MUTUAL FUND

Company Profile:Karvy Stock Brocking Ltd is a member of National Stock Exchange

(NSE), The Bombay Stock Exchange (BSE), and The Hyderabad Stock Exchange (HSE).

Karvy Stock Broking Limited, one of the cornerstones of the Karvy edifice, flows freely towards attaining diverse goals of the customer through varied services.

Helping the customer create waves in his portfolio and empowering the investor completely is the ultimate goal.

DEFINATION

A mutual fund is made up of money that is pooled together by a large number of investors who give their money to fund manager to invest in a large portfolio of stocks bonds.

TYPES

VALUE

STOCK

GROWTH STOCK INCOME

STOCK

INTERNATIONAL

STOCK MARKET

SECTOR

LIMITATIONS

DECISIONS

COST

PROJECTIONS

INSURANCE

RISK

STRUCTURE

SPONSERS- Sponsers is basically a promoter of the funds.TRUSTEES -Two third of the trustees are independs professionals who on the fund and supervises the activities of the AMC.AMC- Asset Management company is the set of financial professionals who the fund.TRANSFER- AGENTS- Transfer agents company interface with the customer.

HISTORY

1963: UTI is India’s first mutual fund.1964: UTI launches US-64.1986: UTI Master share, India’s first true ‘mutual fund’ scheme, launched1994: Morgan Stanley is the first foreign player. 1998: UTI Master Index Fund is the country’s first index fund.2001: US-64 scam leads to UTI overhaul2003: AMFI certification made compulsory for new agents; fund of funds launched

FUTURE IN THE INDIABy December 2004, Indian mutual fund industry

reached Rs 1,50,537 crore. It is estimated that by 2010 March-end, the total assets of all scheduled commercial banks should be Rs 40,90,000 crores.The annual composite rate of growth is expected 13.4% during the rest of the decade. In the last 5 years we have seen annual growth rate of 9%. According to the current growth rate, by year 2010 the asset will be double.

RESEARCH METHODS

METHODOLOGY OF STUDYRESEARCH METHODOLOGYASSUMPTIONSLITERATURE SURVEYPROBABILITY SAMPLING SAMPLING SIZE EXECUTION OF THE PROJECT

CONCLUSIONS

My experience at KARVY STOCK BROKING can’t explain in pages. Its important to understand that each mutual fund has different risks and reward. In general the higher the potential returns the higher the risk of loss. With this we conclude our presentation on MUTUAL FUND.

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