SlideShare a Scribd company logo
SUBMITTED BY:
AYUSHI JAIN
945
BCOM (HONS) SEC – “A”
MUTUAL FUNDS
• A Mutual Fund is a professionally managed
investment fund that pools money from many
investors to purchase securities. These investors may
be retail or institutional in nature.
• Mutual Funds gives amall or individual investors
access to professionally managed portfolios of
equities, bonds and other securities.
PROCESS OF MUTUAL FUNDS
INVESTORS
MUTUAL
FUNDS
SECURITIES
RETURNS
Given back to Pool their money
with
Which is InvestedThat generates
HISTORY OF MUTUAL FUNDS
PHASES TIME PERIOD HISTORY
PHASE-1 1964-87 •In 1963, UTI was set up by
Parliament.
•The first Equity Fund was
launched in 1986
PHASE-2 1987-93 •Non-UTI, Public Sector
Mutual Funds. For eg-SBI
Mutual Fund, LIC Mutual
Funds.
PHASE-3 1993-96 •Introducing Private Sector
Funds.
PHASE-4 1996 •Investor Friendly
Regulatory measures taken
by SEBI.
ADVANTAGES OF MUTUAL FUNDS:-
• It is Professionally Managed.
• It provides Transparency.
• It offers Diversifiacation.
• It provides Liquidity.
• It is highly Regulated.
• It allows to switch to other schemes.
DISADVANTAGES OF MUTUAL FUNDS:-
• Mutual Funds are subject to Market Risk.
• No Guarantee of Returns.
• Selecting Right Financial Securities is not easy.
• Unethical Practises is not easy.
• Cost Management not proportional to performance.
Mutual funds presentation

More Related Content

Similar to Mutual funds presentation

Unit 4 mutual funds
Unit 4  mutual fundsUnit 4  mutual funds
Unit 4 mutual funds
Deepika S.R.
 
Mutual fund
Mutual fundMutual fund
Mutual fund
Ruby Sharma
 
Role of micro finance
Role of micro financeRole of micro finance
Role of micro finance
Ashok Hegde
 
Mutual funds_Financial Services
Mutual funds_Financial ServicesMutual funds_Financial Services
Mutual funds_Financial Services
Atif Ghayas
 
Indian Mutual fund industry
Indian Mutual fund industryIndian Mutual fund industry
Indian Mutual fund industry
gpdinesh
 
Mutual funds
Mutual fundsMutual funds
Mutual funds
Thariq Mtv
 
97188606 mutual-funds-ppt
97188606 mutual-funds-ppt97188606 mutual-funds-ppt
97188606 mutual-funds-ppt
Anoop Mishra
 
Mutual fund 1
Mutual fund 1Mutual fund 1
mutualfundppt-140219102406-phpapp02.pdf
mutualfundppt-140219102406-phpapp02.pdfmutualfundppt-140219102406-phpapp02.pdf
mutualfundppt-140219102406-phpapp02.pdf
R20BBA040
 
Mutual Fund.pptx
Mutual Fund.pptxMutual Fund.pptx
Mutual Fund.pptx
santhosh77
 
Mutual fund & indian trends in mutual funds
Mutual fund & indian trends in mutual fundsMutual fund & indian trends in mutual funds
Mutual fund & indian trends in mutual funds
Akshay Virkar
 
Mutual fund ppt
Mutual fund pptMutual fund ppt
Mutual fund ppt
Priyanka Bachkaniwala
 
MUTUAL FUNDS & MERCHANT BANKING
MUTUAL FUNDS & MERCHANT BANKINGMUTUAL FUNDS & MERCHANT BANKING
MUTUAL FUNDS & MERCHANT BANKING
Suneet Herekar
 
Report
ReportReport
Report
Aman Jaiswal
 
Mutual fund for your portfolio
Mutual fund for your portfolioMutual fund for your portfolio
Mutual fund for your portfolio
tirth2006
 
Mutual funds
Mutual fundsMutual funds
Mutual funds
Mansisingh592590
 
Final report
Final reportFinal report
Final report
Rajiv Ranjan
 
what is Mutual Funds by Ihsanullah mansoor
what is Mutual Funds by Ihsanullah mansoorwhat is Mutual Funds by Ihsanullah mansoor
what is Mutual Funds by Ihsanullah mansoor
ihsan467
 
what is Mutual funds and its types by Ihsanullah mansoor
what is Mutual funds and its types by Ihsanullah mansoorwhat is Mutual funds and its types by Ihsanullah mansoor
what is Mutual funds and its types by Ihsanullah mansoor
ihsan467
 
