MUKUND PPT

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A Presentation on :

A Presentation on COMPARITIVE STUDY OF SHARE MARKET And INSURANCE BASED MUTUAL FUNDS SUBMITTED BY:- SUBMETTED TO:- MUKUND SHARMA Mrs . JAYA PAREEK MAM MBA II Year

INTRODUCTION OF INDUSTRIES:

INTRODUCTION OF INDUSTRIES Sahare Market Primary Market Secondary Market Stock Exchange:- NSE BSE Main Brocking Firms In India:- 1.India infoline 2.Angel broking 3.Reliance Money 4.ICICI Direct.com 5.HDFC Bank 6.Anand Rathi securities Ltd. 7. Systematic Securities Ltd. 8.Swastika Securities 9.Emkay Securities 10.Kotak Securities Ltd. 11.India bulls securities ltd. 12.Karvy securities ltd 13.IDBI bank securities ltd.

RELIGARE GROUP:

RELIGARE GROUP

PRODUCT AND ACCOUNTS:

PRODUCT AND ACCOUNTS R-ALLY (Basic) R-ALLY Lite (Browser Based) R-ALLY Pro (Application Based Documentaion varification:- Proof of Identity Proof of Address

MUTUAL FUNDS:

MUTUAL FUNDS TYPES:- By Structure By Investment

ULIP:

ULIP Life insurance is a contract between the policy owner and the insurer , where the insurer agrees to pay a sum of money upon the occurrence of the insured individual's or individuals' death or other event, such as terminal illness or critical illness. In return, the policy owner (or policy payer) agrees to pay a stipulated amount called a premium at regular intervals or in lump sums.

ULIP V/S MUTUAL FUND:

ULIP V/S MUTUAL FUND ULIPs Mutual Funds Investment amounts Determined by the investor and can be modified as well Minimum investment amounts are determined by the fund house Expenses No upper limits, expenses determined by the insurance company Upper limits for expenses chargeable to investors have been set by the regulator Portfolio disclosure Not mandatory* Quarterly disclosures are mandatory Modifying asset allocation Generally permitted for free or at a nominal cost Entry/exit loads have to be borne by the investor Tax benefits Section 80C benefits are available on all ULIP investments Section 80C benefits are available only on investments in tax-saving funds

STRENGTHS Original research Integrated technology platform Pan – India distribution WEAKNESS Lack of banking arm to complete the bank broker depositary chain Insignificance presence in institutional segments OPPORTUNITIES Changing demographic with higher disposable income and increasing complex financial instruments Rapid penetration of internet and computer THREATS Economic slowdown Stock market fall will have a cascading effect on mutual fund mobilization Increase or decrease in interest rates Future changes in personal taxation rules can impact insurance sales Increasing competition from large and particularly foreign players:

STRENGTHS Original research Integrated technology platform Pan – India distribution WEAKNESS Lack of banking arm to complete the bank broker depositary chain Insignificance presence in institutional segments OPPORTUNITIES Changing demographic with higher disposable income and increasing complex financial instruments Rapid penetration of internet and computer THREATS Economic slowdown Stock market fall will have a cascading effect on mutual fund mobilization Increase or decrease in interest rates Future changes in personal taxation rules can impact insurance sales Increasing competition from large and particularly foreign players SWOT ANALYSIS

The strategy adopted by me in completion of this project help me a lot till now in making comparison between share market and mutual funds. From the analysis we can say that if there is more risk there is more return and we can say that share market is totally dependent on the risk taken by the investors in investing in shares. And in mutual funds there is less risk as the money of investors invested in different sectors so it can divide the risk in different portfolio adopted by mutual funds companies.:

The strategy adopted by me in completion of this project help me a lot till now in making comparison between share market and mutual funds. From the analysis we can say that if there is more risk there is more return and we can say that share market is totally dependent on the risk taken by the investors in investing in shares. And in mutual funds there is less risk as the money of investors invested in different sectors so it can divide the risk in different portfolio adopted by mutual funds companies. CONCLUSION

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