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Mutual Funds and its Overview Mutual Funds copyright © 2016 mysiponline.com

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Page 1: Get information Mutual Funds

Mutual Funds and its Overview

Mutual Fundscopyright © 2016 mysiponline.com

Page 2: Get information Mutual Funds

What is Mutual Fund ?? Mutual fund is an investment

programme that puts your money together with other investors to purchase diversified assets.

Mutual Fund is managed by professionals who have thorough knowledge of the field and are highly experienced.

Due to the diversification risk of market violation is reduced.

Mutual Fundscopyright © 2016 mysiponline.com

Page 3: Get information Mutual Funds

Why do People Invest in Mutual Funds?

Mutual fund offers investor an affordable way to diversify their investment portfolio.

Mutual Funds are professionally managed by investment experts.

There are a lot of schemes provided by mutual fund so every investor can invest in it.

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Page 4: Get information Mutual Funds

Advantages of Mutual Funds Diversification : Money is invested in

different assets to reduce risk.

Liquidity : It has ability to convert any asset into cash.

Professional Management : Mutual Funds are managed by professionals. They have experience and resources to research diverse investment opportunities.

Mutual Fundscopyright © 2016 mysiponline.com

Page 5: Get information Mutual Funds

Contd… Flexibility : Flexibility

in mutual funds refers to the reinvestment, systematic investment and systematic withdrawal plans.

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Page 6: Get information Mutual Funds

Way of Investment in Mutual Funds

Systematic Investment Plan (SIP) : Regular investment in a fund with a fixed amount in monthly / quarterly manner.

Lumpsum : It is a bulk investment plan in which you have to invest your money in bulk amount.

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Page 7: Get information Mutual Funds

Types of Mutual Funds Small Cap : Small cap funds are those

funds which invest in small cap firms that are recently entered in the market.

Liquid : Liquid funds has the ability to get converted into cash as and when required, thus are as good as cash in hand.

ELSS : ELSS mutual fund is a type of equity fund which gives tax saving benefits along with returns of capital market.

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Page 8: Get information Mutual Funds

Contd.. Mid Cap : Mid cap funds

primarily invest in those companies which have been operating in the market for sometime now and have gained a little momentum in the path of growth.

Balanced : Balanced funds are perfect blend of security and regulated capital appreciation.

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Page 9: Get information Mutual Funds

Top Performing Funds

DSP Blackrock Micro Cap Fund (G) UTI Transportation and Logistics (G) Reliance Small Cap Fund (G) Canara Robeco Emerging Equities (G) Franklin India Smaller Companies Fund (G) Kotak Emerging Equity Scheme (G) Sundaram S.M.I.L.E Fund - Regular Plan

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Following are the Top Performing Mutual Funds to invest in:

Page 10: Get information Mutual Funds

Top Recommended Funds

Franklin India High Growth Companies Fund (G)

SBI Magnum Mid Cap Fund (G) Birla Sun Life Pure Value Fund (G) Franklin India Prima Fund (G) Franklin India Prima Plus Fund (G) SBI Blue Chip Fund (G)

Mutual Fundscopyright © 2016 mysiponline.com

Following are the Recommended Funds by My SIP Online to invest in :

Page 11: Get information Mutual Funds

Top Ranking Funds

Franklin Build India Fund (G) L&T India Value Fund (G) Axis Long term Equity Fund (G) UTI MNC Fund (G) SBI Magnum Multicap Fund (G) Birla Sun Life Tax Relief 96 (G) ICICI Prudential Exports and Other Services

Fund (G)Mutual Fundscopyright © 2016 mysiponline.com

Following are the Top Ranked Mutual Funds to invest in :