V.S.GAUTHAMI-PROJECT
V.S.GAUTHAMI-PROJECTV.S.GAUTHAMI-PROJECT
V.S.GAUTHAMI-PROJECT
vsgauthami
 

Similar to Mutual funds presentation (20)

Unit 4 mutual funds
Unit 4  mutual fundsUnit 4  mutual funds
Unit 4 mutual funds
 
Mutual fund
Mutual fundMutual fund
Mutual fund
 
Role of micro finance
Role of micro financeRole of micro finance
Role of micro finance
 
Mutual funds_Financial Services
Mutual funds_Financial ServicesMutual funds_Financial Services
Mutual funds_Financial Services
 
Indian Mutual fund industry
Indian Mutual fund industryIndian Mutual fund industry
Indian Mutual fund industry
 
Mutual funds
Mutual fundsMutual funds
Mutual funds
 
97188606 mutual-funds-ppt
97188606 mutual-funds-ppt97188606 mutual-funds-ppt
97188606 mutual-funds-ppt
 
Mutual fund 1
Mutual fund 1Mutual fund 1
Mutual fund 1
 
mutualfundppt-140219102406-phpapp02.pdf
mutualfundppt-140219102406-phpapp02.pdfmutualfundppt-140219102406-phpapp02.pdf
mutualfundppt-140219102406-phpapp02.pdf
 
Mutual Fund.pptx
Mutual Fund.pptxMutual Fund.pptx
Mutual Fund.pptx
 
Mutual fund & indian trends in mutual funds
Mutual fund & indian trends in mutual fundsMutual fund & indian trends in mutual funds
Mutual fund & indian trends in mutual funds
 
Mutual fund ppt
Mutual fund pptMutual fund ppt
Mutual fund ppt
 
MUTUAL FUNDS & MERCHANT BANKING
MUTUAL FUNDS & MERCHANT BANKINGMUTUAL FUNDS & MERCHANT BANKING
MUTUAL FUNDS & MERCHANT BANKING
 
Report
ReportReport
Report
 
Mutual fund for your portfolio
Mutual fund for your portfolioMutual fund for your portfolio
Mutual fund for your portfolio
 
Mutual funds
Mutual fundsMutual funds
Mutual funds
 
Final report
Final reportFinal report
Final report
 
what is Mutual Funds by Ihsanullah mansoor
what is Mutual Funds by Ihsanullah mansoorwhat is Mutual Funds by Ihsanullah mansoor
what is Mutual Funds by Ihsanullah mansoor
 
what is Mutual funds and its types by Ihsanullah mansoor
what is Mutual funds and its types by Ihsanullah mansoorwhat is Mutual funds and its types by Ihsanullah mansoor
what is Mutual funds and its types by Ihsanullah mansoor
 
V.S.GAUTHAMI-PROJECT
V.S.GAUTHAMI-PROJECTV.S.GAUTHAMI-PROJECT
V.S.GAUTHAMI-PROJECT
 

Recently uploaded

amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05
marketing317746
 
How MJ Global Leads the Packaging Industry.pdf
How MJ Global Leads the Packaging Industry.pdfHow MJ Global Leads the Packaging Industry.pdf
How MJ Global Leads the Packaging Industry.pdf
MJ Global
 
Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024
FelixPerez547899
 
Digital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on SustainabilityDigital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on Sustainability
sssourabhsharma
 
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfThe 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
thesiliconleaders
 
Business storytelling: key ingredients to a story
Business storytelling: key ingredients to a storyBusiness storytelling: key ingredients to a story
Business storytelling: key ingredients to a story
Alexandra Fulford
 
How to Implement a Real Estate CRM Software
How to Implement a Real Estate CRM SoftwareHow to Implement a Real Estate CRM Software
How to Implement a Real Estate CRM Software
SalesTown
 
Creative Web Design Company in Singapore
Creative Web Design Company in SingaporeCreative Web Design Company in Singapore
Creative Web Design Company in Singapore
techboxsqauremedia
 
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
my Pandit
 
2022 Vintage Roman Numerals Men Rings
2022 Vintage Roman  Numerals  Men  Rings2022 Vintage Roman  Numerals  Men  Rings
2022 Vintage Roman Numerals Men Rings
aragme
 
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Kalyan Satta Matka Guessing Matka Result Main Bazar chart
 
BeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdfBeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdf
DerekIwanaka1
 
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your TasteZodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
my Pandit
 
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
Lacey Max
 
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel ChartSatta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
➒➌➎➏➑➐➋➑➐➐Dpboss Matka Guessing Satta Matka Kalyan Chart Indian Matka
 
