F T ra n sf o F T ra n sf o

PD rm PD rm
Y Y
Y

Y
er

er
ABB

ABB
y

y
bu

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2.0

2.0
to

to
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k

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C

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w

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A B B Y Y.c A B B Y Y.c
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
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ABB

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y

y
bu

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2.0

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Common to two or more than two

FUNDS
stocks of something
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
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ABB

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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.
 F T ra n sf o F T ra n sf o
PD rm PD rm
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It was the first mutual fund set

up in India in the year 1963
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
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ABB

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A B B Y Y.c A B B Y Y.c
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
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ABB

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y

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2.0

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The Term Net Asset Value

(NAV) is used by investment
companies to measure net assets.
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

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ABB

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TYPES OF MUTUAL
FUND

OPEN ENDED

MATURITY PERIOD

CLOSE ENDED
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
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ABB

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GROWTH
ORIENTED
INDEX FUND

INCOME
INVESTMENT ORIENTED
OBJECTIVE
GIFT FUND

BALANCED
FUND
LIQUID FUND
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
er

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ABB

ABB
y

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bu

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2.0

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CONTENTS OF APPLICATION FORM

1. Name
2.Address
3.No. of unit applied
4.Bank A/C no.
5.Pan no.
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
er

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ABB

ABB
y

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2.0

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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.
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
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ABB

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bu

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2.0

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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.
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
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ABB

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y

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bu

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2.0

2.0
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CHARGE BASE DIFFERENCE

Load Unload
funds funds
 F T ra n sf o F T ra n sf o
PD rm PD rm
Y Y
Y

Y
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ABB

ABB
y

y
bu

bu
2.0

2.0
to

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k

k
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C

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w

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Assured return Tax saving

Types of schemes

Pension scheme Equity based