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Mutual fund simplified
- 1. MUTUAL FUNDS SIMPLIFIED Self made by: Suhail and Rizwan
- 2. MUTUAL FUNDS • The genesis of the mutual fund industry in India can be traced back to 1964 with the setting up of the Unit Trust of India (UTI) by the Government of India • Mutual – Common to two or more • Funds – An invested sum, whose income is devoted to a specific object • A mutual fund is a company that brings together money from many people and invests it in stocks, bonds or other assets
- 3. Why invest in Mutual Funds? • Professional investment management • Low Cost • Diversification • Convenience and Flexibility • Liquidity • Transparency • Variety • Choosing a fund • Past performance • Know your fund manager • Read the prospectus • What it costs you?
- 5. Mutual fund co. or AMC
- 6. Types of Mutual Funds
- 7. Examples for open ended schemes • UTI Gilt Advantage Fund - Long Term Plan – Growth • PSU Bank Benchmark Exchange Traded Scheme • Axis Short Term Fund - Retail – Growth • Fortis Money Plus Fund – Growth • Kotak Global Emerging Market Fund – Growth • Religare Mid N Small Cap Fund – Growth and more…
- 8. Examples for close ended schemes • ING OptiMix Dynamic Multi Manager FoF Scheme – Growth • Fortis Multi Manager Fund - Series 3 – Growth • SBI Magnum Debt Fund Series - 180 Days - 9 – Growth • SBI Magnum Debt Fund Series - 90 Days - 33 – Growth • SBI Magnum Debt Fund Series - 370 Days - 3 – Growth and more..
- 9. Equity fund Examples • LARGE CAP » • Fidelity Equity Fund (G) • UTI Opportunities Fund (G) • ICICI Pru Focused Bluechip Eqty (G) • SMALL AND MID CAP » • IDFC Premier Equity - A (G) • Birla Sun Life MNC Fund (G)
- 10. DEBT or Income fund Examples • DEBT LONG TERM » • SBI Dynamic Bond Fund • UTI Bond Fund • DEBT SHORT TERM » • JPMorgan Short Term Income • Religare Credit Oppor.- RP