Mutual funds ppt exchange traded fund mutual funds. In india, where financial literacy is just growing it is our duty as an investor to be aware. This book focuses on the management of mutual funds within financial markets, with an emphasis on how corporate governance and benchmarking influence asset and portfolio management. Diversify across stocks and sectors investing in nifty 50. The nav is calculated at the end of every business day. Safety for any investments is ascertained in terms of company or institution disappearing with your invested money and in terms of offering capital protection and guaranteed retur. Ppt mutual funds powerpoint presentation free to view. Scribd is the worlds largest social reading and publishing site. How mutual funds work what are the bene 4ts of mutual funds. Feb 19, 2014 mutual funds a mutual fund is a common pool of money into which investors place their contributions that are to be invested in different types of securities in accordance with the stated objective. Top holdings are as of the date indicated and may not be representative of the funds current or future investments. If you continue browsing the site, you agree to the use of cookies on this website.
Incorporate templates like investment objectives, investment instruments, mutual funds. Moneys february issue is heavily devoted to mutual funds. Free mutual fund powerpoint template is a serious and formal background for powerpoint presentations that can be used for investment opportunities and mutual fund projects. When you own shares in a mutual fund, you own a small part of the portfolio. Mutual funds invest in securities after evaluating their creditworthiness as disclosed by the ratings. Introduction to mutual funds basic portfolio mathematics week 3.
Mutual funds play a crucial role of mobilization of savings from investors and efficient allocation of resources in the economy. Mutual fund powerpoint template is a serious and formal background for powerpoint presentations that can be used for investment opportunities and mutual fund projects. Introduction to mutual funds, its benefits and regulatory. These can be further subclassified into different categories like mid cap funds, small cap funds, sector funds, index funds etc. You have to track your mutual fund to make sure that. Here you can download the free lecture notes of mba investment management notes pdf im notes materials with multiple file linksmba investment management notes pdf im notes pdf. Investment powerpoint presentation slides slideteam. From the mutual funds in exercise 23 with quarterly returns that are well modeled by a normal model with a mean of 6. Mutual funds have grown substantially in recent years, and they serve as major suppliers of funds in.
Governance, management structure and sebi regulations 8. The system requirements for powerpoint templates are. Mutual funds association of pakistan is the trade body duly licensed by the government of pakistan for the mutual fund industry in pakistan. All asset management companies amcs and investment advisory ias licensed by secp to launch mutual funds and perform investment advisory. Mutual fund powerpoint template for free download free. Mutual fund cannot guarantee a fixed rate of return. Classification of mutual funds in india is done on the basis of their objective and structure. Hope, you must have got an idea about the different types of mutual funds. Ds, ppfs, post office schemes etc medium company deposits, mutual funds, ulips, gold, properties etc high stock market trading, forex trading etc low real estate, agricultural land, automobiles etc medium fixed deposits, gold etc high money, cash, stocks, mutual funds asset class risk level. Mutual funds employ experienced and skilled professionals who make investment research and analyze the performance and prospects of various instruments before selecting a particular. An equity fund would buy equity assets ordinary shares, preference shares, warrants etc. Diversify across stocks and sectors investing in nifty 50 index can help achieve this. We focus on enhancing the presentation, making it more effective, engaging and a powerful influence on the target audience. A group of securities, usually a market index, whose performance is used as a standard or benchmark to measure investment performance of mutual funds, among other investments.
A mutual fund is set up in the form of a trust, which has sponsor, trustees, asset management company amc and custodian. Understanding mutual funds canadian securities administrators securities regulators from each province and territory have teamed up to form the canadian securities administrators, or csa. Excel mutual fund nav history downloader freefincal. A depiction of the mutual fund in various investments based on their ratings becomes the rating pro. It is the value at which the investor enters or exits the mutual fund. Sep 22, 20 download the excel mutual fund nav history downloader. Here you can download the free lecture notes of mba investment management notes pdf im notes materials with multiple file linksmba investment management notes pdf.
You can download this mutual fund ppt template for serious presentations on businesses but also decorate your other presentation slides. Having taken into consideration the organizational structure of mutual funds, the definition is required to be recasted, accordingly, mutual funds are. Mutual funds can thus be considered as financial intermediaries that collect funds from investors and invest it on their behalf. This book focuses on the management of mutual funds within financial markets. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. A mutual fund product needs to be marketed in way that showcases its uniqueness over other. Mutual funds are a type of investment that takes money from many investors and uses it to make. A mutual fund is an institution that invests the pooled funds of public to create a diversified portfolio of securities. If you want to continue this discussion or have a follow up. Mutual funds association of pakistan mutual funds association of pakistan is the trade body duly licensed by the government of pakistan for the mutual fund industry in pakistan. If you want to continue this discussion or have a follow. Online predesigned investment powerpoint presentation slides powerpoint. Closed end funds are subject to the risk of their underlying assets and investment strategy.
Thus, by investing in mutual funds, one can avail the services of professional fund managers, which would otherwise be costly for an individual investor. Powerpoint presentation samples and ppt templates created by our team of industrial ppt presentation experts providing flash corporate presentation in india with years of experience in professional pps presentation. Mutual fund operations a mutual fund is an investment company that sells shares and uses the proceeds to manage a portfolio of securities. Unlike open end funds, closed end funds trade on an exchange at a price which is. Different kinds and types of mutual funds schemes in india.
