MUTUAL FUNDS.pptx
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A mutual fund pools money from many investors and invests it in stocks, bonds, and other securities. It is managed by a fund manager who selects the investments to create a diversified portfolio. Each investor owns shares or units of the portfolio rather than directly owning the securities. Mutual funds provide advantages like professional investment management, diversification, liquidity, and low costs. They allow individuals to invest in a wide range of assets and earn returns.
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Mutual fund
The ppt covers the basics of Mutual funds in India. It starts with explanation of mutual funds, its features, advantages etc.
Mutual funds(by mba student)
A mutual fund is a professionally managed investment scheme that pools money from many investors to purchase securities like stocks, bonds, and money market instruments. There are various types of mutual fund schemes categorized by structure, investment objectives, and other special features. The main advantages of investing in mutual funds are affordability and diversification due to investing in a portfolio of assets, as well as professional management and transparency. However, there are also risks involved like market risk, credit risk, inflation risk, interest rate risk, and liquidity risk.
Mutual funds presentation
Mutual funds pool money from investors to invest in capital market instruments like stocks, bonds, and other securities. Investors share the income and capital appreciation from these investments proportional to how many units they own. The history of mutual funds in India progressed from the establishment of UTI in 1964, to the entry of public and private sector funds in the late 1980s and 1990s, and further growth and regulation since 2003. There are various types of mutual fund schemes categorized by structure, investment objectives, and other factors. Investors have options to invest lump sum or systematically through SIP, SWP, and STP plans for their long term financial goals.
Mutual funds
The document discusses mutual funds, which allow small investors to pool their money into a portfolio managed by professionals. It describes the different types of mutual funds based on maturity, investment objectives, and customer segments. Open-ended funds offer continuous subscription and redemption, while close-ended funds have a fixed maturity period. Equity funds focus on growth, debt funds on income, and balanced funds combine both. Sector funds invest in specific industries while index funds track market benchmarks.
Portfolio revision
This document discusses portfolio management and revision strategies. A portfolio is a collection of investments like stocks, bonds, and mutual funds. Smart investors hire portfolio managers to manage their mix of assets. Portfolio revision involves changing the ratio of different assets in a portfolio, such as by buying or selling assets, in response to market changes or investment goals. There are active and passive revision strategies. Active strategies make frequent changes for maximum returns while passive strategies only change the portfolio according to predetermined formula plans in response to market fluctuations. Formula plans help investors systematically buy low and sell high to take advantage of market changes.
Mutual funds
Mutual funds are investment vehicles that pool money from many investors and invest it in stocks, bonds, and other securities. The value of a mutual fund depends on the performance of the securities it holds. Mutual funds are operated by professional money managers and offer investors diversification and professional management. Investors purchase mutual fund shares based on the fund's net asset value per share and own a portion of the fund and its assets. Mutual funds charge annual fees to cover management and administrative costs.
Mutual funds by Sonam Bansal
Mutual funds allow individual investors to pool their money together into a professionally managed investment portfolio consisting of stocks, bonds, and other securities. The main benefits of mutual funds include diversification of risk, professional management, low minimum investment amounts, and various investment options to suit different goals and risk tolerances. However, mutual funds also come with costs and risks such as potential loss of principal and lack of guaranteed returns.
Assignment submitted to sir riyaz by zeeshan 15 mba25
Mutual funds pool money from investors and invest it in stocks, bonds, and other securities. This provides investors with portfolio diversification, professional management, reduced risks and costs, liquidity, and transparency. There are several types of mutual funds categorized by structure (open-ended or closed-ended), growth objectives (growth, income, balanced, money market), and specialization (industry, index, sectoral). In Pakistan, the mutual fund industry began in 1962 with the establishment of the National Investment Trust, and has since expanded to include over a dozen private fund management companies investing in the stock market.
Recommended
Mutual fund
The ppt covers the basics of Mutual funds in India. It starts with explanation of mutual funds, its features, advantages etc.
Mutual funds(by mba student)
A mutual fund is a professionally managed investment scheme that pools money from many investors to purchase securities like stocks, bonds, and money market instruments. There are various types of mutual fund schemes categorized by structure, investment objectives, and other special features. The main advantages of investing in mutual funds are affordability and diversification due to investing in a portfolio of assets, as well as professional management and transparency. However, there are also risks involved like market risk, credit risk, inflation risk, interest rate risk, and liquidity risk.
