Mutual Funds

Paper Code: 
FMG 317
Credits: 
3
Contact Hours: 
45.00
Objective: 

To acquaint students with the role of Mutual funds in the Financial System in India..

10.00
Unit I: 

Mutual funds- Concept ,definition of a Mutual Fund , Advantages ,Evolution of Mutual Funds in India , Importance of mutual fund, Role of Mutual funds in Financial markets

10.00
Unit II: 

Types of Mutual Funds - Open-end Funds/Closed-end Funds, Income Funds, Pure Growth Funds, MMMFs, Taxation funds, Balance and Specified Funds.

7.00
Unit III: 

Mutual Funds as an Investment-Features of Mutual Fund Invested, Equity ,Bond , Hybrid and Money Market Funds, Owning of Mutual Fund Products.

10.00
Unit IV: 

Organisation of Mutual Funds - Asset Management Company, Trustees/Trust Companies Fund Sponsors ,Operation of fund, facilities available to investors, investors right.

8.00
Unit V: 

Future of Mutual Fund, Risks involved in Mutual Fund. Introduction to Hedge Funds, Pension Funds and Fund of Funds.

References: 
  • Sadhak.H., Mutual Fund in India: Marketing Strategies and Investment Practices, Response Publication, New Delhi.
  • National Stock Exchange of India Ltd, Mutual Fund Basic and Advisors Module.
  • Pathak Bharti V., Indian Financial System, Pearson Education, New Delhi.
  • Gorden,Natrajan,Financial markets and services,Himalya Publishing House.
  • Mutual fund poroducts and services,IIBF module,Taxman Publications
  • N. J .Yasaswy  , Personal Investment & Taxation, Year book, Y 2011-12 , ICFAI
Academic Year: 
2018-2019
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