Mutual fund
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Mutual fund






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Mutual fund Presentation Transcript

  • 1. Presented by :- Surabhi Prajapati Menka Tilwani Kohila Chouhan Surbhi Verma Suruchi Gupta
  • 3. Pool of company (ICICI Kotak TATA UTI etc.) Pool of Investors Fund Manager Listed in Nifty or SENSEX
  • 4. Type of Schemes Open ended scheme Close ended scheme
  • 5. Investor’s Perception about Mutual Fund in India Reasons for not investing in Mutual Funds in India Due to their perceived high risk A lack of information on how mutual funds work. complexity
  • 6. Not aware High Risk Complexity
  • 7. Reason for Investing in Mutual Fund More Professionally managed More Diversified More Convenient
  • 8. Advantages of Mutual Fund Advantages of Mutual Fund CONVENIENT DIVERSIFIED PROFESSINAL MANAGEMENT LIQUIDITY
  • 9. Company profile
  • 10. History Anand Mahindra Uday Kotak Kotak Mahindra Mutual Fund June 23rd 1998
  • 11. Vision-Mission & Objective of the company Vision Mission Number of Awareness of mutual Fund Number one AMC (Assets management Company) in India. Objective 1. Good market mobilization. 2. Top one AMC in India 3. Mutual Fund awareness in India
  • 12. Sectors  Kotak Mahindra Bank  Kotak Securities  Kotak Mutual Fund  Kotak Life Insurance  Kotak Net Banking  Kotak Commodities  Kotak Gold Fund.
  • 13. Hierarchy structure of Kotak
  • 14. CEO(Mr. Sandesh Kirkire) Operating sales(Mr. Gopal K) Sales Head (Mr.Sandeep Sharma ) Fund Manager (Mr. Harsh Upadhyay) Vice President(Mr. Manmindev Malhi) Branch Manager (Mr. Shailendra Singh Solanki) Public sector Bank(9) Private Bank(13) ND (10) Investors
  • 15. Key Employees of Asset Management Company Mr. Sandesh Kirkire (CEO) R. Krishanan (Chief operation Officer) Mr. Alroy Lobo (Chief Strategist and Global Head Equities Asset Management)
  • 16. Fund Managers of Asset Management Company - Debt Team Ms. Lakshmi Iyer - Senior Vice President & Head (Fixed Income and Products) Mr. Abhishek Bisen - Vice President Mr. Deepak Agrawal - Vice President Mr. Mayank Prakash - Sr. Manager
  • 17. Fund Managers of Asset Management Company - Equity Team Mr. Harsha Upadhyaya - Sr. Vice President & Head of Equity Mr. Pankaj Tibrewal - Vice President Mr. Pradeep Kumar - Vice President Mr. Deepak Gupta - Sr. Manager
  • 18. Products of Kotak Mutual Fund
  • 19. Equity Debt Balanced • kotak 50 • kotak contra • kotak midcap • kotak oppurtunity • kotak tax saver • kotak bond • kotak short term bond • kotak gilt saving • kotak gilt investment • kotak monthly income plan • kotak balance
  • 20. Fund of fund ETF • kotak equity FOF • Kotak gold fund • Kotak gold ETF • Kotak PSU bank ETF
  • 21. Kotak 50 An Open Ended-Equity Scheme • Investment objective To generate capital appreciation from a portfolio of predominatly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at point in time. •Fund managers  Mr. Pradeep kumar Mr. Harsh Upadhaya •Load structure Entry Load:- Nil Exit Load:- 1. For redemptions/ switch outs within 1 year from the date of allotment of units, irrespective of the amount of investment: 1% 2. For redemptions/ switch outs after 1 year from the date of allotment of units, irrespective of the amount of investment: nil Minimum investment amount For SIP:- 1000 For One time:-5000
  • 22. Contd… •Benchmark S&P CNX Nifty •Inception date December 29, 1998 •portfolio 1. Reliance industries ltd. 2. Infosys ltd 3. HDFC bank ltd. 4. ICICI bank ltd. 5. ITC ltd. 6. Coal India ltd. 7. Bharti airtel 8. Dr. reddy lab ltd. -Petroleum product -Software -Banks -Banks -FMCG -Minerals/Mining -Telecom-services -Pharmaceuticals
  • 23. 25% 22% 20% 12% 15% 6% Sector Allocation Banks Petroleum products Software FMCG pharmaceuticals Minral /Mining
  • 24. Consumer’s Profile
  • 25. 71% 23% 6% Educational Qualification of investors of Bhopal Graduate/Post Graduate Under Graduate Others
  • 26. Monthly Income of Investors 10% 25% 30% 35% Monthly income of investors (in thousand.) >=15 15-30 30-45 <45
  • 27. 25% 39% 29% 3% 5% Occupation of the investor of Bhopal Govt. service Pvt. Service Business agriculture Others
  • 28. 26% 20% 21% 16% 10% 7% Investors invested in different kind of investment saving a/c fixed deposits Insurance mutual fund Post office(NSC) Shares
  • 29. HDFC Mutual Fund Relience Mutual Fund ICICI Mutual Fund UTI Mutual fund
  • 30. SBI Mutual Fund Franklin Templeton Birla Sun Life Mutual Fund Kotak Mutual Fund
  • 31. HDFC top 200 Birla frontline equity Kotak 50 ICICI front line equity Equity HDFC MIP Kotak MIP Reliance MIP MIP Kotak Bond Deposit Reliance Bond HDFC Bond Fund Bond Fund Kotak Flexi Debt Reliance RSF HDFC Money Magev Liquid
  • 32. 1.HDFC 2.Reliance 3.Kotak 1.Pramerica 2.J.p Morgan 1.TATA 2.FT 3.Taurus 1.Peerless Mutual Funds Market Growth Rate (Cash Usage) Relative Market Share (Cash Generation) Star Ques. Mark Cash Cow Dog High low lowHigh
  • 33. observation Relationship Teamwork Selling techniques Time management Feedback of customer
  • 34. How to See NAV history???
  • 35. SIP Calculation
  • 36. Think Investments. Think Kotak.