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DEPARTMENT OF MANAGEMENT STUDIES KDK COLLEGE OF ENGINEERING Presentation On- Association of Mutual Funds in India Presented By- Devendra N. Uprade

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Page 1: AMFI

DEPARTMENT OF MANAGEMENT STUDIES

KDK COLLEGE OF ENGINEERING

Presentation On-Association of Mutual Funds in India

Presented By-Devendra N. Uprade

Page 2: AMFI

AMFI1) Association of Mutual Fund In India (AMFI)

is the body which regulates the MF’s in India.

2) Incorporated on August 22, 1995.3) Non Profit Organization.4) 44 Assets Management Companies5) It works in tandem with the SEBI and Stock

exchanges for promoting investment habit and investment protection In India.

Page 3: AMFI

OBJECTIVES AND ROLEObjectives

To promote and protect the interests of Mutual Funds and their unit holders.

To define and maintain high ethical and professional standards in the industry.

To enhance public awareness of Mutual Funds.

To represent industry views and suggestions to the Regulator, Government and the Central Bank

ROLE OF AMFI

i. Monitor the MF’sii. Advice the MF’siii. Conduct Exam for having qualified distributor for MF’s

Page 4: AMFI

GROWTH

145657

47733

134554564126139417225 65

100594

6243070623

90587

103453

79464

0

20000

40000

60000

80000

100000

120000

140000

160000

Page 5: AMFI

ADVANTAGE

i. Easy to investii. No need to understand the marketiii. Professional helpiv. Easily availablev. Constantly Upgradedvi. NAV is public informationvii. Legal protection

Page 6: AMFI

DISADVANTAGE

1. Subjected to market risk

2. No special protection law

3. Very difficult to judge one fund from

another

Page 7: AMFI

GUIDELINES Members and their key personnel, in the

conduct of their business shall observe high standards of integrity and fairness in all dealings with investors.

Members shall have and employ effectively adequate resources and procedures which are needed for the conduct of Asset Management activities.

Members shall not use any unethical means to sell, market or induce any investor to buy their products and schemes.

Page 8: AMFI

GUIDELINES CONTINUE… Investors are made aware of attendant risks

in members’ schemes before any investment decision is made by the investors.

Members shall avoid conflicts of interest in managing the affairs of the schemes.

Page 9: AMFI

Thank You.!