This document provides an overview of HDFC Mutual Fund and analyzes its risk and return. It is divided into three sections. The first section introduces mutual funds and HDFC AMC, discussing categories, strategies, organization, distribution channels, and HDFC's profile. The second section covers measuring performance through risk, return, portfolio analysis, and statistical measures. The third section details the study methodology, data collection and interpretation, findings, and conclusions from analyzing HDFC's performance using various risk-adjusted return measures.
This document provides information about State Bank of India - Mutual Fund (SBI MF). It discusses the company profile, key personnel, risk management team, and products offered by SBI MF. Some key points:
- SBI MF is one of the largest mutual funds in India with over 4.6 million investors and assets under management of over Rs. 51,461 crores across 36 schemes.
- It is a joint venture between State Bank of India and Société General Asset Management.
- SBI MF offers various equity, debt, liquid and other schemes and has a track record of over 20 years of consistent performance.
- The risk management team is headed by a
This document is a project report submitted by Aditya Mahindrakar for his summer internship at UTI Mutual Fund in Hyderabad. The report details his study titled "A Study on Performance and Analysis of Mutual Funds in India". The 3-page report includes sections acknowledging the guidance received from his mentors at UTI Mutual Fund and ArthChakra Advisory Services, a table of contents outlining the topics covered in the report, and an executive summary defining mutual funds and how investors can make money from them.
Mutual funds pool money from investors and invest in stocks, bonds, or other assets. This document analyzes specific mutual funds like HDFC Equity Fund and Franklin Templeton Short Term Income Fund. It discusses the advantages of mutual funds like diversification and professional management. The HDFC fund invests in sectors like banks, oil and gas, software, and pharmaceuticals. Performance data shows the HDFC funds providing returns above 24% annually since 2006.
This document appears to be a project report submitted by a student for a course on analyzing the top 5 mutual funds offered by Motilal Oswal Securities Ltd. The report includes an introduction to mutual funds that describes their structure and workings. It then discusses various types of mutual funds, performance measures, and regulations governing mutual funds in India. The report also includes sections on the methodology used for the study, profiles of different asset management companies, and limitations and conclusions of the research.
This document provides an overview of a project report on mutual funds. It begins with an acknowledgement section thanking those who assisted with the project. It then outlines the need for the study as understanding mutual funds and their schemes. The objectives are listed as providing information on mutual fund benefits, types of schemes, market trends, specific fund schemes, distribution channels, and marketing strategies. The document also notes some limitations of the study and provides an executive summary of key findings. It concludes with an index of topics that will be covered in the full report.
This document provides an overview of HDFC Mutual Fund and analyzes its risk and return. It is divided into three sections. The first section introduces mutual funds and HDFC AMC, discussing categories, strategies, organization, distribution channels, and HDFC's profile. The second section covers measuring performance through risk, return, portfolio analysis, and statistical measures. The third section details the study methodology, data collection and interpretation, findings, and conclusions from analyzing HDFC's performance using various risk-adjusted return measures.
This document provides information about State Bank of India - Mutual Fund (SBI MF). It discusses the company profile, key personnel, risk management team, and products offered by SBI MF. Some key points:
- SBI MF is one of the largest mutual funds in India with over 4.6 million investors and assets under management of over Rs. 51,461 crores across 36 schemes.
- It is a joint venture between State Bank of India and Société General Asset Management.
- SBI MF offers various equity, debt, liquid and other schemes and has a track record of over 20 years of consistent performance.
- The risk management team is headed by a
This document is a project report submitted by Aditya Mahindrakar for his summer internship at UTI Mutual Fund in Hyderabad. The report details his study titled "A Study on Performance and Analysis of Mutual Funds in India". The 3-page report includes sections acknowledging the guidance received from his mentors at UTI Mutual Fund and ArthChakra Advisory Services, a table of contents outlining the topics covered in the report, and an executive summary defining mutual funds and how investors can make money from them.
Mutual funds pool money from investors and invest in stocks, bonds, or other assets. This document analyzes specific mutual funds like HDFC Equity Fund and Franklin Templeton Short Term Income Fund. It discusses the advantages of mutual funds like diversification and professional management. The HDFC fund invests in sectors like banks, oil and gas, software, and pharmaceuticals. Performance data shows the HDFC funds providing returns above 24% annually since 2006.
This document appears to be a project report submitted by a student for a course on analyzing the top 5 mutual funds offered by Motilal Oswal Securities Ltd. The report includes an introduction to mutual funds that describes their structure and workings. It then discusses various types of mutual funds, performance measures, and regulations governing mutual funds in India. The report also includes sections on the methodology used for the study, profiles of different asset management companies, and limitations and conclusions of the research.
This document provides an overview of a project report on mutual funds. It begins with an acknowledgement section thanking those who assisted with the project. It then outlines the need for the study as understanding mutual funds and their schemes. The objectives are listed as providing information on mutual fund benefits, types of schemes, market trends, specific fund schemes, distribution channels, and marketing strategies. The document also notes some limitations of the study and provides an executive summary of key findings. It concludes with an index of topics that will be covered in the full report.
Project on mutual funds study and surveyProjects Kart
The document provides an overview of the history of mutual funds in India divided into phases:
1) Establishment of UTI in 1963-1987 with UTI enjoying monopoly status. UTI launched various schemes and saw significant growth.
2) Entry of public sector funds in 1987-1993 with SBI MF becoming the first non-UTI MF and others like LIC MF entering. UTI remained the largest.
3) Emergence of private sector funds in 1993-1996 which introduced innovative products and increased competition.
4) Growth and regulation phase from 1996-2004 with SEBI introducing regulations and the industry seeing robust growth. Tax benefits were provided to encourage investment.
