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Shikhar Srivastava Shubhyan Banerjee Sudhir Katta Varun Malhotra

This presentation provides basic understanding of Mutual Funds , and evaluate their Investment Worthiness in the current scenario.

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Shubhayan Banerjee
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43 views6 pages

Shikhar Srivastava Shubhyan Banerjee Sudhir Katta Varun Malhotra

This presentation provides basic understanding of Mutual Funds , and evaluate their Investment Worthiness in the current scenario.

Uploaded by

Shubhayan Banerjee
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Shikhar Srivastava Shubhyan Banerjee Sudhir Katta Varun Malhotra

Risk Aversion

Risk Management

Bank Deposits, PPF, NSC, Insurance, Kisan Vikas Patra etc.

Mutual Funds

Low Risk/Low Return

Managed Risk/High Return

PROFIT METER
FUND11 DSPBR Equity HDFC Top 200 HDFC Equity Reliance Growth SBI M M Plus ICICI Prudential Dynamic F.D. 1Yr Return 45.98 37.66 51.34 45.80 40.57 44.52 08.25 3Yr Return 13.59 16.66 14.86 12.90 09.53 5Yr Return 28.09 27.92 27.89 26.46 25.65 7Yr Return 36.75 35.09 34.99 41.41 37.84 10Yr Return 23.01 27.82 28.28 33.21 16.56

Magnum Contra 30.54

08.80
11.69 08.2508.50

25.10
25.52 08.5009.00

40.79
33.24 09.0009.25

-----32.53 9.0011.00

Performance as at July 19,2010

ADVANTAGES OF MUTUAL FUNDS

Professional Management Diversification Potential Higher Return Vs other Avenues Low Costs Liquidity Transparency Flexibility Choice of schemes Tax benefits Well regulated

DISADVANTAGES OF MUTUAL FUNDS Management fees Exit Costs Potential poor performance Complicated tax reporting issues Potential market risk with all investments Aggressive or unethical sales personnel / practices

HOW DO I CHOSE MY FUNDS?

Draw up your asset allocation Financial goals & Time frame (Are you investing for retirement? A childs education? Or for current income? )

Risk Taking Capacity


Identify funds that fall into your Buy List Obtain and read the offer documents Match your objectives

In terms of equity share and bond weightings, downside risk protection, tax benefits offered, dividend payout policy, sector focus
Check out past performance Performance of various funds with similar objectives for at least 3-5 years (managed well and provides consistent returns) Think hard about investing in sector funds For relatively aggressive investors Close touch with developments in sector, review portfolio regularly

Look for `load' costs Management fees, annual expenses of the fund and sales loads Does the fund change fund managers often? Look for size and credentials Asset size less than Rs. 25 Crores Diversify, but not too much

Invest regularly, choose the S-I-P


MF- an integral part of your savings and wealth-building plan.

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