Mutual Funds Essay

provided empirical evidence of equity mutual fund performance in India. They studied the investment performance of India’s first 7year close-end equity mutual fund, Master share. They found that the fund performed satisfactory for large investor in terms of rate of return. Ippolito (1992) expressed that fund/scheme selection by investors is based on past performance of the funds and money flows into winning funds more rapidly than they flow out of losing funds. Sarkar and Majumdar (1995) evaluated

A. UTI Asset management company (P) ltd B. Bank sponsored BoB asset management companyltd Can bank investment management services ltd PNB asset management company ltd SBI funds management company ltd C. Institutions GIC asset management company ltd IDBI principal asset management co ltd IL&FS asset management co ltd Jeevan bima sahayoge asset management co ltd D. Private sector 1. Indian Benchmark asset management co ltd

understanding what a mutual fund is and how it works. Mutual funds are collections of stocks, bonds and other investments, which are operated by money managers. The companies that manage mutual funds are able to use the financial input of numerous investors to manage diverse investments in collections called portfolios. These portfolios are subject to investment objectives that are explained in the prospectus of the fund. Types of Mutual Funds Basically, there are three main types of mutual funds. Stock funds

16. If a mutual fund holds a substantial amount of Treasury bills, this is probably a(an): a. tax-exempt fund. b. conservative bond fund. c. income fund d. money market mutual fund. 17. Which of the following is true regarding value funds and growth funds? a. Value funds seek stocks that are cheap by fundamental standards while growth funds seek stocks with high current earnings. b. Growth funds typically outperform value funds.

We’ve picked out profitable mutual funds for your son’s college, as well as retirement investments. We also have found different methods of saving money for your retirement and future education for your son. We believe that there will be a great benefit to having a financially stable future. We understand with Sam attending a four-year university, the cost will be great along with the need for saving money for this to work financially. Grand Valley State

Advantages of Equity Share Investments:  Dividend: An investor is entitled to receive dividend from the company.  Capital Gain: The other source of return on investment apart from dividend is the capital gain which refers to the gains that arise due to rise in market price of the share.  Limited liability: Liability of shareholder is limited to the extent of the investment made. If the company runs into losses, the share of loss over and above the capital investment would not be borne by the

1.Outline the reasons why investors purchase mutual funds. There are varies reasons why investors purchase mutual funds. Professional management is one of the reasons investors purchase mutual funds. The second reason investors purchase mutual funds is for diversification purposes. Mutual funds are “investment companies that pools the money of many investors” (Hughes, 2009,P.513). “A mutual fund pools money from hundreds and thousands of investors to construct a portfolio of stocks, bonds, real

Shriram Mutual Fund & Anr In this case SEBI filed an appeal against Appeallate tribluunal, Mumbai. The Tribunal passed an order and judgment which raised a question of law that if once it is conclusively established that the mutual fund company has violated the terms and conditions of certificate of registration and the statutory regulations which is prescribed by SEBI(Mutual Fund) Regulations,1996 then imposition of penalties becomes sine qua non of the violation. Shriram a mutual fund company

select stocks, bonds, or mutual funds for a savings strategy, however, my personal choice is to invest in bonds first, then mutual funds. My savings strategy selection process for an immediate want includes taking a portion of my income and storing it in a money market bank account to cover the expenses, since the interest rate changes daily for money market accounts. My savings strategy selection process for retirement includes a combination of municipal bonds, mutual funds, and maybe a few reliable

1. Mutual funds gather money from several investors to buy and sell stocks, bonds, and others. In addition, a mutual fund is important for the investor, who is new in investing, or too busy to do a research on many companies individually. Mutual funds allow investors to invest in many companies with a single acquisition. Therefore, acquiring a mutual fund is a great method to diversify the investments portfolio. However, the price of mutual fund will decline, if the industry that investor focuses