This document provides an introduction to mutual funds, including:
- It defines a mutual fund as an investment vehicle that pools money from investors to invest in securities like stocks and bonds. Returns are shared proportionally among investors.
- The advantages of mutual funds are listed as professional management, reduced costs through economies of scale, diversification, and choice of schemes. The disadvantages include loss of control over investments, fees and expenses, and costs not being controlled by investors.
- The structure of mutual funds in India is described as a three tier system with a sponsor, a trust, and professional managers (AMC), distributors, registrars and a custodian who perform various functions for the fund.
Mutual fund is the better investment planProjects Kart
Mutual funds provide several benefits over other investment options such as banks deposits and stocks. They allow small investors to access a diversified portfolio of securities for a low cost. Mutual funds provide professional management, risk reduction through diversification, liquidity, and convenience. However, investors have little control over costs and cannot create tailored portfolios. The study aims to help new investors understand how to evaluate the risk and return of mutual funds and select appropriate schemes given the current economic environment of falling interest rates and volatile stock markets.
This document summarizes a presentation about increasing brand awareness of DBS Chola Mutual Fund. It provides an overview of DBS Chola Mutual Fund and its parent company, Murugappa Group. It then discusses concepts of mutual funds, their organization structure and advantages. Finally, it analyzes strategies for increasing DBS Chola's brand value through sales promotion, distribution channels, and market penetration using independent financial advisors.
This document is a project report submitted to Marwadi Education Foundation's Group of Institutions in partial fulfillment of an MBA degree. The report examines investor awareness and perception of Reliance Mutual Fund, specifically regarding SIP and STP plans. It includes an introduction to mutual funds and Reliance Mutual Fund, a literature review, research objectives and methodology, findings from surveys conducted, and recommendations. The report was submitted by Zinkal M Sheta and guided by faculty members Pratik Joshi and Mohit Arora.
This document provides an introduction and overview of mutual funds in India. It discusses what a mutual fund is, the advantages of mutual funds like professional management and diversification. It also outlines the different types of mutual fund schemes, requirements for registration with SEBI, and pointers for measuring mutual fund performance. The document will analyze the performance of various mutual funds and awareness among investors in India. It seeks to understand investors' financial planning and how to improve returns while reducing risk.
The document provides information about HDFC Asset Management Company Limited (HDFC AMC), including its vision, sponsors, and types of mutual funds. HDFC AMC aims to be a dominant player in the Indian mutual fund space recognized for high ethical and professional conduct. It is sponsored by HDFC and Standard Life Investment Limited. The document also describes open-ended and closed-ended funds, with open-ended funds available for subscription all year and closed-ended funds having a fixed maturity period.
This document analyzes consumer behavior and perceptions regarding mutual funds in India. It conducted surveys and interviews of 120 respondents from different age groups and occupations to understand their level of investment and knowledge of mutual funds. The findings showed that service workers had little knowledge of mutual funds while businessmen invested more frequently. Respondents were more concerned with tax benefits than returns and were most aware of large mutual fund companies. The document recommends increasing awareness through consumer education, government programs, publishing success stories, and distributing informational booklets.
Investment pattern on mutual fund investorBhavik Parmar
This document provides an overview of mutual funds and the mutual fund industry in India. It discusses the history of mutual funds dating back to the 19th century in Europe. It then discusses the introduction and growth of the mutual fund industry in India since the 1960s. Key points include that India has one of the fastest growing mutual fund industries in the world. The document also outlines various investment alternatives available to investors such as equity, debt markets, bank deposits, insurance, real estate, and mutual funds. It provides a basic introduction to mutual funds and how they pool investor savings and invest in securities.
This document discusses a descriptive study of mutual funds and investors' perceptions about investing in mutual funds. It provides an overview of the mutual fund industry and how mutual funds work. It discusses the different types of mutual funds and risks associated with them. The objectives and timeline of the study are outlined. Research methodology, sample design, data analysis and findings are presented. Limitations and scope for further study are also discussed along with recommendations. A sample questionnaire used for the study is included.
This document provides information on various HDFC mutual funds. It begins with explaining what a mutual fund is and providing an overview of HDFC, India's largest mutual fund house. It then summarizes 5 popular HDFC funds - HDFC Top 200, HDFC Short Term Opportunities, HDFC Monthly Income Plan-Long Term, HDFC Long Term Advantage Fund, and HDFC Mid Cap Opportunities Fund. For each fund, it provides details on investment objective, portfolio allocation, performance metrics, and current NAV. In conclusion, it recommends purchasing the HDFC Mid Cap Opportunities Fund since it has the lowest current NAV, allowing for more units to be purchased.
A PERFORMANCE EVALUATION OF MUTUAL FUND Nirav Thanki
This document provides an overview of the mutual fund industry globally and in India. It discusses that mutual funds first originated in the United States in 1929 and have since grown to $12 trillion in assets globally by 2007, making them the largest financial investment vehicles. In India, the mutual fund industry was established in 1963 with the formation of Unit Trust of India. The industry has grown significantly since privatizing in 1993, and now has over 45 fund houses and approximately $20 billion in assets. The document outlines the key benefits of mutual funds for investors and discusses the continued growth potential of the industry in India.
Performance evaluation of selected mutual fund schemes in indiaYashmin Revawala
This document analyzes the performance of various mutual fund schemes in India using different risk-adjusted return ratios. It summarizes the findings for various types of mutual fund schemes:
- For liquid funds, Hdfc Liquid Fund performed best on most metrics, though SBI Magnum Insta Cash Fund performed best according to Treynor Ratio.
- For equity-linked savings schemes, SBI Magnum Tax Gain was least risky but SBI Magnum Tax Gain and Icici Prudential Tax Saver performed best overall.
