Mutual Funds- Parth Majmudar

What are mutual funds?

• They are investment instruments which brings together a group of people and invests their money in stocks, bonds and other securities.

• 77% - penetration of MFs in USA

• UTI started its first fund in 1963 in India

• 44 AMCs with AUM of INR 6.4 trillion

• AUM growing at 13% CAGR from 2008

Types of Mutual Funds

• Equity Funds

• Debt Funds

• Diversified Funds

• Gilt Funds

• Sector Specific Funds

• Index Funds

Advantages

• Professional Management

• Diversification

• Cost effective

• Tax benefits

• Liquidity

• Well regulated

Some schemes…

Type 3 year Return 5 year Return 7 year Return

Franklin India Bluechip Large Cap 5.38 9.14 10.71

DSPBR Top 100 Equity Reg Large Cap 4.04 7.82 11.61

UTI Dividend Yield Large & Mid Cap 4.59 10.98 11.86

ICICI Prudential Dynamic Large & Mid Cap 5.64 9.22 11.26

Reliance Equity Opportunities Mid & Small Cap 10.15 13.93 12.40

HDFC Equity Multi Cap 4.99 10.64 11.68