...EQUITY DIVERSIFIED MUTUAL FUNDS V/s DIRECT EQUITY: A comparative study Submitted in Partial Fulfillment for the Degree of Bachelor of Business Studies By Akshat Jain (Roll No. – 08/BBS/7160 Batch: 2008-2011 ) To DEEN DAYAL UPADHYAYA COLLEGE University of Delhi Shivaji Marg, Karampura New Delhi-110015 | | | ACKNOWLEDGEMENT Encouragement motivates a person towards one’s aim while guidance helps one to achieve it. Both encouragement and guidance take one towards success in one’s works. It would be difficult and almost impossible to achieve excellence without the blessings of God above and of elders. I convey my heartfelt affection and accord my deep sense of gratitude to Dr. Deepa Kamra, Faculty Guide for inspiring guidance, constructive criticism, unlimited interest and innovative ideas throughout the pursue of this manuscript. Akshat Jain DECLARATION I Akshat Jain have completed the Summer Training Project titled “EQUITY DIVERSIFIED MUTUAL FUNDS V/S DIRECT EQUITY” under the guidance of Dr. Deepa Kamra in the partial fulfillment of the requirement for the award of degree of Bachelor of Business Studies from Deen Dayal Upadhyaya College, Delhi University. This is an original piece of work & I have neither copied and nor submitted it earlier elsewhere. Akshat Jain Certificate from Internal Guide ...
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...2/08/2013 Lecture 2 – Intangible assets ACCY 902, Semester 2, 2013 A/Professor Indra Abeysekera University of Wollongong, Australia 1 A/Professor Indra Abeysekera Deegan Chapter 8 Relevant accounting standards : AASB 138 2 A/Professor Indra Abeysekera Learning objectives 1. Understand the classes of intangibles (internally-generated and purchased) and how to account for them Understand a special case of intangible – research and development, and how to account for them Understand a special case of intangible – goodwill, and how to account for them 2. 3. 3 A/Professor Indra Abeysekera 1 2/08/2013 Definition of intangible assets ………………………………………. Includes patents, goodwill, mastheads, brand names, copyrights, research and development, and trademarks The lack of physical substance does not preclude an item from being considered to be an asset Intangible assets, as a category, must be separately disclosed in the statement of financial position (balance sheet) 4 A/Professor Indra Abeysekera Identifiable vs unidentifiable intangibles Identifiable intangibles Unidentifiable intangibles Paragraph 63 5 A/Professor Indra Abeysekera Recognition of intangible assets ………….. Intangible assets other than goodwill are required to be separable if they are to be recognised as assets for statement of financial position (balance sheet) purposes ‘Separable’ refers to being able to rent, sell, exchange or distribute the specific future...
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... 31 INTRODUCTION Entrepreneurship drives any economy; for a business to be viable, it takes an individual with foresight, drive and enthusiasm for the business to be a success. It is therefore the intent of the business owner to join the food industry, which he believes has a very high growth potential. The business venture will be a Manufacturing Company, ‘Zens’ Manufacturer, which will be distributing healthy and affordable choices of products for the health conscious individual. The main aim of Zens’ Manufacturer is to realise profit on its investment, seek and retain customers and to expand its business to various locations island wide. The company is equipped with the latest technology and the necessary mix of skilled workers as its driving force. This School based Assessment (SBA) seeks to equip the researcher with first hand knowledge of the processes in starting a business....
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...EXECUTIVE SUMMARY Heaven is a type of indulgent ice cream which target market is women in the age of 30-45 years old. This segment of Australian population is 2.35 million people, what is meant is that this is still a potential market for Nestlé Australia Ltd to gain more market share. In addition, the percentage of growth of impulse ice cream increased by 14.4% over a period of 5 years from 2003 to 2008 and is expected to go up to 15.1% in 2011. This proportion will contribute to an incline of 1.5% of total volume growth of ice cream market. Based on data about market share, market growth rate and BCG matrix, current position of Heaven‟s ice cream is question mark. To move its position to star, market penetration strategy has been applied. Marketing objectives of Heaven from 2009 – 2011 are defined below: To increase unprompted awareness of consumers about Heaven brand name from 12% in 2006 (The Media Federation of Australia, 2009) to 30% in 2011. To grow market share from 4.0% in 2008 to 4.8% in 2011 To increase sales revenue from A$ 43.8 million in 2008 to A$ 62.9 million in 2011 To achieve these objectives, marketing strategies has been suggested. Heaven is positioned as a kind of indulgent and luxurious ice cream with an affordable price – A$ 8.39 for each multipacks. In 2009 – 2010, there is an increase in communicating in order to attract more customers as well as gaining unprompted awareness of them through advertising campaigns, sponsorship, in-store communications...
