Documente Academic
Documente Profesional
Documente Cultură
Investors
Receive
Contribute dividend/capital
money appreciation
Trust
(pool of money)
Receive
Invest in interest,
dividend or
markets
capital growth
Markets
(volatile, has fluctuation)
The MF Cycle
History of Mutual Funds
Retur
n Sectoral
funds
Equity
funds
Index
funds
Balanced
funds
Debt
Funds
Gilt
funds
ST debt
funds
Liquid
funds Risk
OEF & CEF
OEF CEF
•The OD and KIM are documents of a mutual fund and there will be no
information about other mutual funds in an OD. There will be no
comparisons are data on performance of other mutual funds.
MF Constituents
SEBI
Sponsor
Trustee Trust
AMC
Portfolio diversification
Professional management
Reduction / diversification of risk
Reduction of transaction cost
Liquidity
Convenience and flexibility
Disadvantages
• IIF, Delhi
• CIPS, Jaipur
• ICSI Hyderabad Branch
• Gyan Vihar, Jaipur
• Apex Institute of Management, Jaipur
• Aravali Institute of Management, Jodhpur
• Xavier Institute of Management, Bhubaneshwar
• Pacific Institute, Udaipur
• Engineering College, Hyderabad
www.afterschoool.tk
social entrepreneurship for better society