Professional Documents
Culture Documents
Indian market
Company profile
Founded
Headquarters
Key people
Product
Employees
A mutual fund is a professionally managed type of collective
investment scheme that pools money from many investors and
invests it in stocks, bonds, short-term money market instruments
and other securities. Mutual funds have a fund manager who
invests the money on behalf of the investors by buying / selling
stocks, bonds etc
INTRODUCED OF MUTUAL FUND
OBJECTIVE OF STUDY
To help the investors for taking a right decision about their
investment
To study about the performance of various Mutual funds
To know which one of the selected equity scheme is doing very
well and which is the best to invest in.
METHODOLOGY
The data that has been collected for this study has been
analyzed by widely used performance parameters as ;
Standard deviation
Sharpe Ratio
Jensens Alpha
Beta
NAV
LEARNING
Tele calling
Client handling
Online trading
Selling of SIP
TOP 5 COMPANY OF MUTUAL FUND
1. HDFC Equity Fund Growth
2. Franklin India Blue chip Growth
3. SBI Magnum Blue chip Fund- Growth
4. Reliance Equity Fund Growth
5. ICICI Prudential focused blue chip equity fund - Growth
Recommendations
More and more Capital Guaranteed Funds should be introduced.
This would encourage more and more people and thus would lead
to expansion of mutual funds industry
There should be more advertisement so that people can be aware
of different schemes of mutual funds and policies
All the vital information should be disclosed properly to the
investors while investment so that they can fully understand the
policies of mutual funds.
CONCLUSION
We found out that if markets are down then then SIP
helps us in securing more units. In today's time when
market movements cannot be predicted investors tend to
go for SIP as it does help them take advantage of the low
market rates. Also it removes the burden of investing
large amount of money at one time.
Thank you
prepared by: Ankit Narang
311