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Transcript of vidddu A small presentation on,
A SMALL PRESENTATION ON,
MUTUAL FUND
PRESENTED BY,
VIDYADHARA.G
LEARNING OUTCOMESWhat is mutual fund.Concept of Mutual funds.TYPES OF MUTUAL FUNDsObjectivesAdvantagesdisadvantagesBuying A mutual fund.Services offered by mutual funds
What is…
MUTUAL FUND
MUTUAL FUND
A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors to buy stocks, bonds, short-term money market instruments, and/or other securities.
Blah.. Bla bla…
Concept of Mutual funds
A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal.
The income earned through these investments and the capital appreciation realized are shared by its unit holders in proportion to the number of units owned by them.
Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in diversified professionally managed basket of securities at a relatively low cost.
Cycle of Mutual Fund
.
TYPES OF MUTUAL FUNDsMutual Funds
By Maturity Period
Open ended
Close ended
By Investment Objective
Equity
Income
Balance fund
Money market
Gilt fund
Index fund
Maturity period
A)Open ended Subscription and repurchase on continuous basis .Does not have fixed maturity period
B)Close ended Stipulated maturity period
Investment objectiveEquity• To provide capital appreciation over the medium to long-
term• High risk
Income• Regular and steady income to investors.• Bonds, corporate debentures, Government securities and
money market instruments.
Investment objectiveBalance fund• Provide both growth and regular income• Equities and fixed income securities
Money market• To provide easy liquidity, preservation of capital and
moderate income• Treasury bills, commercial paper and government
securities, etc.
Investment objective`
Gilt fund• In government securities. • No default risk.Index fund• Rise or fall in accordance with the rise or fall in the
index
Objectives
Money market Mutual Funds
Asset Allocation Funds
Stock Mutual Funds
Bond Funds
advantages
Instant DiversificationLevel the playing field between professional and individual investorsShare administrative expensesLiquidityMinimal transaction costsConvenience
disadvantages
Lower than Market Performance
Costs
Services offered by mutual funds
Automatic investments and withdrawal plansAutomatic re-investment of interest, dividends and capital gainsWiring and funds express optionsPhone or internet switchingCheck writingBook keeping and help with taxes
Buying A mutual fund
STEP 1 – Determine risk preferences
STEP 2 – Determine asset allocation
STEP 3 – Identify family of funds that meet your objective
STEP 4 – Evaluate the funds
THANK YOU
THANK YOU