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MUTUAL FUNDS Meaning , features and classification Presented By :- Gargi Thanvi (454) Ayushi Malhotra (451) Asset Management Presentation MBA Insurance (IV Semester)

Mutual funds

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Page 1: Mutual funds

MUTUAL FUNDSMeaning , features and classification

Presented By :-Gargi Thanvi (454)Ayushi Malhotra (451)Asset Management PresentationMBA Insurance (IV Semester)

Page 2: Mutual funds

MUTUAL FUNDS

Page 3: Mutual funds

Contents

Introduction

Concept

Features

Classification

Page 4: Mutual funds

IntroductionAn investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

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Concept

SMALL INVESTORS

Page 6: Mutual funds

SMALL INVESTORS

c

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Features :

Diversified

Experts management

Goal oriented

Transparent

Liquidity

Accessibility

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Classification :STRUCTURE

Open ended Close ended

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Classification :

OBJECTIVE

Equity Debt Balanced Money market Bond

Government

Municipal

Corporate

Page 10: Mutual funds

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