Shares of closedend funds frequently trade at a market price that is a discount to their nav. Jun 19, 2014 hope, you must have got an idea about the different types of mutual funds. It depends on the fund manager expertise knowledge. Mutual funds ppt exchange traded fund mutual funds scribd.
Bond funds, liquid funds, balanced funds, gilt funds etc. Dec 12, 2009 this is presentation on mutual funds and its types slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Mutual funds are a synonym for an investment company in usa. So it is a mutual fund, he has jumped through all the hoops that the sec sets.
Mutual funds explained for beginners in india in hindi ii cma final sfm by cma chander dureja duration. This ppt will provide information about mutual funds,its types,advantages. Free mutual fund powerpoint template is categorized under categories. Mutual funds found it increasingly difficult to raise money. Mutual funds software free download mutual funds top 4 download offers free software downloads for windows, mac, ios and android computers and mobile devices. Mutual funds seminar ppt with pdf report study mafia. Buy companies that are sector leaders, can ride through cycles 2. Mutual funds are governed by sebi mutual funds regulations, 1996. Bullion powerpoint template is a free gold powerpoint template for presentations on investment options and money. Mutual funds a mutual fund is a common pool of money into which investors place their contributions that are to be invested in different types of securities in accordance. Mutual funds are a type of investment that takes money from many investors and uses it to make investments based on a stated.
Capital gains result when fund managers sell securities owned by the fund at a pro. An introduction to mutual funds powerpoint notes what are mutual funds. Mba investment management pdf notes im pdf notes smartzworld. Funds may also be categorized as index or passively managed or actively managed. Mutual funds software free download mutual funds top 4 download offers free software downloads for windows, mac, ios and android computers and mobile. Jan 29, 2017 mutual funds explained for beginners in india in hindi ii cma final sfm by cma chander dureja duration. Paytm money offers direct plans of mutual fund investment schemes for free. Mutual funds software free download mutual funds top 4. Parameters to select the best performing mutual funds people often choose the investments that guarantee safety in terms of capital protection as well as fixed returns. But since he registered with the sec, he can call himself a mutual fund, and he can solicit funds from the public. An introduction to mutual funds ppt download slideplayer.
Investors perception about mutual funds, gradually turned negative. Even though hedge funds use derivatives, especially in global macro strategies, managed futures typically concentrate their overall returns, uniquely, on their ability to take directional bets either. Diversified, professionally managed portfolio of securities your investments is pooled along with others investments benefits derived as those of an. Paytm money mutual fund investments best direct plans.
Premiumdiscount to nav represents the percentage by which the funds market price exceeds or is less than net asset value nav. Stock weights are based on market cap undue concentration on few stocks eg. Download readytouse investment powerpoint presentation templates to. Contents heres a brief guide to help you get started. Each share of the fund equals a portion of ownership in its holdings and of. Mutual fund ppt free download as powerpoint presentation. When you invest in a mutual fund, you buy into the experience and skills of a fund manager and an army of. Concept a mutual fund is a trust that pools the savings of a number of investors who share a common financial goal. The original merchant banker became expert in investments and started attracting funds from the rich for managing their funds. Click the download link below to open or save to your computer. Types of mutual funds wappingers central school district.
Diversified, professionally managed portfolio of securities your investments is pooled along with others investments benefits derived as those of an institutional investor risk diversification investing in a pool of funds comprising of 5060 stocks from various sectors tax benefits 2. Mutual funds ppt free download as powerpoint presentation. Mutual funds a mutual fund is a common pool of money into which investors place their contributions that are to be invested in different types of securities in accordance with the stated objective. The original merchant banker became expert in investments and started attracting funds from the. Mutual funds employ experienced and skilled professionals who make investment research and analyze the performance and prospects of various instruments before selecting a particular investment. Two core investment principles mutual funds, investing. The mutual fund industry in india started in1963 with the formation of unit trust of india. A handful of wellchosen mutual funds or index funds can offer a diversified portfolio that allows the individual investor to spend his or her time on other pursuits. Best video for corporates and students, ppt duration. Ppt mutual funds powerpoint presentation free to download id. Mutual funds pool money from many investors and invest it in a portfolio of securities, such as stocks or bonds. Investors can invest in bank deposits, corporate debentures and bonds, post office saving schemes etc. You will find updates on factsheet, portfolio, dividend, exit load, nfo and aum of all the indian mutual fund schemes on a regular basis. This book provides insight into the multidimensional process of coordinating and supervising mutual funds.
A free powerpoint ppt presentation displayed as a flash slide show on id. The average annual sales declined from about rs,000. It is our money on the table, so its our responsibility to take care of it. Microsoft office powerpoint 2003, 2007, 2010 and 20 with microsoft windows operating systems. Paytm money mutual fund investments best direct plans via sip. Ppt an introduction to mutual funds powerpoint presentation. Your fund shares increase in value or appreciate when securities the fund owns increase. Mutual funds are generally classified by their principal investments. This free bullion powerpoint template can be used for world bank presentations as well as mutual funds or banks to make awesome gold presentations in powerpoint and investment alternatives. Investors can invest in bank deposits, corporate debentures. Your fund shares increase in value or appreciate when securities the fund owns increase in total value.