cutting edge ppt

8/2/2019 Cutting Edge PPT

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WLCMUMBAI CAMPUSPRESENTS

RISK AND RETURNS

of

mutual funds

SWOT ANALYSIS

on

the basis of

current market scenario


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Earn return on your idle resources

Supports to meet a specific goal in life

Provision for uncertain future

Sooner the Better

Investment should be:

Early investment

Regular investment For long term preferably


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Goal

Saving resources that are idle

Knowledge and understanding of market and

various types of market short term and long

term investments

Time to analyze your investment frequently

Understanding of risk and returns

Time to read all written norms and

documents for investments

Security of investments

Review & shift


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WHY MUTUAL FUNDS ?

Professional Management

Diversification Convenient Administration Return Potential Low-Costs Liquidity Transparency Flexibility Choice of Schemes Well-Regulated


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Let time work for you Try to save maximum

Investment in correct field

Dont go on face value of investment

Get the terms and conditions clarifiedabout the investment

Analyze market regularly

BETTER INVESTMENT MANTRA


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ICICI PRUDENTIAL

Instituted in the year 1998, the company has forged a position ofpreeminence in the Indian Mutual Fund industry as the third largest assetmanagement company in the country contributing significantly to thegrowth of the Indian mutual fund industry


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FUNDS OF ICICI PRUDENTIAL

Equity funds

Balanced funds

Fixed income funds

Advisory series Exchange traded funds


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I S K

&

E T U R N


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KINDS OF INVESTORS

Investors behave in these 3 following manner:

Being Aggressive Being Moderate Being Conservative

The above 3 behavioral pattern also depends on Age:

Aggressive (Age 25 to 35) Moderate (Age 35 to 55) Conservative (Age 60+)

Investments depend mainly on 3 factors:

Objective/Goal Cash Flow Requirements Risk Bearing Ability


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LIFE (AGE) STAGE ON INCOME BASIS

Income

0

Birth &Education

25 60 75+

Earning LifeAge Retired Life

Retirement

Marriage

Kid 1

Kid 2

Kid 1College

Kid 2College

House

Car

Kid 1

Marriage

Kid 2Marriage

Compromiseover your livingStandards afterRetirement ???

Savings /Investments

Emergencies ???


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RISK & RETURN ON BASIS OF OBJECTIVE OF INVESTMENT

Growth Scheme Capital AppreciationMedium & Long-Term InvestmentRisk bearing of Short TermInvestment in Equities

Income Scheme Capital Appreciation LimitedRegular & Steady IncomeFixed Income Securities & Bonds

Balanced Scheme - Growth & IncomeModerate GrowthEquity & Fixed Income SecuritiesNAV may not be at good pace

Money Market Scheme - Easy Liquidity & Moderate IncomeSafe & Short Term InvestmentReturn is fluctuating


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AGGRESSIVE INVESTOR

Money Market Scheme Income Scheme

Balanced Scheme Growth Scheme

5%

10-15%

10-20%

60-70%


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MODERATE INVESTOR

10%

20%

40-50%

30-40%




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CONSERVATIVE INVESTOR

10%

50-60%

20-30%

10%




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S W

OT


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ICICI PRUDENTIAL MUTUAL FUNDS

Equity Funds

ICICI Prudential Focused BluechipEquity Funds

Fixed Income FundsICICI Prudential Income Plan

Balanced FundsICICI Prudential Balanced Fund

o Fund Manager: Mr. Prashant Kothari

Aim: To maximize long-term returnsby investing in Equities of20 Large- Cap Companies

o Fund Manager: Mr. Mrinal SinghAim: Medium Term investment inEquities & Debt for the purpose ofCapital Appreciation

o Fund Manager: Mr. Prashant KothariAim: Medium Term investment ofFunds in Equities & Debt for capitalappreciation


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Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual2011 -2.6 -1.0 -9.4 - -2010 3.4 2.9 15.4 1.2 26.52009 2.9 41.6 19.2 -0.2 87.52008 - -9.5 -0.7 -19.8 -28.6

ICICI Prudential Focused Bluechip Equity Funds

Inception Date: 23-05-2008 Indicative Investment Horizon: 3 yrs. or more Default Options: Growth

AAUM:


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Inception Date: Indicative Investment Horizon: Default Options:

AAUM:

ICICI Prudential Income Plan


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Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual2011 -2.3 2.3 -5.1 - -2010

2.9

2.0

9.8

1.1

17.9

2009 -2.3 25.8 13.3 4.8 48.42008 -21.2 -12.2 -2.2 -14.3 -43.92007 -4.4 12.5 9.8 17.2 34.82006 13.6 -8.0 9.8 10.1 28.4

Inception Date: Indicative Investment Horizon: Default Options:

AAUM:

ICICI Prudential Balanced Fund


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Schemes ICICI Bluechip ICICI Fixed Inc ICICI Balanced

S

WO

T


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THANK YOUFORCO-OPERATING

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