- For gilt funds, L&T Gilt Fund performed best on all metrics while Templeton India Government Securities underperformed.
- For diversified equity funds
Study of Investor Perception towards Mutual FundsMeghnaJaiswal6
This document appears to be a minor project report submitted as part of an MBA program. It includes an introduction providing background on mutual funds, acknowledgments, a declaration by the author, and a certificate by the project guides. It also includes tables of contents and chapters on the introduction, literature review, research methodology, data analysis, findings and conclusions, and recommendations. The literature review chapter discusses several past research studies that have evaluated mutual fund performance using various risk-adjusted measures and techniques like Sharpe ratio, Treynor's ratio, Jensen's alpha, and conditional performance evaluation models.
• "Performance evaluation of selected mutual funds within the framework of ri...Deepak KD
This document is a project report submitted by Deepak KD to the University of Calicut in partial fulfillment of the requirements for a Master of Business Administration degree. The project analyzes the performance of selected mutual funds in India within the framework of risk and returns. The objectives are to evaluate the performance and identify the growth potential of equity diversified funds and large cap funds to suggest the best performing funds for different investor needs. The methodology involves analyzing the net asset value data of selected mutual fund schemes over a 3-year period using stratified sampling.
Full Project Report on SBI mutual funds.AKSHAY TYAGI
This document summarizes a student project on investor perceptions of mutual funds submitted for an MBA program. It includes declarations, acknowledgements, guide certificates, and outlines of the project contents. The student investigated investor preferences in mutual funds, including the types of products, options, and investment strategies preferred by investors in India. The project analyzed primary data collected through surveys to understand factors influencing investor decisions when purchasing mutual funds.
A comparative study on investing in equity and mutual fund schemesAsif Hussain Shaikh
This document summarizes a study comparing investments in equity shares and mutual fund schemes. The study aims to create awareness for investors about the risks, returns, liquidity, and marketability of different investment options. Specifically, the study seeks to compare the risk and return of equity shares and mutual funds, analyze their performance against benchmarks, calculate the volatility of shares using beta, and outline the pros and cons of investing in each. The analysis focuses on 5 randomly selected stocks and 5 mutual funds, examining their share prices and net asset values over time.
Performance evaluation risk and return of mutual funds @ uti secureties pro...Babasab Patil
The document discusses a study on evaluating the performance of mutual funds with reference to risk and return. It contains an executive summary, introduction, literature review, objectives of the study, and limitations. The objectives are to evaluate the returns and associated risks of mutual funds, compare the performance of mutual funds from different companies, and evaluate mutual fund investment performance using risk-adjusted theoretical metrics. The study methodology uses secondary data from reports by UTI Securities and other websites.
Perception of investors in Kolkata towards mutual fund investmentsDevesh Kedia
The study focuses on the perception of investors in Kolkata towards investments in general and Mutual Funds in particular. It tries to understand the awareness level of investors in Kolkata regarding Mutual Funds, their preferences in terms of investments, important factors considered while making investments, preferred sources of Mutual Fund purchases, their expectations from their investments in general and MF in particular.
The document is a project report on mutual funds as better investment plans. It includes an acknowledgement section thanking various individuals for their support and guidance. It also includes a declaration confirming the original work. The executive summary provides an overview of the project, which examines investors' preferences in mutual funds such as the asset management company, type of product, investment option and strategy preferred. It analyzes primary data collected through surveys to understand these preferences.
A project report on comparative study of mutual funds in indiaProjects Kart
The document is a project report on a comparative study of mutual funds in India. It includes sections on the introduction of mutual funds, their history in India, advantages, and types of mutual funds. The report provides an overview of the mutual fund industry in India and aims to study some prominent mutual fund companies and their schemes.
Project on mutual funds study and surveyProjects Kart
The document provides an overview of the history of mutual funds in India divided into phases:
1) Establishment of UTI in 1963-1987 with UTI enjoying monopoly status. UTI launched various schemes and saw significant growth.
2) Entry of public sector funds in 1987-1993 with SBI MF becoming the first non-UTI MF and others like LIC MF entering. UTI remained the largest.
3) Emergence of private sector funds in 1993-1996 which introduced innovative products and increased competition.
4) Growth and regulation phase from 1996-2004 with SEBI introducing regulations and the industry seeing robust growth. Tax benefits were provided to encourage investment.
This document provides an introduction to mutual funds, including:
- It defines a mutual fund as an investment vehicle that pools money from investors to invest in securities like stocks and bonds. Returns are shared proportionally among investors.
- The advantages of mutual funds are listed as professional management, reduced costs through economies of scale, diversification, and choice of schemes. The disadvantages include loss of control over investments, fees and expenses, and costs not being controlled by investors.
- The structure of mutual funds in India is described as a three tier system with a sponsor, a trust, and professional managers (AMC), distributors, registrars and a custodian who perform various functions for the fund.
Mutual fund is the better investment planProjects Kart
Mutual funds provide several benefits over other investment options such as banks deposits and stocks. They allow small investors to access a diversified portfolio of securities for a low cost. Mutual funds provide professional management, risk reduction through diversification, liquidity, and convenience. However, investors have little control over costs and cannot create tailored portfolios. The study aims to help new investors understand how to evaluate the risk and return of mutual funds and select appropriate schemes given the current economic environment of falling interest rates and volatile stock markets.
This document summarizes a presentation about increasing brand awareness of DBS Chola Mutual Fund. It provides an overview of DBS Chola Mutual Fund and its parent company, Murugappa Group. It then discusses concepts of mutual funds, their organization structure and advantages. Finally, it analyzes strategies for increasing DBS Chola's brand value through sales promotion, distribution channels, and market penetration using independent financial advisors.
