Types of Mutual Funds in India

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All about Mutual Funds in India
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What is Mutual Fund?

• A Mutual Fund is investment process that collects
  money from investors invest it in stock, bonds,
  short-term money-market instruments other
  securities with a predetermined investment
  objective.
• In recent years, mutual funds have evolved to
  include a variety of sectors, investment
  strategies and structures to accommodate the
  objectives and risk tolerance of a wide range of
  investors.

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Working of a Mutual Fund
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Types of Mutual Funds
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Mutual Funds

• Open for all the year

• Open for fixed period

• Min Subs amt 20 Cr.

• Min Subs amt 50 Cr.

• No duration

• Duration (5 to 7 years)

• Refunded if min. subs. not achieved

• Refunded if min. amt. not achieved

• Repurchased anytime

• May be repurchased (After 2 to 3 years)

• Redeemed at Nav Load factor ranges (4 to 6)

• Redemption specified done at Nav-service charge

• As repurchased so not listed at stock
• exchange

• Listed at stock exchange

• Divid. May/may not be switchover allowed

• Divid. May/may not be switchover allowed

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Advantages of Mutual Funds

• Professional investment management
• Service convenience
• Minimization of risk
• Return potential
• Low cost liquidity
• Choice of schemes
• Tax benefits
• Government oversight

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Top Mutual Funds Providers in India

• ICICI Prudential Mutual Fund
• HDFC Mutual Fund
• DSP BlackRock Mutual Fund
• TATA Mutual Fund
• Birla Sun Life Mutual Fund
• Reliance Mutual Fund
• Kotak Mahindra Mutual Fund

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Best Performing Mutual Funds

• DSP Black Rock Micro Cap Fund - Regular Growth
• Reliance Pharma Fund Growth
• SBI MSFU - FMCG Fund
• DSP Black Rock Technology.com Fund - Regular
  Growth
• UTI - Pharma Healthcare Fund - Growth

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