summer_internship_presentation

Views:
 
Category: Education
     
 

Presentation Description

hi

Comments

Presentation Transcript

PowerPoint Presentation:

A Summer Project Presentation on “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

PowerPoint Presentation:

Flow of the Presentation INTRODUCTION RESEARCH METHODOLOGY INDUSTRY PROFILE COMPANY PROFILE THEORETICAL ASPECTS EQUITY SCHEMES ANALYSIS OF TOP 3 AMC CONCLUSION LEARNING‘S BIBLIOGRAPHY

PowerPoint Presentation:

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

PowerPoint Presentation:

Research Methodology Primary Objective Compare different equity schemes of 3 AMC & its return Identify the various factors influencing the investor while choosing different equity schemes. Secondary Objective To know why investors investing in different equity schemes instead of stock market. To know how & why investors choose different Assets mgt company.

PowerPoint Presentation:

Scope of the study Area Covered: Baroda . Schemes of mutual funds: 9 equity schemes of 3 AMC Data Collection: Primary Data interaction with clients, Advisors, with Banks employees & banks customers. Secondary Data: Internet Books Annual Reports of AMFI, SEBI Data Analysis Tools used in Project:- Charts. Graphs & Simple Statistical Tools : Percentages, Averages

PowerPoint Presentation:

Industry Profile “A Mutual Fund Is a Pool of Money That Is Invested In Various Securities and Professionally Managed By an Investment Manager” Growth of Mutual Funds in India 1 st Phase (1964-87): - Growth of Unit Trust of India 2 nd Phase (1987-93): - Entry of Public Sector Funds 3 rd Phase (1993-96): - Emergence of Private Funds 4 th Phase (1996-99): - Growth and SEBI Regulation 5 th Phase (1999-04):- Emergence of a large and uniform industry 6 th Phase (2004-onwards):- Consolidation and Growth

PowerPoint Presentation:

Operation Flow Chart

PowerPoint Presentation:

According To Investment Objective Equity Debt Money Market Equity Funds Index Funds Sector Funds Fixed Income Funds Money Market Mutual Funds Balanced Funds Liquid Funds Gold Traded Exchange Fund

PowerPoint Presentation:

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

PowerPoint Presentation:

Benefits of Mutual Fund Professional Management Diversification Convenient Administration Return Potential Low Costs Well Regulated Flexibility Affordability Liquidity Transparency Choice of Schemes

PowerPoint Presentation:

Company Profile Establish 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

PowerPoint Presentation:

Products

PowerPoint Presentation:

Custodian Computer Age Management Services Pvt. Ltd Chennai HDFC Bank Limited Citibank   The Bank of Nova Scotia Registrar & Transfer Agents

PowerPoint Presentation:

Theoretical Aspects SWOT Analysis. Strength Opportunities Weakness Threat Porter’s Five Forces Model of Competition Bargaining power of suppliers Bargaining power of consumer very high Threat of substitute Threat of competitors Barriers to entry

PowerPoint Presentation:

Analysis of Schemes HDFC Assets Management Company Limited HDFC Top 200 Fund HDFC Equity Fund HDFC Prudence Fund ICICI Assets Management Company Limited ICICI Top 200 Fund ICICI Discovery Fund ICICI Dynamic Fund Reliance Assets Management Company Limited RELIANCE Vision Fund-Retail Plan RELIANCE Growth Fund-Retail Plan RELIANCE Regular Saving Fund

PowerPoint Presentation:

HDFC Top 200 Fund Active & Passive Management

PowerPoint Presentation:

HDFC Equity Fund Investing in strong companies Stronger companies reduce risk in bad times, both of the markets and of the Industry.

PowerPoint Presentation:

HDFC Prudence Fund 75 % Equity & 25 % debt

PowerPoint Presentation:

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

PowerPoint Presentation:

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

PowerPoint Presentation:

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

PowerPoint Presentation:

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

PowerPoint Presentation:

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

PowerPoint Presentation:

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

PowerPoint Presentation:

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

PowerPoint Presentation:

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

PowerPoint Presentation:

Learning ’ s 1 st & 2 nd Weeks (Training sessions) - Information about all funds 3 rd to 7 th 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

PowerPoint Presentation:

Selling Data

PowerPoint Presentation:

Bibliography General Information or industry information www.amphiindia.com www.moneycontrol.com www.sebi.gov.in http://www.amfiindia.com/showhtml.asp?page=sitemap http://www.amfiindia.com/accounts_annual.asp Company Information www.hdfcfund.com Data collection & Chart collection http://www.hdfcfund.com/aboutus/index.jsp http://www.hdfcfund.com/fundschool/index.jsp http://www.hdfcfund.com/navcorner/index.jsp http://www.hdfcfund.com/news/index.jsp http://www.hdfcfund.com/download/sebiCirculatShow.jsp http://www.reliancemutual.com/ http://www.hdfcfund.com/ www.Icicimutualfund.com

PowerPoint Presentation:

Thank You…..

authorStream Live Help