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Table Of Contents

Mutual fund share classes:
Distressed
Hard Asset
Cyclical
Speculative Growth
Aggressive Growth
Classic Growth
Slow Growth and High Yield
Mutual fund prospectus
Investment Objective
Investment Strategy
Fees and Expenses
Account Information
Risks
Performance
Management
Types of mutual funds
Types of mutual funds are:
Value stocks
Growth stock
Income stock
Index funds
Enhanced index
Stock market sector
Defensive stock
Real estate
Balanced funds
Tax efficient
Convertible
Junk bond
Mutual funds of mutual funds
Closed end
Exchange traded funds (ETFs)
Mutual fund expenses
Load vs. no-load funds
Mutual fund fees
Some fees to consider are:
Redemption fees
Contingent deferred sales charge
Management fees
Transfer fees
Mutual fund taxation
Mutual Funds Industry in India
First Phase - 1964-87
Fourth Phase - since February 2003
Future of Mutual Funds in India
TYPES OF MUTUAL FUND SCHEMES
The objectives of AMFI in India:
INFERENCE:
Qualification
Family Income (Annually)
Type of investor
Type of Mutual Fund invested
Percentage of income allocated for investment:
Influencer in Mutual Fund Investment
Investing in Mutual Funds (years)
Correlation between Individual income and Percentage allocation for investment:
Correlation between Years of investment and Expected return from the investment:
Chi-Square test:
OBSERVED(O) EXPECTED(E)(O-E) (O-E)2
OBSERVED(O)EXPECTED(E)(O-E) (O-E)2
WEIGHTED AVERAGE
WEIGHTED AVERAGE:
Weighted Average:
FINDINGS:
SUGGESTIONS:
PROFESSIONAL INVESTMENT MANAGEMENT –
DIVERSIFICATION –
LOW COST –
CONVENIENCE AND FLXIBILITY–
LIQUIDITY:
TRANSPARENCY –
VARIETY –
DISADVANTAGES OF MUTUAL FUNDS
FLUCTUATING RETURNS
DIVERSIFICATION:
CASH
COSTS
MISLEADING ADVERTISEMENTS
EVALUATING FUNDS
MUTUAL FUNDS FORAY IN TO DERIVATIVES:
CHANGING FLAVOR OF MUTUAL FUND SCHEMES:
THE ROLE OF ATTITUDE IN STRATEGIC DECISION MAKING:
MUTUAL FUNDS INVESTMENT- A LONG TERM SAVING VEHICLE:
IS INVESTOR PROTECTION JUST EYEWASH?
MEASURING RISK WITH ALPHA, BETA AND SHARPE
ALPHA:
BETA
R-SQUARED
STANDARD DEVIATION
SHARPE RATIO
CONCLUSION:
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Rajesh Project

Rajesh Project

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Published by naveen

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Published by: naveen on May 13, 2011
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06/06/2012

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