Mutual Funds.ppt 1

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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 that pools money from shareholders and invests in a variety of securities, such as stocks, bonds and money market instruments.

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It was the first mutual fund set up in India in the year 1963

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The Term Net Asset Value (NAV) is used by investment companies to measure net assets.

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TYPES OF MUTUAL FUND OPEN ENDED MATURITY PERIOD CLOSE ENDED

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GROWTH ORIENTED INDEX FUND

INVESTMENT OBJECTIVE

INCOME ORIENTED

GIFT FUND

BALANCED FUND LIQUID FUND

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CONTENTS OF APPLICATION FORM

1. Name 2.Address 3.No. of unit applied 4.Bank A/C no. 5.Pan no.

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BENEFITS 1. 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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CHARGE BASE DIFFERENCE

Load funds

Unload funds

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Tax saving

Assured return

Types of schemes

Pension scheme

Equity based

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