a summer project presentation on “comparison of equity schemes of top 3 amc” project guide:...
TRANSCRIPT
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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
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Flow of the Presentation
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IntroductionIntroduction
Top 10 Assets Management Company In India (Rs. In Cr.)
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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.
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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
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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
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Operation Flow Chart
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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
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Risk Profile Comparison B/w Money Market, Debt and Equity:-
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Benefits of Mutual Fund
Professional Management
Diversification
Convenient Administration
Return Potential
Low Costs
Well Regulated
Flexibility
Affordability
Liquidity
Transparency
Choice of Schemes
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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
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Products
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Custodian
Computer Age Management Services Pvt. LtdChennai
HDFC Bank Limited
Citibank
The Bank of Nova Scotia
Registrar & Transfer Agents
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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
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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
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HDFC Top 200 Fund
Active & Passive Management
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HDFC Equity FundInvesting in strong companiesStronger companies reduce risk in bad times, both of the markets and of the Industry.
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HDFC Prudence Fund75 % Equity & 25 % debt
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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
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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
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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’.
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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.
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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
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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
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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
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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 .
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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
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Selling Data
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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
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Thank You…..