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SUBMITTED BY:
to: richa POOJA JAJORIYA
mam
• INTRODUCTION TO MUTUAL FUND
• EMERGENCE OF MUTUAL FUND IN INDIA
1
• TRENDS OF MUTUAL FUND IN INDIA
• ADVANTAGES AND DISADVANTAGES OF MUTUAL
2 FUND

• SCHEMES OF MUTUAL FUND


3 • PROCESS OF MUTUAL FUND
•A mutual fund is a trust that pools the savings of a
number of investors who share a common financial goal.
•The money collected is invested in capital market
instruments such as share, debentures etc.
•The income earned through these investment and capital
appreciation realized are shared by its unit holders.
•The income earned is shared in proportion to the number
of units owned by them.
•It is most suitable investment for the common man as it
offers an opportunity to invest in a diversified,
professionally managed basket of securities at a
relatively low cost.
Mutual funds in India began in 1964
Unit trust of India(UTI) was the first
ME company
Remains the market leader even today,
having about 68% of the market share
Lost monopoly in 1987 with entry of
public sector mutual funds promoted by
public sector banks and insurance
companies
In 1963 finance minister shire t.
krishnaswami gave the idea of mutual
funds.
The origin of mutual fund industry
in India is with the introduction of the
concept of mutual fund by UTI in the
year 1963.
The first scheme launched by UTI
was unit scheme in 1964.
1. To examine the various mutual fund investment
available to in investors in India
2. To examine the penetration of mutual fund
among Indian investors.
3. Finally to assess the perception of investors
towards mutual funds schemes
4. To study recent growth of mutual fund
industry.
5. To find out the most preferred channel .
6. To find out what should do to boost mutual
fund industry.
Advantage of mutual fund

Economies of
diversification divisibility
scale

Professional
liquidity
management
Disadvantages of mutual fund

fluctuating

diversification

Cash, cash & more cash

cost

Misleading advertisement
ICICI
Birla Relian
HDFC prudent UTI MAHID
sun life ce
mutual ial mutual RA
mutual mutua
fund mutual fund finance
fund l fund
fund
returns investors

Fund
securities
managers
Mutual fund industry is one of
the fastest growing industry in
India and it has already
established in foreign countries.
Investing in mutual funds is more
safe as compared to equity as
well as it gives handsome
returns.