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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