This document is a project report submitted to Marwadi Education Foundation's Group of Institutions in partial fulfillment of an MBA degree. The report examines investor awareness and perception of Reliance Mutual Fund, specifically regarding SIP and STP plans. It includes an introduction to mutual funds and Reliance Mutual Fund, a literature review, research objectives and methodology, findings from surveys conducted, and recommendations. The report was submitted by Zinkal M Sheta and guided by faculty members Pratik Joshi and Mohit Arora.
This document provides an introduction and overview of mutual funds in India. It discusses what a mutual fund is, the advantages of mutual funds like professional management and diversification. It also outlines the different types of mutual fund schemes, requirements for registration with SEBI, and pointers for measuring mutual fund performance. The document will analyze the performance of various mutual funds and awareness among investors in India. It seeks to understand investors' financial planning and how to improve returns while reducing risk.
The document provides information about HDFC Asset Management Company Limited (HDFC AMC), including its vision, sponsors, and types of mutual funds. HDFC AMC aims to be a dominant player in the Indian mutual fund space recognized for high ethical and professional conduct. It is sponsored by HDFC and Standard Life Investment Limited. The document also describes open-ended and closed-ended funds, with open-ended funds available for subscription all year and closed-ended funds having a fixed maturity period.
This document analyzes consumer behavior and perceptions regarding mutual funds in India. It conducted surveys and interviews of 120 respondents from different age groups and occupations to understand their level of investment and knowledge of mutual funds. The findings showed that service workers had little knowledge of mutual funds while businessmen invested more frequently. Respondents were more concerned with tax benefits than returns and were most aware of large mutual fund companies. The document recommends increasing awareness through consumer education, government programs, publishing success stories, and distributing informational booklets.
Investment pattern on mutual fund investorBhavik Parmar
This document provides an overview of mutual funds and the mutual fund industry in India. It discusses the history of mutual funds dating back to the 19th century in Europe. It then discusses the introduction and growth of the mutual fund industry in India since the 1960s. Key points include that India has one of the fastest growing mutual fund industries in the world. The document also outlines various investment alternatives available to investors such as equity, debt markets, bank deposits, insurance, real estate, and mutual funds. It provides a basic introduction to mutual funds and how they pool investor savings and invest in securities.
This document discusses a descriptive study of mutual funds and investors' perceptions about investing in mutual funds. It provides an overview of the mutual fund industry and how mutual funds work. It discusses the different types of mutual funds and risks associated with them. The objectives and timeline of the study are outlined. Research methodology, sample design, data analysis and findings are presented. Limitations and scope for further study are also discussed along with recommendations. A sample questionnaire used for the study is included.
This document provides information on various HDFC mutual funds. It begins with explaining what a mutual fund is and providing an overview of HDFC, India's largest mutual fund house. It then summarizes 5 popular HDFC funds - HDFC Top 200, HDFC Short Term Opportunities, HDFC Monthly Income Plan-Long Term, HDFC Long Term Advantage Fund, and HDFC Mid Cap Opportunities Fund. For each fund, it provides details on investment objective, portfolio allocation, performance metrics, and current NAV. In conclusion, it recommends purchasing the HDFC Mid Cap Opportunities Fund since it has the lowest current NAV, allowing for more units to be purchased.
A PERFORMANCE EVALUATION OF MUTUAL FUND Nirav Thanki
This document provides an overview of the mutual fund industry globally and in India. It discusses that mutual funds first originated in the United States in 1929 and have since grown to $12 trillion in assets globally by 2007, making them the largest financial investment vehicles. In India, the mutual fund industry was established in 1963 with the formation of Unit Trust of India. The industry has grown significantly since privatizing in 1993, and now has over 45 fund houses and approximately $20 billion in assets. The document outlines the key benefits of mutual funds for investors and discusses the continued growth potential of the industry in India.
Performance evaluation of selected mutual fund schemes in indiaYashmin Revawala
This document analyzes the performance of various mutual fund schemes in India using different risk-adjusted return ratios. It summarizes the findings for various types of mutual fund schemes:
- For liquid funds, Hdfc Liquid Fund performed best on most metrics, though SBI Magnum Insta Cash Fund performed best according to Treynor Ratio.
- For equity-linked savings schemes, SBI Magnum Tax Gain was least risky but SBI Magnum Tax Gain and Icici Prudential Tax Saver performed best overall.
- For gilt funds, L&T Gilt Fund performed best on all metrics while Templeton India Government Securities underperformed.
- For diversified equity funds
Study of Investor Perception towards Mutual FundsMeghnaJaiswal6
This document appears to be a minor project report submitted as part of an MBA program. It includes an introduction providing background on mutual funds, acknowledgments, a declaration by the author, and a certificate by the project guides. It also includes tables of contents and chapters on the introduction, literature review, research methodology, data analysis, findings and conclusions, and recommendations. The literature review chapter discusses several past research studies that have evaluated mutual fund performance using various risk-adjusted measures and techniques like Sharpe ratio, Treynor's ratio, Jensen's alpha, and conditional performance evaluation models.
• "Performance evaluation of selected mutual funds within the framework of ri...Deepak KD
This document is a project report submitted by Deepak KD to the University of Calicut in partial fulfillment of the requirements for a Master of Business Administration degree. The project analyzes the performance of selected mutual funds in India within the framework of risk and returns. The objectives are to evaluate the performance and identify the growth potential of equity diversified funds and large cap funds to suggest the best performing funds for different investor needs. The methodology involves analyzing the net asset value data of selected mutual fund schemes over a 3-year period using stratified sampling.
