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to - INDIA - the global investment destination Indian Equity Mutual Funds with Midas Touch

Our Objective : Wealth creation and value addition to client's investments. : creation of portfolios optimising by way of - minimum risks and maximum returns. Our
Philosophy Our Team : Qualified chartered accountants and mutual fund advisors. : Simplicity of personalised professional services as reflected in our strategies of : NO open ended NFOs as our research shows initial 3 to 6 months of investment NFOs languish. NO CHURNING nor profit bookings with every swing of the stock- market. Expertise of FE

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MA , TAX & MF Planning & portfolio Services from qualified professionals under one umbrella. And ofcourse the real advantage - nrimutualfunds.com is - being Independent Financial Advisors [ IFA ] senior executives are constantly available to you, not playing musical chairs - an attrition menace of the Industry. : As AMFI registered Corporate Mutual Fund Advisors, our services comprise of : Our Services Suggesting investment strategy balancing risks and returns suitably for each investor. Provide detailed Asset Allocation Plan [ AAP ] and opting for purchase averaging. Preparation of all necessary applications and other paper work being dispatched to investor for signatures Maintenance and reporting of portfolio on quarterly basis. Advising profit booking and/or switch from time to time & further reinvestment of sale proceeds on an ongoing basis. Advising tax matters and providing annual statement of Dividend and Gains. : All investments are made in name of the investor- under his own signature & as MF Your Security schemes are electronically linked to investor's notified bank account, error free & Convenience : transfers for investment & realization are ensured. The investor has only to sign the dotted line as completed application forms and necessary paper work is prepared and dispatched by our Office. : As Mutual Fund Houses offer mobilization charges, investors are not required to pay Our Fees any advisory or management fees. To initiate Mutual Fund Investment & avail our Mutual Fund Portfolio Services, please provide
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MF Equity Schemes & BSE, NSE, FTSE, Dow 1 / 2 / 3 Years Performance as on 30.06.2011
Ran k 1 2 3 4 1 year - Gain Fund Name Dsp Blackrock World Mining Fund - Regular Plan - Growth Dsp Blackrock World Energy Fund - Regular Plan - Growth Dws Global Agribusiness Offshore Fund - Growth Pla Gain % 2 Years - Gain Fund Name Gain % 3 Years - Gain Fund Name Gain % 143.80 % 132.65 % 128.96 % 116.77 % 116.77 %

34.08 Franklin PHARMA % FUND - GROWTH ICICI Prudential 32.84 Technology Fund % Growth 28.00 ICICI Prudential FMCG % Fund - Growth

113.26 Reliance Banking % Fund-growth Plan 101.53 Franklin PHARMA % FUND - GROWTH 97.44 Uti-banking Sector % Fund - Growth Plan 94.60 Uti Thematic Auto % Sector Fund - Growth UTITRANSPORTATION 90.09 AND LOGISTIC % SECTOR - GROWTH PLAN

Uti-pharma & Bsl International Equity- 25.01 Healthcare Fund plan-a -growth % Growth Plan ICICI Prudential FMCG Fund - Growth Sundaram Global Advantage Fund Growth Principal Global Opportunities Fund Growth Plan ICICI Prudential Technology Fund Growth Franklin FMCG FUND GROWTH Hsbc - Emerging Market Fund - Growth SBI - Emerging Businesses FundGrowth Dws Global Thematic Offshore Fund Growth 21.75 Franklin FMCG FUND % GROWTH DSP BlackRock Micro 21.32 Cap Fund - Regular % Plan - Growth 21.19 Religare Mid N Small % Cap Fund - Growth 20.68 Franklin INFOTECH % FUND - GROWTH 20.56 Birla Sun Life MNC % Fund - Growth Reliance Equity 20.44 Opportunities Fund % Growth Plan

6 7 8 9 10 11 12

88.22 Franklin FMCG FUND 111.86 % - GROWTH % Birla Sun Life 88.04 Dividend Yield Plus % Growth 87.26 Birla Sun Life MNC % Fund - Growth IDFC Small & Midcap 83.70 Equity (SME) Fund % Growth ICICI Prudential 82.03 Discovery Fund% Growth 111.76 % 108.60 % 105.11 % 103.26 % 101.11 %

19.03 Uti Master Value Fund - 81.79 ING Dividend Yield % Growth % Fund Growth Option SBI - Magnum Sector 18.12 Funds Umbrella % Pharma - Growth

81.13 100.19 Uti Mnc Fund - Growth % %

13 14

Kotak Global Emerging Market Fund - Growth Reliance Banking Fund-growth Plan Religare Banking Fund - Retail Growth Uti-banking Sector Fund - Growth Plan Birla Sun Life India GenNext Fund Growth Franklin INFOTECH FUND - GROWTH Uti Mnc Fund - Growth Sundaram Financial Services Opp. RegularGr DOW JONES FTSE BSE NSE

Hdfc Mid-cap 18.00 Opportunities Fund % Growth 17.56 Uti Thematic Auto % Sector Fund - Growth UTITRANSPORTATION 16.45 AND LOGISTIC % SECTOR - GROWTH PLAN 16.33 Religare Mid Cap Fund % - Growth ICICI Prudential 15.86 Discovery Fund% Growth 14.91 Kotak Global India % Growth 14.11 Uti Mnc Fund - Growth % 13.97 ING Dividend Yield % Fund Growth Option 21.27 DOW JONES % 17.30 FTSE % 6.47% NSE 6.30% BSE

