Dissertation mutual funds

mutual fund analysis pdf

Tax-benefit funds are more sensitive to cash flows and contain slightly more illiquid stocks in their underlying assets. This basically meant that even if an investor put in Rs 1 lakh, effectively only Rs 94, got invested by the fund.

The mutual funds also allow the investors to change the options at a later date.

Mutual funds pdf download

Most of the fund managers in Thailand invest heavily in small and growth stocks. Tax-benefit funds are more sensitive to cash flows and contain slightly more illiquid stocks in their underlying assets. These schemes are growth oriented and invest pre-dominantly in equities. However, NAVs of such funds are likely to be less volatile compared to pure equity funds. However, it would be subject to the dividend distribution tax. Returns on these schemes fluctuate much less compared to other funds. Such funds are less risky compared to equity schemes.

This charge is used by the mutual fund for marketing and distribution expenses. These funds are not affected because of fluctuations in equity markets.

SCHIL is the custodian for most fund houses in the country. Schemes according to Investment Objective: A scheme can also be classified as growth scheme, income scheme, or balanced scheme considering its investment objective.

mutual funds topics

Download 1MB Abstract The rate of growth of investment in mutual funds has increased dramatically over the past decade. Liquidity also plays a major role in mutual fund performance.

Mutual Fund is the ready answer, as direct PMS investment is out of the scope of these individuals.

investors behaviour towards mutual fund

Results from this proposed model show that our liquidity factor, as measured by stock turnover ratio, has explanatory power for fund performance, in particular in low liquidity portfolios. Finally, the study reveals the policy implications of introducing the tax-benefit funds scheme in Thailand.

Dissertation mutual funds

There is persistence in performance in general mutual funds. One can avail the benefit of double indexation and save tax on FMPs held for more than one year. More significant than this stupendous growth has been the regulatory changes that the capital market watchdog, Securities and Exchange Board of India, introduced in the past two years. Investors can invest in the scheme at the time of the initial public issue and thereafter they can buy or sell the units of the scheme on the stock exchanges where the units are listed. Pension schemes launched by the mutual funds also offer tax benefits. Mutual Fund is the ready answer, as direct PMS investment is out of the scope of these individuals. As a result, a liquidity-augmented model which includes one liquidity factor is proposed.
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Dissertation on Mutual Fund