Mutual Fund ppt (Which mutual fund is best suited for you?)

It is a complete presentation about mutual fund which will help you for your presentation. It is complete with all the transitions and animations. Use it, be benefitted.

1. Mutual Fund Which MF is best suited for you?

2. What is Mutual Funds? A mutual fund is like a big money box where many people put in their money. This collected money is then used to buy different things like stocks and bonds. A professional manager takes care of this money and decides where to invest it. Whatever profit or loss comes from these investments is shared by all the people who put their money in the fund.

3. Equity Funds Debt Funds Hybrid Funds Other Types Of Mutual Funds The types of Mutual Funds include:

4. Fund manager’s track record Investment Objective Risk Appetite Past performance Factors to consider before choosing a MF

5. Risk Factors Risk of loosing money Price risk Liquidity risk Event risk Counterparty risk Interest rate risk

6. Tax regime to MF investors

7. Steps to select the best MF Check tax implications Define your goal Know your risk Compare past performance Check fund managers track record Look at the expenses Check fund size Review and monitor

8. Evaluating fund performance Historical returns Benchmark comparison Expense ratio Portfolio diversification Assets Under Management (AUM) Volatility

9. Challenges in Mutual Funds Too many options available. Understanding risk levels . Lack of financial knowledge . Over-Diversification / Wrong Diversification . Misleading past performance . Market volatility & uncertainty . Mis -selling by agents .

10. Conclusion Selecting the right mutual fund requires clarity about your goals, risk tolerance, and time horizon. Assess the fund’s track record, fee structure, and investment strategy to ensure they align with your needs. A thoughtful evaluation, free from emotional bias, will help you choose a fund that supports your financial growth effectively.

11. “Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing”

12. Thank You Chikkana Gowda P Sri Gouri B M Niveditha C S V Shreya Shree K A Akash Kumar Presented By: