1. Awareness of Mutual Fund
In
Thanjavur
Submitted By,
Balakarthikeyan.P
Naveen.B

2. Company Profile
• Reliance Mutual Fund was incorporated in 1995(17 years of managing
investments).
• The sponsor of the fund is Reliance Capital Limited, the financial services
arm of ADAG.
• It has 70+ lakh investors.
• Reliance Capital Asset Management Limited, a wholly owned subsidiary of
Reliance Capital Limited, acts as the AMC to the fund.
• Directors of the company include Amitabh Jhunjhunwala, a senior
executive of ADAG. Amitabh Chaturvedi is the managing director of the
AMC.

3. Company Profile
• Reliance Mutual Fund, a part of the Reliance Group, is one of the fastest
growing mutual funds in India.
• RMF offers investors a well-rounded portfolio of products to meet varying
investor requirements and has presence in 400 cities across the country.
• Reliance Mutual Fund to launch innovative products and customer service
initiatives to increase value to investors.
• Reliance Capital Asset Management Limited (‘RCAM’) is the asset
manager of Reliance Mutual Fund.

4. Company Profile
• RCAM a subsidiary of Reliance Capital Limited, which holds 92.93% of
the paid-up capital of RCAM, the balance paid up capital being held by
minority shareholders.
• Reliance Capital Ltd. is one of India’s leading and fastest growing private
sector financial services companies.
• It ranks among the top 3 private sector financial services and banking
companies, in terms of net worth.

5. Company Profile
• Reliance Capital Ltd has interests in asset management, life and general
insurance, private equity and proprietary investments, stock broking and
other financial services
• Reliance Mutual Fund is one of India’s leading Mutual Funds, with
Average Assets Under Management (AAUM) of Rs. 80,694 Crores and an
investor count of over 63.17 and 69.37 Lakh folios. (AAUM and investor
count as of Apr - June '12)

6. Company Vision And Mission
Vision Statement
• To be a globally respected wealth creator with an emphasis on customer
care and a culture of good corporate governance.
Mission Statement
• To create and nurture a world-class, high performance environment aimed
at delighting our customers.

7. Reliance mutual fund schemes
• Equity
• Debt
• Gold

8. Equity
• Diversified Large Cap
• Diversified Theme Based
• Diversified Multi Cap
• Sector
• Diversified Mid Cap & Small Cap
• Tax Saver
• Index
• Arbitrage
• Banking
• Balanced

9. Debt
• Ultra Short Term
• Money Market Funds (Liquid Funds)
• Short Term Funds
• Long Term Funds
• Monthly Income Plans

10. Gold
• Gold Exchange Traded Fund
• Gold Savings Fund

11. Day to day operations
• Daily Transaction Report(DTR) tracking
• Attend queries and complaints
• Scrutinize application
• Login application
• Signoff time stamping
• DTR generation
• CRM generating
• Monitor branch wise MIS
• Statement Of Account(SOA) generation
• Resolved all queries and grievances