prahladrai dalmia lions college
TRANSCRIPT
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rahladrai Dalmia Lions
College
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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
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;oogle
utlook magazine
7hareslide.%om
%onomi% times
biblio(ra)hy
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)hank you