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PMS is a tailor-made service managed by skilled portfolio managers to manage your whole portfolio as per the guidelines laid by you. Read to know more..
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Mutual funds pool money from investors and invest it in a variety of securities like stocks, bonds and money market instruments. The document discusses the concept of mutual funds and their advantages like portfolio diversification, professional management, reduced risks and transaction costs, liquidity and tax benefits. It also notes some disadvantages like lack of control over costs, no tailor-made portfolios and the possibility of poor performance by fund managers. Finally, it outlines the different types of mutual fund schemes in India including open-ended schemes that allow investors to buy and sell units at any time, and close-ended schemes that have a fixed maturity period.
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Mutual funds are investment vehicles that aggregate money from various individuals in order to invest in a diverse portfolio of stocks, bonds, and other securities.
They are managed by professional fund managers who make investment decisions on behalf of the investors. Each investor in a mutual fund owns shares that represent their proportionate ownership of the fund’s assets.
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• Accessibility: Mutual funds are accessible to both small and large investors, allowing individuals to participate in various markets.
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Mutual funds allow investors to pool their money together into a professionally managed portfolio. The document discusses the types of mutual funds available in India such as growth funds, equity diversified funds, mid cap funds, ELSS funds, income funds, equity funds, balanced funds, fixed income funds, money market funds, index funds, gilt funds, and monthly income plans. It outlines the advantages of mutual funds including diversification, professional management, liquidity, flexibility, lower costs, regulation, and tax advantages. However, it also notes the disadvantage of operational charges for investors.
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Mutual funds allow investors to pool their money together into a portfolio that is professionally managed. The document discusses different types of mutual funds such as equity funds, bond funds, and balanced funds, which invest in a mix of equity and debt. It also discusses the structure of mutual funds in India, which follows a three-tier model consisting of sponsors, trustees, and asset management companies (AMCs). AMCs manage the day-to-day activities of the mutual fund and charge fees. Overall, the document provides an overview of what mutual funds are, how they work, their benefits, and the different parties involved in mutual funds.
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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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This document discusses mutual funds and provides information on their structure and types. It begins with defining a mutual fund as a pool of money collected from investors to invest in securities like stocks and bonds. It then describes the different types of mutual funds based on their investment objectives and structures. The rest of the document outlines the key participants involved in mutual funds like sponsors, trustees, asset management companies, custodians and distributors. It also briefly discusses the history, advantages, and disadvantages of mutual funds.
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The document provides an overview of mutual funds, including:
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- The different types of mutual funds based on structure (open-ended, closed-ended, interval), investment objectives (debt, equity, hybrid), and investment style (passive, active).
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The document provides an overview of mutual funds in India, including:
1) A mutual fund is an investment vehicle that pools money from investors and invests it in stocks, bonds, and other securities. This allows small investors to own a diversified portfolio.
2) Mutual funds offer advantages like affordability, diversification, choice of funds, professional management, tax benefits, regulations, liquidity, flexibility, transparency, and low costs.
3) Mutual funds are classified into equity funds, which invest in stocks, and debt/income funds, which invest in bonds and other debt instruments. Equity funds carry higher risk but also higher potential returns than debt funds.
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Portfolio management involves constructing a collection of investments that minimizes total risk while maximizing returns. The objective is to achieve a chosen level of return with the least possible risk. A portfolio combines different assets that have their own individual risks and returns in order to reduce overall risk through diversification. Portfolio management aims to balance safety, steady income, capital appreciation, marketability, liquidity, and tax planning to meet investors' objectives. It is an ongoing process of developing and implementing investment strategies, reviewing performance, and evaluating results.
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When investor takes entry into the world of stock market, lots of investment options attract investors to grow their wealth. Two popular choices are mutual funds and stock investments. While they both involve investing in the financial markets, there are important distinctions between the two. In this article, we will find out the differences between mutual funds and stock investments, helping you make informed decisions about your investment strategy.
1. Understanding Mutual Funds
1.1 Definition and Structure of Mutual Funds
Mutual funds are investment vehicles that aggregate money from various individuals in order to invest in a diverse portfolio of stocks, bonds, and other securities.
They are managed by professional fund managers who make investment decisions on behalf of the investors. Each investor in a mutual fund owns shares that represent their proportionate ownership of the fund’s assets.
1.2 Types of Mutual Funds
There are various types of mutual funds, including equity funds, bond funds, index funds, sector funds, and balanced funds. Equity funds focus on investing in stocks, while bond funds primarily invest in fixed-income securities. Index funds track specific market indices, and sector funds concentrate on specific industries. Balanced funds aim to provide a mix of stocks and bonds to balance risk and return.
1.3 Advantages of Mutual Funds
• Professional Management: Mutual funds are managed by experienced professionals who have expertise in analyzing and selecting investments.
• Diversification: Investing in mutual funds allows you to diversify your portfolio across multiple securities, reducing the risk associated with individual investments.
• Liquidity: Mutual fund shares can be easily bought or sold, providing investors with liquidity.
• Accessibility: Mutual funds are accessible to both small and large investors, allowing individuals to participate in various markets.
1.4 Disadvantages of Mutual Funds
• Fees and Expenses: Mutual funds charge fees for management, administration, and other expenses, which can impact overall returns.
• Lack of Control: Investors have limited control over the investment decisions made by fund managers.
• Capital Gains Taxes: Mutual funds distribute capital gains to investors, which may result in tax liabilities.
2. Stock Investments Explained
2.1 Basics of Stock Investments
Stock investments involve buying shares of individual companies. When you invest in stocks, you become a partial owner of the company and have the potential to benefit from its profits and growth. Stock investments offer the opportunity for capital appreciation and the ability to earn dividends.
