Session in “Recent Trends in Mutual Fund Industry”

Organizing Department: BBA(Financial Services)

Name of the Activity: Session in “Recent Trends in Mutual Fund Industry”

Date: 10th July 2019                Timing: 11:15 a.m to 12:15 p.m          Venue: BBA(FS) Classroom

Details of the Resource Person(s):

Mr. Ameya Kamat,

Founder and CEO at Altera Advisory Private Limited,

Details of Participants: 37 students, Male- 17, Female-20, Second Year BBA(FS)

Brief Summary of the Activity:

The main aim of conducting this session was to introduce students to the recent developments in the mutual fund industry. Mr. Kamat explained the students about the different ways to invest in mutual funds. He also told them about the Scheme Re-Categorization by SEBI. The students were introduced to impact of volatility in stocks on mutual funds and difference in risk and uncertainty.

Mr. Kamat explained them about the working of mutual fund and the basis for selecting a particular scheme as per the objectives of investment. He also informed about the transparency maintained by Mutual fund companies. He explained with examples how different funds have delivered returns over the years.

Students found the session very interesting and also asked Mr. Kamat several questions related to investment in Mutual funds. They also asked him to suggest few schemes to start investing in mutual fund. Overall it was a very interesting session.

 

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