Internship Report on

PERFORMANCE EVALUATION OF EQUITY MUTUAL FUNDS

AT
ANANDRATHI FINANCIAL SERVICES LTD,
TUMKUR
BY
CHANDAN K
(1BM14MBA12)
Submitted to
VISVESVARAYA TECHNOLOGICAL UNIVERSITY, BELGAUM
In partial fulfilment of the requirements for the award of the degree of
MASTER OF BUSINESS ADMINISTRATION

Under the guidance of

INTERNAL GUIDE

EXTERNAL GUIDE

Dr. A Sathya Nandhini

Mr. Shivakumar C

Prof & HOD

Branch Manager,

Dept. of Mgmt. Studies and Research

AnandRathi Financial Services Ltd

BMSCE, Bengaluru.

Tumkur.

Department of Management Studies & Research Centre

B.M.S College of Engineering
Post box No: 1908, Bengaluru-560019
April 2016

ACKNOWLEDGEMENT
I take this opportunity to express my profound gratitude and deep regards to my guide Dr. A.
Satya Nandini, Professor & HOD of Management Studies & Research Centre, BMSCE,
Bengaluru for her exemplary guidance, Monitoring and constant encouragement throughout
the course of this project work.
I would like to express my sincere thanks to Dr. S Nagendra, Dean, Department of
Management Studies & Research Centre, BMSCE, Bengaluru, for his immense help and cooperation throughout this project work.
I would like to express my sincere thanks to Dr. K MallikharjunaBabu, Principal, BMSCE,
Bengaluru, for his encouragement and support.
I also take this opportunity to express a deep sense of gratitude to Mr. SHIVAKUMAR C,
branch manager, Anand Rathi Financial Services Ltd for his support, valuable information
and guidance, which helped me in completing this project through various stages.
I would like to thank the entire faculty of Department of Management Studies & Research
Center, BMSCE for their support in the project work.

CHANDAN K

TABLE OF CONTENTS
CHAPTER

TITLE

PAGE NO.

NO.
Executive Summary
1

INTRODUCTION

1-5

Introduction to the Internship

Topic Chosen for the study
Need for the study
Objectives of the study
Scope of the study
Research Methodology
Literature review
Limitations of the study

INDUSTRY PROFILE AND COMPANY

PROFILE

6-17

THEORETICAL BACKGROUND OF THE

STUDY

18-28

ANALYSIS AND INTERPRETATION OF

DATA

29-56

SUMMARY OF FINDINGS,
CONCLUSIONS AND
SUGGESTIONS/RECOMMENDATIONS

57-58

BIBILOGRAPHY
ANNEXURE

LIST OF TABLES
Table No.

Particulars

4.2.1

Table showing the returns of diversified equity funds

Page No.
34-36

and S&P BSE SENSEX.

4.2.2

Table showing risk, return and beta of diversified

37

equity funds.
4.3.1

Table showing the returns of ELSS equity funds and

38-40

S&P BSE sensex

4.3.2

Table showing risk, return and beta of ELSS equity

40

funds
4.4.1

Table showing the returns of Index equity funds and

41-43

S&P BSE sensex

4.4.2

Table showing risk, return and beta of Index equity

43

funds
4.5.1

Table showing the returns of large capital equity funds

44-46

and S&P BSE sensex

4.5.2

Table showing risk, return and beta of large capital

47

equity funds
4.6.1

Table showing the returns of sector equity funds and

48-50

S&P BSE sensex

4.6.2

Table showing risk, return and beta of Sector equity

50

funds
4.7.1

Table showing the returns of small and mid cap equity

51-53

funds and S&P BSE sensex

4.7.2

Table showing risk, return and beta of Small and mid

53

cap equity funds

4.8

Table showing comparison of mutual fund using indices

55

4.9

Table showing the rank of equity funds according to

56

indices

LIST OF GRAPHS AND CHARTS

Graph/Chart Particulars

Page No.

No.
3.2

Working of mutual fund flow chart

18

4.2.3

Graph showing diversified equity funds

37

4.3.3

Graph showing ELSS equity funds

40

4.4.3

Graph showing index equity funds

44

4.5.3

Graph showing large capital equity funds

47

4.6.3

Graph showing sector equity funds

50

4.7.3

Graph showing small and mid cap equity funds

54