PRESENTATION ON STUDY OF

MUTUAL FUND IN SHCI LTD.

AND ITS COMPARISON WITH
OTHER INVESTMENT OPTIONS

NAME- ARGHA JYOTI DAS

CLASS- BBA 6TH SEMESTER
ROLL NO- 12
 CONTENT

1. Introduction Of Mutual Fund

2. Concept Of Mutual Fund
3. Company Profile
4. Objective Of Study
5. Comparison Of Mutual Funds With Other Investment Option
6. Conclusion
 INTRODUCTION OF MUTUAL
FUND
• A Mutual Fund offers investors the opportunity to pool their
money with other investors in an investment managers.
• Mutual Funds invest in stocks , bonds or other securities
according to each fund’s objective.
• A Mutual Fund offers investors access to full-time, professional
money managers who have the experience and resources to
actively buy , sell and monitor investment.
 CONCEPT OF MUTUAL FUND

• Many investors invest with common financial objective to pool

their money.
• Investors, on a proportionate basis, get mutual fund unit for the
sum contribution to the pool.
• The money collected from investors is invested in shares ,
debentures & other securities by fund manager.
 TYPES OF MUTUAL FUNDS

• Equity Funds :- Invest primarily in stocks and may focus on certain sectors of the markets
or may have a specific investment style.

• Fixed Income Funds :- Invest primarily in bonds or other debt securities, and offer
investors the potential for income generation and capital preservation.

• Multi-Asset Funds :- Offer exposure to a broad number of asset classes, often offering a
level of diversification typically associated with institutional investing.
 COMPANY PROFILE

• Stock Holding Corporation of India ltd (SHCI LTD) was

incorporated under the companies act, 1986 at the
initiative of the Government of India.
• SHCIL was incorporated as a public limited company on
July 28, 1986.
• SHCIL is a platform where investors get the right way to
invest their money in right and profitable assets.
 OBJECTIVE OF STUDY

• To study various schemes of mutual fund in Stock Holding

Corporation Of India Limited .
• To know that how mutual fund is better option of investment
than other options like bank deposits, public provident fund,
employee provident fund, life insurance policy, debenture,
equity instruments, company fixed deposit, national saving
certificates, real asset.
 COMPARISON OF MUTUAL FUNDS WITH
OTHER INVESTMENT OPTIONS
• Mutual Fund offer a better alternative for the following reasons :-

1. Mutual fund carries liquidity risk, as all stocks may not be liquid.
2. Mutual funds are liquid and offer redemption facility on every business day.
3. Mutual funds offer the ability to switch between products and options for
growth and re-investment of income . Direct investment doesn’t have these
flexibility.
4. Transection costs in direct investing are higher. Mutual funds save on costs due
to their scale of operation.
5. Mutual funds have the quality of diversification also.
Product Return Safety Liquidity Tax Benefit Convenience
Bank Deposits Low High High No High
Equity High Low High or Low No Moderate
Instruments
Debentures Moderate Moderate Low No Low
Company Fixed Moderate Low Low No Moderate
Deposit
Bonds Moderate Moderate Moderate Yes Moderate
PPF Moderate High Low Yes Moderate
NSC Moderate High Low Yes Moderate
Real assets High Low Low Yes Moderate
Employee High High Low Yes Moderate
Provident fund
Life Insurance Moderate High Low Yes Moderate
Mutual Fund Moderate Moderate High Yes High
 CONCLUSION

• The above study about mutual fund has concluded that mutual
fund represents the most appropriate investment options for
investors because mutual fund is one option where investor use
portfolios for its investment and has many schemes as option .
• It is an easy and flexible way of investment. With the help of
professionals, investors invest their money in safe zones .
THANKYOU