A PRESENTATION

ON
ASSETS UNDER
THE
MANAGEMENT OF
MUTUAL FUNDS
Submitted by: -
Koushik sarkar
 INTRODUCTION

The Assets Under Management meant that the market value of the total
investments of a fund as on a particular date. The Asset Management
Company collected money from the investors and was one of the visible
faces of the mutual fund. As this money had to be invested and
managed, the Assets Management Company had an investment team.
The collected fund had to be managed so as to get the expected returns
from the money market. The fund was generally known as The AUM.
 COMPANY PROFILE

 SEBI is the key regulator of securities market in India. It was established in 1988 by
the Government of India and is established and incorporated through section 3 of
SEBI Act, 1992. Controller of Capital Issues was the regulatory authority before
SEBI came into existence which derived its authority from the Capital Issues
(Control) Act, 1947.
SEBI is managed by its board members and the management of the board is defined in
Section 4 of the act, which consists of following:
 A Chairman who shall be appointed by the Central Government.
 Two members from Ministry of Central Government dealing with Finance (and
administration of the Companies Act, 1956).
 One member from The Reserve Bank of India.
 fiveother members appointed by central government, out of them at least three shall
be whole time member
 OBJECTIVE
• The objective of the project is to study assets under management of
mutual fund.
 METHODOLOGY

 Source of data:- Secondary data

 Collected from:
- Internet and Handbook of statistics on the Indian economy
by RESERVE BANK OF INDIA 2014-15.
 FACTS AND OBSERVATIONS :-
FUNDS UNDER THE MANAGEMENT OF MUTUAL
FUNDS:-
Sl. Year Amount(billion)
No.
1 2002 1005.94
2. 2003 1092.99
3. 2004 1396.16
4. 2005 1496.00
5. 2006 2318.62
6. 2007 3262.92
7. 2008 5051.52
8. 2009 4173.00
9. 2010 6139.79
10. 2011 5922.50
11. 2012 5872.17
12. 2013 7014.43
13 2014 8252.40
14 2015 10827.57
 GRAPHICAL PRESENTATION OF THE DATA
ASSETS MANAGEMENT UNDER MUTUAL FUNDS
 FINDINGS
• From the above analysis, it shows that in the year 2002 mutual funds
amount was $ 1005.94 billion and it was continuously increased in year
2008. After 2008, mutual fund amount has decreased in $4173.00 billion
in the year 2009 because, according to the US National Bureau of
Economic Research the recession, as experienced in that country, began
in December 2007 and ended in June 2009, thus extending over 19
months. The Great Recession was related to the financial crisis of 2007–
08 and U.S. subprime mortgage crisis of 2007–09. After 2009, the
amount of mutual fund was continuously growing till in the year 2015.
 CONCEPTUAL RELEVANCE

• From the above study, its found that Mutual funds have been a popular
investment vehicle for investors. great benefit to investors with limited
knowledge, time or money. While FDs etc. only give you 8-9% annual
returns, mutual funds can give you 12-15% return every year (there are
some which give almost 8-10% every month like pharma). There are
many advantages for investing mutual fund like Diversification, Liquidity
and Professional Management etc.
THANK YOU