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...EXECUTIVE SUMMARY Heaven is a type of indulgent ice cream which target market is women in the age of 30-45 years old. This segment of Australian population is 2.35 million people, what is meant is that this is still a potential market for Nestlé Australia Ltd to gain more market share. In addition, the percentage of growth of impulse ice cream increased by 14.4% over a period of 5 years from 2003 to 2008 and is expected to go up to 15.1% in 2011. This proportion will contribute to an incline of 1.5% of total volume growth of ice cream market. Based on data about market share, market growth rate and BCG matrix, current position of Heaven‟s ice cream is question mark. To move its position to star, market penetration strategy has been applied. Marketing objectives of Heaven from 2009 – 2011 are defined below: To increase unprompted awareness of consumers about Heaven brand name from 12% in 2006 (The Media Federation of Australia, 2009) to 30% in 2011. To grow market share from 4.0% in 2008 to 4.8% in 2011 To increase sales revenue from A$ 43.8 million in 2008 to A$ 62.9 million in 2011 To achieve these objectives, marketing strategies has been suggested. Heaven is positioned as a kind of indulgent and luxurious ice cream with an affordable price – A$ 8.39 for each multipacks. In 2009 – 2010, there is an increase in communicating in order to attract more customers as well as gaining unprompted awareness of them through advertising campaigns, sponsorship, in-store communications...
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...1. Introduction: If the adage 'two heads are better than one' applies to business, then certainly Unilever is a prime example. The food and consumer products giant actually has two parent companies: Unilever PLC, based in the United Kingdom, and Unilever N.V., based in The Netherlands. The two companies, which operate virtually as a single corporation, are run by a single group of directors and are linked by a number of agreements. Unilever the Company Formed in 1930 considers itself the second largest consumer goods firm in the world, trailing only Philip Morris Companies Inc., and produces numerous brand name foods, cleaning products, and personal care items. About 52 percent of revenues are generated in the foods sector; brands include Imperial and Promise margarines, Lipton tea, Ragú foods, Lawry's seasonings, Breyers ice cream, and Birds Eye and Gorton's frozen foods. One-quarter of sales come from the personal care area; brands include Caress and Dove soap, Pears and Pond's skin care products, Degree, Fabergé, and Sure deodorants, Suave and Salon Selective hair care items, Close-Up, Mentadent, and Pepsodent oral care products, and Calvin Klein, Elizabeth Arden, and Elizabeth Taylor prestige fragrances&mdash well as such miscellaneous brands as Q-Tips and Vaseline. Unilever's third major sector is that of cleaning products, which is responsible for about 22 percent of turnover; brands include Wisk and All laundry detergents, Snuggle and Final Touch fabric softeners, and...
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...To critically examine our hypothesis in part A, we examine 10 large MNEs (5 DMNEs and 5 EMNEs). 5 Developed Countries’ Multinational Enterprises Barclays It’s a British multinational banking & financial services enterprise, with its headquarters in London. It’s a global financial institution with operations in investment, retail and banking, in addition to credit cards, wealth management and mortgage lending. Its operations are available in more than 50 countries and regions and have about 48 million clients. As of December 31st, 2011 Barclays had aggregate assets amounting to US$2.42 trillion, making it the seventh-largest bank in the world (Wikipedia, 2015). It’s organized into these business clusters: Wealth & Investment Management; Retail & Business Banking; and Corporate & Investment Banking. Wealth & Investment Management and Corporate & Investment Banking have three business units: investment banking, wealth and investment management and corporate banking. The Retail & Business Banking cluster, on the other hand, has four business units: Europe Retail & Business Banking; UK Retail & Business Banking; and Africa Retail & Business Banking (including Barclaycard (loan and credit card provision) and Absa Group (Wikipedia, 2015). British Petroleum (BP) It’s among the 6 "supermajor" gas and oil firms in the world. It’s a British multinational corporation with its headquarters in London, England. Thanks to its 2012 performance, it became...
