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Table Of Contents

Fixed- Income Funds
Mid-Cap Funds
International Mutual Funds
Value Funds
Sector Funds
Fund of Funds
Sector- Specific Funds
Large Cap Funds
Exchange Traded Funds
Regional Mutual Funds
Index Funds
Banks Mutual Funds
1) Comparison by Nature of Investment
2) Comparison by Current Performance
Direct Equity Investment versus Mutual Fund Investing
The Investor Perspective: Funds Vs. Other Products
Investment optionInvestment
Tolerance Investment Horizon
Professional Management
Diversification
Convenient Administration
Return Potential
Low Cost
Liquidity
Transparency
Flexibility
Affordability
Choice of schemes
Well Regulated
Potential loss
The Diversification Penalty
So NAV is equals to-
2. Non Residents Including:
3. Foreign Entities:
Some facts for the growth of mutual funds in India
How important is an AMC (Asset Management Company) behind a mutual fund?
Step one - Identify your Investment needs
Step Two - Choose the right Mutual Fund
Step Three - Select the ideal mix of Schemes
Step four - Invest regularly
Step Six - The final step
The role of Association of Mutual Funds in India
A BANK SPONSORED
B INSTITUTIONS
C1PRIVATE SECTOR
C2JOINT VENTURES- PREDOMINANTLY INDIAN
C3JOINT VENTURES - PREDOMINANTLY FOREIGN
Redefining distribution
The big opportunity
SEBI- The Capital Market Regulator
RBI — The Money Markets Regulator
7 ENVIRONMENTAL ANALYSIS
Ministry of Finance
Stock Exchanges
Office of the Public Trustee
Regulatory environment in India- What has been done so far?
Sufficient savings?
Strategy for higher saving
Let’s compare various Investment option with MF
Investment Classes Returns (%)
threats from substitute product is very high
1)Rural market is untapped
2)Favorable Govt. Policy
3)Rapid growth in Economy and Savings
4)Sectoral Growth
5)Bull Capital Market
6)Market Risk
8)Investment Pattern
9)Sound Execution of Regulation from SEBI and AMFI
10) Investor’s Profile
11) Technology Related Opportunity
12) Mutual Fund is 1/10th of banking sector
1) Fail to Aware the investor
Bank Dominance
4)Impact of Global Developments
5)Operational Hassles
6) Lack of investment advisors
7) Competition from various investment option
Target Segment of advertisement
Appeal used in Advertisement
Time duration of Advertisement
Appeal used in Advertisement Rational (Safety & Security) Appeal
Distribution Channel for Mutual Fund Industry
Sample Size
Sampling Method
Sampling Area
i) Primary Source:-
ii) Secondary Source:-
Data Collection
Method of Data collection:
Method of Contact:
Definition
Attitude-Behavior Consistency
Investment Options Respondents
Data interpretation:
RankTax BenefitReturnLiquiditySavingSafety
Findings:
RanksBFDInsuranceB&DPost OfficeNSCMutual FundRecurringEquity
Investment Tenure No. of Respondents
Return No. of Res
Advisor No. of Respondents
Response No. of Res
Response No. of Respondents
Reasons No. of Respondents
Type of MF No. of Res
Objective to invest in MF No. of Respondents
AMCs No. of Respondents
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MF Submission Final

MF Submission Final

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Published by Bhargav Borad

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Published by: Bhargav Borad on Jul 16, 2012
Copyright:Attribution Non-commercial

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