Mutual funds pool money from investors and invest in a portfolio of securities like stocks, bonds, and other assets. The presentation discusses the history, growth, and regulations of the Indian mutual fund industry. It provides an overview of key mutual fund concepts like the organizational structure, types of funds and schemes, and the importance of risk management, tracking performance, and evaluating funds.
This presentation focuses on the concept of mutual funds, its types, schemes, process, advantages and disadvantages.
It talks about the mutual funds in India, giving an example of mutual fund. This presentation can be best suited for students pursuing B.Com, BBA, MBA or any other.
The presentation covers all the details about types of equity mutual funds. It gives an investor a clear overview on Equity Funds. The presentation covers the the most relevant topics of equity mutual fund that an investor wants to know, like - what are equity mutual funds, classification of equity mutual funds on the basis of market capitalization, investment style, theme and tax. Also explians how to choose the best category of equity mutual funds and best equity mutual funds and how to achieve superior returns from equity funds?
This presentation focuses on the concept of mutual funds, its types, schemes, process, advantages and disadvantages.
It talks about the mutual funds in India, giving an example of mutual fund. This presentation can be best suited for students pursuing B.Com, BBA, MBA or any other.
The presentation covers all the details about types of equity mutual funds. It gives an investor a clear overview on Equity Funds. The presentation covers the the most relevant topics of equity mutual fund that an investor wants to know, like - what are equity mutual funds, classification of equity mutual funds on the basis of market capitalization, investment style, theme and tax. Also explians how to choose the best category of equity mutual funds and best equity mutual funds and how to achieve superior returns from equity funds?
MUTUAL FUND MANAGEMENT
benefit of mutual funds how to work mutual fun sector in India
ORGANISATIONAL STRUCTURE OF MUTUAL FUNDS
in other country
other service of Mutual Fund
mf v/s bank investment
Mutal Fund Role As a TRUSTEES
TYPES OF MUTUAL FUNDS
INVESTMENT PROCEDURE IN MUTUAL FUNDS
RIGHTS AND DUTIES OF INVESTORS
INVESTMENT DECISION MAKING IN MUTUAL FUND
NET ASSET VALUE
SEBI REGULATIONS FOR NAV CALCULATION
VALUATION
AND
VALUATION NORMS
ACCOUNTING OF MUTUAL FUNDS
FINANCIAL STATEMENT OF MUTUAL FUNDS BALANCE SHEET
DIVIDEND DISTRIBUTION TAX (DTT)
SECURITIES TRANSACTION TAX (STT)
SECTION 80 C DEDUCTION
Hi, here is the presentation that shows how you can make more money from a Debt Mutual Fund over a conventional Fixed Deposit. Invest your 5-10 minutes and you could make thousands of bucks! Make your money more productive!
20-Feb-2016: Updated as per changed tax rules; more useful content added, less useful deleted.
MUTUAL FUND MANAGEMENT
benefit of mutual funds how to work mutual fun sector in India
ORGANISATIONAL STRUCTURE OF MUTUAL FUNDS
in other country
other service of Mutual Fund
mf v/s bank investment
Mutal Fund Role As a TRUSTEES
TYPES OF MUTUAL FUNDS
INVESTMENT PROCEDURE IN MUTUAL FUNDS
RIGHTS AND DUTIES OF INVESTORS
INVESTMENT DECISION MAKING IN MUTUAL FUND
NET ASSET VALUE
SEBI REGULATIONS FOR NAV CALCULATION
VALUATION
AND
VALUATION NORMS
ACCOUNTING OF MUTUAL FUNDS
FINANCIAL STATEMENT OF MUTUAL FUNDS BALANCE SHEET
DIVIDEND DISTRIBUTION TAX (DTT)
SECURITIES TRANSACTION TAX (STT)
SECTION 80 C DEDUCTION
Hi, here is the presentation that shows how you can make more money from a Debt Mutual Fund over a conventional Fixed Deposit. Invest your 5-10 minutes and you could make thousands of bucks! Make your money more productive!
20-Feb-2016: Updated as per changed tax rules; more useful content added, less useful deleted.
What website can I sell pi coins securely.DOT TECH
Currently there are no website or exchange that allow buying or selling of pi coins..