Reliance Equity 81.08 Opportunities Fund % Growth Plan Sundaram Financial 79.44 Services Opp. % Regular-Gr 79.44 HDFC Equity Fund % Growth 78.50 Bsl Pure Value Fund % Growth Hdfc Mid-cap 77.79 Opportunities Fund % Growth Mirae Asset India 76.59 Oppurtunities Fund % Regular - Growth Plan 75.91 BNP Paribas Dividend % Yield Fund - Growth 75.06 HDFC Tax Saver % Growth 46.97 % 39.93 % 31.61 % 30.03 % BSE NSE DOW JONES FTSE

97.05 % 96.75 % 96.42 % 95.73 % 93.45 % 90.65 % 88.75 % 86.20 % 40.00 % 39.77 % 9.38% 5.68%

15

16 17 18 19 20 21 22 23 24

Mutual Funds Marketed b

Some of Mutual Fund Trophies awarded :

Reliance Principal ICICI Pru Mutual JM financial Principal Mutual ICICI Pru Mutual UTI Mutual Fund Mutual Fund Mutual Fund fund Mutual Fund Fund Fund

Franklin Templeton Mutual Fund

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To initiate Mutual Fund Investment & avail our Mutual Fund Portfolio Services, Pl. provide your details at : nrimf@femaonline.com home about us disclaimer contact us copyright: Keynote Consultancy P. L.

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PREFACE

MBA is a stepping-stone to the management carrier and to develop good manager it is necessary that the theoretical must be supplemented with exposure to the real environment. Theoretical knowledge just provides the base and its not sufficient to produce a good manager thats why practical knowledge is needed.

Therefore the research product is an essential requirement for the student of MBA. This research project not only helps the student to utilize his skills properly learn field realities but also provides a chance to the organization to find out talent among the budding managers in the very beginning. In accordance with the requirement of MBA course I have summer training project on the topic Comparitive Analysis of Mutual funds and Ulips. The main objective of the research project was to study the two instruments and make a detailed comparison of the two. For conducting the research project sample size of 50 customers of SBIMF and SBOP was selected. The information regarding the project research was collected through the questionnaire formed by me which was filled by the customers there.
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Comparitive+Analysis+of+Mutual+Funds+a nd+Ulips PROJECT

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Introduction: The project is designed with an objective that it will fulfill the companys objectives as well as add value to my knowledge, and along with that it will give me an opportunity to have a practical experience of the mutual fund industry. The objectives of the project are: - Proper understanding and analysis of mutual fund as a product. - This project will help me to understand the type of mutual fund scenario that exists in India. - It will help me to understand the role of different channels for distribution of mutual fund products.

- It will help the company in developing superior products and services in comparison to its competitors and position itself better in the minds of the consumers. - This project will also help the investors to make investment in the schemes according to their suitability which can fulfill their financial needs. Number of Pages of Project Report: 68 Package Includes: Synopsis/Project Proposal + Project Report Project Format: Document (.doc) Table of Contents of Project Report 1. ABSTRACT 2. OBJECTIVES 3. LIMITATIONS 4. METHODOLOGY 4.1 ABOUT MUTUAL FUNDS - What is a Mutual Fund - Types of Mutual Funds Schemes - History of the Indian Mutual Fund Industry - Trends in Marketing of Mutual Funds - Advantages & Disadvantages of investing in Mutual Funds - Why to invest in Mutual Funds and not in Banks? - How to Start Investing? - Advantages of Investing Early - Tax Implications I. SET YOUR GOALS THROUGH... - Systematic Investment Plan - Systematic Transfer Plan II. ABOUT THE COMPANY - Corporate Identity. - Parentage & Inception - Products - Service & Facilities - Key Employees of Kotak Mahindra AMC - SWOT Analysis of Kotak Mahindra AMC - Major Players in the Indian Mutual Fund Industry III. ASSOCIATION OF MUTUAL FUNDS IN INDIA - About AMFI - Objectives of AMFI IV. JOB PROFILE - Working with the Distributor - Channels of Sales - Working directly with the Investors - Working with the Asset Management Company V. LEARNINGS VI. RECOMMENDATIONS VII. BIBLIOGRAPHY

hi This is Rekha working as financial analyst can you plz send the project on mutual fund it will be of great help . You can send me on Rekha_rajnal@yahoo.com Thank you
Quote:

Originally Posted by daisychauhan Dear Bala, find below the contents and you can contact me on phone.

CONTENTS About Prudential Icici Mutual Fund Prudential Icici Guiding Principles Sponsors Prudential Plc

Introduction To Mutual Funds

Emergence Of Mutual Funds Place Of Mutual Funs In Financial Mark Mutual Fund Concept Stocks Bonds Definition Of Mutual Fund Growth And Income Schemes History Of Mutual Fund Advantages Of Mutual Funds Disadvantage Of Investing Through Mutual Funds Tax Benefits How To Invest In Mutual Fund Mutual Funds Classification Highlights Of Pru Icici Mutual Fund Risk Factors Of Schemes Offered By Pru Icici Mutual Fund Schemes Of Prudential Icici Mutual Fund Investment Strategy Investment Option Available Objective Of The Study Limitations Of The Study

Significance Of The Study

Conceptualization Review Of Literature Research Methodology Research Design Analysis And Interpretation Analysis Of Mutual Fund Investor According To Their Age

Analysis Analysis Analysis Analysis Analysis Analysis Analysis

Of Mutual Fund Investor According To Their Income About The Stability Of Current Income Source Of Different Investment Avenues Of Awareness About Mutual Fund Of Investor, Ever Invested In Mutual Fund Of Different Mutual Funds Of Objective Of Investor

Analysis Of The Duration Of Investment Analysis Of Awareness About The Schemes Of Pru Icici Mutual Fund Analysis Of Various Schemes Of Pru Icici Findings Questionnaire
Bibliography