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A PRESENTATION ON SALES PROMOTION ACTIVITES IN RELIANCE MUTUAL FUND

NAME: - SIDDHARTH R. SHAH ROLL NO: - 10 (SFI) GUIDED BY: - DR. JAY BADIYANI TOPIC: - SALES PROMOTION ACTIVITIES COLLEGE: - DEPARTMENT OF BUSINESS ADMINISTRATION COMPANY NAME: - RELIANCE MUTUAL FUND

Introduction
Executive Summary

This project covers an overview of the Mutual Fund industry. In this project I have discussed What is Mutual fund, How many types of mutual fund exist, different sales promotion activities. Objective 1. Characteristics, Needs and Importance of mutual funds in India

Continues..
2. To find the various factors which affects the

decision of investors while investing in mutual fund scheme. 3. To find various methods adopted by AMCs to sell mutual fund in India. 4. Describe how and why mutual funds are bought and sold.

Information of Reliance Mutual Fund


Reliance Capital Asset Management Limited (RCAM), a

company registered under the Companies Act, 1956 was appointed to act as the investment manager of reliance mutual fund. Reliance Capital Asset Management Limited (RCAM) was approved as the Asset Management Company for the Mutual Fund by SEBI vides their letter no IIMARP/1264/95 dated June 30, 1995. The mutual fund has entered into an Investment Management agreement (IMA) with RCAM dated May 12, 1995 and was amended on August 12, 1997 in line with SEBI Regulation, 1996.

Introduction of Mutual Fund

A mutual fund is simply a financial intermediary that

allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities.

Characteristics & Advantages of Mutual Fund


Characteristics

1.
2. 3.

1. 2.

3.
4.

Professional managers manage the affairs for a fee The funds are invested in a portfolio of marketable Securities, reflecting the investment objective Advantages Diversification Professional management Return potential Well regulated

Disadvantages of Mutual Fund


No control over cost

No tailor made portfolio


Managing a portfolio of fund

Different Sales Promotion Activities in Mutual Fund


Different

methods adopted by various asset management companies to sell their mutual funds adopted by AMCs campaigning of mutual funds promotion and

Methods

Different methods adopted by various asset management companies to sell their mutual funds
Get in touch with customers Online investment

Through distributors
Through banks

Methods adopted by AMCs promotion and campaigning of mutual funds


Through advertisement Online blogs

Telephonic calls
By providing more commission to distributors By putting canopies

Research
Does the entry and exit load of the mutual fund affects your decision while investing in a particular mutual fund ?
Yes - 62 % No - 38%

Performance of similar other mutual funds is important for you while investing in a particual mutual fund?

Yes - 72 % No - 28 %

Risk involved of capital loss in a mutual fund affect your decision while investing in a particular fund

Yes - 76 % No - 24%

While investing in a mutual fund reputation of AMC affect your decision

Yes - 82 % No - 18 %

while investing in mutual fund additional services like SIP, SWP,STP affect your decision

Yes - 56 % No - 44 %

While investing in a mutual fund fluctuation in the stock market affect your decision

Yes - 66 % No - 34 %

Degree of deviation from the benchmark index of the particular mutal fund affects your decision while investing in it

Yes - 28 % No - 72 %

Friends and family recommendation is important for you while investing in a particular mutual fund

Yes - 80 % No - 20 %

References
Reliancemutual.com

www.amfi.com
Jack Neff Lisa Sanders, Its broken, Advertising

Age, February 16, 2004, pp. 1, 30 Ellen Neubourne, Ads that actually Sell Stuff, Business 2.0, June 2004, p. 78 Ibid Radio in the Marketing White Book 2006, Business World, New Delhi; p. 204 Warren Berger, Thats Advertainment, Business 2.0 March 2003, pp. 91-95