Full Project Report on SBI mutual funds.AKSHAY TYAGI
This document summarizes a student project on investor perceptions of mutual funds submitted for an MBA program. It includes declarations, acknowledgements, guide certificates, and outlines of the project contents. The student investigated investor preferences in mutual funds, including the types of products, options, and investment strategies preferred by investors in India. The project analyzed primary data collected through surveys to understand factors influencing investor decisions when purchasing mutual funds.
A comparative study on investing in equity and mutual fund schemesAsif Hussain Shaikh
This document summarizes a study comparing investments in equity shares and mutual fund schemes. The study aims to create awareness for investors about the risks, returns, liquidity, and marketability of different investment options. Specifically, the study seeks to compare the risk and return of equity shares and mutual funds, analyze their performance against benchmarks, calculate the volatility of shares using beta, and outline the pros and cons of investing in each. The analysis focuses on 5 randomly selected stocks and 5 mutual funds, examining their share prices and net asset values over time.
Performance evaluation risk and return of mutual funds @ uti secureties pro...Babasab Patil
The document discusses a study on evaluating the performance of mutual funds with reference to risk and return. It contains an executive summary, introduction, literature review, objectives of the study, and limitations. The objectives are to evaluate the returns and associated risks of mutual funds, compare the performance of mutual funds from different companies, and evaluate mutual fund investment performance using risk-adjusted theoretical metrics. The study methodology uses secondary data from reports by UTI Securities and other websites.
Perception of investors in Kolkata towards mutual fund investmentsDevesh Kedia
The study focuses on the perception of investors in Kolkata towards investments in general and Mutual Funds in particular. It tries to understand the awareness level of investors in Kolkata regarding Mutual Funds, their preferences in terms of investments, important factors considered while making investments, preferred sources of Mutual Fund purchases, their expectations from their investments in general and MF in particular.
The document is a project report on mutual funds as better investment plans. It includes an acknowledgement section thanking various individuals for their support and guidance. It also includes a declaration confirming the original work. The executive summary provides an overview of the project, which examines investors' preferences in mutual funds such as the asset management company, type of product, investment option and strategy preferred. It analyzes primary data collected through surveys to understand these preferences.
A project report on comparative study of mutual funds in indiaProjects Kart
The document is a project report on a comparative study of mutual funds in India. It includes sections on the introduction of mutual funds, their history in India, advantages, and types of mutual funds. The report provides an overview of the mutual fund industry in India and aims to study some prominent mutual fund companies and their schemes.
I have found all primary data and secondary data for this project by my own efforts and the all data are 100% true according to my summer internship experience..Thanks
This document appears to be a project report analyzing the performance of the top 100 mutual funds in India compared to the Opportunities Fund offered by UTI Mutual Fund. The 3-page introduction provides background on mutual funds, their importance and advantages in India. It discusses the basic concepts of how mutual funds operate and pool money from investors. It also outlines the different types of mutual fund schemes based on their structure and investment objectives.
This document provides an overview of mutual funds in India. It defines mutual funds as a way for investors to pool their money together to invest in a portfolio managed by professionals. It describes the key entities involved like sponsors, trustees, asset management companies, custodians, and registrars. It also classifies mutual funds into open-ended, close-ended, index, income, tax-saving, and other categories. The advantages of mutual funds are discussed as increased diversification, professional management, and convenience, while the disadvantages include fees and less control.
The document discusses various aspects of gold, gold ETFs, and gold funds of funds (FoFs). It provides an overview of preferred gold ETFs and FoFs based on criteria like trading volumes, tracking error, and corpus size. It then covers topics like the outlook for gold prices, a comparison of lump sum vs SIP investments in gold, rationales for investing in gold and gold ETFs, the history and applications of gold, and factors influencing gold prices. The document is aimed at providing investors with information and perspectives on investing in gold through various instruments.
This document discusses gold exchange-traded funds (ETFs) as an investment avenue compared to investing in equity or physical gold. It notes that gold ETFs can help hedge against inflation, currency fluctuations, and provide insurance for a portfolio. Gold ETFs are also described as being more robust and less volatile than equity, and having a lower probability of negative returns during economic crises compared to equity. The document defines an ETF as an investment fund traded on stock exchanges like stocks that holds assets like stocks, commodities, or bonds and trades close to its net asset value.
The document provides information about a study conducted on Religare Mutual Fund. It includes details such as the student name, roll number, guide name, institute and university name where the MBA degree is being pursued. The study aims to analyze Religare Mutual Fund's performance and compare it to benchmarks. It discusses concepts of equity capital, mutual funds and different types of mutual fund schemes classified based on maturity period and investment objectives.
The document is a project report on mutual funds as an investment avenue at NJ India Invest.
[1] It provides an introduction and executive summary on mutual funds, acknowledging them as a suitable investment for common people that allows investing in a diversified basket of securities professionally managed at low cost.
[2] It describes the research methodology used in the project, which involved collecting primary data through a survey of 70 people to examine return, risk, and fund administration methods of selected mutual funds.
[3] The analysis and interpretation of the survey aims to understand operations of the mutual fund industry and identify objectives for investing in different schemes to provide optimal returns for investors' risk.
Project on mutual funds is the better investments planProjects Kart
This document is a project report submitted for an MBA program. It discusses mutual funds as better investment plans. The report includes an acknowledgements section, declaration, executive summary, and table of contents. It covers introduction to mutual funds, their various aspects, company profiles, objectives and scope of the study, research methodology, data analysis and interpretation, findings and conclusions, and suggestions and recommendations. The project provided a learning experience for the author and scope to analyze investor preferences for mutual funds in terms of asset management companies, products, options, and investment strategies.
This document provides a training report submitted by a student to fulfill requirements for a post-graduate degree in commerce. It includes an introduction to mutual funds, a profile of the company where the training took place (State Bank of India), objectives and methodology of the research project on consumer preferences regarding investment in mutual funds, analysis and findings of the research, and suggestions. The student undertook the training and research project at State Bank of India to study consumer preferences around mutual fund investments.