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
bosssp10
 
Structural Design Process: Step-by-Step Guide for Buildings
Structural Design Process: Step-by-Step Guide for BuildingsStructural Design Process: Step-by-Step Guide for Buildings
Structural Design Process: Step-by-Step Guide for Buildings
Chandresh Chudasama
 
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
my Pandit
 
Industrial Tech SW: Category Renewal and Creation
Industrial Tech SW:  Category Renewal and CreationIndustrial Tech SW:  Category Renewal and Creation
Industrial Tech SW: Category Renewal and Creation
Christian Dahlen
 
Mastering B2B Payments Webinar from BlueSnap
Mastering B2B Payments Webinar from BlueSnapMastering B2B Payments Webinar from BlueSnap
Mastering B2B Payments Webinar from BlueSnap
Norma Mushkat Gaffin
 

Recently uploaded (20)

amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05
 
How MJ Global Leads the Packaging Industry.pdf
How MJ Global Leads the Packaging Industry.pdfHow MJ Global Leads the Packaging Industry.pdf
How MJ Global Leads the Packaging Industry.pdf
 
Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024
 
Digital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on SustainabilityDigital Marketing with a Focus on Sustainability
Digital Marketing with a Focus on Sustainability
 
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfThe 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
 
Business storytelling: key ingredients to a story
Business storytelling: key ingredients to a storyBusiness storytelling: key ingredients to a story
Business storytelling: key ingredients to a story
 
How to Implement a Real Estate CRM Software
How to Implement a Real Estate CRM SoftwareHow to Implement a Real Estate CRM Software
How to Implement a Real Estate CRM Software
 
Creative Web Design Company in Singapore
Creative Web Design Company in SingaporeCreative Web Design Company in Singapore
Creative Web Design Company in Singapore
 
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...
 
2022 Vintage Roman Numerals Men Rings
2022 Vintage Roman  Numerals  Men  Rings2022 Vintage Roman  Numerals  Men  Rings
2022 Vintage Roman Numerals Men Rings
 
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
❼❷⓿❺❻❷❽❷❼❽ Dpboss Matka Result Satta Matka Guessing Satta Fix jodi Kalyan Fin...
 
BeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdfBeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdf
 
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your TasteZodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
 
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
 
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel ChartSatta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
 
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
Call 8867766396 Satta Matka Dpboss Matka Guessing Satta batta Matka 420 Satta...
 
Structural Design Process: Step-by-Step Guide for Buildings
Structural Design Process: Step-by-Step Guide for BuildingsStructural Design Process: Step-by-Step Guide for Buildings
Structural Design Process: Step-by-Step Guide for Buildings
 
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
 
Industrial Tech SW: Category Renewal and Creation
Industrial Tech SW:  Category Renewal and CreationIndustrial Tech SW:  Category Renewal and Creation
Industrial Tech SW: Category Renewal and Creation
 
Mastering B2B Payments Webinar from BlueSnap
Mastering B2B Payments Webinar from BlueSnapMastering B2B Payments Webinar from BlueSnap
Mastering B2B Payments Webinar from BlueSnap
 

Mutual funds presentation

  • 1. SUBMITTED BY: AYUSHI JAIN 945 BCOM (HONS) SEC – “A”
  • 2. MUTUAL FUNDS • A Mutual Fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature. • Mutual Funds gives amall or individual investors access to professionally managed portfolios of equities, bonds and other securities.
  • 3. PROCESS OF MUTUAL FUNDS INVESTORS MUTUAL FUNDS SECURITIES RETURNS Given back to Pool their money with Which is InvestedThat generates
  • 4. HISTORY OF MUTUAL FUNDS PHASES TIME PERIOD HISTORY PHASE-1 1964-87 •In 1963, UTI was set up by Parliament. •The first Equity Fund was launched in 1986 PHASE-2 1987-93 •Non-UTI, Public Sector Mutual Funds. For eg-SBI Mutual Fund, LIC Mutual Funds. PHASE-3 1993-96 •Introducing Private Sector Funds. PHASE-4 1996 •Investor Friendly Regulatory measures taken by SEBI.
  • 5.
  • 6. ADVANTAGES OF MUTUAL FUNDS:- • It is Professionally Managed. • It provides Transparency. • It offers Diversifiacation. • It provides Liquidity. • It is highly Regulated. • It allows to switch to other schemes.
  • 7. DISADVANTAGES OF MUTUAL FUNDS:- • Mutual Funds are subject to Market Risk. • No Guarantee of Returns. • Selecting Right Financial Securities is not easy. • Unethical Practises is not easy. • Cost Management not proportional to performance.