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¶



Declaration

I Manish shitlani hereby declare that this

presentation is made by mine & I have not

taken anyone's help in making it.



Contents:

Introduction

Market size & market growth

Market Players & their marketing strategiesMarket share

Future outlook

Conclusion

References



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.



MUTUAL FUND

OPERATION FLOWCHART



Net Assets Value

Net Assets Value (NAV) =

Market Value of Securities in the Portfolio ± Liabilities

Number of Units in the Fund



:

By structure

Open-ended funds

Close-ended funds

By Investment objective

Growth f unds

Income f undsBalanced f unds

.



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.



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)



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.



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





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.



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.



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



Market strategy

Distribution channel strategy

Brand strategy.

Diversified portfolio.

Promoting their tax saving schemes.



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%



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.



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.



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-



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/



THANKYOU

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