(Front Cover Page-on black bound golden print and inside first page as well)

A SUMMER INTERNSHIP PROJECT REPORT ON

(Mutual Fund and its selection from equity Mutual Fund Universe )

In (Anand Rathi Financial Services Limited)

SUBMITTED TO IAEER’S PUNE INSTITUTE OF BUSINESS MANAGEMENT FOR PGDM

BY

ISHA AGGARWAL

PGDM (FINANCE) Batch 2022-2024

PRN : (Your PRN AS PER HALL TICKET) / Roll No : (Your Roll No AS PER
HALL TICKET)

UNDER THE GUIDANCE OF

(Name of the PIBM SIP Guide)

IAEER’S PUNE INSTITUTE OF BUSINESS MANAGEMENT FOR PGDM

PIRANGUT, PUNE- 412115

(i)
(Certificate from the Institute- it should be in color. This header and
footer should look exactly same like this)

To whom so ever it may concern

This is to certify that the Project Report titled “Mutual Fund and its selection
from equity Mutual Fund Universe” , is an authentic work carried out by
Ms./Mr. Isha Aggarwal from PGDM (Finance) of IAEER’s Pune Institute of
Business Management for PGDM, Pune - 412115 as a fulfillment of PGDM
Course. He/ She has worked under our guidance and satisfactorily
completed his/ her project work.

Place: Pune Date: (Do not mention)

Signature of Internal Guide Signature of HOD

(ii)
Signature of Director Signature of Controller of Examinations

(Paste here color xerox copy of company certificate, if not received till the
end then keep this page blank to paste later on)

(iii)
 DECLARATION BY THE STUDENT

I hereby certify that the work which is being presented in the present Summer
Internship Report entitled “Mutual Fund and its selection from Equity mutual
Fund Universe” is for fulfilment of the requirement for the award of Degree of
Post Graduate Diploma in Management submitted in the Department of Finance,
Pune Institute of Business Management, Pune, India is an authentic record of my
own work carried out under the supervision and guidance of Dr./Mr. ..……….. of
Department of ………………..

In keeping with the ethical practice in reporting scientific information, due

acknowledgements have been made wherever the findings of others have been
cited.

(Student Name and sign)

(iv)
 Isha Aggarwal

(v)
 ACKNOWLEDGMENT
The internship opportunity with Anand Rathi Financial Services Limited, provided me a
platform to work with highly qualified and experienced individuals who opened up new avenues
of learning and professional development for me. Therefore, I consider myself as a very lucky
individual as I was provided with an opportunity to be a part of it.

This internship would not have been the same without the enthusiasm and vigor provided by my
Ashvin Narnavare (Vice President) whose behavior was outstanding. Hence, I would like to
express my deepest gratitude to him who heartily welcomed me for the internship and whose
guidance and dedication encouraged me throughout the summer internship program.

I express my deepest thanks to Professor Asfarin ( Finance Faculty) for taking part in useful
decision & giving necessary advices and guidance and arranged all facilities to make life easier
all throughout the internship program. Her/his valuable knowledge helped me gain a better grasp
on Finance which has helped me understand Finance Department in a better way.

It is my radiant sentiment to place on record my best regard, deepest sense of gratitude to, for
her/ his careful and precious guidance which were extremely valuable for my study both
theoretically and practically.

Sincerely,

Students Name: Isha Aggarwal

Place: Pune
Date:

TABLE OF CONTENTS
(v)
Sr No Particulars Page
1 Project title page Nos
(i)
2 Certificate by PIBM (ii)
3 Certificate by Company (iii)
4 Declaration by the student (iv)
5 Acknowledgement (v)
6 Table of contents (vi)
7 Project Synopsis 1-2
8 Executive Summary 3-4
9 Objective of the study …
10 About the sector ….
11 About the company and department ....
12 Internship Summary

13 Project Description
14 Research Methodology (only for research projects)
15 Data Analysis
16 Learnings/Findings/Observations
17 Contribution to the Host Organization
18 Conclusion
19 Suggestions/Future Scope
20 References/Bibliography
21 Appendix

(vi)