Mutual funds pool money from investors and invest it in stocks, bonds, and other securities. The money earned through investments and any capital appreciation is shared by unit holders proportionate to how many units they own. The document discusses the history of mutual funds in India from 1964 to present. It describes open-ended and closed-ended funds, as well as growth, income, balanced, and money market funds. The advantages of mutual funds include diversification, professional management, convenience, and tax benefits, while the disadvantages include costs and lack of control. Systematic investment plans allow regular investing of small amounts to achieve long-term goals through rupee cost averaging and the power of compounding.
The document provides an overview of mutual funds, including:
1. Mutual funds pool money from many investors and invest it in stocks, bonds, and other securities. This allows individual investors to own a diversified portfolio managed by professionals.
2. Mutual funds offer advantages like diversification, professional management, and reduced transaction costs. However, they also involve risks and fees that diminish returns. Investors must understand both the benefits and risks of mutual funds.
3. Key characteristics of mutual funds include purchasing shares directly from the fund, prices based on net asset value, and the continuous creation of new shares to accommodate new investors. Mutual funds play an important role in mobilizing savings and fueling economic
Project report of axis mutual fund by kamalKamal Sharma
The document is a project report submitted for a post graduate diploma in management. It discusses channel management of Axis Mutual Fund and analyzes the preferences of investors for investing in mutual funds. The project was conducted at Axis Asset Management Company in Jaipur, India. It includes an acknowledgement section thanking those who provided guidance and support. The executive summary provides an overview of the project scope and methodology.
Infosys is an Indian multinational technology company that provides business consulting and IT services. It has pursued an expansion strategy in recent years through acquisitions and setting up special economic zones with tax benefits. Infosys has zero debt and is wholly equity financed, with its weighted average cost of capital consisting only of the cost of equity, which is estimated to be 13.52% based on its beta. Analysis of Infosys's financials over the last 5 years shows increasing dividends paid out as a percentage of profits. Dividend payouts generally cause short-term increases in share price before the ex-dividend date, when the price adjusts downward by the dividend amount.
This document is a project report submitted for a Bachelor of Commerce degree in Accounting and Finance from the University of Calcutta. The project analyzes and studies mutual funds in India. It includes an acknowledgements section thanking those who supported and guided the project. The objectives are to analyze returns of selected mutual funds, understand asset management company functions and performance measurement tools, and compare performances of selected mutual fund schemes.
The document is a project report comparing mutual funds of HDFC and ICICI. It includes an introduction describing mutual funds, their history and types. It outlines the objectives of comparing the two companies' investment opportunities and ability to help investors make decisions. The report contains sections on literature review, research methodology, analysis, findings, and conclusions.
This document provides information about mutual funds including their structure, types, history in India, advantages and disadvantages. It discusses that a mutual fund is a trust that collects money from investors and invests in stocks, bonds, money market instruments and other securities. The document outlines the key entities involved in mutual funds like sponsors, trustees, asset management companies, custodians and various distribution channels. It also summarizes the different types of mutual fund schemes and provides a brief history of mutual funds in India from 1964 to the present.
This document contains a list of 133 potential MBA project topics. The topics cover a wide range of business subjects including marketing, finance, human resources, operations management, and more. Some of the topics listed include customer satisfaction studies, investment pattern analyses, brand analyses, capital structure analyses, and export/import procedures. The list provides students with many options for choosing an MBA project on an area of business that interests them.
This document is a research project report submitted by Sana Fatima to Mahamaya Technical University for their MBA program. The report analyzes mutual funds and product marketing, including micro marketing. It provides an introduction to DSP Blackrock Mutual Fund and Blackrock Group, outlining their mission and financial highlights. The methodology section describes the survey used and findings. It also includes sections on HDFC Mutual Fund, top performing mutual funds, limitations, findings, and suggestions.
This document is a project report submitted by Sujoy Kumar Bose on his summer internship at DSP BlackRock Mutual Fund. The report discusses SIP (Systematic Investment Plan) and mutual funds as preferred investment tools. It provides an overview of different AMCs (Asset Management Companies) in Jharkhand, compares the performance of different AMCs' SIP schemes, discusses the benefits of SIP including rupee cost averaging and the power of compounding returns. The report also provides details about DSP BlackRock Mutual Fund and the findings from the internship including sales channel interactions and analysis.
The document discusses three presentations from different people in the financial services industry.
1. The first presentation is from Mr. Lalit Popli, Head of IT at ICICI Prudential AMC. He believes information security is a core function that should not be completely outsourced due to increased risks. Some areas that can be outsourced include penetration testing and security reviews.
2. The second presentation is from Mr. Manish Chitnis of Capital First Ltd. He discusses his experience in the NBFC sector and Capital First's product suite. The company aims to become a significant financial conglomerate.
3. The third presentation is from Mr. Vijay Mahajan, Chairman and CEO
A project on invesment patter of individusal with special reference to karvy ...Projects Kart
The document discusses various topics related to investing in the Indian stock market, including:
- An overview of Karvy Stock Broking Ltd and its services such as stock broking, depository services, and investment banking.
- An explanation of key stock market concepts such as demat trading, day trading activities and settlements, and the membership process for stockbrokers.
- A brief discussion of share trading processes, both online and offline.
A project report on need of financial advisors for mutual fund investors with...veeru11262
This document provides an interim project report on the need for financial advisors for mutual fund investors with special reference to Karvy. It includes an introduction, acknowledgements, table of contents, declarations, bonafide certificates, abstract, and literature review sections. The project examines why people in Korba do not actively invest in mutual funds despite benefits, and the potential for Karvy's mutual fund business distribution in Korba City. Research found that approximately 60% of people are unaware of mutual funds but interested in learning more, with different investment priorities among service, professional, and business classes.
