The study covered the period from april 1996 to march 2005 nine years. In my project the scope is limited to some prominent mutual funds in the mutual fund industry. Download as doc, pdf, txt or read online from scribd. Perception of investors towards mutual funds a study. Investors can invest in bank deposits, corporate debentures and bonds, post office saving schemes etc. To help investor understand the concept of mutual fund and the benefits that it offers. Search and upload all types of comparative analysis on mutual fund scheme mba project projects for mbas on. Joining ulip was one truly exciting for me, as i had the opportunity to learn within the.
This study mainly focused on the performance of selected equity large cap mutual fund schemes in terms of risk return relationship. Mutual fund investments are subject to market risks, read all scheme related documents carefully. In the us the mutual fund industry registered s ten fold growth the eighties. M forums, part of the publish upload project or download reference project category. Projects listed here will be useful as reference for final year projects. Comparative analysis on mutual fund scheme mba project by. Market position of differ mutual funds mba project report mutual fund awareness among peoples.
Comparison between investment in equity and mutual fund financial management project topics, finance base paper, accounting thesis list, dissertation, synopsis, abstract, report, source code, full pdf details for master of business administration mba, bba. The findings will help mutual fund companies to identify the areas required for improvement and can also improve their marketing strategies. Systematic investment plan is an approach to investing within managed investments which. I hereby declare that this project report entitled the mutual fund is better. American investors often turn to mutual funds and exchange traded funds etfs. This project undertaken deals with customer perception with regard to mutual funds that is the schemes they prefer, the plans they are opting, the reasons behind such selections and also this project dealt with different investment options, which people prefer along with and apart from mutual funds. Since 1996, mutual fund assets have exceeds bank deposits. Project report on analysis of working capital in banking jk. India has achieved sufficient growth in the number of fund houses over a period of time but the mutual funds. Suggestions the study clearly show as to how attractive the mutual funds is to an investor and the reason behind investing in mutual funds is the basis of the personal observation of the researcher, the following suggestions have made which would definitely bring about a change in the. A study on customer perception towards various types of mutual funds in chennai dr. The study here has been limited to analyze the performance of mutual funds in selected sectors with different fund houses like reliance pharma, sbi magnum it, franklin templeton fmcg, uti infra, reliance diversified power, tata service etc. Performance of mutual funds in india article pdf available in ssrn electronic journal 71. Summer internship report on mutual fund case study template.
On mutual funds, finance project on mutual funds, project on mutual fund in india. Mutual funds complete project report free download as word doc. Kothari pioneer mutual fund, project report, sri srinivas vidya. Mutual fund basics a mutual fund is a trust that collects money from investors who share a common financial goal, and invest the proceeds in different asset classes, as defined by the investment objective. A study of investors perception towards mutual funds in. Introduction a mutual fund is a trust that pools the savings of a number of investors who share a common financial goal. Comparison between investment in equity and mutual fund. University of mumbai project on comparative study of mutual funds in india submitted in partial fulfillment of the requirements for the award of the degree of bachelor of management by project guide bachelor of management studies semester v 200910 v. The findings will help mutual fund companies to identify the areas required for improvement in order to create greater awareness among investors regarding investment in mutual funds. Growth and performance of indian mutual funds industry.
Mutual funds can be invested in many different kinds of securities. Liberalization and globalization, along with the expanded distribution of the wealth among the middle class has evoked an interest of. The scope of the project is mainly concentrated on the top performing schemes of the reliance mutual fund such as reliance small cap fund. Sep 25, 2018 hi bba students, i am sharing an amazing pdf containing growth of mutual funds in india at reliance mutual fund bba finance summer training project report. Pdf the indian mutual fund industry has come a long way since its inception in 1963. Mutual funds strive for both dividend income and capital gains from common shares and bonds. To identify the investor behavior while selecting a fund.
But the 1929 stock market crash followed by great depression of 1930 ravaged the u. The net asset value nav of each of these mutual funds one year data is taken in account to find out the standard deviation of each of the funds. Pdf the scenario of investment in systematic investment. Financial market as well as the mutual fund industry. A project report on mutual funds in india by naresh kumar soni under the guidance of mr. The study revealed that franklin templeton and uti were the best performers and birla sun life, hdfc and lic mutual funds showed poor performance. Usually the investors appoint professional investment managers create a product and offer it for investment to the investors. The assets under management aum of the mutual fund industry of india fell by 4. Pdf project report on mutual fund industry sachin karn.
