Professional Documents
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Project report
Submitted
To
Jagannath University
in partial fulfillment of
MBA program
Rampura, Tehsil Chaksu, Jaipur.
Website:
www.jagannathuniversity.org
Student’s undertaking
Project Guides:
Acknowledgement
The success behind the completion of any good job is the
support and the joint team effort of a number of people. There are
many persons, whose help & cooperation, made this project
successful.
Rahul Purswani
Abstract
If size is the measure of dominance, then the Indian mutual
fund industry can now boast on that. With the total Asset Under
Management (AUM) increasing from Rs.25 Crores in march
1965 to Rs.4,17,300 Crores by march 2009, according to the
Association of Mutual Funds in India (AMFI), the industry’s growth
has been nothing but exceptional. It has indeed come a long way
from being a single player, single scheme (US-64) industry to
having 34 players and more than 480 schemes.
In the end mutual fund analysis have been done on the basis of
Standard Deviation, Beta, Alpha and R Squared on various
schemes like Equity based Funds, Debt based Funds, Income
Plans, Gilt Funds & Tax Shield Schemes.
Executive Summary
The first part gives an insight about Mutual Fund and its various
aspects, the Company Profile, Objectives of the study, Research
Methodology. One can have a brief knowledge about Mutual Fund
and its basics through the Project.
The second part of the Project consists of data and its analysis
collected through survey done on 200 people. For the collection of
Primary data I made a questionnaire and surveyed of 200 people.
I also took interview of many People. I visited other AMCs in Jaipur
to get some knowledge related to my topic. I studied about the
products and strategies of other AMCs in Jaipur to know why
people prefer to invest in those AMCs. This Project covers the
topic “Comparative analysis of different mutual funds”.
The data collected has been well organized and presented. I hope
the research findings and conclusion will be of use.
Table of Content
Student’s undertaking
Acknowledgement
Abstract
Executive Summary
1. Objectives
1
2. Research Methodology
2
3. Chapter – 1 Introduction
4
a. Concept 5
b. History of Indian mutual funds
10
c. Major mutual fund Companies of India
13
d. Mutual Fund Operation
20
e. Organization of a mutual fund
21
f. Types of a mutual fund schemes
22
g. Advertisement of mutual fund
27
h. Distribution channel 30
i. Offer Document
34
j. Regulation regarding cut-off Timings
37
k. NAV (Net Asset Value)
38
l. Investment plans
39
m. Asset allocation principle
45
n. Comparison of investment product
47
o. Recent trends in mutual fund industry
54
p. Impact on the mutual fund industry of the Union Budget
57
q. Decision of SEBI for mutual fund industry
58
g. SWOT analysis 67
5. Chapter – 3 Main chapter (Comparative
Analysis) 68
a. Funds which have been compared
69
b. Risk 72
c. Measurement of mutual fund performance
73
d. Comparison of the schemes on the basis of Risk &
Return 77
6. Chapter – 4 Analysis & Findings
89
7. Chapter – 5 Conclusion & Recommendations
108
8. Appendices 111
a. Questionnaire 112
b. List of Tables 116
c. Glossary 117
d. Bibliography
118