SMC provides a wide range of financial services including brokerage, investment banking, wealth management, insurance distribution, and research services. It has over 1600 offices across India and an overseas office in Dubai. SMC aims to leverage its large retail network and alliances with banks and financial institutions to further expand its client base and service offerings. Key growth areas include online trading, wealth management through its JV with Sanlam, and expanding its international presence.
Mr. C. Jayaram
Directors: Mr. Dipak Gupta
Mr. Bina Chandarana
Mr. Prakash Apte
Mr. C. Jayaram
Mr. Uday Kotak
Mr. Jaideep Hansraj
Mr. KVS Manian
Mr. B. Ramakrishna
Mr. C. Jayaram
Mr. Uday Kotak
Mr. Jaideep Hansraj
Mr. KVS Manian
Mr. B. Ramakrishna
PRODUCTS AND SERVICES OF KOTAK SECURITIES LTD:
- Equity Broking
- Currency
The document provides an overview of Softlogic Holdings PLC, a leading diversified group in Sri Lanka with interests in six business sectors - ICT, Retail, Financial Services, Healthcare Services, Automobiles and Leisure. It discusses Softlogic's vision, core values of integrity, accountability, humility, simplicity, passion and focus on success. The document also highlights some of Softlogic's achievements and developments in 2014/15, including the opening of its first resort Centara Ceysand Resort & Spa, launching an online retail store and introducing new brands like Tommy Hilfiger to Sri Lanka.
Bonanza Corporate Solutions Pvt. Ltd. is an Indian financial services firm that provides corporate fundraising, mergers and acquisitions advisory, and strategic consulting services. It has offices in major Indian cities including Mumbai, Delhi, Ahmedabad, Bangalore, and Jaipur. The company assists corporate clients in raising debt financing, private equity placements, M&A transactions, and other strategic services. It is managed by a team of experienced professionals with expertise in investment banking, private equity, and capital markets.
The document is a summer internship report submitted by Swati G. Pawar, a student of Masters in Management Studies at BES Institute of Management Studies and Research. It details her internship at Sharekhan Ltd, a leading retail stock broking firm, from May to July 2010. The report includes an acknowledgements section, table of contents, and chapters covering the company profile and departments of Sharekhan Ltd, problems encountered and recommendations. It concludes with learning outcomes and references.
This document provides an introduction to derivatives markets. It defines what derivatives are, listing their key characteristics. The main types of derivative contracts discussed are forwards, futures, options, and swaps. Forwards and futures are exchange-traded standardized contracts, while options give the buyer the right but not obligation to buy or sell the underlying asset. The document also discusses over-the-counter derivatives and provides a brief history of financial derivatives markets.
A study on new hiring strategies in Talent Acquisition in SMC Global Securiti...Bhavya Bhatia
This document summarizes a study on new hiring strategies in talent acquisition. It outlines topics to be discussed including an industry and company profile, strategies in talent acquisition, research methodology, findings and recommendations. It describes the company's services and awards. Research methods included qualitative and quantitative approaches. Findings centered on competition and procedures. Recommendations included clarifying job skills and updating databases. Limitations included lack of confidential information and time constraints limiting depth. The conclusion emphasizes acquiring good talent is important and better recruitment leads to improved organizational outcomes.
IPO News: VRL Logistics IPO opens on Apr 15, price band Rs195-205IndiaNotes.com
The director advises retail investors to invest for the long term by taking advantage of opportunities from PSU stake sales and easier listing norms for startups. He views the global economy as stable due to stimulus measures and sees the domestic economy bursting with activity under the Modi government. He believes gold will remain weak due to interest rate hike expectations in the US while crude oil prices may consolidate in a range due to improved economic activity and stimulus measures.
Motilal Oswal is a well-respected financial services organization with a network of over 1,430 business locations across India. It provides a range of services including portfolio management, research-based advice, online brokerage, IPO services, mutual funds, commodities, and depository services. The company aims for excellence in execution within a framework of integrity, teamwork, meritocracy, and passion.
This report is basically a idea about the about share market and the investors attitude toward share market which helps to get knowledge about trade in share market.
This report can help to analysis the share market how the market work and the attitude of the investors(bearish and bullish) .This report can also help full for the new investor and provide a platform to invest and market.
Similar to Project on Mutual Fund Industry & impact of exit & entry load on IFA segment. (20)
5 Compelling Reasons to Invest in Cryptocurrency NowDaniel
In recent years, cryptocurrencies have emerged as more than just a niche fascination; they have become a transformative force in global finance and technology. Initially propelled by the enigmatic Bitcoin, cryptocurrencies have evolved into a diverse ecosystem of digital assets with the potential to reshape how we perceive and interact with money.
Resume
On June 11-16, several important international events were organized and they are expected
to contribute to Ukraine's resilience and victory: URC2024, the G7 meeting, and the Global
Peace Summit.
According to the IER, real GDP growth slowed slightly to 3.5% yoy in May compared to 4.2%
yoy in April due to significant damage caused by russian attacks on electricity generation.
Restrictions on electricity supply to industry and the population continue: efficient consumption
and the installation of decentralized power generation capacities are a priority.
The Ukrainian Sea Corridor allows an increase in the exports of ores and metallurgical products.
Foreign aid was the lowest in May. However, already in June Ukraine should receive about
USD 4 bn in loans.
In May, as in the previous three months, consumer inflation was slightly above 3% (3.3% yoy).
In June, the NBU again reduced the discount rate – from 13.5% to 13% per annum.
