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Comparison of Equity Schemes of Top 3 AMC in India

This presentation compares the equity schemes of the top 3 assets management companies in India, analyzing their returns and factors influencing investor choices.

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Comparison of Equity Schemes of Top 3 AMC in India

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  1. ASummer Project Presentationon “COMPARISON OF EQUITY SCHEMES OF TOP 3 AMC” S.K.PATEL INSTITUTE OF MANAGEMENT AND COMPUTER STUDIES Project Guide: Prof. Ranjani Srinivasan Presented By: Pankaj Kamaliya(40)

  2. Flow of the Presentation INTRODUCTION RESEARCH METHODOLOGY INDUSTRY PROFILE COMPANY PROFILE THEORETICAL ASPECTS EQUITY SCHEMES ANALYSIS OF TOP 3 AMC CONCLUSION LEARNING‘S BIBLIOGRAPHY

  3. Introduction Top 10 Assets Management Company In India (Rs. In Cr.)

  4. Research Methodology • Primary Objective • Compare different equity schemes of 3 AMC & its return • Identify the various factors influencing the investor while choosing different equity schemes. • Secondary Objective • To know why investors investing in different equity schemes instead of stock market. • To know how & why investors choose different Assets mgt company.

  5. Scope of the study • Area Covered: Baroda . • Schemes of mutual funds: 9 equity schemes of 3 AMC • Data Collection: • Primary Data • interaction with clients, • Advisors, with Banks employees & banks customers. • Secondary Data: • Internet • Books • Annual Reports of AMFI, SEBI • Data Analysis Tools used in Project:- • Charts. • Graphs & Simple Statistical Tools : Percentages, Averages

  6. Industry Profile “A Mutual Fund Is a Pool of Money That Is Invested In Various Securities and Professionally Managed By an Investment Manager” Growth of Mutual Funds in India 1st Phase (1964-87): - Growth of Unit Trust of India 2nd Phase (1987-93): - Entry of Public Sector Funds 3rd Phase (1993-96): - Emergence of Private Funds 4th Phase (1996-99): - Growth and SEBI Regulation 5th Phase (1999-04):- Emergence of a large and uniform industry 6th Phase (2004-onwards):- Consolidation and Growth

  7. Operation Flow Chart

  8. Equity Money Market Debt Equity Funds Index Funds Sector Funds Fixed Income Funds Money Market Mutual Funds Liquid Funds Balanced Funds GoldTraded Exchange Fund According To Investment Objective

  9. Risk Profile Comparison B/w Money Market, Debt and Equity:-

  10. Benefits of Mutual Fund • Professional Management • Diversification • Convenient Administration • Return Potential • Low Costs • Well Regulated • Flexibility • Affordability • Liquidity • Transparency • Choice of Schemes

  11. Company Profile • Establish on December 10,1999 .under company act 1956 • Zurich Insurance Company. (Name change of all schemes) • Zurich India Mutual Fund have migrated to HDFC Mutual Fund on June 19, 2003 • Vision • Sponsors

  12. Products

  13. Registrar & Transfer Agents • Computer Age Management Services Pvt. Ltd • Chennai • HDFC Bank Limited • Citibank   • The Bank of Nova Scotia Custodian

  14. Theoretical Aspects • SWOT Analysis. • Strength Opportunities • Weakness Threat • Porter’s Five Forces Model of Competition • Bargaining power of suppliers • Bargaining power of consumer very high • Threat of substitute • Threat of competitors • Barriers to entry

  15. Analysis of Schemes • HDFC Assets Management Company Limited • HDFC Top 200 Fund • HDFC Equity Fund • HDFC Prudence Fund • ICICI Assets Management Company Limited • ICICI Top 200 Fund • ICICI Discovery Fund • ICICI Dynamic Fund • Reliance Assets Management Company Limited • RELIANCE Vision Fund-Retail Plan • RELIANCE Growth Fund-Retail Plan • RELIANCE Regular Saving Fund

  16. HDFC Top 200 Fund Active & Passive Management

  17. HDFC Equity Fund Investing in strong companies Stronger companies reduce risk in bad times, both of the markets and of the Industry.

  18. HDFC Prudence Fund 75 % Equity & 25 % debt

  19. ICICI Prudential Dynamic Fund To generate capital appreciation by actively investing in equity and equity related securities and for defensive consideration in debt / money market instruments and derivative

  20. ICICI Prudential Top 200 Fund This fund seeks to optimize the risk-adjusted return by building a portfolio of large and mid-cap stocks across select sectors

  21. ICICI Prudential Discovery Fund Open-ended Diversified Equity Fund, which aims to invest stocks available at a discount to their intrinsic value, through a process of ‘Discovery’.

  22. Reliance Growth Fund - retail plan Ideal for those investors who are seeking a higher exposure to mid-cap stocks for capital appreciation & growth and considerably lower exposure to debt markets.

  23. Reliance Vision Fund - Retail plan Reliance Vision Fund focuses on companies with Large size capitalization with a small exposure to companies with a Mid size capitalization

  24. Reliance Regular Savings Fund An Aggressive Multi cap Oriented Fund. It is an aggressive multi cap oriented portfolio The scheme is ranked 3 in Diversified Equity category by Crisil

  25. Conclusion • Those who investor investing since last 5 to 10 year given more than 10 to 20% return & Good AUM App.89,879 cr. In march 2012 • The benefit of tax and dividend and portfolio will handle by experience fund manager. • HDFC top 200, HDFC Equity Funds & Prudence fund given 12 to 15% return

  26. Suggestions • In Services • Providing monthly & quarterly account. • providing e-mf facility to every customer. • Providing necessary information related the brokerage. • In Mutual funds selling (Advisor) • Selling only good types of funds. • take less brokerage so investor taken advantage of good profit. • In Operation • Office will be fully Wi-Fi so investor taken the Advantage. • Increase the operation staffs . • Office will be fully connected with LAN network .

  27. Learning’s • 1st & 2nd Weeks (Training sessions) • - Information about all funds • 3rd to 7th Weeks (Selling of mutual funds) • - Selling 55 SIP and 30,000 LUMSUM • -Providing Facility of e-Mutual funds • External learning at HDFC BANK • - Facility provider by bank to customer • - about the HDFC Net banking • - Insurance

  28. Selling Data

  29. Bibliography General Information or industry information www.amphiindia.com www.moneycontrol.com www.sebi.gov.in http://www.amfiindia.com/showhtml.asp?page=sitemap http://www.amfiindia.com/accounts_annual.asp Company Information www.hdfcfund.com Data collection & Chart collection http://www.hdfcfund.com/aboutus/index.jsp http://www.hdfcfund.com/fundschool/index.jsp http://www.hdfcfund.com/navcorner/index.jsp http://www.hdfcfund.com/news/index.jsp http://www.hdfcfund.com/download/sebiCirculatShow.jsp http://www.reliancemutual.com/ http://www.hdfcfund.com/ www.Icicimutualfund.com

  30. Thank You…..

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