28-06-2012, 12:15 PM
SYNOPSIS ON MUTUAL FUNDS
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. INTRODUCTION ON MUTUAL FUNDS:
a) Meaning and definition of mutual funds
b) Features of mutual funds
c) Advantages and disadvantages of mutual funds
d) Myths and facts of mutual funds
e) Risk involved in mutual fund investment
STRUCTURE OF MUTUAL FUNDS:
a) Sponsor
b) Trust
c) Trustee
d) Asset Management Company
e) Registrars and transfer agents
f) Custodian
f) Depository
3. REGULATION OF MUTUAL FUNDS AND GUIDELINES FOR MUTUAL FUNDS AS PER SEBI.
TYPE OF MUTUAL FUND SCHEMES:
a) On the basis of flexibility:
• Open ended schemes
• Close ended schemes.
b) On the basis of objectives:
• Equity funds
• Debt funds
• Money market funds
• Gilt funds
• Hybrid funds
•
METHODS OF INVESTING IN MUTUAL FUNDS:
a) Onetime payment
b) Systematic investment plan
c) Systematic withdrawal plan
d) Systematic transfer plan
CONCEPTS OF MUTUAL FUNDS:
a) Net asset value
b) Entry/ exit load
c) Fund offer document
d) New fund offer (NFO)
MARKETING OF MUTUAL FUNDS:
• Individual agents
• Distribution companies
• Banks and NBFC’s
• Direct marketing
• Regular meetings with distributors
• Advertising and sales promotions
•
PHASES OF MUTUAL FUNDS IN INDIA:
• Phase I
• Phase II
• Phase III
• Phase IV
• Phase V
INTRODUCTION TO MUTUAL FUNDS
Mutual funds, as the name indicates is the fund where in numerous investors come together to invest in various schemes of mutual fund.
Mutual funds are dynamic institution, which plays a crucial role in an economy by mobilizing savings and investing them in the capital market, thus establishing a link between savings and the capital market.
A mutual fund is an institution that invests the pooled funds of public to create a diversified portfolio of securities. Pooling is the key to mutual fund investing. Each mutual fund has a specific investment objective and tries to meet that objective through active portfolio management.