COMPARATIVE ANALYSIS ON MUTUAL FUND SCHEME

WITH SPECIAL REFERENCE TO SUNDARAM FINANCE LTD.

DISSERTATION SUBMITTED IN PARTIAL FULFILMENT OF THE

REQUIREMENT FOR THE AWARD OF DEGREE OF
MASTER IN COMMERCE

Submitted By
Debendra Behera

UNDER THE GUIDANCE OF

Mr. Kunal Mishra
Asst. Professor in Commerce

PG DEPARTMENT OF COMMERCE

RAJENDRA COLLEGE (AUTONOMOUS), BALANGIR

2019-20
 DECLARATION

I do hereby, declare that the dissertation entitled “comparative analysis

on mutual fund scheme with special reference to sundaram finance
Ltd, Submitted to the Rajendra college autonomous, balangir for the
award of the degree of master of commerce. It is an original piece of
work done by me and has not been submitted for the award of any
degree, diploma or other similar title.

Date: Debendra Behera

 RAJENDRA COLLEGE(AUTONOMOUS),
BALANGIR
PG DEPARTMENT OF COMMERCE

CERTIFICATE

Mr. Kunal Mishra

Assistant professor in commerce

This is to certify that the project report entitled “comparative analysis on

mutual fund scheme with special reference to sundaram finance Ltd, has
been prepared by Debendra Behera under my guidance and supervision.

Mr. kunal Mishra

Asst. professor in commerce
 ACKNOWLEDGEMENT

I am extremely grateful to my guide Mr. Kunal Mishra assistant

professor in commerce for his continuous guidance, co-operation and
encouragement at all stages of this study.

I am also thankful to other member of the PG Dpt. Of commerce for

their help and suggestions at different stage of this study.

I wish to express my gratitude to all those who generously helped me to

complete this project with their knowledge and expertise.

Date: Debendra Behera

 PERSONAL MEMORANDA

1. NAME OF THE PROJECT: COMPARATIVE ANALYSIS ON

MUTUAL FUND SCHEME WITH

SPECIAL REFERENCE TO SUNDARAM

FINANCE LIMITED.

2. NAME OF THE STUDENT: DEBENDRA BEHERA

3. NAME OF THE COLLEGE: RAJENDRA COLLEGE(AUTO)BALANGIR

4. NAME OF THE UNIVERSITY: SAMBALPUR UNIVERSITY

5. COLLEGE ROLL NO: PG18COM-O29

6. EXAMINATION ROLL NO: 18PGCM012

7. REGD. NO:

Internal Examiner External Examiner

 EXECUTIVE SUMMARY

In few years Mutual Fund has emerged as a tool for ensuring one’s financial well
being. Mutual Funds have not only contributed to the India growth story
but have also helped families tap into the success of Indian Industry. As
information and awareness is rising more and more people are enjoying the
benefits of investing in mutual funds. The main reason the number of retail mutual
fund investors remains small is that nine in ten people with incomes in India do not
know that mutual funds exist. But once people are aware of mutual fund
investment opportunities, the number who decide to invest in mutual funds
increases to as many as one in five people. The trick for converting a person with
no knowledge of mutual funds to a new Mutual Fund customer is to understand
which of the potential investors are more likely to buy mutual funds and to use the
right arguments in the sales process that customers will accept as important and
relevant to their decision.

This Project gave me a great learning experience and at the same time it gave me
enough scope to implement my analytical ability. The analysis and advice
presented in this Project Report is based on market research on the saving and
investment practices of the investors and preferences of the investors for
investment in Mutual Funds. This Report will help to know about the investors’
Preferences in Mutual Fund means Are they prefer any particular Asset
Management Company (AMC), Which type of Product they prefer, Which Option
(Growth or Dividend) they prefer or Which Investment Strategy they follow
(Systematic Investment Plan or One time Plan). This Project as a whole can be
divided into two parts.
The first part gives an insight about Mutual Fund and its various aspects, the
Company Profile, Objectives of the study, Research Methodology. One can have a
brief knowledge about Mutual Fund and its basics through the Project.

The second part of the Project consists of data and its analysis collected through
survey. The present research paper is exploratory in nature and makes use of
secondary data and primary data. The relevant secondary data have been collected
mainly through the data base of sundaram mutual fund and official websites of
sundaram finance Ltd .www.sundaram BNP Paribas.in. This Project covers the
topic “A Comparative Analysis on Mutual Fund Scheme with special
reference to Sundaram Finance Ltd.” The data collected has been well
organized and presented. I hope the research findings and conclusion will be of
use.