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Mutual Funds A Compressive Guide 1690038227

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Mutual Funds A Compressive Guide 1690038227

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Uploaded by

cheekujangir1994
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Mohit Sardana

CA | Finance Enthusiast

MUTUAL
FUNDS
(A Complete Guide)
Mutual Funds
Introduction
Mutual funds are professionally managed
investment vehicles that pool money from multiple
investors to invest in diversified portfolios of stocks,
bonds, or other securities.

They offer individuals access to a wide range of


investment opportunities and provide professional
expertise in managing the fund's assets.
How does Mutual
Fund Works?
Mutual funds pool money from multiple
investors, creating a larger fund size. Each
investor owns units in proportion to their
investment amount.

Mutual funds are managed by professional


fund managers who make investment decisions
on behalf of the investors. They analyze market
conditions and select suitable securities for
the fund's portfolio.
How does Mutual
Fund Works?
The value of each mutual fund unit is determined
by the net asset value, which is calculated daily.
NAV represents the fund's total assets minus its
liabilities, divided by the number of units
outstanding.

Mutual funds charge fees and expenses, such as


management fees and administrative costs.

Mutual fund returns are based on the


performance of the underlying securities in the
portfolio.
Insights about Indian
Mutual Funds Industry
Assets Under Management (AUM) of Indian Mutual
Fund Industry as on April 30, 2023, stood at ₹
41,61,822 crore.

The AUM of the Indian MF Industry has grown


from ₹ 8.26 trillion as on April 30, 2013 to ₹41.62
trillion as on April 30, 2023 more than 5 fold
increase in a span of 10 years.
HOW TO BECOME MUTUAL
FUND MANAGER ?
Prioritize finance education, gain practical
experience, and pursue certifications like CFA to
build a strong foundation.

Network with industry professionals, seek


mentorship and attend finance events to expand
connections and gain valuable insights.

Stay updated with industry trends and market


developments through continuous learning and
reading.
HOW TO BECOME MUTUAL
FUND MANAGER ?
Seek internships or part-time roles in finance-related
positions to gain hands-on experience and deepen
your understanding.

Maintain a strong work ethic, demonstrate curiosity,


and develop a passion for investments to thrive in
mutual fund management.
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