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    On Mutual Funds

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    Sushmita Lande
    This document provides information on the top 5 mutual funds in India. It describes the fund house, launch date, assets under management (AUM), expense ratio, and past returns for 1 year, 3 years, 5 years, and since inception for the Quant Large and Mid Cap Fund, ICICI Prudential Bluechip Fund, Nippon India Money Market Fund, Kotak Equity Hybrid Fund, and UTI Nifty Index Fund. All funds have delivered strong returns since their inception, with average annual returns ranging from 7.31% to 17.62%.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    On Mutual Funds

    Uploaded by

    Sushmita Lande
    61 views8 pages
    This document provides information on the top 5 mutual funds in India. It describes the fund house, launch date, assets under management (AUM), expense ratio, and past returns for 1 year, 3 years, 5 years, and since inception for the Quant Large and Mid Cap Fund, ICICI Prudential Bluechip Fund, Nippon India Money Market Fund, Kotak Equity Hybrid Fund, and UTI Nifty Index Fund. All funds have delivered strong returns since their inception, with average annual returns ranging from 7.31% to 17.62%.

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    Ppt on Mutual Funds

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    This document provides information on the top 5 mutual funds in India. It describes the fund house, launch date, assets under management (AUM), expense ratio, and past returns for 1 year, 3 years, 5 years, and since inception for the Quant Large and Mid Cap Fund, ICICI Prudential Bluechip Fund, Nippon India Money Market Fund, Kotak Equity Hybrid Fund, and UTI Nifty Index Fund. All funds have delivered strong returns since their inception, with average annual returns ranging from 7.31% to 17.62%.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    61 views8 pages

    On Mutual Funds

    Uploaded by

    Sushmita Lande
    This document provides information on the top 5 mutual funds in India. It describes the fund house, launch date, assets under management (AUM), expense ratio, and past returns for 1 year, 3 years, 5 years, and since inception for the Quant Large and Mid Cap Fund, ICICI Prudential Bluechip Fund, Nippon India Money Market Fund, Kotak Equity Hybrid Fund, and UTI Nifty Index Fund. All funds have delivered strong returns since their inception, with average annual returns ranging from 7.31% to 17.62%.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 8

    Mutual

    Funds
    Top 5 Mutual Funds

    Team 6
    Sushmita Lande.
    Sneha Bondre.
    What is Mutual Structure of Mutual
    fund
    Fund?
    Unit holders
    • A mutual fund is a type of financial vehicle made up of pool of
    money collected from many investors to invest in stocks, bonds or Sponsor
    combination of both.
    • All mutual funds are registered under SEBI. They function within the
    provisions of strict regulations created to protect the interests of Trustee AMC
    investors.
    • Mutual funds can be broadly classified into three categories viz., The Mutual Transfer
    Equity funds, Debt funds and Hybrid funds( combination of equity Fund Agent
    and debt ).
    Custodian

    SEBI
    Top 5 Mutual Funds
    01. Quant large and mid cap fund
    Equity Fund

    Past returns by Quant large and mid cap fund


     Fund house: Quant mutual fund 1 year 3 years 5 years Inception
     Launch Date: 07th Jan 2013
    9.46% 21.93% 12.87% 17.62%
     AUM: 111 Cr
     Expense ratio: 0.5% The Quant Large and Mid Cap Fund is a 9 yrs 5 m old
    fund and has delivered average annual returns
     Sharpe ratio: 0.78% vs 0.52% (Category avg)
    of 17.62% since inception.
    02. ICICI Prudential bluechip fund
    Equity Fund

    Past returns by ICICI Prudential bluechip fund


     Fund house: ICICI Prudential mutual fund 1 year 3 years 5 years Inception
     Launch Date: 01st Jan 2013
    7.31% 13.21% 12.24% 14.42%
     AUM: 30956.42 Cr
     Expense ratio: 1.06% The ICICI Prudential Bluechip Fund is a 9 yrs 5 m old
     Sharpe ratio:0.5% vs 0.39% fund and has delivered average annual returns
    of 14.42% since inception.
    03. Nippon India Money market fund
    Debt fund

    Past returns by Nippon India Money market fund

     Fund house: Nippon India mutual fund 1 year 3 year 5 year Inception
     Launch Date: 01st Jan 2013 3.83% 5.3% 6.3% 7.31%
     AUM: 10266.55 Cr
     Expense ratio: 0.18% The Nippon India Money Market Fund is a 9 yrs 5 m old
     Sharpe ratio: 2.78% vs % (Category avg) fund and has delivered average annual returns
    of 7.31% since inception.
    04. Kotak Equity Hybrid
    Hybrid fund

    Past returns by Kotak Equity hybrid fund


     Fund house: Kotak Mahindra mutual fund 1 year 3 years 5 years Inception
     Launch date: 03-Nov-2014 2.03% 7.185% 7.33% 9.24%
     AUM : 2,73,851.35 Cr
     Expense ratio : 0.66% The Kotak Equity Hybrid Fund is a 7 yrs 7 m old fund and
    has delivered average annual returns of 12.06% since
     Sharpe ratio 0.05
    inception.
    05. UTI Nifty Index fund
    Index fund

    Past returns of UTI Nifty Index fund


    1 year 3 years 5 years Inception
     Fund house: UTI Mutual fund
     Launch date:02nd Jan 2013 3.74% 11.82% 12.13% 12.04%

     AUM : 154705.89 Cr
     The UTI Nifty Index Fund is a 9 yrs 5 m old fund and has
    Expense ratio : 0.18%
    delivered average annual returns of 12.04% since inception.
     Sharpe ratio 0.5 %

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