What is a mutual fund nav and what does it imply? - PowerPoint PPT Presentation

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What is a mutual fund nav and what does it imply?

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A mutual fund seems to be the perfect place to start your investment route and rightly so too.The idea is to understand which fund would do well over a short and long horizon and then make a short list of mutual funds to invest in. So, what are the key pointers towards a good fund? For more information log on to – PowerPoint PPT presentation

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Title: What is a mutual fund nav and what does it imply?


1
What is a Mutual fund NAV and what does it imply?
2
  • A mutual fund seems to be the perfect place to
    start your investment route and rightly so too.
    With the many options available today, the
    positive outcomes are there to be seen. There is
    a little bit of research you have to do when you
    are looking to making your first investment. The
    idea is to understand which fund would do well
    over a short and long horizon and then make a
    short list of mutual funds to invest in.

3
Here are the key indicators towards a good fund .
. .
4
Mutual Fund NAV
  • It is the probably the most important indicator
    towards the true value of a mutual fund. It
    indicates the total market value held by all the
    shares in the portfolio in cash and less of the
    liabilities divided by the number of units that
    are outstanding in the mutual fund. In simpler
    terms, the latest NAV of mutual fund signifies
    the book value held. It gets updated once a day
    and is usually after the close of the equity
    markets.

5
Industry Specific
  • Look at the kind of companies that come under the
    investment options this could include blue chip
    companies, mid caps or very companies in a
    nascent stage. The key would be to understand
    what works according to you and what you see as
    an industry that would bring progress in the next
    few years. Once you have this covered, you would
    have a rough idea on the kind of growth you can
    see and how well you can get returns.

6
Growth points
  • Each industry has specific growth charts and
    these can give you a fair idea on the next few
    years, thus giving you a further idea on the kind
    of returns you can expect. So, this only
    indicates the kind of profit booking you can look
    at in the next few years.

7
Past results
  • You have the advantage of hindsight when you look
    at the results that have been garnered over the
    last few years and then make a calculated call on
    your investment. Look at the growth in individual
    years and a three year horizon. Youd have a much
    clearer idea that way.

8
Who is your advisor?
  • The role of your mutual fund analyst is as
    important as it gets, if you get this wrong all
    of it is wrong. You need someone with a lot of
    experience under his/her belt and the vision to
    know what companies would prosper in the future.
    It gives you plenty of insight a lot of idea on
    the way the share can grow in time. It would also
    give you a sense of character about the kinds of
    investments made and portfolio held.

9
  • Many of us do not understand the benefits of
    investing in the mutual fund at the start but
    over the long term, you would know that you are
    saving up in the best possible way. You can
    literally see the money grow over a short period
    of time. You will understand that such an
    investment must be started as soon as you can so
    that the benefits are built up over a long term
    period. If you have been thinking about starting
    an investment there could not have been a
    better time.

10
THANKS!
  • Any questions?
  • Log on to
  • http//www.utimf.com
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