INTERIM PRESENTATION

ON
ADITYA BIRLA SUN LIFE AMC LTD

SUBMITTED BY :
KIRAN BORA
18BSP1671 SUBMITTED TO:
PROF. NAVNEET SAXENA
ADITYA BIRLA SUN LIFE AMC LTD
 ADITYA BIRLA SUN LIFE AMC LIMITED (FORMERLY KNOWN AS BIRLA SUN
LIFE ASSET MANAGEMENT COMPANY LIMITED), THE INVESTMENT
MANAGER OF ADITYA BIRLA SUN LIFE MUTUAL FUND (FORMERLY
KNOWN AS BIRLA SUN LIFE MUTUAL FUND), IS A JOINT VENTURE
BETWEEN THE ADITYA BIRLA GROUP AND THE SUN LIFE FINANCIAL INC.
OF CANADA.
 HAVING TOTAL DOMESTIC ASSETS UNDER MANAGEMENT (AUM) OF
CLOSE TO RS.2423 BILLION FOR THE QUARTER ENDED DECEMBER 31ST,
2018, ABSLMF IS ONE OF THE LEADING FUND HOUSES IN INDIA BASED
ON DOMESTIC AVERAGE AUM AS PUBLISHED BY THE ASSOCIATION OF
MUTUAL FUNDS OF INDIA (AMFI).
 ABSLMF HAS AN IMPRESSIVE MIX OF REACH, A WIDE RANGE OF
PRODUCT OFFERINGS ACROSS EQUITY, DEBT, BALANCED AS WELL AS
STRUCTURED ASSET CLASSES AND SOUND INVESTMENT PERFORMANCE,
AND AROUND 6.8 MILLION INVESTOR FOLIOS AS OF DECEMBER 31ST,
2018.
Sun Life Financial:
 Sun Life Financial is a leading international financial services organization
providing insurance, wealth and asset management solutions to individual and
corporate Clients.
 Sun Life Financial has operations in a number of markets worldwide, including
Canada, the United States, the United Kingdom, Ireland, Hong Kong, the
Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam,
Malaysia and Bermuda. As of September 30, 2018, Sun Life Financial had total
assets under management of $984 billion.
HOW IT WORKS:

ABSL have defined the investor’s goals as per the following

solutions:
WEALTH SOLUTION SAVING SOLUTION INCOME TAX SOLUTION
ABSL Equity Fund ABSL Liquid Fund ABSL Regular saving ABSL Tax Relief ‘96
ABSL Frontline Equity ABSL Saving Fund ABSL Balanced
Fund Advantage Fund
ABSL Small Cap ABSL Low duration ABSL Equity Saving
Fund Fund
ABSL Dividend Yield ABSL Credit risk Fund
Fund
ABSL Pure Value Find ABSL Arbitrage fund
ABSL Focused Equity ABSL Income Fund
Fund
ABSL Equity Hybrid
’95 Fund
Wealth SOLUTION
 BENEFITS :
 Provide superior tax efficient growth of your capital through equity investment over
longer term.
 Principles:
 Long term capital appreciation.
 SUITABLE FOR:
 House purchase , travel abroad, dream vacation, retirement planning, higher
education for children, child’s marriage.
 Focus:
 Long term
SAVING SOLUTION:
 BENEFITS
 Preserve your money
 Provide ready liquidity
 Superior tax efficient returns compared to saving accounts and FD’S
 PRINCIPLE:
 High Capital Safety.
 Suitable for:
 Meet daily expenses, seed capital for new business , Lifestyle
improvement
 Focus:
 Short term to Medium term.
REGULAR INCOME SOLUTION
 BENEFITS
 Provide regular income.
 Superior tax efficient growth compared to saving accounts and FD’S
 PRINCIPLE
 Any time liquidity
 SUITABLE FOR
 Retirement planning, paying EMI
 FOCUS
 Short Term to medium term
TAX PANNING SOLUTION
 BENEFITS
 Provides tax benefits under section 80C and reduce your tax
burden.
 Providing long term capital growth benefits.
 PRINCIPLE
 Long term Capital appreciation with tax capital.
 SUITABLE FOR
 Minimizing taxes, tax planning
 Focus
 Medium to long term (with a min. 3yr. lock in period)
OBJECTIVE OF THE STUDY
 To understand the operational work related to mutual fund
industry and insight and Learning how to smoothen the
process of any request regarding SIP (systematic investment
plan), redemption request, change of broker request,
transmission request form.
 TO understand the opinion of investors and Relationship
manager for different mutual funds schemes and examine
how to deal with RM (relationship manager).
 To understand the risk appetite towards investment in mutual
funds.
 To understand the major difference in Private banks and PSU
banks (public sector banks) regarding the mutual funds
scheme.
 To learn regarding operational work of portfolio
management services
METHODOLOGY
PRIMARY DATA
 Research is totally based on primary data.
 Primary data has been done by directing interacting with investors,
Relationship Manager.

SECONDARY DATA
 Secondary data has been collected through various journals,
websites and some specials publication of Birla
LEARNINGS:
OPERATIONAL WORK:
 Learning How to handle the software (mf360.camsonline.com) that handles the data
regarding different investor / client who has invested in different mutual fund
schemes.
 Learning how to smooth en the process of any request regarding SIP (systematic
investment plan), redemption request, and change of broker request, transmission
request form or any switching process.
 To solve the query of investors /client/banks/broker/IFA (independent financial
advisers.
 Learning about Advance tax report-require during the Audit, under which I got to
know about the various element:
 Portfolio snapshots.
 Portfolio Appraisal.
 Transaction Statement.
 Statement of capital gain/loss.
 Statement of dividend.
 Statement of expenses.
 Learn about the Top 20 securities of the various company in which
Aditya Birla sun life invest the Lump sum amount of the investor in
Portfolio management services and acknowledge about the market
value of stock price.
 Portfolio summary basically tells us about the current value of their
initial investment-like how much is the inflow & outflow and How
much returns are getting after management fees and other
expenses.
FIELD WORK

 Understanding How to deal and coordinate with Relationship

managers in private banks.
 Learn about the opinion and preferences regarding the Aditya Birla
(Systematic Investment Plan) in different banks.
 Dealing with RM and employees and getting the SIP of Aditya Birla
sun life as much as possible.
 Get to know about the competitors and their products like AXIS,
ICICI, HDFC, L&T.
 Till now while coordinating with team leader and team partner we
did 22SIP(systematic investment plan) in different scheme of Aditya
Birla sun life mutual fund.
 Minimum amount of investment-2000 and maximum amount-5000.
FUTURE WORK PLAN:

 After exploring the private’s banks, we will be allotted to the Public

sector banks (PSU).
 Through this we can easily analyze the difference in the
performance of both banks.
THANK YOU