MF Quotient

By,Rakesh Murthy K G, CFA

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History

Started in Belgium, year 1822

Popularized in 1920 in US

Great Growth post 1980

Mutual Fund

Its just a Fruit Salad

Like Minded individuals

Common Goal

Why ??Better Management

Diversification

More opportunities

Many More…

Types

Value Growth Blend Income Index Enhanced

Index

Defensive International Thematic Balanced ELSS ETF’s

Different Types

ExpensesLoadsFees

Management FeesPromotional Fees

Transaction chargesDDTCapital Gains

Risks in MFCall Risk

Country

Credit

Currency

Income

Industry

Inflation

Interest rate

Manager

Market

Principal

Churn & Earn

Investment ProcessKYC Complaint

PAN verificationAddress proof verification

Minimum Starting from Rs. 500

S.I.P. - Systematic Investment PlanInvest small but invest RegularlyStarting at Rs 500 per monthRupee cost averaging

Power of SIPRs 1500 every month for 30 years would yield

Rs 1 CRORE. Actual Investment is just Rs. 5.4 lacs

Valuation TechniquesStandard Deviation

Sharpe Ratio

Treynor’s Index

Alpha

Expense Ratio

ANY QUESTIONS

Thank You

“Be the change you want to see in this world”

- Mahathma Gandhi