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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.flv


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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?????????????

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