PRESENTATION ON SALES & DISTRIBUTION OF FINANCIAL

PRODUCTS (MUTUAL FUND)

For

Post-Graduate Program in Management

BY
KALPANA YADAV
14BSP0619

Under the Guidance of

Mr. Sumit Kumar

Company guide
Reliance money solutions

Mr. Hemant Purandare

Professor
IBS, Mumbai

WHAT IS MUTUAL FUNDS?

Mutual funds is easy as it's such a simple

concept: a mutual fund is a company that
pools the money of many investors - its
shareholders , to invest in a variety of
different securities. Investments may be in
stocks, bonds, money market securities or
some combination of these

HOW IT WORKS??

ANALYSIS

Valuation report of XYZ

ICICI Prudential Interval IV Quarterly Interval B
Birla Sun Life Dividend Yield Plus Fund
Birla Sun Life Emerging Leaders Fund - Series 1 Birla Sun Life Medium Term
India feeder-franklin u.s.opportunities fund
FTHOLDINGS
HDFC Infrastructure

9.08

9.18

--

58.85

17.12

15.43

--

--

--

11.47

10.65

9.29

9.69

28.61 --

101.69

15.63

8.66

 RECOMMENDATION

1 YR
ICICI Prudential Value Discovery Fund - Regular Pl

3YR

5YR

91.06

32.47

22.75

Birla Sun Life Pure Value Fund

109.22

29.37

21.14

Franklin India Smaller Companies Fund

105.75

36.16

23.82

91.29

27.93

24.28

Reliance Small Cap

145.93

34.93

Canara Robeco Emerging Equities Fund - Regular Plan

79.46

34.68

23.17

Kotak Emerging Equity Scheme Regular Plan

75.14

30.14

17.71

Sundaram S.M.I.L.E. Fund - Regular Plan

89.95

33.63

17.3

HDFC Mid-Cap Opportunities

ON WHAT BASIS THE

SUGGESTIONS ARE MADE

Investment pattern

Risk Profile

Liquidity

FUTURE WORK

Individually go on meeting and analyze the

clients portfolio.

According to their need suggest them

appropriate product.

Regular screening of the investments of

clients.

THANK YOU