But you can still easily sell pi coins, by reselling it to exchanges/crypto whales interested in holding thousands of pi coins before the mainnet launch.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and resell to these crypto whales and holders of pi..
This is because pi network is not doing any pre-sale. The only way exchanges can get pi is by buying from miners and pi merchants stands in between the miners and the exchanges.
How can I sell my pi coins?
Selling pi coins is really easy, but first you need to migrate to mainnet wallet before you can do that. I will leave the telegram contact of my personal pi merchant to trade with.
Tele-gram.
@Pi_vendor_247
how to sell pi coins at high rate quickly.DOT TECH
Where can I sell my pi coins at a high rate.
Pi is not launched yet on any exchange. But one can easily sell his or her pi coins to investors who want to hold pi till mainnet launch.
This means crypto whales want to hold pi. And you can get a good rate for selling pi to them. I will leave the telegram contact of my personal pi vendor below.
A vendor is someone who buys from a miner and resell it to a holder or crypto whale.
Here is the telegram contact of my vendor:
@Pi_vendor_247
How to get verified on Coinbase Account?_.docxBuy bitget
t's important to note that buying verified Coinbase accounts is not recommended and may violate Coinbase's terms of service. Instead of searching to "buy verified Coinbase accounts," follow the proper steps to verify your own account to ensure compliance and security.
USDA Loans in California: A Comprehensive Overview.pptxmarketing367770
USDA Loans in California: A Comprehensive Overview
If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
USDA loans are an excellent option for those looking to buy a home in California's rural and suburban areas. With no down payment and flexible requirements, these loans make homeownership more attainable for many families. Explore your eligibility today and take the first step toward owning your dream home.
Introduction to Indian Financial System ()Avanish Goel
The financial system of a country is an important tool for economic development of the country, as it helps in creation of wealth by linking savings with investments.
It facilitates the flow of funds form the households (savers) to business firms (investors) to aid in wealth creation and development of both the parties
where can I find a legit pi merchant onlineDOT TECH
Yes. This is very easy what you need is a recommendation from someone who has successfully traded pi coins before with a merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi network coins and resell them to Investors looking forward to hold thousands of pi coins before the open mainnet.
I will leave the telegram contact of my personal pi merchant to trade with
@Pi_vendor_247
Currently pi network is not tradable on binance or any other exchange because we are still in the enclosed mainnet.
Right now the only way to sell pi coins is by trading with a verified merchant.
What is a pi merchant?
A pi merchant is someone verified by pi network team and allowed to barter pi coins for goods and services.
Since pi network is not doing any pre-sale The only way exchanges like binance/huobi or crypto whales can get pi is by buying from miners. And a merchant stands in between the exchanges and the miners.
I will leave the telegram contact of my personal pi merchant. I and my friends has traded more than 6000pi coins successfully
Tele-gram
@Pi_vendor_247
how to sell pi coins in all Africa Countries.DOT TECH
Yes. You can sell your pi network for other cryptocurrencies like Bitcoin, usdt , Ethereum and other currencies And this is done easily with the help from a pi merchant.
What is a pi merchant ?
Since pi is not launched yet in any exchange. The only way you can sell right now is through merchants.
A verified Pi merchant is someone who buys pi network coins from miners and resell them to investors looking forward to hold massive quantities of pi coins before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
Even tho Pi network is not listed on any exchange yet.
Buying/Selling or investing in pi network coins is highly possible through the help of vendors. You can buy from vendors[ buy directly from the pi network miners and resell it]. I will leave the telegram contact of my personal vendor.
@Pi_vendor_247
what is the best method to sell pi coins in 2024DOT TECH
The best way to sell your pi coins safely is trading with an exchange..but since pi is not launched in any exchange, and second option is through a VERIFIED pi merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and pioneers and resell them to Investors looking forward to hold massive amounts before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade pi coins with.
@Pi_vendor_247
how to sell pi coins on Bitmart crypto exchangeDOT TECH
Yes. Pi network coins can be exchanged but not on bitmart exchange. Because pi network is still in the enclosed mainnet. The only way pioneers are able to trade pi coins is by reselling the pi coins to pi verified merchants.
