mf presentation
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MF PPTTRANSCRIPT
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Mutual Funds - A perspective
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What is a Mutual Fund? It is a trust created which invests the money collected, into funds for a particular objective
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Types Of Mutual Funds
Equity Based
Debt Based
Hybrid
New Concepts
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Equity Based On the Basis of Diversification Sectoral Diversified
On the Basis of Capitalization Large Cap Mid-Cap Multi-Cap On the Basis of Valuations Growth Funds Value Funds
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Components of a Equity FundShares: Large Caps, Mid Caps & Small CapsDerivatives: futures and optionsADRs and GDRsCall Money instruments (maintain liquidity. & safety)Short term debt securities: T-Bills, CD, CPsLong Term Debt papers (incase of bearish Mkts).
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Benchmark returns- Equity & DebtAs on 26th December,2005)
Sheet1
BENCHMARK RETURNS-EQUITY
Fund1-Year2-Year3-Year5-Year
BSE Sensex39.8226.2639.0118.88
S&P CNX Nifty33.3022.3435.9317.80
Sector Average-DIVERSIFIED44.5435.3656.3430.70
Sector Average-Midcap54.9746.0273.6246.60
CNX Midcap 20099.4384.8156.9627.99
BENCHMARK RETURNS-DEBT(Medium Term)
Sector Average-Debt5.032.764.769.02
Sheet2
BENCHMARK RETURNS-DEBT
FundYTD1-Day7-Day15-Day21-Day1-Month3-Month
Sector Average- Floating Rate5.245.665.315.295.315.695.36
Sector Average-Ultra ST5.175.055.205.215.205.395.30
Sector Average-ST5.649.245.176.306.496.855.91
Sheet3
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Debt BasedOn the Basis of investment HorizonUltra short termShort termMedium to Long Term
On the basis of Debt securitiesGilt FundsIncome FundsLiquid PlansFloating rate FundDynamic Funds
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Hybrid Funds
Balanced Funds
Monthly Income Plans
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PositioningExpected risk-returnLiquid fundsST PLANSRISKRETURN
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Advantages Professional management Safety Liquidity Flexibility Transparency
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Systematic Investment PlanA Systematic Investment Plan (SIP) is a facility that allows you to invest in adisciplined manner, by investing at regular intervals quarterly, monthly,fortnightly or even every week into a Mutual Fund.
2.Disciplined Investing HabitBenefits:1. Rupee Cost Averaging
(No need to time the market)
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Systematic Investment PlanBenefits contd..
3. No Entry Load4. Auto Debit facility.5. Flexible Investments.6. Commensurate Returns
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SIP Returns*(as on 30.11.05)* The SIP Returns are computed based on IRR method
Equity SchemesFundSince InceptionLast 3 YearsLast 2 YearsLast 1 YearSundaram Growth Fund28.91%52.54%44.67%52.21%Sundaram Select Focus49.76%49.17%42.49%53.57%Sundaram Select Mid cap63.56%63.62%49.78%33.82%Sundaram India Leadership Fund75.21%--79.99%Sundaram Tax saver (OE)37.61%59.52%55.43%51.52%
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The CommandmentsRisk appetite.
Time horizon.
Returns expected.
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Advantage YOU !!!Rapo with the Clients.Greater level of trust.Have a wide coverage / clientage.Potential of the investor known.One point contact.Quality service & advice
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Time Horizon Vs. Asset ClassEquity Funds: 1 year & above, ideally >2 yr.Income Funds & L.t. Floater & MIPs: 1 year & aboveS.T. plans & ST Floater: 3-12 months.Liquid Funds: 1day-3 months.
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Thank you !!!
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