Desk Project Report

on
Analysis of the companys product
In

Project Report Submitted To

Balaji Institute of Telecom & Management (BITM), Pune

In
Partial Fulfillment of the PGDM (Telecom & Marketing) Curriculum
For Academic Year 2013-2015
By
Sandeep
(TM1312245)
1.

Birla Sun Life Mutual Fund

ACKLOWLEDGEMENT

There are a few things that come in the life of a person, may be for a short span of
time, but leaves on ever shining impression in to the mind. My summer training is one of the
events which will be ever green in my life.
It is my greatest pleasure to acknowledge my sincere gratitude toward
Mr. Mehul Sangani (Channel Manager IFA) Birla Sunlife Mutual Fund, for helping, guiding
and making me complete my the Desk project work.
I would also like to acknowledge my sincere gratitude to the Director of my institute Dr. Seema
Singh Zokarkar for allowing me to complete the project in Birla Sunlife Mutual Fund. I take
this opportunity to express my deep gratitude to all the employees of Birla Sunlife Mutual Fund
AMC.
Last but not least, I also thank all those people whom I met in the industry during my internship
and helped me to accomplish my assignments in the most efficient and effective manner.

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Birla Sun Life Mutual Fund

DECLARATION

I hereby declare that Desk project report titled Analysis on companys Product
Birla Sunlife Mutual Fund in Pune submitted by me is a bonafide work undertaken by me
and it is not submitted to any other institute or university for the award of any degree
/diploma certificate or published any time before.

Sandeep
BITM, Pune

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Birla Sun Life Mutual Fund

EXECUTIVE SUMMARY
of mutual fund industry in India is with the introduction of
Thetheorigin
concept of mutual fund by UTI in the year 1963. Though the
growth was slow, but it accelerated from the year 1987 when non-UTI players
entered the industry.
In the past decade, Indian mutual fund industry had seen a dramatic
improvements, both quality wise as well as quantity wise. Before, the
monopoly of the market had seen an ending phase; the Assets Under
Management (AUM) was Rs. 67bn. The private sector entry to the fund family
raised the AUM to Rs. 470 bn in March 1993 and till April 2004; it reached the
height of 1,540 bn.
Putting the AUM of the Indian Mutual Funds Industry into comparison,
the total of it is less than the deposits of SBI alone, constitute less than 11% of
the total deposits held by the Indian banking industry.
The main reason of its poor growth is that the mutual fund industry in
India is new in the country. Large sections of Indian investors are yet to be
intellectual with the concept. Hence, it is the prime responsibility of all mutual
fund companies, to market the product correctly abreast of selling.
The mutual fund industry can be broadly put into four phases according
to the development of the sector. Each phase is briefly described as under.

As it was two months of project duration so I divided it into two

phases which were:

Looking for the demand of products

And their growth during the month of June

4.

Birla Sun Life Mutual Fund

By visiting the IFA(Independent Financial Adviser) I found

that the

Interest And the coming Budget Was the main worry for them.The competitor products are
not giving the good return during that quarter, being lesser was the main reason of sales of the
competitors products and also there was a Lack of communication problem. But as Birla
sunlife mutual fund products were positioned as Quality product, Naturally Extracted With
some attention towards the marketing strategies like Schemes,offer through which products
could gain a higher market share. The Returns Of Some products of the Birla sunlife mutual
fund products in some quarter ,Years are quite high. So these should be targeted where the
returns is higher and should be Explain to the IFA at pune so that they get aware of the
Returns of the product.

INTRODUCTION

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Birla Sun Life Mutual Fund

Purpose of Project:
The main purpose of the Project was to identify the potential IFA(Independent financial
Adviser) where the analysis can be done on the Birla Sunlife mutual fund products to
increase the Sales by targeting those IFA in Pune.

Objective of the Project:

1. Finding the Capable IFA in the Pune Market :

a. By Empanel them.
b. By Launching new products and NFOs.

2. Tapping the opportunities, which included the following

a. Generating leads.
b. Meeting With the IFA and promoting the New Products to the clients.
c. Explain the returns of the products and their importances.
d. At last looking for Service.

COMPANY PROFILE
Birla Sun Life Asset Management Company Ltd. (BSLAMC), the
investment manager of Birla Sun Life Mutual Fund, is a joint venture
between the Aditya Birla Group and the Sun Life Financial Inc. of Canada.
The joint venture brings together the Aditya Birla Group's experience in
the Indian market and Sun Life's global experience.
Established in 1994, Birla Sun Life Mutual fund has emerged as one of
India's leading flagships of Mutual Funds business managing assets of a
large investor base. Our solutions offer a range of investment options,
including diversified and sector specific equity schemes, fund of fund
schemes, hybrid and monthly income funds, a wide range of debt and
treasury products and offshore funds.
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Birla Sun Life Mutual Fund

Birla Sun Life Asset Management Company has one of the largest team of
research analysts in the industry, dedicated to tracking down the best
companies to invest in. BSLAMC strives to provide transparent, ethical
and research-based investments and wealth management services.

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Birla Sun Life Mutual Fund

TABLE OF CONTENT

Acknowledgement:
Declaration:
Executive summary:

Introduction:

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Birla Sun Life Mutual Fund

Purpose of the project.

Objective of the project.
Company Profile.
Companys Products:
Birla Sunlife frontline equity fund
Birla Sunlife equity fund
Birls sunlife midcap fund
Birla sunlife cash manager
Birla sunlife Short term fund
Birls sunlife dynamic bond fund
Conclusion:
Recommendation:
Bibliography:

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Conclusions:

According to current market conditions the above mentioned products

of Birla sunlife mutual fund are giving the good returns and is good for the
middle class and Frontline Equity fund is currently giving the best returns.
Demands and performance are good and rest are comparatively did well in
the month of june comparison to the competitors.

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Birla Sun Life Mutual Fund

Recommendations:

As per the interaction with the IFA,I would recommend,they should

organize a regular IFA meeting at monthly or quarterly level and the
Relationship Manager should always keep in touch with them and IFA should
always inform about new products and their outcomes and should provide
them proper product Merchandizing to them.

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Bibliography:

http://mutualfund.birlasunlife.com/Pages/Individual/Home.aspx
And by having a meeting with the IFA in a pune city.

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