Investment Opportunities in Mutual Funds
Investment Opportunities in Mutual Funds
Investment Opportunities in Mutual Funds
Presented by:
Utkarsh Sethi
Neeru Rawat
What is a Mutual Fund
A Mutual Fund is a trust.
Pools the savings of a number of investors.
Share a common financial goal.
A diversified portfolio of financial instruments.
equities, debentures / bonds or other instruments.
The fund is then deployed in investment
alternatives.
Income is shared by unit holders.
In proportion to their investment.
Important characteristics of a
Mutual Fund
The ownership is in the hands of the investors who have
pooled in their funds.
Mutual Fund
Operation Flowchart
2
Advantages of Mutual Funds to
Investors
Portfolio diversification
Professional Management
Return Potential
Reduction in Transaction costs
Liquidity
Convenience and Flexibility
Transparency
Safety – Well regulated by SEBI
How are funds different in terms
of their risk profile?
Equity Funds High level of return but
has a high level of risk
as well
EQUITY
CONVERTIBLE DEBENTURES
FIXED INCOME SECURITIES
SHORT TERM SECURITIES
Facilities Provided by Mutual Funds
to the Investors
Systematic Investment Plan (SIP)
Systematic Withdrawal Plan (SWP)
Systematic Transfer Plan (STP)
Dividend Transfer Plan (DTP)
Auto debit facility and Electronic Clearing
Service (ECS)
Switching
AMFI Classification of MF
schemes
Long term investment of
Inter Generational Low liquidity needs.
inheritance
Ability to take risk and invest for the long
transfer
term
ON BUSINESS ACTIVITIES
No activity other than management of the scheme.
Shall not act as trustee of any scheme.
Shall not invest in any of the schemes floated by it unless disclosed in
the offer document.
CONCLUSION
Best option consider by the investors
when it comes to investing their money in
Mutual Funds.
This industry is growing at a good pace.
Money Invested in Mutual Funds is safe.
Investors who are looking for very high
instant returns, mutual funds are not
recommended; they are meant for
investors committed to patient investing.
THANK YOU..!!