firoz presentation
TRANSCRIPT
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SUMMER TRAINING PROJECT
ON
COMPARATIVE ANALYSIS OF
MUTUAL FUNDS
By
FIROZ SHAMS
MBA 4th Sem.
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Brief History of JM Financial AMC
JM financial AMC, is a joint venture of JP
Morgan, a well-known and trusted name in
financial services in India.
It came into existence in 199OS where in itoperated with Asset Under Management
(AUM) of about Rs. 4,383 crores.
Chairman - Mr Nemash Kampani
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To study and make comparative analysisof mutual fund schemes with thecompetitors.
To give suggestions to channel partnersand potential customers.
Make ABC analysis of the channel
partners.
DUTIES & RESPONSIILITIES HANDLED
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COMPETITORS
RELIANCE MUTUAL FUND
HDFC MUTUAL FUND
BIRLA SUNLIFE MUTUAL FUND
UTI MUTUAL FUND
HSBC MUTUAL FUND
SBI MUTUAL FUND
FRANKLIN MUTUAL FUND
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What Is a Mutual Fund?
A mutual fund is a pool of money collected from
investors and is invested according to stated
investment objectives
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Fund Management Team
Investors
Where is your money going ?
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Capital Preservation
Income
Capital GrowthRisk: Medium to High
Risk: Medium to Low
Risk: Low to Medium
Period: 3 years and above
Period: 6 months to 3 years
Period: Less than 6 months
Growth
Funds
Stocks
Income / Bond FundsCompany Fixed Deposits
Bonds
Debentures
Money Market Funds
Short-term deposits / Government Paper
What to Invest For ?
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Types of Funds
Equity
Equity Funds
Index Funds
Sector Funds
Balanced
Funds
Debt
Fixed Income
Funds
Money Market
Money Market
Mutual Funds
Liquid
Funds
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CONSERVATIVE PORTFOLIO
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MODERATE PORTFOLIO
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AGGRESSIVE PORTFOLIO
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MUTUAL FUNDS : WHY ?
LIQUIDITYCONVENIENCE
DIVERSIFICATION
FLEXIBILITY
TRANSPARENCY
TAX BENEFITS
MOST OPENENDED FUNDS
REDEEMWITHIN
3 WORKINGDAYS.
EASY TOINVEST AND
EASY TOREDEEM
DIVERSIFIEDPORTFOLIOCONTROLSTHE RISK
EASY TERMSFOR
MAINTAININGASSET
ALLOCATION
COMPLETEPORTFOLIODISCLOSURE
DAILYMARK TO
MARKET /NAV
MUTUAL
FUNDSARE
REGULATEDBY SEBI.
TAXBENEFITS
CAPITALGAINS
TAX-FREE
DIVIDENDS
PERFORMANCE
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MUTUAL FUNDS : WHY NOT ?
SPECIFICSOLUTION
WORKWITHIN THE
MANDATE
ABSOLUTERETURN
VS
RELATIVERETURN
READY MADE
GARMENTVS
TAILOR MADESOLUTION
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Systematic InvestmentPlanA recurring deposit account with a mutual fund
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What is an SIP?
Investing a fixed sum, regularly in a
mutual fund
Allows one to buy units in a particular
scheme on a given date every month
Similar to regular savings schemes like arecurring deposit
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SWOT ANALYSIS
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STRENGTH
POWERFUL BRAND.
EFFICIENT & EXPERIENCED FUND
MANAGEMENT TEAM
WIDE RANGE OF PRODUCTS.
BETTER CUSTOMER SERVICE.
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WEAKNESS
PAYOUTS TO DISTRIUTORS.
INNOVATION.
DIVIDEND PAY OUT
ADVERTISEMENT COST AND PULIC
AWARENESS
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OPPORTUNITY
BECOME LARGEST AMC.
BRING INNOVATIVE PRODUCTS.
MORE EXPOSURE TO EQUITY.
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THREAT
COMPETITORS.
INSURANCE COMPANIES.
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FINDINGS/RECOMMENDATIONS
MORE ADVERTISEMENT NEEDED
MAINTAINING RELATIONSHIP.
TO LAUNCH INNOVATIVE PRODUCTS
TO DECLARE MORE DIVIDENDS
MORE TRAINING AND DEVELOPMENT
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WHAT I LEARNT ??????
Gained practical experience.
Become acquainted with professionals
in the field.
Develop an appreciation of good
public relations.
Time Management.
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THANK YOU