Prahladrai Dalmia Lions College

7/24/2019 Prahladrai Dalmia Lions College

1/18

rahladrai Dalmia Lions

College

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2/18

Semester 6

Topic:- Mutual Funds.

Presented to :- Prof. Neha Sari!a.

Su":- #nestment $nal!sis %

ortfolio Management

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Presented by1. Aditya Chaturvedi2. Ameya Dumbre

3. Arzoo Bansal

4. Akshit Bohra

5. Yash Agaral

!. Abhay Dhelia


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"istory De#nition $hy to sele%t mutual &unds 'eturn risk matri(

"istory o& mutual &unds in india Advantages Disadvantages)y*es o& mutual &unds

'isk &a%tor +und stru%ture Com*anies o,ering mutual &unds Bibliogra*hy

Index


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)here are a lot o& investments avenuesavailable today in the #nan%ial market &or aninvestor ith an investable sur*lus.

"e %an invest in bank de*osits- %or*oratedebentures and bonds here there is lo riskbut lo returns.

)hese investors have &ound a good shelter

ith the mutual &unds.A mutual &und is a %ommon *ool o& moneyinto hi%h investors *la%e their %ontributionsthat are to be invested in a%%ordan%e ith a

stated obe%tives.

History


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)he onershi* o& this &und is thus oint ormutual/ this &und belongs to all investors.

A single investors onershi* o& the &und is

in the same *ro*ortion as the amount o&%ontribution made by him or her bears tothe total amount o& the &unds.

)he obe%tive sought to be a%hieved by

0utual +und is to *rovide an o**ortunity &orloer in%ome grou*s to a%uire ithoutmu%h di%ulty #nan%ial assets.


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Mutual funds are collective savings andinvestment vehicles where savings ofsmall investors are pooled together toinvest for their mutual benets and returnsdistributed proportionately.

It is also called as capital appreciationfunds.

Defnition


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0utual &unds *rovide *ro&essionalmanagement- diversi#%ation- %onvenien%eand liuidity.

)hat does not mean mutual &und are risk&ree.)his is be%ause the money that is *ooled in

are not invested only in debts &und hi%h

are less riskier but are also invested in sto%kmarket hi%h involves a higher risk but %ane(*e%t higher returns.

Why to select Mutual und


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HIGHER RISKMDER!"E RE"#RS

HIGHER RISKHIGHER RE"#R$S

$' '678$' ')9':7

$' '678"6;"' ')9':7

Return Ris% Matrix


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7tarted in 1?!3 ith the &ormation o& 9nit)rust o& 6ndia- at the initiative o& ;o6 And'B6.

6t %an be %lassi#ed in 4 distin%t *hases@ 1. #rst *hase1?!4E 2. se%ond *hase1??3E 3. third *hase1??3F3E

4. &ourth *hase2FF3 G %ontinueE

History o &utual unds inIndia


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=ort&olio diversi#%ation =ro&essional management redu%tionHdiversi#%ation o& risk

'edu%tion o& transa%tion %ost iuidity Convenien%e and Ie(ible)a( bene#t %hoi%e o& s%heme)rans*eran%y

!d'anta(es o &utual und


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:o %ontrol over %ost no tailormade *ort&olio 0anaging a *ort&olio o& &unds

)he isdom o& *ro&essional management :o %ontrol Dilution Buried %osts

disad'anta(es


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By stru%ture

By nature

By investment obe%tive

ther s%heme

"y)es o &utual und


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)he risk return trade o, 0arket risk Credit risk

6nIation risk 6nterest rate risk =oliti%alHgovernment *oli%y risk iuidity risk

Ris% actor


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+9:D 7=:7'

)'97)

A77) 0A:A;0:) C0=A:Y

D=76)'Y -A;:)-C97)D6A:

*#$D S"R#+"#RE


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8otak mahindra =nb bank 6%i%i 7bi 0otilal osal 6dbi 9ti "d&%)ata 7un birla And many moreJ..

+o&)anies o,erin( &utualunds


17/18

;oogle

utlook magazine

7hareslide.%om

%onomi% times

biblio(ra)hy


18/18

)hank you

Documents

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