Comparative study on investors preference to invest directly in mutual fund or through equity

Objectives of the study of mutual funds

The policy can be assigned or mortgaged. Kinds of mutual fund schemes 1 Closed scheme: A closed fund closes a sale of a fixed number of unique installments during the initial offer period. Investments may be in stocks, bonds, money market securities or some combination of these. Following the words of the Maharaja, the emblem was created to represent wealth, security, industrial development and the inclination to improve and promote the country's agrarian economy. As at the end of September, , there were 29 funds, which manage assets of Rs. This allows even the smallest investors to have a diversified investment portfolio. Carry out the duties and the economic adviser, the fiscal agents and the treasurer of the government. They dont have time and dont really care. Introduction to the company 1. Ltd 8th edition Dec Related Papers. Present government proposals on financial matters.

During data collection few difficulties were encountered mainly people refused interview due to unfamiliarity with such studies. How well they function determines, in part, the quality of your experience with the mutual fund. Bond Funds, both tax-exempt and taxable funds to generate income.

research on mutual fund performance

A typical individual is unlikely to have the knowledge, skills, inclination and time to keep track of events, understand their implications and act speedily. Following the words of the Maharaja, the emblem was created to represent wealth, security, industrial development and the inclination to improve and promote the country's agrarian economy.

These schemes have an established expiration period. 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.

how to invest in equity

The price measured per unit is called the Net asset value NAV of the unit. Employment: Out of a job young people get loans from banks with low interest rates under various self-employment schemes. While terminal bonuses and compound bonuses have allowed insured to enjoy a larger share of equity benefits and other high yield investments, they still depend on the discretion of the life office that declares these bonuses.

Comparative study on investors preference to invest directly in mutual fund or through equity

As a result, the bonus does not directly reflect the value of the insurer's underlying assets. The market value of the schemes portfolio changes from day to day as prices of shares and 24 bonds move up or down. And, brokers and investment advisors can offer you advice and money management, but at a price -- you pay for their services, which reduces further the amount you have available to invest. These are the types of funds that provide investors with the bond index in the same proportion with the aim of replicating their returns. As at the end of September, , there were 29 funds, which manage assets of Rs. Because mutual funds have specific investment objectives such as growth of capital, safety of principal, current income or tax-exempt income, you can select one fund or any number of different funds to help you meet your specific goals. Suitable for: Investors who can assume the risk of potential loss in value of their investment in the hope of achieving substantial and rapid gains. They ascertained that main purpose of investing in Mutual Funds was Returns they provided and that in Life Insurance products was saving.

Overall the study is done by comparing different investment schemes and what returns they give in the period of 1 year.

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A comparative study on direct equity investing and mutual fund invest…