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HDFC MUTUAL FUND
Topic:- Marketing of mutual Fund and
creating awareness among new
investors about investment
instruments.
Chairperson-MD. Zikrullah Project by:-Shashank Jhingran
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Mutual Fund?
Mutual Fund is a trust that pools the savings of anumber of investors who share a common financialgoal.
Money thus collected is then invested in capitalmarket instruments such as shares, debentures and othersecurities.
The income earned through these investments and thecapital appreciation realized are shared by its unit holdersin proportion to the number of units owned by them.
Thus a Mutual Fund is the most suitable investment forthe common man as it offers an opportunity to invest in adiversified, professionally managed basket of securities ata relatively low cost.
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Operation Flow Chart
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Company Profile
HDFC Asset Management Company Ltd (AMC) was incorporatedunder 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 on July 3, 2000
In terms of the Investment Management Agreement, the Trustee has
appointed the HDFC Asset Management Company Limited tomanage the Mutual Fund.
Zurich Insurance Company (ZIC), the Sponsor of Zurich India
Mutual Fund, had decided to divest its Asset Management business
in India. The AMC had entered into an agreement with ZIC to
acquire the said business, subject to necessary regulatory approvals.
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Vision Statement
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PRODUCTS
Equity/Growth fund: Childrens Gift fund Fixed Maturity PlanLiquid Funds:. Debt/ Income Fund Quarterly Interval Fund
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Why HDFC Mutual Fund?
HDFC Mutual Fund is one of the largest mutual
funds and well-established fund house in the
country with consistent and above average fund
performance across categories since itsincorporation on December 10, 1999. While
there past experience does make them a veteran,
but when it comes to investments, they have
never believed that the experience is enough.
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Objectives of Mutual Fund
To provide an opportunity for lower
income groups, to acquire without much
difficulty, property in the form of shares.
To cater mainly the need of individualsinvestors whose means are small.
To manage investors portfolio that
provides regular income, growth, safety, taxadvantage.
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SWOT Analysis
Strengths:Wide range of products
Consistent Performance
Experienced teamRisk management team
Weaknesses:Restrictive reachLess aggressive in marketing and execution
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Opportunities and Threat:
Real estate sector boom
Penetration to rural market
Concentration of corporate investors
High returns on debt instruments
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Objective of the study
To create awareness about investment
schemes of HDFC Mutual Fund among
new investors
To find out what are the expectations ofthe people when they invest their money in
these schemes
To find out why KYC is compulsory whiledoing investments.
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Research Methodology
Research designDescriptive
Data collection
PrimarySecondary
Sample size
Convenient
30 Repondents
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Factors impacting the industry
Pest analysis:Political factors:
Government regulation
Stable constituency
Economic factors:
Market performance
Inflation
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Social factors:
Consumer behavior
Income
Technological factors:
This is the era of information technology
And net banking , online transactions
helps industry a lot.
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HDFC Equity Growth Schemes
HDFC Mid Cap Opportunities Fund
HDFC Top 200 Fund
HDFC Prudence Fund
HDFC Equity Fund
http://c/Users/SHANKY/Downloads/Video/Very%20funny%20Indian%20ad%20for%20HDFC%20Mutual%20fund.flvhttp://c/Users/SHANKY/Downloads/hdfc/0_wst5fjfu.flvhttp://c/Users/SHANKY/Downloads/hdfc/Mutual%20fund%20review%20HDFC%20Equity%20Fund.flvhttp://c/Users/SHANKY/Downloads/hdfc/Mutual%20fund%20review%20HDFC%20Equity%20Fund.flvhttp://c/Users/SHANKY/Downloads/hdfc/0_wst5fjfu.flvhttp://c/Users/SHANKY/Downloads/Video/Very%20funny%20Indian%20ad%20for%20HDFC%20Mutual%20fund.flv8/4/2019 Hdfc Mutual Fund Auto Saved]
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Data presentation
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Have you invested money before in
mutual fund?
8
12
0
2
4
6
8
10
12
14
yes no
invested money before in mutual fund
Series1
no.
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Knowing about mutual fund
14
6 6
4
0
2
4
6
8
10
12
14
16
not aware of schemes partial knowledge ofmutual fund
aware only of specificschemes
fully aware
knowledge of mutual fund
Series1
no.
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Awareness of mutual fund scheme
13
17
0
2
4
6
8
10
12
14
16
18
yes no
aware about hdfc equity growth scheme
Series1
no.
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Which HDFC scheme you found
more attractive?
4
11
10
5
0
2
4
6
8
10
12
prudence equity top 200 mid cap oppurtunity
which hdfc scheme attracted customers the most
Series1
no.
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Findings
Most of the people were not aware of mutual fund schemes.
Most of the transactions in HDFC MF where done with the
help of agents and brokers.
Effective January 01, 2011, it is mandatory for all category of
investors to be KYC compliant for executing any investmenttransactions irrespective of amount of investment.
Lot of problems arises if the KYC forms where not filled
properly, and because of this they may get rejected from
CAMS
People aims at getting more and more profit from lesser and
lesser investment with no risk involved.
F b id d b i
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Factors to be considered by investors
before investing in mutual funds.
Investment objectives- A customershould be clear about why he/she iswants to invest in mutual fund.
Choose the right mutual fund scheme-
a) To check the past records of thescheme
b) Risk involvedc) Services offered Combination of scheme-investment
should be done with propercombination of schemes to achieveinvestment objectives properly.
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Know Your Client (KYC)
Effective January 01, 2011, it is mandatory for all category ofinvestors to be KYC compliant for executing any investment
transactions irrespective of amount of investment.
Any information of investor or agents relating to address, name etc
can be found out from Cams site.
KYC enables banks to know/understand their customers and theirfinancial dealings to be able to serve them better and prudently
manage the risks of Money Laundering and Financing of Terrorism.
Proper documents, address proof are attached to identify the
customer.
If customer fails to give proper documents, all the transactions
related to bank and also forms are being rejected of the customer.
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Recommendation
An encouraging advertising campaign should be done,telling the benefits of all the schemes.
Apart from these more of TV advertisement should bedone of the HDFC Mutual Fund schemes individually.
Nowadays people are investing more on the equity fundbecause it gives high returns as compared to other mutualfund schemes
HDFC MF is doing very less marketing compared toother players. Due to this other player are getting the
advantage. Thus it should increase marketing. Sometimes there is an error made on the side of the
person making KYC. So computer experts should bethere to enter the data of KYC.
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Questions?????????????