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Discuss the role of the various entities in a mutual fund operation.
What are the key differences between closed-ended and open-ended schemes?
Describe the characteristics of the following broad categories of mutual fund schemes: equity schemes, hybrid schemes, and debt schemes.
What is an exchange traded fund? How is it structured?
What is a fund-of-fund scheme?
Describe the key regulations applicable to investments of a mutual fund.
Discuss the tax aspects of mutual fund investment.
Explain the following terms: asset mix, net asset value, discount, rate of return, Ex-Mark (or R2 ), gross yield, portfolio turnover ratio, and expense ratio.
What are the costs of investing in a mutual fund?
What are the options and value-added services offered by mutual funds?
Discuss the pros and cons of investing in a mutual fund.
You can earn a return of 13 percent by investing in equity shares on your own. You are considering a recently announced equity mutual fund scheme where the entry load is 2 percent and the recurring annual expenses are expected to be 1.8 percent. How much should the mutual fund scheme earn to provide a return of 13 percent for you?
You can earn a return of 14 percent by investing in equity shares on your own. You are considering a recently announced equity mutual fund scheme where the entry load is 1.5 percent. You believe that the mutual fund scheme will earn 16.5 percent. At what recurring expense (in percentage terms) will you be indifferent between investing on your own and investing through the mutual fund.