Mutual funds presentation
Mutual funds pool money from investors to invest in capital market instruments like stocks, bonds, and other securities. Investors share the income and capital appreciation from these investments proportional to how many units they own. The history of mutual funds in India progressed from the establishment of UTI in 1964, to the entry of public and private sector funds in the late 1980s and 1990s, and further growth and regulation since 2003. There are various types of mutual fund schemes categorized by structure, investment objectives, and other factors. Investors have options to invest lump sum or systematically through SIP, SWP, and STP plans for their long term financial goals.
Mutual funds
The document discusses mutual funds, which allow small investors to pool their money into a portfolio managed by professionals. It describes the different types of mutual funds based on maturity, investment objectives, and customer segments. Open-ended funds offer continuous subscription and redemption, while close-ended funds have a fixed maturity period. Equity funds focus on growth, debt funds on income, and balanced funds combine both. Sector funds invest in specific industries while index funds track market benchmarks.
Portfolio revision
This document discusses portfolio management and revision strategies. A portfolio is a collection of investments like stocks, bonds, and mutual funds. Smart investors hire portfolio managers to manage their mix of assets. Portfolio revision involves changing the ratio of different assets in a portfolio, such as by buying or selling assets, in response to market changes or investment goals. There are active and passive revision strategies. Active strategies make frequent changes for maximum returns while passive strategies only change the portfolio according to predetermined formula plans in response to market fluctuations. Formula plans help investors systematically buy low and sell high to take advantage of market changes.
Mutual funds
Mutual funds are investment vehicles that pool money from many investors and invest it in stocks, bonds, and other securities. The value of a mutual fund depends on the performance of the securities it holds. Mutual funds are operated by professional money managers and offer investors diversification and professional management. Investors purchase mutual fund shares based on the fund's net asset value per share and own a portion of the fund and its assets. Mutual funds charge annual fees to cover management and administrative costs.
Mutual funds by Sonam Bansal
Mutual funds allow individual investors to pool their money together into a professionally managed investment portfolio consisting of stocks, bonds, and other securities. The main benefits of mutual funds include diversification of risk, professional management, low minimum investment amounts, and various investment options to suit different goals and risk tolerances. However, mutual funds also come with costs and risks such as potential loss of principal and lack of guaranteed returns.
Assignment submitted to sir riyaz by zeeshan 15 mba25
Mutual funds pool money from investors and invest it in stocks, bonds, and other securities. This provides investors with portfolio diversification, professional management, reduced risks and costs, liquidity, and transparency. There are several types of mutual funds categorized by structure (open-ended or closed-ended), growth objectives (growth, income, balanced, money market), and specialization (industry, index, sectoral). In Pakistan, the mutual fund industry began in 1962 with the establishment of the National Investment Trust, and has since expanded to include over a dozen private fund management companies investing in the stock market.
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I hope it helps you too.
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authorizing, managing, and controlling projects, programs and other related work to achieve specific strategic business
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As the presentation describes, short selling generally means borrowing an asset (a security/stock, commodity futures contract, and corporate or sovereign bond) from a broker and selling it, with the understanding that it must later be bought back (hopefully at a lower price) and returned to the broker. The short seller then closes out the short position by buying equivalent securities on the open market, or by using an identical security it already owned, and returning the borrowed security to the lender.
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in all aspects of their organization and operations. Our clients include start-up investment managers/advisers and
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Mutual funds allow investors to pool their money into investment companies that manage the funds and invest in a portfolio of securities. There are two main types of investment companies - closed end funds and open end mutual funds. Closed end funds issue a fixed number of shares which trade on secondary markets, while open end mutual funds continuously issue and redeem shares based on their net asset value which is calculated daily. Both provide investors advantages like professional management, diversification of investments, and lower transaction costs compared to investing directly in securities.
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A mutual fund is an investment tool that pools money from investors and invests it in stocks, bonds, and other securities. Investors share the earnings and capital gains proportionate to their investment. Mutual funds offer diversification, professional management, low costs, liquidity, and other advantages. There are various types of mutual fund schemes categorized by structure, investment objectives, and other factors to suit different investor needs. Key terms include NAV, sale price, repurchase price, sales load, and repurchase load.
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http://www.hedgefund-sa.co.za/regulation-28
Investment Securities
Securities that are purchased in order to be held for investment. This is in contrast to securities that are purchased by a broker-dealer or other intermediary for resale. Banks often purchase marketable securities to hold in their portfolios.
Mutual fund ppt
A mutual fund is an investment vehicle that pools money from investors and invests it in stocks, bonds, and other securities. The three main types of mutual fund schemes are based on structure, investment objectives, and other special features. Mutual funds provide benefits such as professional management, diversification, liquidity, and potential returns.
