1. A SMALL PRESENTATION
ON,
MUTUAL FUND
PRESENTED BY,
VIDYADHARA.G

2. LEARNING OUTCOMES
What is mutual fund.
Concept of Mutual funds.
TYPES OF MUTUAL FUNDs
Objectives
Advantages
disadvantages
Buying A mutual fund.
Services offered by mutual funds

3. What is…
MUTUAL
FUND

4. MUTUAL FUND
A mutual fund is a professionally
managed type of collective
investment scheme that pools
money from many investors to buy
stocks, bonds, short-term money
market instruments, and/or other
securities.
Blah..
Bla bla…

5. Concept of Mutual funds
A Mutual Fund is a trust that pools the savings of a number
of investors who share a common financial goal.
The income earned through these investments and the
capital appreciation realized are shared by its unit holders in
proportion to the number of units owned by them.
 Thus a Mutual Fund is the most suitable investment for the
common man as it offers an opportunity to invest in
diversified professionally managed basket of securities at a
relatively low cost.

6. Cycle of Mutual Fund
.

7. TYPES OF MUTUAL FUNDs
Mutual
Funds
By Maturity
Period
Open
ended
Close
ended
By Investment
Objective
Equity
Income
Balance
fund
Money
market
Gilt
fund
Index
fund

8. Maturity period
A)Open ended
 Subscription and repurchase on continuous
basis .
Does not have fixed maturity period
B)Close ended
Stipulated maturity period

9. Investment objective
Equity
• To provide capital appreciation over the medium to long-
term
• High risk
Income
• Regular and steady income to investors.
• Bonds, corporate debentures, Government securities and
money market instruments.

10. Investment objective
Balance fund
• Provide both growth and regular income
• Equities and fixed income securities
Money market
• To provide easy liquidity, preservation of capital and
moderate income
• Treasury bills, commercial paper and government
securities, etc.

11. Investment objective`
Gilt fund
• In government securities.
• No default risk.
Index fund
• Rise or fall in accordance with the rise or fall in the
index

12. Objectives

13. advantages

14. disadvantages

15. Services offered by mutual funds

16. Buying A mutual fund