The hryvnia exchange rate has surpassed UAH 40 per dollar due to the growing demand for
cash currency.
The IER is preparing the pub
Presentation on recent trends in financial system .pptx
Project on Mutual Fund Industry & impact of exit & entry load on IFA segment.
1.
2. My humble thanks and feigned gratefulness to Mr. Bimal Jeet Singh, my company guide and Mr. Iqbal Bhatti who emitted signals of profound knowledge and deep insight without which it would have been difficult to give a physical shape to the project.
36. The Kothari family of D.S. Purbhoodas and Co. is the promoter and owner of DSP Group.
37. Track record of over 140 years, one of the oldest financial services firms in India.
38. One of the founding members and first directors of the Bombay Stock Exchange (BSE).
39. Each generation of the DSP Group has seen a partner serving as President of the Bombay Stock Exchange, bearing testimony to the long-standing position DSP Group occupies in the Indian Financial arena.
61. The nature of project involved the whole survey of how to calculate the value and performance of mutual fund and by comparing these values from different company’s mutual funds.
62. Know about the risks associated with mutual funds and the difference in the evaluation of debt funds and equity funds.
63. I learned the difference of investing in mutual fund and other investment (bank/post office) products.
64. The scope of the project was also to find out that what factors forces the customers to buy a particular mutual fund. I learned what things investor should keep in mind before investing into any fund apart from that I have also seen what Indian investors think about mutual fund and how much they are aware about mutual funds.
65. Opportunity to learn about the ups and downs in the market and its impact on the performance of various schemes.
66. The presentations of DSP BlackRock MF that I gave to our alternate distribution channel’s employees helped me to get exposed to various problems that the distributors face during selling of mutual fund schemes and how to tackle with such problems.
67. I have learned that mutual funds now present perhaps the most appropriate investment opportunity for most investors. As financial markets become more sophisticated and complex, investors need a financial intermediary who provides the required knowledge and professional expertise on successful investing.
70. To study investor awareness regarding various types of Mutual Funds and various schemes offered by these mutual funds.
71. To study where DSP MF does stands in the market & what steps they should take to improve their position in the market.
72.
73.
74. The price at which units can be bought and sold is governed solely by the value of the underlying securities held by the MF and dealing in units are on the basis of net market value of the investment per unit.
75. The managers of MF are obliged to redeem any units in issue on demand or certain specified period.
76. All dividend income that the MF receives on its investments is paid out to unit holders.
84. In this plan, dividend is neither declared nor paid out to the investors but it is built into the value of the NAV. In the other words, the NAV increases over time due to such incomes and the investor realizes only the capital appreciation on redemption of his investment.
86. In this plan, dividends are paid-out to the investors. In other words, the NAV only reflects the capital appreciation or depreciation in the market price of the underlying portfolio.
89. These plans are best suited for people nearing retirement. In these plans investor invest in a mutual fund scheme and is allowed to withdraw a fixed sum of money at regular intervals to take care of expenses.
148. Only after- tax returns of two different schemes should be compared.Type of Investors & Recommended Investment Portfolio<br />According to lifecycle Stages:<br />Stages of LifecycleSurplus to saveRisk toleranceOptions Childhood Stage---Young unmarriedHigh High Life Insurance, equityYoung MarriedHigh High Emerging fund equityYoung Married / ChildrenModerate Low/ ModerateInvestment for child educationMarried / Old ChildrenModerate Low Debt service/ pension provisionPost family/ pre-retirement ageLow Low Pension Provision<br />Questionnaire Analysis <br />Investment in Mutual Funds<br />Options Frequency Proportion Yes 6678.75%No 1423.33%Total 80<br />Figure 8<br />Interpretation <br />The study conducted on 80 persons revealed that 78.75% person invests in mutual funds and 21.25% people do not invest in the schemes of the mutual funds.<br />Reason for not investing in Mutual Funds<br />Ranking Scale54321Reasons Strongly AgreeAgree Neutral Strongly disagreeDisagreeRisky 31271165Lack of Awareness181620188Lack of Funds1219142015Afraid of Scams910171529Quality of Management108182123<br />Decision Influencer<br />Options Family Relatives Friends TVInternet MF AgentObserved119204630Percentage13.75%11.25%25%5%7.5%37.5%<br />Figure 9<br />Interpretation:<br />From the above analysis it may be concluded that 38% people’s decision to invest in mutual funds is affected by mutual fund agent. So there is a need to concentrate on updating the skills of the agents to enable them to motivate the potential customers. Second variable i.e. the friend’s circle will also be able to motivate more people for investment in mutual funds rather than traditional investment avenues.<br />More Risky<br />Fund Based SchemesFrequency Proportion Equity 6885%Debt --Balanced 810%Liquid 45%Total 80<br />Figure 10<br />Interpretation:<br />The analysis revealed that 85% people feel that equity schemes are the most risky schemes. Only 10% people think that balanced schemes are risky. Since some proportion under balanced scheme is also invested in the equity, this cannot be termed as more risky. Similarly liquid scheme has also been considered as more risky by 5 % people. Investment under the liquid schemes is a money market instruments which are highly volatile. These are comparatively more risky.<br />Therefore the conclusion is drawn that lack of awareness about the different MF schemes is the main reason for giving proper opinion by the respondents.<br />Safe / Secured Returns<br />Avenues Stock MarketProperty Bank Mutual FundOthers Observed81836162Percentage 10%22.5%45%20%2.5%<br />Figure 11<br />Interpretation:<br />The analysis revealed that people in our country have still the same mind-set of investing in traditional, safer investments even at low returns. Accordingly, 45% people think that bank is safe for investment. But 22.5% people showed their interest in making investment in property even when the investment becomes illiquid. Only 20% people feel comfortable with investment i