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    Mutual Funds & Its Types

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    Abhyuday Singh
    The document is a presentation about mutual funds that provides definitions and explanations of key concepts. It defines a mutual fund as an investment company that pools money from investors and offers to buy and sell its shares on a continuous basis, investing the capital in different company securities. It then lists some of the main benefits of investing in mutual funds as portfolio diversification, risk reduction, tax benefits, flexibility, liquidity, professional management, low costs, and choice of schemes. The presentation goes on to describe different types of mutual funds based on their structure, loads, and tax exemptions. It also discusses investment and withdrawal options like lump sum, SIP, STP, and SWP. The remainder outlines various fund categories such as equity,

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    Attribution Non-Commercial (BY-NC)
    Download as PPTX, PDF, TXT or read online from Scribd

    Mutual Funds & Its Types

    Uploaded by

    Abhyuday Singh
    72 views19 pages
    The document is a presentation about mutual funds that provides definitions and explanations of key concepts. It defines a mutual fund as an investment company that pools money from investors and offers to buy and sell its shares on a continuous basis, investing the capital in different company securities. It then lists some of the main benefits of investing in mutual funds as portfolio diversification, risk reduction, tax benefits, flexibility, liquidity, professional management, low costs, and choice of schemes. The presentation goes on to describe different types of mutual funds based on their structure, loads, and tax exemptions. It also discusses investment and withdrawal options like lump sum, SIP, STP, and SWP. The remainder outlines various fund categories such as equity,

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    The ppt is a brief description of mutual funds concepts & its types

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    Mutual Funds & its types

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    The document is a presentation about mutual funds that provides definitions and explanations of key concepts. It defines a mutual fund as an investment company that pools money from investors and offers to buy and sell its shares on a continuous basis, investing the capital in different company securities. It then lists some of the main benefits of investing in mutual funds as portfolio diversification, risk reduction, tax benefits, flexibility, liquidity, professional management, low costs, and choice of schemes. The presentation goes on to describe different types of mutual funds based on their structure, loads, and tax exemptions. It also discusses investment and withdrawal options like lump sum, SIP, STP, and SWP. The remainder outlines various fund categories such as equity,

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    72 views19 pages

    Mutual Funds & Its Types

    Uploaded by

    Abhyuday Singh
    The document is a presentation about mutual funds that provides definitions and explanations of key concepts. It defines a mutual fund as an investment company that pools money from investors and offers to buy and sell its shares on a continuous basis, investing the capital in different company securities. It then lists some of the main benefits of investing in mutual funds as portfolio diversification, risk reduction, tax benefits, flexibility, liquidity, professional management, low costs, and choice of schemes. The presentation goes on to describe different types of mutual funds based on their structure, loads, and tax exemptions. It also discusses investment and withdrawal options like lump sum, SIP, STP, and SWP. The remainder outlines various fund categories such as equity,

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 19

    1.

    Welcome to the
    World of
    mutual funds

    Presentation
    By-:

    Abhyuday P.
    Singh Gour
    2.
    MUTUAL FUNDS : MEANING

    Mutual funds are investment companies that


    pool money from investors at large and offer
    to sell and buy back its shares on a continuous
    basis and use the capital thus raised to invest
    in securities of different companies.
    3.
    4.
    5.
    WHY TO INVEST IN A MUTUAL FUND?
    1. PORTFOLIO DIVERSIFICATION
    2. RISK REDUCTION
    3. TAX BENEFITS
    4. FLEXIBILITY
    5. LIQUIDITY
    6. PROFFESIONAL MANGEMENT
    7. LOW COSTS
    8. CHOICE OF SCHEMES
    6.
    MUTUAL FUND TYPES
    ( ON THE BASIS OF STRUCTURE)

    MUTUAL FUND

    OPEN ENDED CLOSED ENDED


    SCHEMES SCHEMES
    7.
    MUTUAL FUND TYPES
    (ON THE BASIS OF LOADS)

    MUTUAL FUNDS

    LOAD FUNDS NO LOAD FUNDS


    8.
    MUTUAL FUNDS
    ( ON THE BASIS TAX EXEMPTION)

    MUTUAL FUNDS

    TAX EXEMPTED NON-TAX


    FUNDS EXEMPTED FUNDS
    9.
    INVESTMENT & WITHDRAWAL
    LUMPSUM
    INVESTMENT

    SIP
    INVESTMENT

    STP
    INVESTMENT

    SWP
    WITHDRAWAL
    10

    NAV
    11
    INVESTOR’S DILEMMA
    GROWTH OR DIVIDEND OPTION?
    There are basically 2 investment options:-

    GROWTH DIVIDEND
    OPTION OPTION
    12
    13
    EQUITY FUNDS
    OPTION MID/
    INCOME SMALL-
    FUNDS CAP

    AGGRESSIVE
    GROWTH FUNDS
    GROWTH
    EQUITY
    DIVERSIFED
    FUNDS
    INCOMEEQUITY
    FUNDS
    EQUITY FUNDS
    INDEX FUNDS
    VALUE FUNDS
    SPECIALTY FUNDS

    FOREIGN
    SECURITIES
    SECTOR
    FUNDS FUNDS
    14
    DEBT FUNDS

    DIVERSIFIED FOCUSSED HIGH YIELD


    DEBT FUNDS DEBT FUND DEBT FUND

    ASSURED
    FIXED TERM
    RETURN
    PLAN SERIES
    FUND
    15
    HYBRID FUNDS

    GROWTH
    BALANCED &
    FUND INCOME
    FUNDS
    16

    MONEY
    MARKET
    FUNDS
    17
    OTHER FUNDS

    REAL ESTATE
    GILT FUNDS
    FUNDS

    COMMODITY FUND OF
    FUNDS FUNDS
    18

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