Prepared by, Kamlesh Bharwad

A mutual fund is a kind of investment that uses money from many investors to invest in stocks, bonds or other types of investment. A fund manager decides how to invest the money, and for this he is paid a fee, which comes from the money in the fund. Mutual funds are usually "open ended", meaning that new investors can join into the fund at any time. There are thousands of different kinds of mutual funds, specializing in investing in different countries, different types of businesses, and different investment styles.

Closed-end funds A closed-end mutual fund has a set number of shares issued to the public through an initial public offering. Open-end funds Open end funds are operated by a mutual fund house which raises money from shareholders and invests in a group of assets Large cap funds Large cap funds are those mutual funds, which seek capital appreciation by investing primarily in stocks of large blue chip companies Mid-cap funds Mid cap funds are those mutual funds, which invest in small / medium sized companies. As there is no standard definition classifying companies

Kotak Mahindra is one of India's leading financial institutions, offering complete financial solutions that encompass every sphere of life. From commercial banking, to stock broking, to mutual funds, to life insurance, to investment banking, the group caters to the financial needs of individuals and corporate.

Equity Schemes Kotak 50 Kotak Midcap Kotak Opportunities Kotak Tax Saver

FOF Schemes Kotak Gold Fund ETF Schemes Kotak Gold ETF

Birla Sunlife Bank of Baroda HDFC mutual fund ING Vysya ICICI Prudential SBI Mutual Fund Tata

Unit Trust of India Reliance IDFC Franklin Templeton Sundaram Mutual Fund Religare Mutual Fund

To apply the concepts learnt in PGDM 1st year in practical business world. To get first hand knowledge how bank operates. To learn the consumer buying behaviour of Mutal fund. To give an ides of the of the types of schemes available.

STRENGTHS

Kotak is one of the leading player in Indian Mutual Fund market Highly co-operative and skilled staff. Sales oriented organization. Aggressiveness of sales force in selling products. Effective and wider distribution network It is currently managing assets worth Rs. 1700 crores.

WEAKNESS Currently playing at 5th position in the market Market capitalization very low Lack in making follow-ups. Lack of corporate agents. Lack of customer services and promotional activities.

OPPORTUNITIES There is continuous growth in this sector. People have started turning towards the organization as they know that facilities are far better than the others. Market is fully vacant to capture because the branch has recently setup its business.

THREATS

Selling attitude for the company always has to be maintained in order to compete with other companies. High competition Continuous follows up of the clients and customers.

Sold 3 SIP (Systematic Investment Plan) Learnt how to pitch to the customers and convince them Practical knowledge of the market of mutual fund and other investment schemes learnt the functioning of HDFC Bank