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8/2/2019 Reliance MF

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MUTUAL fund

Mutual Fund is a trust that pools the savings .

Money thus collected is then invested in capital

market.

Mutual Fund is the most suitable investment.


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Mutual Fund Operation

Flow Chart


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Introduction of the IndustryThe mutual fund industry in India started in

1963 with the formation of Unit Trust of India

(UTI), at the initiative of the Government of

India and Reserve Bank of India (RBI).


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History of Mutual Munds

First Phase (1964-87)

Second Phase (1987-93)

Third Phase (1993-2003)

Fourth Phase (since 2003)


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Introduction Of The Company

Reliance Mutual Fund (RMF), a part of the Reliance -Anil Dhirubhai Ambani Group, is India's leadingMutual Fund, with Assets Under Management .

Reliance Mutual Fund (RMF) has been

established as a trust under the Indian Trusts

Act, 1882 with Reliance Capital Limited (RCL) .


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Reliance Mutual Fund offers investors a well

rounded portfolio of products to meet varyinginvestor requirements. Reliance Mutual Fund

has a presence in 300 cities across the country

and constantly endeavors to launch innovativeproducts and customer service initiatives toincrease value to investors.

Reliance Mutual Fund schemes are managed by

Reliance Capital Asset Management Ltd., a whollyowned subsidiary of Reliance Capital Ltd.


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ObjectiveThe project aim at studying in detail about Mutualfunds and to check there performance. This projecthas following main objective:

To check the performance of reliance mutual funds.

To know the factors that should be considered byinvestors while investing in mutual funds.


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To check the risk free return of Reliance mutual fund.

To check excess return over risk beared.

To study how the performance of mutual fund ischecked in Reliance capital.

To understand the awareness level of Reliance mutualfunds

To know the perception of customer regarding thequality of Reliance Mutual funds.

To know the investment pattern of investors orcustomers.


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Mutual fund returns are directly linked to the stockmarket.

Mutual fund returns f luctuate with the ups and down

in the stock market.

Growth of mutual fund is not one or only method tocheck its performance even there are many more ratio

related to mutual fund which analyze risk and risk freereturn in mutual fund.


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Research methodology

Research methodology is a way to systematically solvethe research problem. The research methodology

included various methods and techniques forconducting a research.

Marketing Research is a systematic design, collection,

analysis, and reporting of data and finding relevantsolution to a specific marketing situation or problem.


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Research is thus, an original contribution to the

existing stock of knowledge marketing for itsadvancement, the purpose of research is to discoveranswers to the questions through the application ofscientific procedure.

Research is thus, an original contribution to theexisting stock of knowledge marketing for itsadvancement, the purpose of research is to discover

answers to the questions through the


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What is MF

A Mutual Fund is an investment tool that allows smallinvestors access to a well-diversified portfolio of equities,

bonds and other securities.Each shareholder participates in the gain or loss of the fund.

Units are issued and can be redeemed as needed.

The fund's Net Asset Value (NAV) is determined each day.


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What is NAV?

Net Asset Value (NAV) is the actual value of one unitof a given scheme on any given business day.The NAV reflects the liquidation value of the fund's

investments on that particular day after accounting forall expenses.It is calculated by deducting all liabilities (except unitcapital) of the fund from the realisable value of allassets and dividing it by number of units outstanding.


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What is SIP?This is an investment technique where you deposit a fixed, small amountregularly into the mutual fund scheme (every month or quarter as peryour convenience) at the then prevailing NAV (Net Asset Value), subjectto applicable load.

Reliance SIP

Benefits to the investor The benefit of Systematic Investment Plan:Inculcates Savings Habit

Rupee Cost Averaging & Eliminates the need to time the market


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Schemes offered

The schemes offered by Reliance MF includes

Equity

Debt

Gold


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Featured Schemes

Reliance Gold Savings Fund

Reliance Gilt Securities Fund Reliance Income Fund

Reliance Regular Savings Fund Debt Option

Reliance Short Term Fund Reliance Dynamic Bond Fund

Reliance Floating Rate Fund Short Term Plan

Reliance Monthly Income Plan

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