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...和路雪（中国）有限公司：初创期物 流运作 Walls (China) Co., Ltd.: Logistics Operations Startup By Peter Gilmour Professor of Management 和路雪（英文：Wall's）为英 国著名冰激凌企业，总部设在 英国，在全球拥有多家分公 司。是联合利华旗下企业。其 在中国生产的冰激凌品牌是 “ 和路雪”。1993年，和路雪 （中国）有限公司成立。 of: Macquarie University Australia This case was prepared as a basis for class discussion rather than to illustrate effective or ineffective handling of an administrative situation. LOGISTICS CASE STUDY DEVELOPED F OR : COUNCIL OF LOGISTICS MANAGEMENT Walls (China) Co., Ltd. Logistics Operations Startup In mid 1994 the Unilever company Walls (China) Co started manufacturing and selling ice cream in China. Bob Smith, the General Manager of Wall’ outlined some of the s challenges: Operating in China means a number of new concepts for the Chinese managers -profit, selling and customer service. The Chinese manager of the past sat in his office and the customers came to him. It was absolutely a supply driven market. I read in an official report some time ago a list of phrases that should not be used when talking to customers. The list included “Go away and don’ waste my time’ t and ‘ Can’ you hear? Are your ears dirty?’This has now changed and a key to t success is getting our product out to the customers. Distribution costs here are 20 per cent of MPS compared to 5 per cent in Europe. As Loic Courant, Bob Smith’ Commercial Manager in Shanghai, summarized the s situation: He who wins logistics wins China. Unilever in China Unilever is an Anglo-Dutch company that...
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...PESTEL ANALYSIS: A REPORT ON UNILEVER Uhomhoabhi Fredrick Albert Codewit Publications, Helsinki, Finland, http://www.publications.codewit.com May 14, 2008 INTRODUCTION TO THE COMPANY The Fast Moving Consumer Goods (FMCG) environment is rapidly changing. Especially, the increasing popularity of line extensions seems to depend on advantages inherent in brand leveraging. FMCG manufacturers go into R&D in order to come up with the product that best satisfy consumers because customers become more critical about attaching themselves to a particular brand. They will also like to buy less expensive product due to current economic tide. Unilever is one of the biggest Fast Moving Consumer Good (FMCG) companies in the world. I have always been inquisitive about Unilever’s operations because I use some of its products, even right from childhood. This together with the current environmental challenges being faced by FMCG manufacturers motivated me to find out about Unilever’s operations and the current challenges it faces in the volatile business environment. Unilever was founded in 1930 through merger by the British, Lever Brother; and the Dutch, Margarine Unie; now Unilever PLC in London, U.K and Unilever N.V in Rotterdam, Netherlands respectively. In 1872 before the merger, Jurgens and Van den Bergh, the Dutch, built factory in Netherlands for the production of Margarine made from milk and fact. In 1927, they formed Margarine Unie (margarine Union) together with two European Businesses...
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...2011 Strategic Management Project Report Submitted to: Rajesh S Upadhyayula Submitted By: PGP/14/260 NITESH KUMAR GUPTA PGP/14/280 MAHTAAB KAJLA PGP/14/287 PRACHI CHAWLA PGP/14/290 RAHUL MITTAL PGP/14/313 VINNY ARYA PGP/14/315 VISHAD DUBEY India Yamaha Motors Limited Table of Contents EXECUTIVE SUMMARY .......................................................................................................................... 2 INTRODUCTION ........................................................................................................................................ 3 OUR FOCUS ................................................................................................................................................ 3 YAMAHA INDIA- A BACKGROUND AND NEED FOR CHANGE IN STRATEGY ....................... 3 YAMAHA‟S CHANGING STRATEGY ..................................................................................................... 4 EXTERNAL ENVIRONMENTAL ANALYSIS ......................................................................................... 5 INDUSTRY ANALYSIS - Two Wheeler Geared Bikes .............................................................................. 8 INDUSTRY ATTRACTIVENESS......................................................................................................... 10 COMPETITIOR‟S ANALYSIS ................................................................................................................. 11 INTERNAL ENVIRONMENT...