Abstract the researcher carried out the study with the aim to measure the customer perception towards. These investors have found a good shelter with the mutual funds. A project report on mutual funds in india by sanjay. Read all the scheme related documents carefully before investing. A guide to understanding mutual funds this guide is designed to increase your awareness of the benefi ts of. Hi bba students, i am sharing an amazing pdf containing growth of mutual funds in india at reliance mutual fund bba finance summer training project report. A project report on mutual funds in india by sanjay gupta. In the present work we have studied how the investment in mutual funds through systematic investment plan sip can gain momentum and increase percentage of income. To study the investors opinions and their investment options. The most common are cash, stock, and bonds, but there are hundreds of subcategories. This article focused on investors investment decision making towards mutual funds by using of statistical tools and ratio analysis of mutual fund. A project report on mutual funds free download as powerpoint presentation. A mutual fund is set up in the form of a trust, which has sponsor, trustees, asset management company amc and custodian. A closedend fund has a stipulated maturity period which generally ranging from 5 to 10 years.
But there is so many other schemes in mutual fund industry like specialized banking, infrastructure, pharmacy funds, index funds etc. Investors perception towards mutual funds in madurai. The scenario of investment in systematic investment plan sip among the retail customers article pdf available january 2011 with 10,878 reads how we measure reads. In the current study 10 top performing schemes offered by reliance mutual funds are selected to make a comparative study on the risk. Selected reliance mutual fund schemes muralidhar prasad ayaluru associate professor, dept of finance, siva sivani institute of management. Back ground of the project mutual fund is a very hot concept in. Project report on the introduction to mutual funds. The first introduction of a mutual fund in india occurred in 1961, when the government of india launched unit trust of india uti. This study, basically, deals with the equity mutual funds that are offered for investment by the various fund houses in india. The first part gives an insight about mutual fund and its various aspects, the company profile, objectives of the study, research methodology. Abstract a study on investors preference of mutual funds with reference to reliance private limited a project which is mainly carried out to know about the investors perception with.
This is a research report on comparative analysis on mutual fund scheme mba project by rajesh sekar in finance category. Out of the 44 amcs operating in india, approximately 80 percent, of the aum is. Issuu is a digital publishing platform that makes it simple to publish magazines, catalogs, newspapers, books, and more online. Mutualfundindia research page helps you in key reports related to economic, equity, debt, commodities on different time frames are available. Many of the financial instruments mutual fund is one of the most attractive financial investment instrument that plays a vital role in the economy of a country. Amount the first entrants reliance mutual funds is one and it has significant contributions to the mutual fund services. A project report on mutual fund industry for finance student very simple.
Mutual funds are investment companies that collect funds from individual investors and invest those funds in a potentially wide range of securities or other assets. This project also aims at finding about the factors that prevent the people to invest in mutual funds. Mutual funds are financial intermediaries which collect the savings of investors and invest them in primary and secondary securities, like money market instruments, corporate and government bonds, and equity shares of joint stock companies. Saritha designation associate professor addressmahatma gandhi university, nalgonda abstract.
Bala nageshwara roa2 1student, saveetha school of management, india 2director, saveetha school of management, india abstract the mutual funds sector is one of the fastest sectors in indian economy. To identify the investors perception about mutual funds. The pool of funds held mutually by investors is the mutual fund. May 17, 2009 this project undertaken deals with customer perception with regard to mutual funds that is the schemes they prefer, the plans they are opting, the reasons behind such selections and also this project dealt with different investment options, which people prefer along with and apart from mutual funds.
All mutual funds are registered with sebi and they function within 3. A project report on mutual funds mutual funds investing. The main investment objectives of mutual funds are. The reports help in understanding the operations of the industry right from its initiation stage to expansion and future initiatives. Report 246361974 project report onbirlasunlife mutual fund. Investment in mutual funds is effected by the perception of the investors. There are some loads which add to the cost of mutual fund. Investable funds, at market value of the industry rose to inr 1,10,000 crore in 2000 with uti having 68 percent of market share. A project report on comparative study of mutual funds in india. An analysis of mutual funds return compare to the market return. Pooling of assets is the key idea behind forming these investment companies. Some of the regular reports are daily dossier, weekly market wrap up, wpi inflation update, iip update, monetary policy update, balance of payment update, roundup, thoughts, event update, nfo update and interview. Mutual funds experienced a period of excellent growth after world war ii, particularly in the 1980s and 1990s.
