AASummer Project PresentationSummer Project Presentation

onon“COMPARISON OF EQUITY SCHEMES OF TOP 3 AMC”

Project Guide:Prof. Ranjani Srinivasan

Presented By:Pankaj Kamaliya(40)

S.K.PATEL INSTITUTE OF

MANAGEMENT AND COMPUTER STUDIES

Flow of the Presentation

IntroductionIntroduction

Top 10 Assets Management Company In India (Rs. In Cr.)

Research Methodology

Primary ObjectivePrimary Objective

Compare different equity schemes of 3 AMC & its returnCompare different equity schemes of 3 AMC & its returnIdentify the various factors influencing the investor while Identify the various factors influencing the investor while choosing different equity schemes. choosing different equity schemes.

Secondary ObjectiveSecondary Objective

To know why investors investing in different equity schemes To know why investors investing in different equity schemes instead of stock market.instead of stock market.To know how & why investors choose different Assets mgt To know how & why investors choose different Assets mgt company.company.

Scope of the studyArea Covered: Baroda . Schemes of mutual funds: 9 equity schemes of 3 AMC

Data Collection:

Primary Datainteraction with clients, Advisors, with Banks employees & banks customers.

Secondary Data:InternetBooks Annual Reports of AMFI, SEBI

Data Analysis Tools used in Project:-Charts.Graphs & Simple Statistical Tools : Percentages, Averages

Industry Profile“A Mutual Fund Is a Pool of Money That Is

Invested In Various Securities and ProfessionallyManaged By an Investment Manager”

Growth of Mutual Funds in India

1st Phase (1964-87): - Growth of Unit Trust of India

2nd Phase (1987-93): - Entry of Public Sector Funds

3rd Phase (1993-96): - Emergence of Private Funds

4th Phase (1996-99): - Growth and SEBI Regulation

5th Phase (1999-04):- Emergence of a large and uniform industry

6th Phase (2004-onwards):- Consolidation and Growth

Operation Flow Chart

According To Investment Objective

Equity Debt Money Market

Equity Funds

Index Funds

Sector Funds

Fixed Income

FundsMoney Market

Mutual Funds

Balanced Funds Liquid Funds

Gold Traded Exchange Fund

Risk Profile Comparison B/w Money Market, Debt and Equity:-

Benefits of Mutual Fund

Professional Management

Diversification

Convenient Administration

Return Potential

Low Costs

Well Regulated

Flexibility

Affordability

Liquidity

Transparency

Choice of Schemes

Company ProfileEstablish on December 10,1999 .under company act 1956

Zurich Insurance Company. (Name change of all schemes)

Zurich India Mutual Fund have migrated to HDFC Mutual Fund on June 19, 2003

Vision

Sponsors

Products

Custodian

Computer Age Management Services Pvt. LtdChennai

HDFC Bank Limited

Citibank

The Bank of Nova Scotia

Registrar & Transfer Agents

Theoretical Aspects

SWOT Analysis. Strength Opportunities

Weakness Threat

Porter’s Five Forces Model of CompetitionBargaining power of suppliers

Bargaining power of consumer very high

Threat of substituteThreat of competitors

Barriers to entry

Analysis of Schemes

HDFC Assets Management Company LimitedHDFC Top 200 FundHDFC Equity FundHDFC Prudence Fund

ICICI Assets Management Company LimitedICICI Top 200 FundICICI Discovery FundICICI Dynamic Fund

Reliance Assets Management Company LimitedRELIANCE Vision Fund-Retail PlanRELIANCE Growth Fund-Retail PlanRELIANCE Regular Saving Fund

HDFC Top 200 Fund

Active & Passive Management

HDFC Equity FundInvesting in strong companiesStronger companies reduce risk in bad times, both of the markets and of the Industry.

HDFC Prudence Fund75 % Equity & 25 % debt

ICICI Prudential Dynamic FundTo generate capital appreciation by actively investing in equity and equity related securities and for defensive consideration in debt / money market instruments and derivative

ICICI Prudential Top 200 FundThis fund seeks to optimize the risk-adjusted return by building a portfolio of large and mid-cap stocks across select sectors

ICICI Prudential Discovery FundOpen-ended Diversified Equity Fund, which aims to invest stocks available at a discount to their intrinsic value, through a process of ‘Discovery’.

Reliance Growth Fund - retail planIdeal for those investors who are seeking a higher exposure to mid-cap stocks for capital appreciation & growth and considerably lower exposure to debt markets.

Reliance Vision Fund - Retail planReliance Vision Fund focuses on companies with Large size capitalization with a small exposure to companies with a Mid size capitalization

Reliance Regular Savings FundAn Aggressive Multi cap Oriented Fund. It is an aggressive multi cap oriented portfolio The scheme is ranked 3 in Diversified Equity category by Crisil

Conclusion

Those who investor investing since last 5 to 10 year given more

than 10 to 20% return & Good AUM App.89,879 cr. In march

2012

The benefit of tax and dividend and portfolio will handle by

experience fund manager.

HDFC top 200, HDFC Equity Funds & Prudence fund given 12 to

15% return

Suggestions

In ServicesProviding monthly & quarterly account. providing e-mf facility to every customer.Providing necessary information related the brokerage.

In Mutual funds selling (Advisor) Selling only good types of funds.take less brokerage so investor taken advantage of good profit.

In OperationOffice will be fully Wi-Fi so investor taken the Advantage.Increase the operation staffs .Office will be fully connected with LAN network .

Learning’s

1st & 2nd Weeks (Training sessions)

- Information about all funds

3rd to 7th Weeks (Selling of mutual funds)

- Selling 55 SIP and 30,000 LUMSUM

- Providing Facility of e-Mutual funds

External learning at HDFC BANK

- Facility provider by bank to customer

- about the HDFC Net banking

- Insurance

Selling Data

BibliographyGeneral Information or industry informationwww.amphiindia.comwww.moneycontrol.comwww.sebi.gov.inhttp://www.amfiindia.com/showhtml.asp?page=sitemaphttp://www.amfiindia.com/accounts_annual.aspCompany Informationwww.hdfcfund.comData collection & Chart collectionhttp://www.hdfcfund.com/aboutus/index.jsphttp://www.hdfcfund.com/fundschool/index.jsphttp://www.hdfcfund.com/navcorner/index.jsphttp://www.hdfcfund.com/news/index.jsphttp://www.hdfcfund.com/download/sebiCirculatShow.jsphttp://www.reliancemutual.com/http://www.hdfcfund.com/www.Icicimutualfund.com

Thank You…..