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Comparative Analysis of HDFC Mutual Fund With Other Major Players
Comparative Analysis of HDFC Mutual Fund With Other Major Players
A Study on
By
HARICHANDRA KUMAR
PROF. LAKSHMINARAYANA.S
Bangalore – 560058
2009 – 2011
WORKING TITLE
2
“A Study on Comparative Analysis of HDFC Mutual
Fund With Other Major Players”.
Residency Road, Bangalore.
.
MUTUAL FUNDS
An investment vehicle that is made up of a pool of funds collected from many investors for the purpose
of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual
funds are operated by money managers, who invest the fund's capital and attempt to produce capital
gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained
to match the investment objectives stated in its prospectus
COMPANY PROFILE
HDFC Mutual Fund has been one of the best performing mutual funds in the last few years.
HDFC Asset Management Company Limited (AMC) functions as an Asset Management
Company for the HDFC Mutual Fund.
AMC is a joint venture between housing finance giant HDFC and British investment firm
Standard Life Investments Limited. It conducts the operations of the Mutual Fund and manages
assets of the schemes, including the schemes launched from time to time. As of Aug 2006, the
fund has assets of Rs.25,892 crores under management.
IN 2003, following a decision by the Zurich Insurance Company (ZIC), the Sponsor of Zurich
India Mutual Fund, to divest its asset management business in India, AMC had entered into an
agreement with ZIC to acquire the asset management business. Consequently, all the schemes of
Zurich Mutual Fund in India had been transferred to HDFC Mutual Fund and renamed as
HDFC schemes.
Here is a list of mutual funds of HDFC which includes Equity Funds, Balanced Funds and Debt
Funds.
.
2
PURPOSE OF STUDY
The purpose of the study is to ascertain the A Study on Comparative Analysis of HDFC
Mutual Fund With Other Major Players. {Residency Road, Bangalore.}
AIM
RESEARCH METODOLOGY.
Market survey.
Case study analysis of HDFC
Fundamental analysis.
SAMPLE SIZE:-
DATA COLLECTION
2
The data to be collected for the purpose of the study is divided into two bases.
PRIMARY DATA:-
The primary data comprises information collected directly from mutual fund company ,
Financial advisers, Group discussion questionnaire.
SECONDARY DATA:-
The secondary data will be collected from Internet, Journal, Financial Magazine and Financial
Newspaper through Economics Times.
DATA ANALYSIS
The data is analyzed on the basis of suitable tables by using mathematical technique.
Quantitative Technique such as calculation of NAV of the Funds for this Study.
Area of study.
The research will be carried on financial service sector.
Research period
Research work will be carried out for 2-3 weeks
2
Proposed Contents:-
CHAPTER 1:-
Introduction/Summary.
This Chapter includes the introduction to the topic chosen and the overview of the industry
CHAPTER 2 :-
CHAPTER 3 :-
Research methodology.
1) Market survey.
2) Case study analysis.
3) Fundamental analysis.
CHAPTER 4 –
2
Summary of Findings and recommendations.
1) Suggestion.
2) Recommendation.
3) Conclusion and limitation.
CHAPTER 5 –
Work Plan
Questionnaire
6 Total 8 weeks
Name of the guide: Prof. Lakshminarayana Name of the student : Harichandra kumar
Signature: Signature :
Date: Place:
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QUESTIONNAIRE
Dear Sir/Madam,
Hence I request you to spare a few minutes of time to fill the Questionnaire. The response you
give would form an important Data for my Project.
Thanking you
(Harichandra kumar)
Annexure
Adress_____________________________________
2
1. What kinds of investment you prefer most? Please tick (√ ). All
applicable.
2. While investing your money, which factor you prefer most? Any
one.
If Yes,
Totally ignorant []
2
Aware only of any specific scheme in which you invested []
Fully aware []
Public [ ] Private [ ]
2
If No,
a). Diversification [ ]
2
5. In which Mutual Fund you have invested?
6. When you invest in Mutual Fund which mode of investment will you prefer?
b).Brokers only [ ]
c).Brokers / Sub-brokers [ ]
2
8. Which AMC will you prefer to invest?
a). HDFC MF
b). SBI MF
C).UTI MF
d). ICICI MF
e). Kotak MF
f). Reliance