Mutual Fundz
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Mutual funds in India Contents Contents ..................................................................................................................... 1 Acknowledge ment...................................................................................................... 3 Statement by the Candidate ....................................................................................... 4 Genesis ....................................................................................................................... 5 Objective........................ ........................................................................................ .... 6 Overview of Sharekhan Ltd. .......................................................................................7 Products and service s offered by Sharekhan ........................................................... 8 Services offered by Sharekhan................................................................................ 9 Introduction to Mutual Funds....................................................................................13 What is a mutual fund?.......................................................................................... 13 History of Mutual Funds......................................................................................... 14 Mutual Funds industry in India .................................................................................14 Behind Mutual Funds................................................................................................16 Characterist ics of a Mutual Funds.............................................................................18 Advantages of Mutual Funds .................................................................................... 19 Disadvantages of Mutual Funds ................................................................................ 23 Rules and Regulation s.............................................................................................. 24 Investment Norms .................................................................................................... 25 Mutual Fund—scheme s and various terminologie s................................................... 26 Mutual Fund family ................................................................................................... 28 Equity Funds .......................................................................................................... 28 Debt Funds ............................................................................................................ 31 When to buy? ............................................................................................................33 Buy triggers ......................................................................................................... 34 Whom to buy from? ..................................................................................................34 Mutual fund houses: .............................................................................................. 35 Agents: ..................................................................................................................35 Banks:.......................................................................................................... ......... 35 Stockbrokers/ Online trading portals: .................................................................... 36 Different plans to invest in....................................................................................... 36 Dr. V.N. Bedekar Institute of Management Studies Page 1
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Transcript of Mutual Fundz
8/8/2019 Mutual Fundz
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