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...FOREIGN INSTITUTIONAL INVESTMENTS AND THE INDIAN STOCK MARKET K.S. Chalapati Rao, K.V.K. Ranganathan and M.R. Murthy* To facilitate foreign private capital flows in the form of portfolio investments, developing countries have been advised to develop their stock markets. It was suggested that these investments would help the stock markets directly through widening investor base and indirectly by compelling local authorities to improve the trading systems. While the volatility associated with portfolio capital flows is well known, there is also a concern that foreign institutional investors might introduce distortions in the host country markets due to the pressure on them to secure capital gains. In this context, this paper seeks to assess the importance of foreign portfolio investments in India relative to other major forms and to study the relationship between foreign portfolio investments and trends in the Indian stock market during the past four years. Introduction The character of global capital flows to developing countries underwent significant changes on many counts during the 'nineties. By the time the East Asian financial crisis surfaced, the overall size of the flows more than tripled. It stood at US$ 100.8 bn. in 1990 and rose to US$ 308.1 bn. by 1996. The increase was entirely due to the sharp rise in the flows under private account that rose from US$ 43.9 bn. to 275.9 billion during the same period. In relative terms the percentage of private account capital flows...
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...“Evaluation of Entry into Ice cream Business for Unilever Bangladesh Limited” Submitted to Sharmin Shabnam Rahman Lecturer BRAC Business School BRAC University Submitted by Md. Robin Miah Id# 06204032 BRAC University Date: 02-09-2010 September 2, 2010 SHARMIN SHABNAM RAHMAN Lecture BRAC Business School BRAC University Subject: Submission of Internship Report Dear Madam, This is to inform you that I am submitting the internship project report titled “Evaluation of Entry into Ice cream Business for Unilever Bangladesh Limited” upon completion of my formal internship attachment period from May 06, 2010 to July 06, 2010 with Unilever Bangladesh Limited. I would like to thank you and show my gratitude for your support and guidance that you provided me during the preparation of this report. Without your help it would have been impossible for me to prepare this report. I would like also show my gratitude to my Company supervisor MD. Risalat Siddique, Brand Manager, UBL for his support during my internship period. I have tried to discuss all the relevant points of a feasibility study while keeping consistency with Unilever Bangladesh Limited’s information confidentiality policy. I would be glad to clarify any discrepancy that may arise or any clarification that you may require regarding my project and report. Sincerely, ________________________ MD. ROBIN MIAH ID#06204032 BRAC University ACKNOWLEDGEMENT I would like to show my sincere gratitude...
