Mutual Funds Essay

CHAPTER 1 INTRODUCTION MEANING | A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man

1.1 General Introduction The term investment refers to the commitment of funds made with an expectation of some positive returns. Two essentials aspects of investment are that-firstly it involves waiting for returns, and secondly it involves an element of risk of not getting what is expected of the investment. Basically investment means purchase of financial asset that yield a return, which is proportionate to risk assumed over some future period of time. In finance, investment means buying securities

OVERVIEW OF MUTUAL FUND INDUSTRY IN INDIA CONTENTS: 1.1 Introduction 1.2 What is Mutual Fund? 1.3 Evolution of Mutual Fund Industry 1.4 Universal Role of Mutual Fund 1.5 Organization Structure of Mutual fund 1.6 Foundation of Mutual Fund in India 1.7 Growth of Mutual Funds in India 1.8 Kinds of Mutual Funds 1.9 Benefits of Mutual Funds 1.10 Drawback of Mutual Funds 1.11 Mutual Fund & Capital Market 1.12 Role of Security Exchange Board of India 1.13 Role of Association of Mutual Fund in India

Types of Mutual Funds We have seen many evolutions in the stock market since its inception. Mutual funds have lasted through many of the changes we have seen over time and show no real sign of faltering. Below you will find a brief description of the various types of mutual funds currently on the market. Equity Funds. These funds deal with equity shares of corporations. They carry not only high risks but also the opportunity for high rewards. Depending on the industry involved, these funds may be sector

AAbstract Fund-flows suggest that recent years have seen a significant shift of capital towards passive investment strategies. There is evidence of investors’ preference for a relatively low fees passive strategies, usually in the form of index funds or exchange-traded funds (ETF). Undoubtedly, this is shaking the active management dominated mutual fund industry to its core. Is this the beginning of the end for actively managed mutual fund industry? Are we ready to sound the death knell for active

What Are Mutual Funds and Different Types of Mutual Funds By Vaibhav Bhadange | Submitted On June 06, 2012 Recommend Article Article Comments Print Article Share this article on Facebook 1 Share this article on Twitter 1 Share this article on Google+ Share this article on Linkedin Share this article on StumbleUpon 2 Share this article on Delicious 2 Share this article on Digg 1 Share this article on Reddit Share this article on Pinterest Mutual funds are a type of certified managed combined

Every investment company appoints a fund manager who invests the money in different investment opportunities. These could run from shares to debentures to currency market instruments, contingent on the plan's expressed targets. The income earned through these investments and the capital appreciation acknowledged by the plan is shared by its unit holders in extent to the quantity of units claimed by them. Therefore a Mutual Fund is the most appropriate investment for the investor as

Islamic Mutual Funds, which is important to consider empirically especially taking into consideration the fact that the Islamic indexes provide different estimations for the performance of these mutual funds, particularly during bullish and bearish periods. What is more important, the results of the current section appear to be the same compared to the related studies devoting themselves to considering the aforementioned question. Practical evidence tends to prove that the Islamic mutual funds generally

report, we intend to observe, select, and critically analyze five mutual funds and produce an optimally risky portfolio. After thorough evaluation, we agreed upon the following mutual funds; Vanguard PRIMECAP Fund (VPMCX), Harbor Small Cap Value Fund (HASCX), Vanguard Tax-Managed Capital Appreciation Fund (VTCIX), Victory RS Small Cap Growth Fund (RSYEX), and Allianz GI NFJ Mid-Cap Value Fund (PQNCX). We selected these particular funds due to historical performance and future growth potential. We used

Problem National Mutual Funds (NMF), founded in the 1940s, is one of the most important mutual fund companies in the brokerage industry in the United States. The company has extended from a mutual fund company to a financial center offering mutual funds, brokerage products including stocks and bonds, insurance products, and a variety of planning tools to help customers save for major life needs. However, since the market downturn, which is hurting many brokerage and mutual fund houses, NMF’s profits