cutting edge ppt
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WLCMUMBAI CAMPUSPRESENTS
RISK AND RETURNS
of
mutual funds
SWOT ANALYSIS
on
the basis of
current market scenario
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Earn return on your idle resources
Supports to meet a specific goal in life
Provision for uncertain future
Sooner the Better
Investment should be:
Early investment
Regular investment For long term preferably
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Goal
Saving resources that are idle
Knowledge and understanding of market and
various types of market short term and long
term investments
Time to analyze your investment frequently
Understanding of risk and returns
Time to read all written norms and
documents for investments
Security of investments
Review & shift
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WHY MUTUAL FUNDS ?
Professional Management
Diversification Convenient Administration Return Potential Low-Costs Liquidity Transparency Flexibility Choice of Schemes Well-Regulated
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Let time work for you Try to save maximum
Investment in correct field
Dont go on face value of investment
Get the terms and conditions clarifiedabout the investment
Analyze market regularly
BETTER INVESTMENT MANTRA
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ICICI PRUDENTIAL
Instituted in the year 1998, the company has forged a position ofpreeminence in the Indian Mutual Fund industry as the third largest assetmanagement company in the country contributing significantly to thegrowth of the Indian mutual fund industry
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FUNDS OF ICICI PRUDENTIAL
Equity funds
Balanced funds
Fixed income funds
Advisory series Exchange traded funds
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I S K
&
E T U R N
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KINDS OF INVESTORS
Investors behave in these 3 following manner:
Being Aggressive Being Moderate Being Conservative
The above 3 behavioral pattern also depends on Age:
Aggressive (Age 25 to 35) Moderate (Age 35 to 55) Conservative (Age 60+)
Investments depend mainly on 3 factors:
Objective/Goal Cash Flow Requirements Risk Bearing Ability
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LIFE (AGE) STAGE ON INCOME BASIS
Income
0
Birth &Education
25 60 75+
Earning LifeAge Retired Life
Retirement
Marriage
Kid 1
Kid 2
Kid 1College
Kid 2College
House
Car
Kid 1
Marriage
Kid 2Marriage
Compromiseover your livingStandards afterRetirement ???
Savings /Investments
Emergencies ???
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RISK & RETURN ON BASIS OF OBJECTIVE OF INVESTMENT
Growth Scheme Capital AppreciationMedium & Long-Term InvestmentRisk bearing of Short TermInvestment in Equities
Income Scheme Capital Appreciation LimitedRegular & Steady IncomeFixed Income Securities & Bonds
Balanced Scheme - Growth & IncomeModerate GrowthEquity & Fixed Income SecuritiesNAV may not be at good pace
Money Market Scheme - Easy Liquidity & Moderate IncomeSafe & Short Term InvestmentReturn is fluctuating
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AGGRESSIVE INVESTOR
Money Market Scheme Income Scheme
Balanced Scheme Growth Scheme
5%
10-15%
10-20%
60-70%
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MODERATE INVESTOR
10%
20%
40-50%
30-40%
Money Market Scheme Income Scheme
Balanced Scheme Growth Scheme
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CONSERVATIVE INVESTOR
10%
50-60%
20-30%
10%
Money Market Scheme Income Scheme
Balanced Scheme Growth Scheme
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S W
OT
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ICICI PRUDENTIAL MUTUAL FUNDS
Equity Funds
ICICI Prudential Focused BluechipEquity Funds
Fixed Income FundsICICI Prudential Income Plan
Balanced FundsICICI Prudential Balanced Fund
o Fund Manager: Mr. Prashant Kothari
Aim: To maximize long-term returnsby investing in Equities of20 Large- Cap Companies
o Fund Manager: Mr. Mrinal SinghAim: Medium Term investment inEquities & Debt for the purpose ofCapital Appreciation
o Fund Manager: Mr. Prashant KothariAim: Medium Term investment ofFunds in Equities & Debt for capitalappreciation
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Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual2011 -2.6 -1.0 -9.4 - -2010 3.4 2.9 15.4 1.2 26.52009 2.9 41.6 19.2 -0.2 87.52008 - -9.5 -0.7 -19.8 -28.6
ICICI Prudential Focused Bluechip Equity Funds
Inception Date: 23-05-2008 Indicative Investment Horizon: 3 yrs. or more Default Options: Growth
AAUM:
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Inception Date: Indicative Investment Horizon: Default Options:
AAUM:
ICICI Prudential Income Plan
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Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual2011 -2.3 2.3 -5.1 - -2010
2.9
2.0
9.8
1.1
17.9
2009 -2.3 25.8 13.3 4.8 48.42008 -21.2 -12.2 -2.2 -14.3 -43.92007 -4.4 12.5 9.8 17.2 34.82006 13.6 -8.0 9.8 10.1 28.4
Inception Date: Indicative Investment Horizon: Default Options:
AAUM:
ICICI Prudential Balanced Fund
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Schemes ICICI Bluechip ICICI Fixed Inc ICICI Balanced
S
WO
T
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THANK YOUFORCO-OPERATING
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