Mutual Fund project ppt - Presentation Transcript

1. A Presentation on Increasing Product Mindshare of DBS Chola Mutual Fund By : MONOJIT PAUL & BISWAJIT GHOSH Institute of Engineering & Management, Kolkata 2. About the Company: o DBS Cholamandalam Asset Management Ltd. DBS Cholamandalam Asset Management Ltd. - Established in 1996, the company manages funds in excess of Rs. 2249crores (as on Jun 30th, 2008) across 23 schemes with over 2,00,000 customer accounts. Known for prudent and disciplined investment philosophy o About Murugappa Group : Headquartered in Chennai, the $3 billion Murugappa Group is Indias leading business conglomerate, with 29 registered companies & strong workforce of 28,000 employees 3. MUTUAL FUND Concept, Organization Structure, Advantages and Types. 4. Concept o A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. o The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. o The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. o Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost. 5. Mutual Fund Operation Flow Chart 6. Organization of a Mutual Fund 7. Advantages of Mutual Funds 8. Types of Schemes o By Structure Open Ended Schemes Close Ended Schemes Interval Schemes o By Investment Objectives Growth Schemes Income Schemes Balance Schemes Money Market Schemes o Other Schemes Tax Saving Schemes o Special Schemes Index Schemes Sector Specific Schemes 9. Schemes of DBS Chola Mutual Fund o Equity Schemes o DBS Chola Growth Fund o DBS Chola Midcap Fund o DBS Chola Opportunities Fund o DBS Chola Multi-Cap Fund o DBS Chola Global Advantage Fund o DBS Chola Contra Fund o DBS Chola Tax Saver Fund o DBS Chola Hedge Equity Fund o Debt Scheme o DBS Chola monthly income plan o DBS Chola Liquid Fund o DBS Chola Short Term Floating Rate Fund o DBS Chola Triple Ace Fund o DBS Chola Gilt Fund 10. History of Mutual Funds o Birthplace of Mutual Funds USA o History in India:

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1964-1987 (Phase I) Growth of Unit Trust of India 1987-1993 (Phase II) Entry of Public Sector Funds 1993-1996 (Phase III) Emergence of Private Funds 1996-1999 (Phase IV) Growth and SEBI Regulation 1999-2004 (Phase V) Emergence of large & uniform Industry 2004 onwards (Phase VI) Consolidation and Growth. 11. Risk-Return Hierarchy Liquid funds ST debt funds Gilt funds Debt Funds Balanced funds Risk Index funds Return Equity funds Sectoral funds 12. INCREASING BRAND VALUE OF DBS CHOLA MUTUAL FUND BY :o SALES PROMOTION o DISTRIBUTION CHANNEL o AND o MARKET PENETRATION THROUGH IFAs 13. SALES PROMOTION 14. DISTRIBUTION CHANNELS 15. Market Penetration through Independent Financial Advisors (IFAs). o Market condition : Global economic downturn has affected Indian market due to which sentiments of investors has lower down. This market condition has put a new & biggest challenge for distributors in order to attract more and more customers. o Convincing the investors : - Majority of the people says that the most difficult task is to convince investors & attract them to invest in mutual fund & that too in such an awful market condition. o Lack of schemes knowledge : - many of IFAs do not have any idea of the currently best performing scheme. o No Proper office :-Many of IFAs dont have their offices. Around 70% of IFAs are involved in this work a Parttime. o Lack of awareness o Risk aversion 16. THANK YOU

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