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Mutual Fund Database Analysis

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1) INBOUND LOGISTICS
Customer Database: Mutual Fund companies have to keep a complete database of their potential customers who are willing or can invest. Banks who deals in MF has vast database of their customer and they proves to be their interested investors. Companies also keep records of other possible investors who has no connection with the firm in any way, but yet they can be very good investors. Keeping customer database help the firm to reach out their customers who are willing to invest but somehow couldn't connect to them.

Technology: World has changed a lot when it comes to technology aspect, nowadays everything is technology driven. A company keeping them updated and equipped with latest technology proves too beneficial to them …show more content…

Net asset value (NAV) is value per share of a mutual fund or an on a specific date or time. The customers after buying the Mutual Fund gets the units which is been calculated on the bases of NAV. More the NAV less the number of units but the value of that fund is more than the less NAV. NAV is calculated on the daily basis.
All the fees of the Fund Manager basically brokerage or the commission of Fund manager is included in the NAV and the price is been decided. It changes regularly.

Sharpe Ratio & Treynor Ratio is calculated for the measurement of the risk.
Sharpe ratio is measure for calculating risk adjusted return. It is calculated against standard deviation and is used to measure whether the fund is over-performing or underperforming against benchmark. If the fund has higher standard deviation or beta (in case of Treynor ratio) and if the market is over-performing (i.e. nifty is giving better returns) the fund is said to be underperforming and vice-versa.

The Sharpe ratio is often used to compare the change in a portfolio's overall risk-return characteristics when a new asset or asset class is added to it.
The Sharpe ratio can also help explain whether a portfolio's excess returns are due to smart investment decisions or a result of too much …show more content…

Fast turnaround helps the investment firm to invest in market with higher chances of getting higher return and ensuring their clients' investment value.

3) OUTBOUND LOGISTICS
Quality Customer Service: A good firm's duty doesn’t end just on sales but it starts after the sale. Good MF companies provide their clients with the best after sales customer service by providing them all the updated news about the market and about their investment and how good their investing are yielding them return. They also give them advices for future investments and provide them with all the required information regarding their future investment planning.

Customized Product: In olden time Agencies use to push what they think customers want and not what they actual need, but time has changed and agencies are thinking about what their clients need and fulfilling their needs. Clients are allowed to choice their package/plan according to their current financial state and their future requirements. With the change of clients' priority with their progress in life, they are free to change their investment pattern and adapt the new desired

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