2. Contents
1) Objectives
2) Introduction
3) What is Mutual Fund?
4) Company Profile
5) Board of Director
6) Types of Mutual Funds
7) Total AUM
8) Competitors
9) Comparison between ICICI and HDFC mutual funds
10) Conclusion
3. Objectives
1) To understand their workflow.
2) To understand how Mutual funds invest people’s money in various industries.
3) To comprehend their goods and services.
4) To experience the working environment in the AMC.
5) To interact with actual industry professionals.
4. INTRODUCTION
o It was organised by the Bengal Institute of Business Studies for the MBA (Finance ) 1st semester in
order to enhance their practical knowledge regarding the Mutual Fund industry.
o On 19/01/2023, we initiated our visit to the AMC at 10:00 am and reached 227 A.J.C Bose Road,
Anand Lok Building, Block-B, 1st floor, near Minto Park Kolkata-700020, West Bengal.
o We meet the Product Manager Mr Dinesh Kumar and the staff of the organization who gave a warm
welcome to the students.
5. What is
Mutual
Fund? • A mutual fund is an investment vehicle that pools money
from various investors and invests that money in different
investment options such as equities, debt, real estate, gold,
etc.
6. Company Profile
• ICICI Prudential Mutual Fund is the 2nd largest Asset Management Company in India.
• It is one of the oldest and most profitable Mutual Funds houses.
• ICICI Prudential Mutual Fund is an Indian asset management company founded in 1993 as a joint
venture between ICICI Bank and Prudential plc.
• ICICI Prudential Mutual Fund's corporate headquarters are in the Bandra Kurla Complex in Mumbai.
7. Board of Directors
Mr. Nimesh Shah-
Managing Director & CEO
Mr. Sankaran Naren-
Executive Director & CIO
8. Types of Mutual Funds Schemes
Debt
Schemes:
• Liquid Fund
• Ultra-Short-Term
Fund
• Credit Risk Fund
• Money Market
Fund
• Savings fund
• Gilt fund
Hybrid
Schemes:
• Balanced
Advantage Fund
• Equity and Debt
Fund
• Multi Assets Fund
• Regular Savings
Fund
• Equity Savings
Fund
• Equity Arbitrage
Fund
Equity
Schemes:
• Bluechip Fund
• Multicap Fund
• Long-Term Equity
Fund(Tax Savings)
• Large & Mid Cap
Fund
• Mid Cap Fund
• Small cap Fund
12. Conclusion
• Industrial visits are a value-added learning method for professional students.
• The visit helped us to gain practical experience of how the industry work proceeds and is executed.
• Industrial visits also seem to present networking opportunities for the student with the company’s HR.
• It increases the opportunities for internships, placements, etc., for students.
• Therefore, industry visits are an excellent way to gain the maximum amount of practical and technical
knowledge on our area of interest.
13. Team Members:
Dipjyoti Debnath
Akshita Chowdhary
Arpit Mourya
Arzoo Bano
Avishek Sil
Moh Saif Ali Khan
Md Imran Rangrej
Shubra Deep De
Priyanka Verma
Rajiv Sharma
