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๏ฑ   A mutual fund is a professionally-managed form of collective investments
    that pools money from many investors and invests it in stocks, bonds, short-
    term money market instruments, and/or other securities. In a mutual
    fund, the fund manager, who is also known as the portfolio manager, trades
    the fund's underlying securities, realizing capital gains or losses, and collects
    the dividend or interest income.


๏ฑ   Legally known as an "open-end company" under the Investment Company
    Act of 1940(the primary regulatory statute governing investment
    companies), a mutual fund is one of three basic types of investment
    companies available in the United States.
โ€ข   A Mutual Fund is a trust that pools
    the savings of a number of
    investors who share a common
    financial goal.
โ€ข   The money thus collected is then
    invested in capital market
    instruments such as
    shares, debentures and other
    securities.
โ€ข   The income earned through these
    investments and the capital
    appreciation realised are shared by
    its unit holders in proportion to the
    number of units owned by them.
โ€ข   Thus a Mutual Fund is the most
    suitable investment for the common
    man as it offers an opportunity to
    invest in a
    diversified, professionally managed
    basket of securities at a relatively
    low cost.
๏‚ž   An organization (or organisation โ€” see spelling differences) is a social
    group which distributes tasks for a collective goal. The word itself is derived
    from the Greek word organon, itself derived from the better-known word
    ergon - as we know `organ` - and it means a compartment for a particular job.



๏‚ž   Management is interested in organization mainly from an instrumental point of
    view. For a company, organization is a means to an end to achieve its
    goals, which are to create value for its stakeholders
    (stockholders, employees, customers, suppliers, community).
    moreover, (Samson, p 25. 2005) describes organising as โ€œthe management
    function concerned with assigning tasks, grouping tasks into departments, and
    allocating resources to departments
๏ฑ   MUTUAL FUND
    TRUST
    AND
    CORPORATION

๏ฑ   AMC
๏ฑ   SEBI




๏ฑ SPONSOR
๏ฑ ADVERTISER




๏ฑ FUND   MANAGER
๏ฑ   ADVISOR



๏ฑ CUSTODIAN
๏ฑ UNITHOLDERS
    (SHAREHOLDERS)


๏ฑTRANSFER
 AGENT
AND REGISTRAR


๏ฑ   TRUSTEE
๏‚ž ITS
    VERY IMPORTANT FOR A MUTUAL
 FUND TO SUCEED TO BE ORGANISED
 WELL WITH EXPERTISED PEOPLE
 HAVING WIDE FINANCIAL KNOWLEDGE
 AND EXPERIENCE..SO,IT CAN BE SAID
 A WELL ORGAINISED MUTUAL FUND
 WOLULD PROVIDE A SUBSTANTIL
 RETURNS TO INVESTORSโ€ฆ
THANK
 YOU

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organisation of Mutual fund ppt

  • 1.
  • 2. ๏ฑ A mutual fund is a professionally-managed form of collective investments that pools money from many investors and invests it in stocks, bonds, short- term money market instruments, and/or other securities. In a mutual fund, the fund manager, who is also known as the portfolio manager, trades the fund's underlying securities, realizing capital gains or losses, and collects the dividend or interest income. ๏ฑ Legally known as an "open-end company" under the Investment Company Act of 1940(the primary regulatory statute governing investment companies), a mutual fund is one of three basic types of investment companies available in the United States.
  • 3. โ€ข A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. โ€ข The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. โ€ข The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. โ€ข Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
  • 4.
  • 5. ๏‚ž An organization (or organisation โ€” see spelling differences) is a social group which distributes tasks for a collective goal. The word itself is derived from the Greek word organon, itself derived from the better-known word ergon - as we know `organ` - and it means a compartment for a particular job. ๏‚ž Management is interested in organization mainly from an instrumental point of view. For a company, organization is a means to an end to achieve its goals, which are to create value for its stakeholders (stockholders, employees, customers, suppliers, community). moreover, (Samson, p 25. 2005) describes organising as โ€œthe management function concerned with assigning tasks, grouping tasks into departments, and allocating resources to departments
  • 6. ๏ฑ MUTUAL FUND TRUST AND CORPORATION ๏ฑ AMC
  • 7. ๏ฑ SEBI ๏ฑ SPONSOR
  • 9. ๏ฑ ADVISOR ๏ฑ CUSTODIAN
  • 10. ๏ฑ UNITHOLDERS (SHAREHOLDERS) ๏ฑTRANSFER AGENT AND REGISTRAR ๏ฑ TRUSTEE
  • 11. ๏‚ž ITS VERY IMPORTANT FOR A MUTUAL FUND TO SUCEED TO BE ORGANISED WELL WITH EXPERTISED PEOPLE HAVING WIDE FINANCIAL KNOWLEDGE AND EXPERIENCE..SO,IT CAN BE SAID A WELL ORGAINISED MUTUAL FUND WOLULD PROVIDE A SUBSTANTIL RETURNS TO INVESTORSโ€ฆ