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The document discusses different investment options for aggressive, moderate, and conservative investors. For aggressive investors, it recommends global investments, unit linked insurance plans, small and micro-cap stocks, growth funds, and options trading. Moderate investors should consider a 50/50 split between aggressive and conservative options. Conservative options include post office monthly savings plans, fixed deposits, and gold exchange-traded funds. The document provides details on each of these investment avenues and links for further information.
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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
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Mutual funds pool money from investors and invest it in stocks, bonds, and other securities. Investors can make money from capital appreciation as securities increase in value, dividend/interest income, and income distributions from the fund's profits. Mutual funds are classified as open-ended or close-ended depending on their maturity, and by investment objectives such as growth, income, or balanced funds. Risks include market risk, inflation risk, credit risk, and interest rate risk. Popular mutual funds in India include SBI, ICICI Prudential, HDFC, Birla Sun Life, and Reliance funds.
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A mutual fund is a financial institution that pools money from shareholders and invests it in a portfolio of stocks, bonds, and other securities. The document defines mutual funds and describes their key features, benefits, types of schemes, roles of various parties involved like sponsors, trustees, asset management companies, and custodians. It also discusses the process of fund management including portfolio selection, revision, and calculation of returns.
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This document provides an introduction and overview of mutual funds in India. It defines a mutual fund as a trust that pools money from investors and invests it in stocks, bonds, and other securities according to the fund's objectives. Investors receive units in proportion to their investment and share in the gains or losses of the fund. The key benefits of mutual funds are diversification of risk and professional management at a low cost. It then discusses the concept of mutual funds in more detail, including how funds are structured and how returns are calculated and distributed to unit holders.
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Delivered this presentation in my office with an objective to disseminate the domain knowledge of Hedge Funds to our India as well as US team and higher management. It helped them in gearing up better as consultants to better deal with our clients hailing from Hedge Funds Industry.
I hope it helps you too.
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Portfolio management is the centralized management of one or more portfolios, which includes identifying, prioritizing,
authorizing, managing, and controlling projects, programs and other related work to achieve specific strategic business
objectives.
Short Selling: An Important Tool for Price Discovery and Liquidity in the Fin...
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The new presentation gives users valuable information about how hedge funds and other investors participate in the marketplace through short selling.
As the presentation describes, short selling generally means borrowing an asset (a security/stock, commodity futures contract, and corporate or sovereign bond) from a broker and selling it, with the understanding that it must later be bought back (hopefully at a lower price) and returned to the broker. The short seller then closes out the short position by buying equivalent securities on the open market, or by using an identical security it already owned, and returning the borrowed security to the lender.
As many news stories highlight short selling as a negative force in our markets, the new presentation explains how short selling can be a way for investors to communicate their view on the price of an asset. Short selling also provides many other critical benefits to investors, including:
• Risk management for hedging long positions and managing portfolio risk
• Increasing efficiency in the marketplace because the transactions inform the market with their evaluation of future stock, bond, or commodity price performance
• Lowering overpriced securities by encouraging better price discovery
• Providing liquidity by increasing the number of potential sellers in the market
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Hedge funds offer qualified investors a unique partnership. While hedge funds first began as a way to offer investors a balanced – or market-neutral – approach to investing, the methods have evolved through the years. This presentation focuses on one of those strategies, managed futures.
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This document provides an overview of closed-end funds, comparing them to mutual funds and ETFs. Some key opportunities of closed-end funds include the potential to buy funds trading at a discount to their net asset value, access to higher investment income, and exposure to illiquid markets through professional management. Potential challenges include funds trading at a premium, volatility from leverage, distributions including return-of-capital rather than income, and lower market liquidity compared to other investment vehicles. The document discusses these opportunities and challenges in more detail.
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The document summarizes the key topics covered in a textbook on portfolio management. It discusses the six steps of portfolio management: learning principles of finance, setting objectives, formulating an investment strategy, having a plan for revisions, evaluating performance, and protecting the portfolio. It also outlines the four parts of the textbook: background/principles, portfolio construction, portfolio management, and protection/contemporary issues. Key concepts discussed include risk management, diversification, and balancing return with risk.
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This presentation serves as study notes for the e-learning material titled: "South African Hedge funds and international developments"
These notes focus on the amended Regulation 28 South Africa and its Impact on the Hedge Fund Industry.
http://www.hedgefund-sa.co.za/regulation-28
Investment Securities
Securities that are purchased in order to be held for investment. This is in contrast to securities that are purchased by a broker-dealer or other intermediary for resale. Banks often purchase marketable securities to hold in their portfolios.
