mutual funds.ppt 1
TRANSCRIPT
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Common to two or more than two
FUNDS
stocks of something
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What is a Mutual Fund
Mutual Fund is an investment company thatpools money from shareholders and invests in avariety of securities, such as stocks, bondsand money market instruments.
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It was the first mutual fund setup in India in the year 1963
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The Term Net Asset Value(NAV) is used by investmentcompanies to measure net assets.
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TYPES OF MUTUALFUND
MATURITY PERIOD
OPEN ENDED
CLOSE ENDED
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INVESTMENTOBJECTIVE
GROWTHORIENTED
INCOMEORIENTED
INDEX FUND
GIFT FUND
LIQUID FUND
BALANCEDFUND
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CONTENTS OF APPLICATION FORM
1.Name2.Address3.No. of unit applied4.Bank A/C no.5.Pan no.
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BENEFITS1. Its systematic investment plan.2.There is less risk in mutual funds.3. Investor can easily change* it scheme or pattern.4.Investor can easily check their value of money.5. Their is transparency in valuation.6.Investor get a bridged annual report.7.Tax benefit to investor.8.Investor can easily exit from fund.
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How to invest in mutual funds
1. By agents and distributors of mutual funds.2. By banks and post offices.3. By advertisement in newspaper.4. NRI can also invest in mutual funds.
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Loadfunds
Unloadfunds
CHARGE BASE DIFFERENCE
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Types of schemes
Tax savingAssured return
Equity basedPension scheme
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