PORTFOLIO MANAGEMENT

MUTUAL
SECURITY ANALYSIS &

FUNDS
By:
Mansi Singh
Chirag Waghmode
Mansi Jain
Pratik Jadhav
Blessy George
Preshita Deshpande
WHAT IS
MUTUAL
FUND?
 RETURN

Hybrid Funds RoI

Debt Funds Equity Funds
depends on the ratio
offer 8-9% Offer 10-12% of debt & Equity.
 LIQUIDITY

Liquidity is the accessibility to your

investment.
Diversification of capital.
A fund in the Money Market is very liquid
and can be easily accessed .
Exit Load / Pre- Exit penlalty.
TIME FRAME
1.Long Term
(Best Way)

2.Medium Term
(As you may need a part of
your investment in future)

3.Short Term.
(ETF > Mutual Funds)
 TAX BENEFIT

Two-level income generated from Mutual Fund

investment:
1. Income generated by the Fund
2. Income generated by the investor
Interest, Dividend, and Capital gains generates the
income of the fund which is taxable
Mutual Fund investments in equity-linked saving
schemes (ELSS) qualify for tax deduction under section
80C.
The maximum investment amount eligible for tax
deduction under Section 80C, is upto Rs 1.5 lakhs.
RISK ASSOCIATED WITH INVESTMENT IN
EQUITIES

Risk of
Price Risk
Losing Money

Liquidity Risk for

Event Risk
Listed Securities
 RISK ASSOCIATED WITH INVESTMENT IN
DEBT SECURITIES & MONEY MARKET INSTRUMENTS

Interest Rate
Credit Risk Spread Risk Liquidity Risk
Risk

Counterparty Prepayment Re-investment

Risk Risk Risk
THANK YOU!