Mutual fund ppt
A mutual fund is an investment vehicle that pools money from investors and invests it in stocks, bonds, and other securities. The three main types of mutual fund schemes are based on structure, investment objectives, and other special features. Mutual funds provide benefits such as professional management, diversification, liquidity, and potential returns.
Avenues of investment
The document discusses different investment options for aggressive, moderate, and conservative investors. For aggressive investors, it recommends global investments, unit linked insurance plans, small and micro-cap stocks, growth funds, and options trading. Moderate investors should consider a 50/50 split between aggressive and conservative options. Conservative options include post office monthly savings plans, fixed deposits, and gold exchange-traded funds. The document provides details on each of these investment avenues and links for further information.
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Hedge funds pursue three main goals: portfolio diversification to reduce risk, risk management to avoid volatility, and reliable returns over time through various investment strategies. Some common hedge fund strategies include long/short equity funds, credit funds, global macro funds, quantitative funds, event driven funds, relative value funds, managed futures trading, and multi-strategy funds. In 2014, institutional investors were most interested in long/short equity funds, global macro funds, and multi-strategy funds.
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The document discusses various types of financial assets for investment purposes. It outlines four main asset classes - equity, debt, alternative assets, and cash - and provides examples of how to invest in each one. For equity, the document describes direct equity investments, mutual funds, portfolio management services (PMS), and structured products. It also provides details on investing in stocks, mutual funds, exchange traded funds, and other equity-related investment options.
Mutual fund
This document provides information about mutual funds in India. It discusses the history of mutual funds in India which is divided into four phases from 1964 to the present. It also describes the different types of mutual funds based on structure (open ended, close ended, interval funds), investment objectives (growth, income, balanced, etc.), and others (tax saving, thematic, etc.). The advantages and disadvantages of mutual funds are outlined. Exchange traded funds and asset management companies are also explained. Methods of evaluating mutual fund performance like Sharpe's and Treynor's models are mentioned. Regulations around investment limits for mutual funds are provided.
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MUTUAL FUNDS.pptx
- 3. A mutual fund is an investment channel formed when an Asset Management Company (AMC) or fund house pools investments from several individuals and institutional investors with common investment objectives. The mutual fund company is called as an Asset Management Company (AMC). And these combined funds are referred to as Assets Under Management (AUM) This combined underlying holding of the fund is called the ‘portfolio’ and each investor owns some portion of this portfolio and this portion which the person holds is in the form of units.
- 4. Mutual funds are typically managed by a fund manager, who picks all the investments in the portfolio. A fund manager invests the money in securities such as stocks, bonds, and short-term debt.
- 6. Investing in mutual funds provides several advantages for investors. • Investment Handled by Experts ( Fund Managers ) • No Lock-in Period • SIP ( Systematic Investment Plan ) • Switch Fund Option • Goal-Based Funds • Diversification • Flexibility • Liquidity • Seamless Process • Regulated • Ease of Tracking • Tax-Saving • Rupee Cost Averaging • No Need to Time Markets • Low Cost
- 8. • Does not insure against any losses of funds that may occur • Diversification has a disadvantage of dilution • Most mutual funds cannot be bought or sold in the middle of trading day
- 9. Classifications of Mutual Funds
- 11. Investment Objective Operation Open-Ended Funds (OEF) Close-Ended Funds (CEF) Interval Fund Other
- 12. Operation Investment Objective Growth Fund Income Funds Sector Funds Fixed Maturity Plans Money Market Mutual Funds Balanced Funds Gilt Funds Monthly Income Funds Other
- 13. Operation Others Index Fund Tax Saving Funds Exchange Traded Funds (ETFs) Gold ETFs Investment Objective
- 16. Once you apply for one or more SIP plans, the amount is automatically debited from your bank account and invested in the mutual funds you have purchased at the predetermined time interval. At the end of the day, you will be allocated the units of mutual funds With every investment in a SIP plan in India, additional units are added to your account depending on the market rate. With every investment, the amount being reinvested is larger and so is the return on those investments.
- 18. Bibliography • https://groww.in/p/sip-systematic-investment- plan/ • https://blog.ipleaders.in/mutual-funds-regulation- in-india/#Concept_of_mutual_funds_in_India • https://www.investor.gov/introduction- investing/investing-basics/investment- products/mutual-funds-and-exchange-traded- 1#:~:text=A%20mutual%20fund%20is%20a,buy%20 shares%20in%20mutual%20funds. • Mutual Funds - Mutual fund Definition, Benefits & How to Invest in Top 10 Mutual Funds (cleartax.in)
- 19. THANKYOU