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All about Mutual funds

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All about Mutual funds & India.

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All about Mutual funds

  1. 1. Mutual Funds.
  2. 2. What is a Mutual Fund? <ul><li>A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests typically in investment securities - stocks, bonds, short-term money market instruments, etc. </li></ul>
  3. 3. MF Cycle
  4. 4. Types of Mutual Funds <ul><li>By Structure : </li></ul><ul><li>Open Ended </li></ul><ul><li>Close Ended </li></ul><ul><li>By Investment Objective : </li></ul><ul><li>Equity </li></ul><ul><li>Income </li></ul><ul><li>Debt </li></ul><ul><li>Others : </li></ul><ul><li>Index Funds </li></ul><ul><li>ETF’s </li></ul><ul><li>Sector Specific </li></ul>
  5. 5. Advantages <ul><li>Diversification </li></ul><ul><li>Professional management </li></ul><ul><li>Risk management </li></ul><ul><li>Liquidity </li></ul><ul><li>Well Regulated </li></ul><ul><li>Affordability </li></ul>
  6. 6. NAV & It’s Calculation <ul><li>NAV is termed as Net Asset Value. </li></ul><ul><li>The net asset value of the fund is the cumulative market value of the assets fund net of its liabilities </li></ul><ul><li>It is calculated as : </li></ul><ul><li>Total Investment – Sales + Expenses Incurred (Divided) by number of units </li></ul><ul><li>Note NAV Changes on daily basis. </li></ul>
  7. 7. What is a SIP? <ul><li>SIP is termed as a Systematic Investment Plan. </li></ul><ul><li>SIP is an investment program that allows you to contribute a fixed amount (as low as Rs.1000) in mutual funds at regular intervals. </li></ul><ul><li>Some Advantages of SIP : </li></ul><ul><li>Rupee Cost Averaging </li></ul><ul><li>Flexibility </li></ul><ul><li>Power of Compounding </li></ul>
  8. 8. Mutual Fund Companies. <ul><li>SBI </li></ul><ul><li>UTI </li></ul><ul><li>HDFC </li></ul><ul><li>Birla Sun Life </li></ul><ul><li>BOB </li></ul><ul><li>HSBC </li></ul><ul><li>ING Vysya </li></ul><ul><li>ICICI Prudential </li></ul><ul><li>Standard Chartered </li></ul><ul><li>Tata </li></ul><ul><li>Kotak Mahindra </li></ul><ul><li>Reliance </li></ul><ul><li>Franklin Templeton </li></ul><ul><li>Morgan Stanley </li></ul><ul><li>Escorts </li></ul><ul><li>LIC Mutual Fund </li></ul><ul><li>DSP BlackRock </li></ul><ul><li>And More…… </li></ul>
  9. 9. Mutual Funds & India <ul><li>Investment avenues in India </li></ul><ul><li>86% investors prefer MF (Globally) </li></ul><ul><li>In India MF’s are picking up at a faster rate. </li></ul><ul><li>Investment through brokers and investment advisors </li></ul><ul><li>Now even traded on NSE </li></ul>
  10. 10. Frequently used terms <ul><li>NAV- Net Asset Value </li></ul><ul><li>Unit </li></ul><ul><li>NFO- New Fund Offer </li></ul><ul><li>Sales Price </li></ul><ul><li>Repurchase Price </li></ul><ul><li>Redemption Price </li></ul><ul><li>Sales Load </li></ul><ul><li>AMFI & SEBI   </li></ul>

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