COMPARISON OF INVESTMENT PRODUCTS OF-

1. HDFC MUTUAL FUND2. SBI MUTUAL FUND3. TATA MUTUAL FUND4. BIRLA SUN LIFE MUTUAL FUND5. RELIANCE MUTUAL FUND

Invest in various funds, not one

CHECKLIST FOR INVESTING

1.Absolute returns2.Benchmark returns3.Time Period4.Market Condition

Absolute ReturnBenchmark ReturnTime PeriodMarket Condition

HDFC MUTUAL

FUND

HDFC Mutual Fund has a vision to be a dominant player in the Indian mutual fund space, recognized for its high levels of ethical and professional conduct and a commitment towards enhancing investor interests.

HDFC Asset Management Company Ltd (AMC) was incorporated under the Companies Act, 1956, on December 10, 1999, and was approved to act as an Asset Management Company for the HDFC Mutual Fund by SEBI vide its letter dated July 3, 2000.

 

Asset Management Company Limited, incorporated with the SEBI on December 10, 1999.

The products of HDFC Mutual Fund are as follows: Equity Funds Balance Funds Debt Funds Apart from this it also provides the following value

added services: SIP (Systematic Investment Plan) STP (Systematic Transfer Plan) SWAP (Systematic Withdrawal Advantage Plan)

SBI MUTUAL FUND

The equity based funds offered by SBI Mutual Fund, are as follows - Magnum COMMA Fund Magnum Equity Fund Magnum Global Fund Magnum Index Fund Magnum MidCap Fund

SBI Mutual Fund (SBI MF) is one of the largest mutual funds in the country with an investor base of over 5.4 million. With over 20 years of rich experience in fund management, SBI MF brings forward its expertise in consistently delivering value to its investors.

RELIANCE MUTUAL FUND

Reliance Mutual Fund, a part of the Reliance - Anil Dhirubhai Ambani Group, is one of the fastest growing mutual funds in the country.

Reliance Mutual Fund (RMF) is one of India’s leading Mutual Funds, with Average Assets Under Management (AAUM) of Rs. 76,168 Crs (AAUM for 31st Jan 09 ) and an investor base of over 71.38 Lacs.

Reliance Mutual Fund constantly endeavors to launch innovative products

It is amongst the leading mutual funds in the country managing assets worth Rs. 14,400 crore.

The investor base – which is over 9,15,000 currently, also has been growing rapidly over the past year.

Reliance Mutual Fund is sponsored by Reliance Capital Ltd.

TATA MUTUAL FUND

Tata Mutual fund gains significance for its schemes and products undoubtedly along with the fact that it comes under the most trusted and valued brands in India, TATA. The service and consistent performance has helped Tata Mutual Funds to gain millions of investors. This mutual fund is one of the most reputed Mutual Funds in India.

Tata Mutual Fund offers a scheme to invest to all, irrespective of the way of earning to the kind of investor one is. The motive of the Tata Mutual Fund is definitely to gain the trust of the investors by providing consistent and long term result to the investors at the maximum benefit. The success story of the Tata Asset Management Ltd lies in the fact that it works in a frame of transparency and efficiency in risk controls.

Tata Mutual Fund also offers a wide range of product classified into various classes and risk parameters. This mutual fund company also allows the investors to choose a scheme as per their own investment needs and benefits. Tata Mutual Fund offers mutual fund schemes which vary from short terms to long term plans.

Equity funds, balanced funds and debt funds are the three main products and types of Mutual Funds in India that the Tata Mutual Funds offer to its valued investors.

Tata Mutual Fund can be well relied upon for the fact that it is one of the leaders in the national economic sector and with such desired position and stability, the company is sure to offer the most to the investors with its capability to analyze the market well ahead of time as per the present situation.

 

The Asset Management Company designs several investment products to provide the customers with better investment options. These products are categorized in the following manner:

Growth Funds Income Funds Balanced Funds Money Markets

BIRLA SUN LIFE MUTUAL FUND

Birla Sun Life Mutual Fund was set up in the year 1994. It provides a range of investment products on equity and fixed income asset classes.

It is one of the leading Mutual Funds in India and has been recipient of various awards for its investment performance.

Birla Sun Life Mutual Fund is a joint venture between the Aditya Birla Group and Sun Life Financial Inc. of Canada. Birla Sun Life Mutual Fund offers a wide range of top quality financial services solutions for resident and non-resident Indians.

 

THANK YOU.

1. NIDHI SINGH2. PRATIMA SINGH