Service sector management project report on mutual funds. Cafe, a british council creative writing project in morocco, algeria and. Bond funds, liquid funds, balanced funds, gilt funds etc. This project as a whole can be divided into two parts. Research design research design is the roadmap for carrying out the research activity in the project. Project report on mutual funds provides a summary on mutual fund market in india, the performance of listed funds, various types of funds, challenges, drawbacks and international scenarios. P alekhya assistant professor, department of mba, cmr college of engineering and technology, hyderabad. This project report presented as a partial fulfillment requirement for the degree of master of. Pdf performance of mutual funds in india researchgate. Pdf growth of mutual funds in india at reliance mutual. Description download 246361974 project report onbirlasunlife mutual fund. Mutual fund schemes provides new opportunities for investors.
Explore mba finance projects pdf, financial management projects topics, finance project topics list or ideas, accounting based research projects, latest synopsis examples, abstract, base papers, fm thesis ideas, corporate phd dissertation for financial management students fm, reports in pdf, doc and ppt for final year mba, bba diploma, bsc, msc, btech and mtech students for the year 2015. This file for the growth of mutual funds in india at reliance mutual fund bba finance summer training project report can be used while. The objective of this research work is to exploits the use of statistical. Customerinvestors can invest in different types of mutual fund that is open ended funds, close ended funds, income funds and balance funds. Investment strategy they follow systematic investment plan or one time plan. Project on mutual fund akhilesh mishra mutual funds. Jun 02, 2011 a project report on comparative study of mutual funds in india 1. This file for the growth of mutual funds in india at reliance mutual fund bba finance summer training project report can be used while you prepare your own bba summer training project report as part of your course. I analyzed the funds depending on their schemes like equity, income, balance. Kothari pioneer mutual fund, project report, sri srinivas vidya parishad, andhra. A study on mutual funds of sbi, mutual funds in india, taxsaving schemes, fund managers should deploy their funds. A project report on mutual funds is the better investments plan submitted in partial fulfillment for. However, the uti dropped a bombshell in 200001 on the investing public by disclosing the nav of us64 just at. Mutual funds complete project report investment fund.
Geeta kesavaraj, assistant professor, mba department, sree sastha institute of engineering and technology, chembarambakkam, chennai 600 123. There are others going through the same thing and feeling the same way. A mutual fund business is to invest the funds thus collected according to the wishes of the investors who created the pool. The objectives of the study are to identify the investors perception on mutual funds and to analyze the factors affecting investors perception towards mutual funds by using 200 convenience samples in madurai district, tamil nadu. Perception of indian investor towards investment in mutual. A complete report on performance comparison of 5 mutual funds in india. Mutual fund is a tool of investment in which shareholder. Jun 20, 2014 1 a study on investors perception of mutual funds by aditya kashyap iv semester mba university reg. A study on factors affecting investment on mutual funds. Mutual funds very popular in us in the year 1920s, particularly open end mutual funds. Mutual fund research report for mutual fund investors. Performance evaluation of equity mutual funds on selected equity large cap funds.
Final project report comparitive study of mutual fund. Mutual funds, mutual funds industry, project report mba on. This necessitated stricter regulation for mutual funds and for financial sectors. Discuss service sector management project report on mutual funds within the service sector management s. In this project, the research design is explorative in nature. Project report on mutual funds standard format and tips. Closedend funds generally issue shares to the public only once, when they are created through an initial public offering ipo. Simply put, mutual fund is a financial intermediary, set up. Mutual funds complete project report investment fund fixed. Pdf growth of mutual funds in india at reliance mutual fund.1166 86 1297 1437 1362 524 629 785 719 655 949 1137 601 33 1138 746 77 1169 458 134 270 1260 1407 1428 1070 418 1126 507 781 289 769 851 889 306 222 292 1139 298 803 628 605 1238 851 257 1445 450 690 284 1411