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Members are:

RitikaSukdeep

Sagar

Manjunath

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In few years Mutual Fund has emerged as a tool for

ensuring ones financial well being Mutual Funds have not

only contributed to the India growth story but have also

helped families tap into the success of Indian Industry.

This Project gave me a great learning experience and at

the same time it gave me enough scope to implement my

analytical ability.

This project covers the topic THE MUTUAL FUND IS

BETTER INVESTMENT PLAN. This project is divided into two

parts Gives insight about MF and its various aspects, Second

is all about Our new product we are going to launch in future.

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A mutual fund is made up of money that is pooled

together by a large number of investors who give their

money to a fund manager to invest in a large portfolio of

stocks and/or bond.

Mutual fund is a kind of trust that manages the pool of

money collected from various investors and it is managed

by a team of professional fund managers for a small fee.The investments by the Mutual Funds are made in

equities,

bonds, debentures, call money etc.,

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Fund is the instrument of investing money

Nowadays banks rates have fallen down

Value of money decreases over period of time

Then the option comes to invest in stock market

Here the mutual fund comes to rescue

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INVESTORS

FundManager

Security

Returns

Pool theirmoney with

Invest In

Passed back

to

Generates

MUTUAL FUND OPERATIONAL FLOW CHART

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All mutual fund securities invest are subject to risk

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Demographic Segment marketing

Children's (0-5)

Women's

Old Age People

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Single-Segment Concentration

M1 M2 M3 M4

P1

P2

P4

P3

P2 Mutual Fund

M1Childrens

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BRANDING AND LABELING

Your Child Future

The One Responsibility Which

You Can not Ignore.

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Want Your Child To Become

a DOCTOR or

an ENGINEER or

an MBA oran PILOT or

Any other respectable professional..

also don't forget the cost of marriage,

10 or 15 or 20 years hence

PAPA MUJHE AAPKE JAISA ENGINEERBANNA HAI

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INFANT

Type of Scheme Open ended balance fund

Scheme Objective

An open ended debt oriented fund withinvestment in Debt/G-Sec of minimum60% and a maximum of 40% in

Equity. Investment can be made in thename of the children up to the age of18 years.

Asset AllocationMin. of 60% in debt and Max. of 40%in equity.

Entry load Entry Load Nil (Any application size)

Exit LoadBelow 2 year - 2%from 2 yr - 4 yrs 1%above 4yrs Nil

OptionsScholarship, Growth Option Continuingfacilities, Mini Withdrawal facility,gift

option.

Child care future Plan

(Open Ended Balanced)

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UTI

Type of Scheme Open ended balance fund

Scheme Objective An open ended debt oriented fund withinvestment in Debt/G-Sec of minimum60% and a maximum of 40% in

Equity. Investment can be made in thename of the children up to the age of15 years.

Asset Allocation Min. of 60% in debt and Max. of 40%in equity (Scholarship), Growth Option

Entry load Entry Load Nil (Any application size)

Exit Load Below 2 year - 3%from 2 yr - 4 yrs 2%from 4 yrs - 5 yrs 1%above 5 - Nil

UTI Childrens Career Plan (Balanced)

DIFFERENTIATION

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OUR SERVICES

Toll Free Call

Mobile Alert (NAV per day)

E-mail Alert

Online Registration

Monthly Statement of the fund

Mini withdrawal facility

AND ALSO

Provide Laptop as a Gift

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Total investment

Board of directors investing Rs 80 lac

Loan 20 lac

BOARD OF DIRECTORS 80 LAKHS

BANK LOAN 20 LAKHS

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INFANT PRICING

Total Cost-7000000

Place-880000

Furnishing-

1500000

Equipments-

400000

Employments-

270000

TeleMarketin

g-200000

TotalAdvertisement-

3750000

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Management fee 2%

Administration fee 2%

Allocation fee 5%

Fee allocation

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Banking and Finance Sectors

Oil and Gas Sectors

Infrastructure Sectors

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INFANT COMPANY INVESTMENT SECTORS

Private SectorsNot more than 40% in Equity

Essar Power Sector

Microsoft

Google

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Distribution Channel (Hybrid Channel)

Internet

Agent

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INFANT PROMOTION

INTERNET NEWSPAPERS

ADVERTISEMENT

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INFANT PROMOTION

Personal Selling and Advertising

SMS ALERTPERSONAL SELLING

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Toll Free:2000 699999

Web Site:www.infantmf.com

INDIAS

BestChild Plan

Open Ended Balance Fund

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