Mutual fund is a pool of money collected from investors and is invested according to certain investment options. A mutual fund is a trust that pools the saving of a no. of investors who share a common financial goal. A mutual fund is created when investors put their money together. It is, therefore, a pool of investor’s fund. 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 appreciations realized are shared by its unit holders in proportion to the no. of units owned by them.
The most important characteristics of a fund are that the contributors and the beneficiaries of the fund are the same class of people namely the investors. The term mutual fund means the investors contribute to the pool and also benefit from the pool. The pool of funds held mutually by investors is the mutual fund.
Table of contents
Chapter1. Introduction
- Introduction of Mutual Fund
- Objective of Study
- Scope
- Methodology
- Limitations
Chapter2. Mutual Fund Industry
- History of Mutual Fund
- Regulatory Framework
- Legal Structure
- Classification
- Types
Chapter3. Performance Measures
- Investment Plans
- Different features of various funds
- Net Asset Value
- Performance measures of Mutual Funds
Chapter4. Investor’s point of view
- Stages of Life Cycle
- Classification of Life cycle
Chapter5. Analysis
- Analysis of Questionnaire
- Suggestions
- Conclusion
Appendices
Annexure