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Mutual  Fund ,[object Object],[object Object]
Mutual Fund ?? ,[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Concept of Mutual Fund
What it means Investors Markets (volatile, has fluctuation) Trust  (pool of money) Contribute money Invest in markets Receive dividend/capital appreciation Receive interest, dividend or capital growth
Organization of a Mutual Fund
The MF Cycle
Characteristics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Advantages
Disadvantages ,[object Object],[object Object],[object Object]
History of Mutual Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Types of Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
O.E.F  &  C.E.F ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Equity-oriented ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Debt Oriented ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Balance  ,[object Object],[object Object],[object Object]
Fund of Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Commodity Fund ,[object Object],[object Object],[object Object]
Real Estate Fund ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Asset Allocation Fund ,[object Object]
Exchange-traded fund ,[object Object],[object Object],[object Object],[object Object]
Gold ETF ,[object Object],[object Object],[object Object]
Capital Protection  Oriented fund ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Classification of funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Risk-Return Hierarchy Liquid funds ST debt funds Gilt funds Debt   Funds Balanced funds Risk  Index funds Return Equity funds Sectoral funds
Structure & Constituents
M.F Structure in India A mutual fund has a 3-tier structure Sponsor Trustee AMC Trust
Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sponsor ,[object Object],[object Object],[object Object],[object Object],[object Object]
Sponsor Criteria ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trustee ,[object Object],[object Object],[object Object],[object Object],[object Object]
Trustee Criteria ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Assets Mgnt.Company ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
MF Constituents Sponsor Trustee AMC Trust R&T Agent Securities Dealer / Broker Banker Custodian & Depository Distributor SEBI Securities Markets Investor
Other Constituents Custodian & Depository Banker Securities Dealer / Broker R&T Agent Distributor ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Origin and growth ,[object Object],[object Object],[object Object],[object Object]
How to choose a fund? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Buying Mutual Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What mutual funds are not? ,[object Object],[object Object],[object Object],[object Object]
Questions ?
Thank You

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Mutual fund over all concepts