GURU JAMBHESHWAR UNIVERSITY OF SCIENCE & TECHNOLOGY HARYANA SCHOOL OF BUSINESS Presented To:- Mohini Mam Presented By:- Bindu MBA(General)
CONTENTS 2 Introduction of mutual fund How does a Mutual Fund Work? Classification of Mutual Fund. How to invest in Mutual Funds? Investment modes in Mutual Funds. Risk-o-Meter and its importance
INTRODUCTION A mutual fund is the trust that pools the savings of a number of investors who share a common financial goal. Anybody with an investible surplus of as little as a few hundred rupees can invest in Mutual Funds. Money collected is invested by a professional fund manager in different types of securities. Mutual Fund investment may gives the market returns and not assured returns. In the long term market returns have the potential to perform better than other assured return products. Investment in Mutual Fund is the most cost efficient as it offers the lowest charge to the investor
How does a mutual fund works?
Classification of mutual fund 5 Based on Structure Based on Investment Objective Based on investment style Close Ended Funds Open Ended Funds Hybrid Funds Equity Funds Debt Funds Active Funds Passive Funds
Classification - Based on Structure
Classification - Based on Investment Objective
based on investment style 8
how to invest in mutual funds? 9
Risk-o-Meter and its importance Helps align risk that a fund carries with the risk profile of the investor. Equity as asset class : Volatile: High risk Debt as asset class: Stable: Low risk Hybrid : Moderate: Depends on allocation and concentration