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Understanding Mutual Funds

Mutual fundsu00a0give small or individual investors access to professionally managed portfolios of equities, bonds and other securities.

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Understanding Mutual Funds

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  1. Mutual Funds

  2. What are Mutual Funds Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds and other securities. Mutual funds provide you with the advantage of skilled management, lower group action prices, and diversification, liquidity and tax advantages

  3. Types of Mutual Funds • Based on your goals and your investment horizon, Mutual Funds offer you the choice to speculate your cash across varied plus categories like equity, debt and gold. This enables you to diversify your investments and attempt to cut back your portfolio risk. • The different types of Mutual Funds are as follows – • Money market funds - These funds are generally invested in short-run fastened financial gain securities like government bonds, treasury bills, bankers’ acceptances, cash equivalent and certificates of deposit. They are typically a safer investment. • Fixed income funds - These funds get investments that pay a set rate of come like government bonds, investment-grade company bonds and high-yield company bonds

  4. Equity Funds / Growth Funds - Funds that invest in equity shares area unit known as equity funds. Equity Funds area unit high risk funds and their returns area unit joined to the stock markets. Tax Saving Funds - Opportunities provided below this theme square measure within the sort of tax rebates below section eighty C of the taxation Act, 1961. they're best suited to long investors seeking tax rebate and searching for long run growth.

  5. Specialty funds - These funds concentrate on specialised mandates like property, commodities or socially accountable finance. Balanced Funds - These funds invest each in equity shares and fixed financial gain instruments and attempt to supply each growth and regular income. Debt Fund / Fixed Income Funds - These Funds ideal for medium- to long-run investors willing to undertake moderate risks.

  6. Myths about Mutual Funds • You need to be an expert to invest in mutual funds. • You cannot invest in international market • Mutual funds are not dependable and only rich people can invest in them. • You can plus or minus stocks anytime

  7. Mutual Fund Operation Flow Chart

  8. Key Advantages of Investing In Mutual Funds • Mutual fund allows for diversification between many different stocks while also allowing for diversification between various sectors, styles, etc. • Many people do not possess the proper financial knowledge to manage their portfolio. That’s where expert managers can help them to invest wisely. • Investments in Equity Linked Savings Scheme (ELSS) can save a tax deduction of up to Rs 1.5 lakh under Section 80 C of the Income Tax Act. • Mutual funds, dissimilar to a other individual investments they may hold, can be exchanged every day. Despite the fact that not as fluid as stocks, which can be exchanged intraday, purchase and sell requests are filled after market close. • Mutual funds have Low transaction costs.

  9. Thank You!

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