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Mutual Funds

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Submitted By karthiklreddy
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Report On “Mutual Funds and their role in portfolio management”

Submitted in partial fulfillment of the requirement of Certification Course in

Capital and Financial Markets

Submitted by: Name: Karthik L.Reddy Roll No. 5 OCPCFM Batch June 2012

Under the Guidance of:

Dr. J. Symss

Indian Institute of Foreign Trade New Delhi

1

INDEX
Serial No. 1 2 Executive summary Objectives Introduction Advantages and Disadvantages Types of Funds Managing a portfolio of funds MF industry in India Topic Page Numbers 4 5 6 9 12 15 21 26 27 28

4

Chapters

5 6 7

Conclusion References Appendix

2

APPENDIX
Appendix No. Appendix 1 Appendix 2 Appendix 3 Description Major MF Companies in India and Top Funds Introduction to AMF India Knowing the Prospectus Page Numbers 28 31 33

3

EXECUTIVE SUMMARY
This report – “Mutual Funds and their role in portfolio management” would help the readers take advantage of an excellent investment vehicle: mutual funds — the best of which offer you diversification, which reduces your risks, and low-cost access to outstanding money managers, who boost your returns. The topic has been chosen to provide a detailed introduction to the world of mutual funds along with the jargon associated with it, the various types of mutual funds available in today’s market. Mutual funds play a vital role in any investment portfolio. So managing a portfolio of funds becomes very critical for any investor – small or big, short-term or long-term. There are several myths and misconceptions regarding mutual funds and the various investment strategies that related to funds. This report intends to make things very simple and clear. Mutual funds are a new way of saving. The report gives us an investment overview so you can see how mutual funds fit into the overall investment world.

4

OBJECTIVES
This report will enable us to develop

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