market report manish shitlani
Transcript of market report manish shitlani
8/7/2019 market report manish shitlani
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Pioneer Institute of Professional
Studies
MARKET REPORT
ON
MUTUAL FUND INDUSTRY
Submitted to : Submitted by:Prof. SHWETA JAIN MANISH SHITLANI
Prof. ANKITA JAIN MBA 2nd Sem
Section µC¶
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Declaration
I Manish shitlani hereby declare that this
presentation is made by mine & I have not
taken anyone's help in making it.
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Contents:
Introduction
Market size & market growth
Market Players & their marketing strategiesMarket share
Future outlook
Conclusion
References
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Introduction:
A mutual fund is a trust that pools the savingsof a number of investors with commonfinancial goals´.
� The collected money is invested in variousinstruments like debentures, shares, etc.
� The income generated from these instruments andthe capital appreciation is shared by the investors inproportion to the number of units owned by them.
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MUTUAL FUND
OPERATION FLOWCHART
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Net Assets Value
Net Assets Value (NAV) =
Market Value of Securities in the Portfolio ± Liabilities
Number of Units in the Fund
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:
By structure
Open-ended funds
Close-ended funds
By Investment objective
Growth f unds
Income f undsBalanced f unds
.
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Market size & market gr owth
o According to a Study on `Indian Mutual Fund
Industry undertaken by The Associated
Chambers of Commerce and Industry of India
(ASSOCHAM), the total market is INR 8000
billion.
o The Indian mutual fund industry (IMFI) is
growing at the rate of 18-19% per annum.
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MARKET PLAYERS:
o Reliance Mutual Fund, a part of the Reliance
Group, is one of the fastest growing mutual funds
o Reliance Mutual Fund ('RMF'/ 'Mutual Fund')
is one of India¶s leading Mutual Funds, with
Average Assets Under Management (AAUM) of
Rs. 1,02,066 Crores and an investor count of over 72 Lakh folios. (AAUM and investor count Oct -
Dec, 2010)
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Market strategy of r eliance :
7p¶s of marketing mix.
Innovative and best wealth creator fund .
Need base selling.
Online Investor communication system.
Targeted service class people.
Plan to open their satellites branches.
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uti mutual funds:
o UTI Asset Management Company Private Limited,established in Jan 14, 2003, manages the UTI
Mutual Fund with the support of UTI TrusteeCompany Private Limited.
o UTIAMC presently manages a corpus of over Rs.
65,38,724.42 lakhs as on 31st December 2010
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SBI MUTUAL FUND
o SBI Mutual Fund is a joint venture between the
State Bank of India and Société Générale Asset
management
one of the world¶s leading fund management companies that manages over US$ 500 Billion
worldwide.
o SBI Mutual Fund is India¶s largest bank sponsored
mutual fund with Average Assets Under Management
(AAUM) Rs. 42,100 crores.
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Market strategy
SBI MF alone has more than 100 points of acceptance across India, 28 investor servicecenters,45 investor¶s service desk and 52 district
organizers, a base of over 20,000 agents.
Marketing their funds from their bank branches.
Investor theater.
Investor coach.
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Icici pr u. mutual fund
The mutual fund of ICICI is a joint venture
with Prudential Plc. of America, one of thelargest life insurance companies in the US.
Icici pru. presently manages a corpus of over Rs. 83,58,824 lakhs as on 31st December
2010
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Market strategy
Distribution channel strategy
Brand strategy.
Diversified portfolio.
Promoting their tax saving schemes.
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Market shar e
t al
6%
b rlas lif e
9%
sbi t al fund
8%
franklin te elten
4%
kotak ahindra
3%
tata utual fund
2%
other
14%
hdfc
14%
r eliance17%
icici ru
12%
uti
11%
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Futur e outlook:
The potential for MF industry to grow is huge.
Currently77% of the investments in mutual
fund come from super metros and towns so
there is large scope for mutual fund.
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Conclusion
Currently there are 34 Mutual Fund
organizations in India which are managingover INR 8000 billion.
Reliance mutual fund is the market leader inthis sector.
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REFERENCES:
http://www.banknetindia.com/banking/71121.htm
http://www.inforextrade.com/mutual-funds/best-performing-mutual-funds-for-2010-in-india/
www.amfi.com
http://www.mutualfundsindia.com/index.asphttp://docs.google.com/viewer?a=v&q=cache:s
pb0Xm6Z59IJ:www.in.kpmg.com/tl_files/pictures/mutual-fund-
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CONTD..
http://www.sbimf.com/aboutus_corporate.asp
http://www.utimf.com/about_us/introduction/c
ompanyfinancials.aspxhttp://www.business-
standard.com/india/news/uti-mf-to-promote-
low-key-plans/150925/
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THANKYOU