A verified merchant is someone who buys pi network coins and resell it to exchanges looking forward to hold till mainnet launch.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
BYD SWOT Analysis and In-Depth Insights 2024.pptxmikemetalprod
Indepth analysis of the BYD 2024
BYD (Build Your Dreams) is a Chinese automaker and battery manufacturer that has snowballed over the past two decades to become a significant player in electric vehicles and global clean energy technology.
This SWOT analysis examines BYD's strengths, weaknesses, opportunities, and threats as it competes in the fast-changing automotive and energy storage industries.
Founded in 1995 and headquartered in Shenzhen, BYD started as a battery company before expanding into automobiles in the early 2000s.
Initially manufacturing gasoline-powered vehicles, BYD focused on plug-in hybrid and fully electric vehicles, leveraging its expertise in battery technology.
Today, BYD is the world’s largest electric vehicle manufacturer, delivering over 1.2 million electric cars globally. The company also produces electric buses, trucks, forklifts, and rail transit.
On the energy side, BYD is a major supplier of rechargeable batteries for cell phones, laptops, electric vehicles, and energy storage systems.
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
6. Contents Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment
7. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Flow Cycle of a Mutual Fund Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India
9. Flow Cycle of a Mutual Fund Mutual Funds defined….a flow cycle
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11. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Diff. b/w MF and Direct Investment Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India
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13. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Balance sheet of a Bank and Mutual Fund Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India
14. Difference between Bank and Mutual Fund Difference b/w Balance Sheets of MF and Bank Mutual Fund Balance Sheet Liabilities Assets Bank Balance Sheet Liabilities Assets
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16. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Organizational Structure of Mutual Fund Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India
21. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Classification of Mutual Fund Schemes
22. Each category is classified into more sub-categories. Classification of Mutual Fund Schemes AMFI Classification of MF Schemes Fund schemes Portfolio objectives Growth & Income High Risk & High Return Balanced Moderate Risk & Return Liquid & Money Market Fixed Return Gilt Zero Risk ELSS Tax Saving Fund of funds Additional diversification ETFs Market Driven
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24. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Risk-return structure of schemes
25. Risk –Return of different schemes Risk-return structure of schemes
26. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? History of Mutual Funds in India
27. 1964 1987 1993 2009 ? Phases of Mutual Fund Industry in India History of Mutual Funds in India
28. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Regulatory Aspects
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30. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Portfolio Management Process
32. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Risk Management
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34. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Investment Checklists
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37. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Mutual Fund Comparison
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39. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Expenses
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41. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Tracking Mutual Funds
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43. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Warning Signals
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45. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? AUM movements in India
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47. Indian Asset Management Industry - Growth in Assets Total Assets Under Management as on March 2009 – Rs 493286 crores Total No. of players - 36 AUM movements in India
48. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? Penetration of Mutual Funds
49. Penetration vis-à-vis Other Financial Products Note: Penetration of Mutual Funds is still low as compared to Banks and Insurance Companies. Penetration of Mutual Funds
50. Flow Cycle of a Mutual Fund Organizational Structure of a Mutual Fund Balance sheet of a Bank and Mutual Fund Diff. b/w MF and Direct Investment Portfolio Management Process Mutual Fund Comparison Investments Checklists Risk Management Regulatory Aspects Classification of Mutual Fund Schemes Risk-return structure of schemes History of Mutual Funds in India AUM movements in India Expenses Tracking Mutual Funds Warning Signals Penetration of Mutual Funds What Mutual Funds are not? What Mutual Funds are not?
A regular mutual fund invests in stocks, bonds and fixed income securities depending on its objective. Hence the investor gets an opportunity to participate in these market-linked instruments while utilizing the fund manager's expertise. Fund of funds further extends this concept wherein a mutual fund invests in units of other mutual fund schemes. So what is motive behind having a FoF? The answer is - ?Diversification?. Fund of funds takes diversification to a new level.
Contra with Contra… and not contra with SEBI -mandatory for funds to have a benchmark– lets say Sensex… fund should beat Sensex if the Sensex drops by 10% over a period of two months and during that time, the fund's NAV drops by only 6%, then the fund is said to have outperformed the benchmark. Report submitted to SEBI every 6 months