Compare returns over three years of auto and pharma sector and suggest a product to a moderate investor

1. Compare returns over three years of auto and pharma
sector funds and recommend(with reasons) the
suitable option for a moderate customer
Presented by :
Pradeep Kumar
Himanshu Jangir

2. Contents
▪ Case study
▪ Auto sector funds
▪ Pharma sector funds
▪ Comparison
▪ Recommendations
▪ Conclusion

3. Case
▪ Mr. ram working at a MNC at a very good position living in Gurgaon. He is having
his ancestrisl home at manesar and goes to office by his car daily. According to
his working life he needs high energy to maintain for that he is taking
multivatimins and calcium tablets by doctors recommendation
▪ He is also enquiring about new car
▪ Wants to do sone invest ment in sectoral mutual funds
▪ Optons he is been discovering are anto sector and pharma sector since hi is
directoly comsuming their products
▪ Suggestions

4. Auto sector funds
▪ Deals in automobile industry
▪ The industry accounts for 7.1 per cent of the country's Gross Domestic Product
▪ Best available sectorial funds
UTI Auto Sector Fund
JM Auto sector fund
Fidelity Select Automotive

5. Growth of auto sector

6. Pharma sector
▪ Invest in pharmaceutical industry

7. Comparison between auto and pharma sector

8. Comparison cont.

9. Comparison cont.

10. Comparison cont.

11. Recommendation

12. Recommendation
▪ Reliance pharma funds
▪ Sbi pharma funds
▪ UTI phrma and health

13. Reasons to recommend