mf quotient
DESCRIPTION
All about Mutual FundsTRANSCRIPT
MF Quotient
By,Rakesh Murthy K G, CFA
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History
Started in Belgium, year 1822
Popularized in 1920 in US
Great Growth post 1980
Mutual Fund
Its just a Fruit Salad
Like Minded individuals
Common Goal
Why ??Better Management
Diversification
More opportunities
Many More…
Types
Value Growth Blend Income Index Enhanced
Index
Defensive International Thematic Balanced ELSS ETF’s
Different Types
ExpensesLoadsFees
Management FeesPromotional Fees
Transaction chargesDDTCapital Gains
Risks in MFCall Risk
Country
Credit
Currency
Income
Industry
Inflation
Interest rate
Manager
Market
Principal
Churn & Earn
Investment ProcessKYC Complaint
PAN verificationAddress proof verification
Minimum Starting from Rs. 500
S.I.P. - Systematic Investment PlanInvest small but invest RegularlyStarting at Rs 500 per monthRupee cost averaging
Power of SIPRs 1500 every month for 30 years would yield
Rs 1 CRORE. Actual Investment is just Rs. 5.4 lacs
Valuation TechniquesStandard Deviation
Sharpe Ratio
Treynor’s Index
Alpha
Expense Ratio
ANY QUESTIONS
Thank You
“Be the change you want to see in this world”
- Mahathma Gandhi