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A PROJECT PROPOSAL

ON

The comparative Analysis of Mutual Fund Schemes with


Equity Stocks.

Submitted By:
DHAVAL SHAH
(MBA-Applied Management)
Enrolment No: 4740900318
Guided by:-
MADHUR TODI
M.B.A.(Finance),C F P

NIS ACADEMY, AHMEDABAD


(A division of NIS Sparta, a Reliance ADAG Group
Company)
OBJECT SYNOPSIS

Project Title:
The comparative Analysis of Mutual Fund Schemes with Equity Stocks.

Main Objective
To make Comparative performance analysis of Different Mutual Fund Schemes
with Equity Stocks.

Sub-objectives
1. To study the different kinds of schemes provided by each of Mutual

funds.
2. Comparative return analysis of Equity with Mutual Fund.

3. Comparative analysis of Risk associated with Mutual Fund and Equity.

4. To compare Mutual Fund Average Return with NIFTY Average Return


5. Comparative analysis of corpus of the funds.
METHODOLOGY

1. Information is collected from the managers of selected firms who deal in


mutual funds.

2. Information is collected from the officials Mutual Fund officials.

3. Information is also collected from the secondary sources like the offer
documents, fact sheets, key information memorandum, web sites,
magazines, newspapers etc.

4. In case of returns, minimum investment and performance (Track

Records) is collected from the offer documents & fact sheets.

5. Extensive use of Mutual Fund Related magazines like “Mutual Fund


Review”, “Mutual Fund Insight by value researchers” is being made.