Mutual Fund Industry An Overview. Collects money from the investors Money invested in various schemes Income generated in pass on to the investors in.

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Presentation transcript:

Mutual Fund Industry An Overview

Collects money from the investors Money invested in various schemes Income generated in pass on to the investors in proportion to their investment Def : The mitigation of risk through the spreading of investments across multiple entities, which is achieved by the pooling of a number of small investments into a large bucket

History Phase I (1964 – 87) UTI established by an Act of Parliament; set up by RBI & functioned under the Regulatory and administrative control of the RBI 1978 : Delinked from RBI & IDBI took over regulatory and administrative control Phase II ( ) Entry of Public Sector Funds by banks, LIC, GIC Phase III (1993 – 2003) Entry of PVT Sector Funds 1993 was the year in which the first Mutual Fund Regulations: except UTI all MF were to be registered and governed

Phase IV ( since Feb 2003) UTI was bifurcated into two separate entities. One : Specified Undertaking of the UTI Second : UTI MF, sponsored by SBI, PNB, BOB & LIC Recent mergers : consolidation and growth phase

Various types of schemes Open-ended funds : offers liquidity Close-ended funds : stipulated maturity period Interval Funds : are open for sale and repurchase at a predetermined period Growth Funds :capital appreciation over the medium-to-long term. Income Funds :capital stability and regular income. Balanced Funds :income and moderate growth Money market funds :easy liquidity, preservation of capital and modest income ideal for short term Tax Saving schemes : exploit tax rebates as well as growth in investments Special Schemes : industry specific as mentioned in the offer document Eg : InfoTech funds, FMCG funds, pharma funds, Index Funds : invetsed in specified index such as BSE Sensex, NSE index Sector Specific : invest in a particular sector Eg: A group shares

Features of MF Affordability Professional management Diversification Convenience Liquidity Tax breaks Transparency

Reasons for not Investing in MF

Future Outlook

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