MUTUAL FUNDS. A Mutual Fund is a trust that pools the savings of a number of
investors who share a common nancial goal.
An!bod! with an investible surplus of as little as a few thousand rupees can invest in Mutual Funds.
 These investors bu! units of a particular Mutual Fund scheme that has a dened investment ob"ective and strateg!.
 The mone! collected is invested b! the fund manager in di#erent t!pes of securities. These could range from shares to debentures to mone! mar$et instruments% depending upon the scheme&s stated ob"ectives.
   The income earned through these investments and the capital
 
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 /.-.M,01AN MUTUAL FUND J . P . Morgan asset management is one of the six largest
active investment managers in the world with assets value
at Rs.14,883 crores as of June,2013.
The mutual fund was established as a trust under the ndian
Trust !ct, 1""2.
 J . P . Morgan Mutual Fund Private Ltd. , a com#an$
incor#orated under the %om#anies !ct, 1&'(, acts as a
trustee com#an$ of the fund.
 
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 /-Morgan (ndia Ta2 Advantage Fund 3 Direct -lan 3 1rowth ,ption
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  (ND(A:ULLS L(;U(D FUND ndiabulls Mutual )und is a *+ registered Mutual )und
of ndia.
The total asset si-e is Rs. 3,218.85 crores as of June ,
2013.
with Indiabulls ousing Finance Ltd  as its *#onsor
and Indiabulls !rustee "o#$an% Ltd  as its Trustee.
 
0egular -lan3 1rowth ,ption
 
 TATA MUTUAL FUND Tata Mutual )und is a trust under the ndian Trust
!ct,1""2.
croresaverage !/M for the uarter of !#rilJune
2013 worth of !ssets across its varied offerings.
The s#onsorors for Tata Mutual )unds are !ata
'ons Ltd. !nd !ata Invest#ent "or$oration Ltd .
 
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setu# on *e#tember , 200&.
The total asset si-e of the mutual fund is Rs.12,28( crores as of June , 2013.
 
Sale Price
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A2is Long Term BCuit! Fund 3 Direct -lan 3 Dividend option
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2000.
The total fund si-e of 38,(38 crores.
 
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%% Prudential !sset Management %om#an$ 5td.
6as incor#orate in 1&&3.
 
Sales Price
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DF9 MUTUAL FUND 94)% !sset Management %om#an$ 5td !M% was
incor#orated under the %om#anies !ct, 1&'(, on
4ecember 10, 1&&&, and was a##roved to act as an
!sset Management %om#an$ for the 94)% Mutual
)und b$ *+ vide its letter dated Jul$ 3, 2000.
 
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$ears ago.
 
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The com#an$ was founded in 1&: in ;ew <or7
n Jul$ 2002, )ran7lin Tem#leton ndia acuired Pioneer T, another leading fund house in ndia to create an organi-ation with rich investment ex#erience over mar7et c$cles, one of the most com#rehensive #roduct #ortfolios, foot#rint across the countr$ and an inhouse shareholder servicing function.
 
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%om#an$ 5imited *5!M% is a =oint venture between
 )dit%a irla rou$, a well 7nown ndian
conglomerate and 'un Li+e Financial Inc , leading
international financial services organi-ation from
%anada.
 
!s of March 31, 2012, the *un 5ife )inancial grou# of
com#anies had total assets under management of Rs.
0(,0/1 crores as #er June, 2013.
    FUND
Sale Price
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