Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

Common to two or more than two

FUNDS
stocks of something

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

What is a Mutual Fund

Mutual Fund is an investment company that pools money from shareholders and invests in a variety of securities, such as stocks, bonds and money market instruments.

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

It was the first mutual fund set up in India in the year 1963

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

The Term Net Asset Value (NAV) is used by investment companies to measure net assets.

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

TYPES OF MUTUAL FUND
OPEN ENDED MATURITY PERIOD CLOSE ENDED

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

GROWTH ORIENTED INDEX FUND

INVESTMENT OBJECTIVE
GIFT FUND

INCOME ORIENTED

BALANCED FUND LIQUID FUND

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

CONTENTS OF APPLICATION FORM

1. Name 2.Address 3.No. of unit applied 4.Bank A/C no. 5.Pan no.

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

BENEFITS
1. Its systematic investment plan. 2.There is less risk in mutual funds. 3. Investor can easily change* it scheme or pattern. 4.Investor can easily check their value of money. 5. Their is transparency in valuation. 6.Investor get a bridged annual report. 7.Tax benefit to investor. 8.Investor can easily exit from fund.

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

How to invest in mutual funds
1. By agents and distributors of mutual funds. 2. By banks and post offices. 3. By advertisement in newspaper. 4. NRI can also invest in mutual funds.

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

CHARGE BASE DIFFERENCE

Load funds

Unload funds

Y

Y

Y

PD

F T ra n sf o

rm

Y

PD

F T ra n sf o

rm

er

er

ABB

ABB

y

bu

bu C lic k he re to
w

y
w.
A B B Y Y.c

2.0

2.0

C

lic

k

he

re
om

to

w

w.

A B B Y Y.c

om

w

w

Assured return

Tax saving

Types of schemes

Pension scheme

Equity based

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