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...as of 25 Oct 2010 Symbol A AA AAI AAN AAP AAPL AATI AAV AAWW AB ABAT ABAX ABB ABC ABFS ABK ABMD ABT ABV ABX ACAD ACAS ACC ACCL ACE ACGL ACGY ACH ACI ACL ACM ACN ACOM ACOR ADBE ADI ADLR ADM ADP ADS ADSK ADTN ADY AEC AEE AEIS AEM AEO AEP AER Name Agilent Technologies Inc. ALCOA, INC AirTran Holdings, Inc. Aaron's, Inc. ADVANCE AUTO PARTS INC Apple Inc. Advanced Analogic Technologies, Inc. Advantage Oil & Gas LTD. Atlas Air Worldwide Holdings, Inc. AllianceBernstein Holding, L.P. Advanced Battery Technologies, Inc. Abaxis Inc ABB Ltd. AmerisourceBergen Corp. Arkansas Best Corp AMBAC Financial Group Abiomed Inc Abbott Laboratories AmBev Compamhia De Bebidas Das Ame Barrick Gold Corp. Acadia Pharmaceuticals Inc. American Capital Ltd American Campus Communities, Inc. Accelrys, Inc. ACE Limited Arch Capital Group Ltd Acergy S.A. Alum Corp of China Limited Arch Coal, Inc. ALCON Aecom Technology Corporation Accenture PLC Ancestry.com, Inc. Acorda Therapeutics, Inc. Adobe Systems Inc Analog Devices, Inc. Adolor Corp Archer-Daniels-Midland Co Automatic Data Processing Alliance Data Systems Autodesk Inc Adtran Inc AMERICAN DAIRY INC Associated Estates Realty Ameren Corporation Advanced Energy Industries Inc Agnico-Eagle Mines Ltd. American Eagle Outfitters American Electric Power Aercap Holdings N.V. NYSE Arca Lead Market Maker UBS SECURITIES, LLC MORGAN STANLEY & CO CITADEL SECURITIES LLC CITADEL SECURITIES LLC TIMBER HILL LLC GOLDMAN SACHS & CO WOLVERINE TRADING, L.P. GOLDMAN SACHS...
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...A STUDY ON “INSTITUTIONAL SALES AND ITS GROWTH AT NIPPO BATTERIES Co. Ltd. PRODUCTS” SUMMER TRAINING PROJECT REPORT SUBMITTED TOWARDS PARTIAL FULFILLMENT OF POST GRADUATE DIPLOMA IN MANAGEMENT (Approved by AICTE, Govt. of INDIA) (Equivalent to MBA) ACADEMIC SESSION 2009-11 SUBMITTED BY: CHINGAKHAM DENIS SINGH Roll no. BM 09 056 SUBMITTED TO: EXTERNAL SUPERVISOR: Prof. Anagha Shukre Faculty IMS, Ghaziabad INTERNAL SUPERVISOR: Mr. Saswat Das General Manager(Sales and marketing) NIPPO Batteries Co. Ltd, New Delhi INSTITUTE OF MANAGEMENT STUDIES C-238, BULANDSHAHR ROAD LAL QUAN, PB No. 57 GHAZIABAD ACKNOWLEDGEMENT I would like to extend my deep gratitude towards NIPPO BATTERIES CO. LTD. for providing me with an excellent opportunity to be associated with it as a part of my summer internship programme. I was associated in particular with GLIDE Institutional sales, the specialized department of NIPPO Batteries Co. Ltd. responsible for extending the market share of Glide shaving kits and its database of clients. Working here turned out to be a great learning experience for me, the credit for which goes to each and every member of NIPPO batteries Co. Ltd. New Delhi sales and marketing team. It is my privilege to acknowledge my sincerest gratitude to Mr. Saawat Das (Country Head - Sales and marketing, NIPPO) for his co-opearation and inspiration at every stage during the pursuance of the project. However, in particular I would like to thank Mr. Saswat Das (General Manager - Sales...
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...1) MEANING OF CSR Corporate Social Responsibility is a management concept whereby companies integrate social and environmental concerns in their business operations and interactions with their stakeholders. CSR is generally understood as being the way through which a company achieves a balance of economic, environmental and social imperatives (“Triple-Bottom-Line- Approach”), while at the same time addressing the expectations of shareholders and stakeholders. In this sense it is important to draw a distinction between CSR, which can be a strategic business management concept, and charity, sponsorships or philanthropy. Even though the latter can also make a valuable contribution to poverty reduction, will directly enhance the reputation of a company and strengthen its brand, the concept of CSR clearly goes beyond that. Promoting the uptake of CSR amongst SMEs requires approaches that fit the respective needs and capacities of these businesses, and do not adversely affect their economic viability. UNIDO based its CSR programme on the Triple Bottom Line (TBL) Approach, which has proven to be a successful tool for SMEs in the developing countries to assist them in meeting social and environmental standards without compromising their competitiveness. The TBL approach is used as a framework for measuring and reporting corporate performance against economic, social and environmental performance. It is an attempt to align private enterprises to the goal of sustainable global development...
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