present, Assets Under Management (AUM) of Indian
Mutual Fund Industry as on January 31, 2020 are at all
time high and stood at Rs 27,85,804 Crore.
The AUM of the Indian MF Industry has grown from
Rs7.59 trillion as on 31st January, 2010 to Rs 27.86 trillion
as on 31st January, 2020 more than 3½ fold increase in a
span of 10 years.

12. Continued.,
Top 10 mutual funds to invest,
• ICICI Prudential Equity & Debt Fund
• Mirae Asset Hybrid Equity Fund
• Axis Bluechip Fund
• ICICI Prudential Bluechip Fund
• L&T Midcap Fund
• HDFC Mid-Cap Opportunities Fund
• L&T Emerging Businesses Fund
• HDFC Small Cap Fund
• Motilal Oswal Multicap 35 Fund
• Kotak Standard Multicap Fund. etc

14. Continued.,
The structure of mutual fund in India is designed by
SEBI, thus determining it to be very well crafted and
regulated. The regulations laid by SEBI has made the
operations and working of this industry very transparent
and SEBI working closely towards protecting the
investor’s interest. The mutual fund industry operates on 4
tier structure as under:
*Sponsor: A sponsor is a corporate body acting alone or
with another corporate body who establishes the mutual
fund. This sponsor must contribute to 40% to the asset
management companies’ net worth

15. Continued.,
*Board of Trustees: Board of trustee is an independent
third-party board who are responsible to working towards
protecting the interest of the unit-holders by holding and
overlooking the property owned by the mutual fund.
*Asset Management Company (AMC): The AMC are
the fund managers of the investor. This body is responsible
to invest the investor’s money in various capital market
instruments.
*Custodian: The SEBI regulation specifies that all mutual
funds must park their securities with SEBI registered
custodian bank.

16. • Meaning Of mutual funds
• Types of mutual funds
• Importance Of mutual funds
• Mutual funds in India
• Structure Of Mutual Funds Industry

17. • Shasi K Kapoor R. K Sharma Financial management,
Goutam Graphic printers Mai Hiran Gate Jalanadhar 8th
revised addition 2016
• Economic Times Feb 17th 2020 News paper
• https://www.amfiindia.com/indian-mutual

18. THANK YOU