mutual

Canbank Investment Management Services Ltd., a wholly owned subsidiary of Canara Bank, has been set up as per the Securities and Exchange Board of India (Mutual Funds) Regulations, 1933. Investment Management Agreement has been signed between Canbank Mutual Fund and the Investment Manager...

The structure of mutual funds in India is governed by SEBI (Mutual Fund) Regulations, 1996. In India, is mandatory to have a three tier structure of Sponsor-Trustee-Asset Management Company. Sponsor Sponsor is the person who acting alone or in combination with another body corporate...

A scheme can also be classified as growth scheme, income scheme, or balanced scheme considering its investment objective. Such schemes may be open-ended or close-ended schemes as described earlier. Such schemes may be classified mainly as follows: a) Growth / Equity Oriented Schemes The aim...

A wide variety of Mutual Fund Schemes exist to cater to the needs such as financial position, risk tolerance and return expectations etc. The table below gives an overview into the existing types of schemes in the Industry. By structure: a) open-ended schemes b) close-ended schemes c) interval...

1963 Establishment of Unit Trust of India 1964 Unit Scheme 1964 launched 1987 Entry of non-UTI, Public Sector mutual funds 1993 Entry of private sector funds First Mutual Fund regulations came into being 1996 Substitution of prevalent rules by SEBI (Mutual Funds) Regulations 1996 2003 UTI...

Mutual funds are good investment vehicles to navigate the complex and unpredictable world of investments. However, even mutual funds have some inherent drawbacks. Understand these before you commit your money to a mutual fund. 1. No assured returns and no protection of capital If you are...

1. Professional Management Mutual Funds provide the services of experienced and skilled professionals, backed by a dedicated investment research team that analyses the performance and prospects of companies and selects suitable investments to achieve the objectives of the scheme. This risk...

Investors earn from a Mutual Fund in three ways: 1. Income is earned from dividends declared by mutual fund schemes from time to time. 2. If the fund sells securities that have increased in price, the fund has a capital gain. This is reflected in the price of each unit. When investors sell...

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital...

The one investment vehicle that has truly come of age in India in the past decade is mutual funds. Today, the mutual fund industry in the country manages around Rs 329,162 crore (As of Dec, 2006) of assets, a large part of which comes from retail investors. And this amount is invested not just...

Shares and Mutual Funds: Investing in Shares and Mutual Funds are risky options but return is more. You will have to study about the company well before investing. To invest in shares you have to start a demat account first. If you have enough time to spend they study about the companies...

Mutual Fund ICICI PRU DYNAMIC FUND Investments can be considered in ICICI Pru Dynamic Fund given the fund’s performance over the three and five-year period. Over the same time-frame, the fund has generated an annualized return of 29 per cent and 37 per cent, respectively, and outpaced the...

RECCOMMENDATION • Mutual fund requires managers who have clear understanding of the emerging market potential , investors preference & the fundamentals of macroeconomics • Product should designed for emerging risk taking type as well as...

Major mutual fund companies in India Some of the Mutual Funds In India are discussed below:- Reliance Mutual Funds Reliance Mutual Fund (RMF) was established as trust under Indian Trusts Act, 1882. The sponsor of RMF is Reliance Capital Limited and Reliance Capital Trustee Co. Limited is the...

SWOT Analysis Of Mutual Funds STRENGTHS Large number of potential customers are base. Government support by way of tax concession for MF investors Volatility of bank interest rate. Better scope for accessing market information Offer liquidity to the investors at any time. Offers...

Risk associated with Mutual funds 1. Risk-Return trade off The most important relationship to understand is the risk-return trade-off. Higher the risk greater the returns/loss and lower the risk lesser the returns/loss. 2. Market Risk Sometimes prices and yields of all securities rise and...

Drawbacks of Mutual Funds Mutual funds have their drawbacks and may not be for everyone: 1. No Guarantees No investment is risk free. If the entire stock market declines in value, the value of mutual fund shares will go down as well, no matter how balanced the portfolio. Investors...

ADVANTAGES Mutual funds are advantageous to individual investors in relation to their direct involvement in investment portfolio activity covering the following aspects:- 1. Professional Management Mutual Funds provide the services of experienced and skilled professionals, backed by a...

TYPES OF MUTUAL FUND SCHEMES IN INDIA Mutual fund schemes may be classified on the basis of its structure and its investment objective. A. By Structure: Open-ended Funds An open-end fund is one that is available for subscription all through the year. These do not have a fixed maturity...

HISTORY of Mutual Funds The mutual fund industry in India started in 1963 with the formation of Unit Trust of India, at the initiative of the Government of India and Reserve Bank. The history of mutual funds in India can be broadly divided into four distinct phases. First Phase – 1964-87: Unit...