2.2 Types of Stocks
Stocks can be categorized into different types, including common stocks and preferred stocks. Common stocks represent ownership in a company and usually come with voting rights. Preferred stocks have a higher claim on a company’s
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Mutual funds allow investors to pool their money together into a professionally managed portfolio. The document discusses the types of mutual funds available in India such as growth funds, equity diversified funds, mid cap funds, ELSS funds, income funds, equity funds, balanced funds, fixed income funds, money market funds, index funds, gilt funds, and monthly income plans. It outlines the advantages of mutual funds including diversification, professional management, liquidity, flexibility, lower costs, regulation, and tax advantages. However, it also notes the disadvantage of operational charges for investors.
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Mutual funds allow investors to pool their money together into a portfolio that is professionally managed. The document discusses different types of mutual funds such as equity funds, bond funds, and balanced funds, which invest in a mix of equity and debt. It also discusses the structure of mutual funds in India, which follows a three-tier model consisting of sponsors, trustees, and asset management companies (AMCs). AMCs manage the day-to-day activities of the mutual fund and charge fees. Overall, the document provides an overview of what mutual funds are, how they work, their benefits, and the different parties involved in mutual funds.
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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.
Mutual Funds Overview
A mutual fund is a pool of money collected from many investors to invest in stocks, bonds, and other securities. An equity fund invests in stocks, a bond fund in debt instruments, and a balanced fund in a mix of both. Mutual funds offer diversification, professional management, affordability for small investors, and liquidity. They also provide transparency through disclosure of holdings and investment patterns. However, risks include costs, dilution of returns, and taxes on capital gains for investors.
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This document provides an overview of mutual funds in Pakistan. It defines a mutual fund as an investment vehicle that pools money from multiple investors to invest in stocks, bonds, and other securities. The main advantages of mutual funds are professional management, diversification, low costs, liquidity, transparency, and tax benefits. Mutual funds also allow small investors to access a wide range of investments. The document discusses types of mutual fund schemes, fund management styles, taxation rules for mutual funds in Pakistan, and the major mutual fund companies operating in the country.
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.
mutualfundppt-140219102406-phpapp02.pdf
This document discusses mutual funds and provides information on their structure and types. It begins with defining a mutual fund as a pool of money collected from investors to invest in securities like stocks and bonds. It then describes the different types of mutual funds based on their investment objectives and structures. The rest of the document outlines the key participants involved in mutual funds like sponsors, trustees, asset management companies, custodians and distributors. It also briefly discusses the history, advantages, and disadvantages of mutual funds.
Mutual Funds or Index Funds: Understanding the Key Differences
This E-book will explain the fundamental differences between mutual funds and index funds, including how they are managed, their fees, and their investment strategies.
Download the free E-book to get the Key Characteristics of Mutual Funds or Index Funds.
PORTFOLIO MANAGEMENT
Portfolio management involves selecting a mix of investments that minimize risk for a given level of expected return. It allows investors to create customized portfolios based on their needs, income, and risk tolerance. Effective portfolio management provides benefits like reduced risk, increased returns, and preservation of capital over the long run. Common portfolio management strategies include diversification across different asset classes, regular rebalancing, and optimization based on models like CAPM and Modern Portfolio Theory.
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There are two main equity portfolio management strategies: active and passive. The active strategy involves constantly trading stocks to achieve above-market returns by identifying undervalued stocks. It requires expertise but carries high costs and risks. The passive strategy involves low-cost index investing to achieve market returns without trying to beat the market. It has lower fees and risks but also likely lower returns. In conclusion, active management aims for higher returns through stock picking while passive seeks market returns at lower cost and risk.
ch 5 mf.pptx
Mutual funds allow investors to pool their money together and have it professionally managed by fund managers. The key objectives of investing in mutual funds are good returns with relatively low risk. Investors can invest in various types of mutual funds classified by factors like whether they are open-ended or closed-ended, their investment objectives of growth, income or balanced, and the type of securities like equity, debt or money market instruments. Mutual funds provide benefits like diversification, professional management and economies of scale. However, they also involve risks like market risk, credit risk, inflation risk and liquidity risk.
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[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
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PMS.pdf
- 2. Time horizon Tax Applicability Liquidity Other investor-specific requirements Portfolio Management Services are designed to cater to your needs keeping in mind your return requirements and willingness to take risks. Just imagine a layman looking after your portfolio and promising healthy returns on investments, just like a professional portfolio manager! Scary, right? A portfolio manager can best handle the tailor-made service as per the guidelines laid by you. They act as a caretaker of your funds. The optimum portfolio for you can only be designed keeping the following constraints in mind: What are portfolio management services?
- 4. What are the 4 types of Portfolio Management 1. Active: Under this, the manager actively purchases and sells securities to beat the stock market index by buying undervalued securities and selling them at higher prices. 2. Passive: Under this, the manager handles a fixed portfolio. They offer lower returns than active ones but are more profitable and consistent over extended periods. 3. Discretionary: Investors appoint portfolio managers to take financial decisions on their behalf based on the goals laid by the investor and the risk appetite. 4. Non-Discretionary: Under this, the decision lies only with the investor, although the manager can always guide on the best suitable investment plans.
- 5. Portfolio Management Service in India: Motilal Oswal PMS Ask PMS Kotak PMS ICICI Prudential PMS Aditya Birla Sunlife PMS Alchemy PMS Invesco PMS Unifi Capital PMS NJ Portfolio PMS White Oak Capital PMS
- 6. Thank-You