• Infiniti – 7th out of 27 among mutual funds in March 2006 (from 10th) • Middle and high income population growing at 10% p.a. in decade to 2005 • 20.9% growth in real disposable income of middle class households in 1999-2003 • New fund offers raising more than 15‚000 crore in Q ending 31-Mar-06 • Compared to industry‚ Infiniti also had a lower level of AUM under equity funds‚ though share of private sector in mutual fund industry was increasing (Fig2) • Over 5 years to 2010‚ working population
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Company Profile As mentioned in the company website www.birlasunlife.com “Birla Sun Life Asset Management Company Ltd. (BSLAMC)‚ in Birla Sun Life Mutual Fund the investment manager has a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture gets together the Aditya Birla Group’s knowledge in the Indian market and Sun Life’s global knowledge. The company was established in the year1994‚ India’s leading battleships of Mutual Funds business managing
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UTI RETIRED BENEFIT PENSION FUND PERFORMANCE EVALUATION: AN EMPERICAL INVESTIGATION ABSTRACT This paper evaluates the performance of actively managed UTI Retired Benefit Pension fund against passively managed CNX 100 index as the benchmark index for the period January 2008 to December 2012 by employing traditional measures of performance evaluation. This is broadly divided into two categories: stock selectivity
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INVESTOR’S ATTITUDE TOWARDS UTI MUTUAL FUNDS (With Special Reference to UTI MUTUAL FUNDS Ltd.‚ COONOOR) A MAJOR PROJECT REPORT INVESTOR’S ATTITUDE TOWARDS UTI MUTUAL FUNDS (With Special Reference to UTI MUTUAL FUNDS Ltd.‚ COONOOR) SYNOPSIS MUTUAL FUNDS ARE SEEMINGLY THE EASIEST AND THE LEAST STRESSFUL WAY TO INVEST IN THE STOCK MARKET. QUIET A LARGE AMOUNT OF MONEY HAS BEEN INVESTED IN MUTUAL FUNDS DURING THE PAST FEW YEARS. ANY INVESTOR
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Bill Miller and Value Trust Case Analysis Case Facts: 1 By middle 2005‚ Leg Mason Value Trust managed by Bill had outperformed S&P 500 index for 14 years in a row. This was longest successful run by any fund manager. The average return on the fund was 14.6% which surpassed the S&P by 3.67% per year. The value trust only had 36 holdings‚ 10 of which accounted for 50% of the fund’s assets. No manager had matched Miller’s consistent index beating record. Miller’s results were in contradiction
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Goldblum Frankenstein of Fraud Stanley Goldblum was a genius‚ but only to an extent. Much like many of the other cases we’ve studied‚ Goldblum got too greedy. In order to increase is profits more and more‚ Goldblum and Levin created more fake policies as well as created bonds. Equity Funding fraud was created by Goldblum. This is where he gave life insurance to 64‚000 fake policyholders‚ and eventually “killed” some of his phony holders to help keep the $2 billion fraud alive. Gordon McCormick
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Why has DFA’S small stock fund performed so well? 3. Why has DFA’s small stock fund performed so well? We conclude 6 reasons for the stellar performance of DFA’s small stock funds: 1) Distinct Investment Strategies. Dimensional founders believed passionately in principle of "passive" stock market investing. As passive investors believe in the so-called efficient market theory‚ which maintains that almost no one can be smarter than the market as a whole in the long run. Hence DFA buy and hold
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1. SBIMF BUSINESS IN SBI –SWOT ANALYSISSUBMITTED BY:-SHIVI SHARMACUN120550078SUBMITTED TO:-CHITKARA BUSINESS SCHOOL 2. BRIEF ABOUT MUTUAL FUNDS A mutual fund is not an alternative investment option tostocks and bonds; rather it pools the money of severalinvestors and invests this in stocks‚ bonds‚ moneymarket instruments and other types of securities. Buying a mutual fund is like buying a small slice of abig pizza. The owner of a mutual fund unit gets aproportional share of the fund’s gains‚ losses
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CASE 1: Warren Buffett: a) From Warren Buffett’s perspective‚ what is the intrinsic value? According to Warren Buffett’s perspective‚ the intrinsic value is defined as “the present value of future expected performance” (Bruner‚ Eades‚&Schill‚ 6th 2010). Why is it accorded such importance? It can be used to estimate the value of the business’ ongoing operations‚ not company’s stock. How is it estimated? The intrinsic value is very subjective‚ but he stated that “it is better to be approximately
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CONTENTS OF THE REPORT Executive Summary 5 1. Mutual Fund 2-16 • 1.1 What is mutual fund • 1.2 Ttpes of mutual fund • 1.3 Objectives of investment in mutual fund • 1.4 How to invest in Mutual Fund • 1.5 Advantages of mutual fund • 1.6 Disadvantages of mutual fund • 1.7 How to read mutual fund fee table • 1.8 Tips for buying mutual fund 2. Share Market • 2.1 How to Share traded • 2.2 Types of Share Market 2.2.1 Primary Market 2.2.2 Secondary Market
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