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

Contents ▪ Case study

▪ Auto sector funds

▪ Pharma sector funds

▪ Comparison

▪ Recommendations

▪ Conclusion

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

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

Growth of auto sector

Pharma sector▪ Invest in pharmaceutical industry

Comparison between auto and pharma sector

Comparison cont.

Comparison cont.

Comparison cont.

Recommendation

Recommendation

▪ Reliance pharma funds

▪ Sbi pharma funds

▪ UTI phrma and health

Reasons to recommend