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BYGROUP E
Introduction
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.
Sponsor
Trustee Asset Management Company (AMC) Transfer Agent Custodian
History
First phase 1964-87 (Establishment of UTI).
funds). Third phase 1993-2003 (Entry of a private sector funds). Fourth phase since feb.2003 (Bifurcated of UTI).
DIVERSIFICATION
OFFERING WIDE PORTFOLIO INVESTMENT PROVIDING BETTER YEILDS SUPPORTING CAPITAL MARKET PROMOTING INDUSTRIAL DEVELOPMENT RENDERING EXPERTISE INVESTMENT
Risk Level
This plan may suit: 1. Investors in their prime earning years and willing to take more risk. 2. Investors seeking growth over a long-term.
This plan may suit: Retired and other investors who need to preserve capital and earn regular income
Sale Price
Repurchase Price Redemption Price Sales Load Repurchase or Back-end Load
Growth fund
Open Ended Fund Close Ended Fund
Money Market Mutual Fund
Income fund
Industry Risk
Inflation Risk Interest Rate Risk Manager Risk Market Risk Principal Risk
Dividend Distribution
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