Presentation on

SIP REPORT

Submitted to Prof. Vidushi Sharma

Submitted by Yashwant Rajput

Organization Name:-

What is Mutual Fund

Mutual fund is a common pool of money invested in a portfolio of securities towards a stated objective. According to the mutual fund invested your money indirectly to share market. The money thus collected is invested by the fund manager in different types of securities depending upon the objective of the scheme.

Mutual fund in India

The mutual fund industry in India started in 1963 with the formation of Unit Trust of India, at the initiative of the Government of India and Reserve Bank. The new entries of mutual fund companies in India were SBI Mutual Fund, Can bank Mutual Fund, Punjab National Bank Mutual Fund, Indian Bank Mutual Fund, Bank of India Mutual Fund.

History of SBI Mutual Fund

SBI Mutual Fund, India's largest bank sponsored mutual fund, is a joint venture between the State Bank of India and Societe General Asset Management. SBI Mutual fund started In the 1987 Mr. Deepak Chatterjee is MD of SBIMF. Today the fund house manages over Rs 28500 crores of assets and has a diverse profile of investors actively parking their investments across 36 active schemes. SBI Mutual is the first bank-sponsored fund to launch an offshore fund - Resurgent India Opportunities Fund.

TYPES OF MUTUAL FUND SCHEMES

Open-ended schemes Close-ended schemes Interval schemes

Mutual Fund investment chart

Vision

To reach out to the smallest of the small investor and provide them with alternate investment option to help achieve there financial goals.

Mission

we are now synonymous and governance with innovation and performance our benchmark of success over the years our expertise and performance are frequently recognized by the industry and are responsible.

SWOT Analysis
Strength

Company brand name. Fund performance. Strong channel partner network. Very Innovative. Aggressive marketing.

Weakness
Service Lake of awareness among investor and agents is about the fund. Personal attraction not given to customer queries

Opportunities:
Educational institution Small and medium enterprises International fund

Threats:
Increased competition Recreantly volatility in stock market More redemption due to volatile market risk

Conclusion

We are conclude that The mutual fund industry has gained a higher growth in the recent years. There The Global market is fast growing in investment business In Indian scenario the investments are spread over Bank Deposits, Savings Certificate, Post Office, Equity Markets and the latest Mutual Fund. Since Mutual Funds are subject to market risk the investor take help of advisory services for financial planning which helps the investor to take calculated risk