1. Presented by :-
Surabhi Prajapati
Menka Tilwani
Kohila Chouhan
Surbhi Verma
Suruchi Gupta

2. WHAT IS
MUTUAL FUND ???

4. Pool of
company
(ICICI
Kotak
TATA
UTI etc.)
Pool of
Investors
Fund
Manager
Listed in Nifty or
SENSEX

9. Type of Schemes
Open ended
scheme
Close ended
scheme

10. Investor’s Perception about Mutual
Fund in India
Reasons for not investing in Mutual Funds in India
Due to their perceived high risk
A lack of information on how mutual funds work.
complexity

11. Not aware
High Risk
Complexity

12. Reason for Investing in Mutual Fund
More Professionally managed
More Diversified
More Convenient

13. Advantages of Mutual
Fund
Advantages
of Mutual
Fund
CONVENIENT
DIVERSIFIED
PROFESSINAL
MANAGEMENT
LIQUIDITY

15. Company profile

16. History
Anand
Mahindra
Uday
Kotak
Kotak
Mahindra
Mutual
Fund
June 23rd
1998

17. Vision-Mission & Objective of
the company
Vision Mission
Number of
Awareness of
mutual Fund
Number one
AMC (Assets
management
Company) in
India.
Objective
1. Good market
mobilization.
2. Top one AMC in
India
3. Mutual Fund
awareness in
India

18. Sectors
 Kotak Mahindra Bank
 Kotak Securities
 Kotak Mutual Fund
 Kotak Life Insurance
 Kotak Net Banking
 Kotak Commodities
 Kotak Gold Fund.

19. Hierarchy structure of
Kotak

20. CEO(Mr. Sandesh
Kirkire)
Operating
sales(Mr. Gopal K)
Sales Head
(Mr.Sandeep
Sharma )
Fund Manager (Mr.
Harsh Upadhyay)
Vice President(Mr.
Manmindev
Malhi)
Branch Manager
(Mr. Shailendra
Singh Solanki)
Public sector
Bank(9)
Private
Bank(13) ND (10)
Investors

21. Key Employees of Asset Management Company
Mr. Sandesh
Kirkire (CEO)
R. Krishanan
(Chief operation
Officer)
Mr. Alroy Lobo
(Chief Strategist
and Global Head
Equities Asset
Management)

22. Fund Managers of Asset Management
Company - Debt Team
Ms. Lakshmi
Iyer - Senior
Vice President
& Head (Fixed
Income and
Products)
Mr. Abhishek
Bisen - Vice
President
Mr. Deepak
Agrawal - Vice
President
Mr. Mayank
Prakash - Sr.
Manager

23. Fund Managers of Asset Management
Company - Equity Team
Mr. Harsha
Upadhyaya - Sr.
Vice President
& Head of
Equity
Mr. Pankaj
Tibrewal - Vice
President
Mr. Pradeep
Kumar - Vice
President
Mr. Deepak
Gupta - Sr.
Manager

24. Products of
Kotak Mutual
Fund

25. Equity
Debt
Balanced
• kotak 50
• kotak contra
• kotak midcap
• kotak oppurtunity
• kotak tax saver
• kotak bond
• kotak short term bond
• kotak gilt saving
• kotak gilt investment
• kotak monthly income plan
• kotak balance

26. Fund
of fund
ETF
• kotak
equity FOF
• Kotak gold
fund
• Kotak gold
ETF
• Kotak PSU
bank ETF

27. Kotak 50
An Open Ended-Equity Scheme
• Investment objective To generate capital appreciation from a portfolio of predominatly
equity and equity related securities. The portfolio will generally
comprise of equity and equity related instruments of around 50
companies which may go up to 59 companies but will not exceed
59 at point in time.
•Fund managers  Mr. Pradeep kumar
Mr. Harsh Upadhaya
•Load structure Entry Load:- Nil
Exit Load:- 1. For redemptions/ switch outs within 1 year from
the date of allotment of units, irrespective of the amount of
investment: 1%
2. For redemptions/ switch outs after 1 year from the date of
allotment of units, irrespective of the amount of investment:
nil
Minimum investment
amount
For SIP:- 1000
For One time:-5000

28. Contd…
•Benchmark S&P CNX Nifty
•Inception date December 29, 1998
•portfolio 1. Reliance industries ltd.
2. Infosys ltd
3. HDFC bank ltd.
4. ICICI bank ltd.
5. ITC ltd.
6. Coal India ltd.
7. Bharti airtel
8. Dr. reddy lab ltd.
-Petroleum product
-Software
-Banks
-Banks
-FMCG
-Minerals/Mining
-Telecom-services
-Pharmaceuticals

29. 25%
22%
20%
12%
15%
6%
Sector Allocation
Banks Petroleum products Software
FMCG pharmaceuticals Minral /Mining

30. Consumer’s Profile

31. 71%
23%
6%
Educational Qualification of investors of Bhopal
Graduate/Post Graduate Under Graduate Others

32. Monthly Income of Investors
10%
25%
30%
35%
Monthly income of investors (in thousand.)
>=15 15-30 30-45 <45

33. 25%
39%
29%
3% 5%
Occupation of the investor of Bhopal
Govt. service Pvt. Service Business agriculture Others

34. 26%
20%
21%
16%
10%
7%
Investors invested in different kind of investment
saving a/c fixed deposits Insurance
mutual fund Post office(NSC) Shares

36. HDFC
Mutual
Fund
Relience
Mutual
Fund
ICICI
Mutual
Fund
UTI
Mutual
fund

37. SBI Mutual Fund
Franklin Templeton
Birla Sun Life Mutual Fund
Kotak Mutual Fund

38. HDFC top
200
Birla
frontline
equity
Kotak 50
ICICI front
line equity
Equity
HDFC MIP
Kotak MIP
Reliance
MIP
MIP
Kotak Bond
Deposit
Reliance
Bond
HDFC
Bond Fund
Bond
Fund
Kotak Flexi
Debt
Reliance
RSF
HDFC
Money
Magev
Liquid

41. 1.HDFC
2.Reliance
3.Kotak
1.Pramerica
2.J.p Morgan
1.TATA
2.FT
3.Taurus
1.Peerless
Mutual
Funds
Market
Growth
Rate
(Cash
Usage)
Relative Market Share
(Cash Generation)
Star
Ques. Mark
Cash Cow
Dog
High low
lowHigh

43. observation
Relationship
Teamwork
Selling techniques
Time management
Feedback of customer

44. How to See NAV history???

45. SIP Calculation

46. Think Investments. Think Kotak.