A Comparative Study Of Awareness About

Investment In Mutual Funds With Regards To

Ratnagiri

Elective of the Topic – Mutual funds

Name of the Student – Harshada Tanaji Matal

Name of the Guide – Miss.Nazia Shaikh

 Abstract / Relevance Of The Study And Topic Selection

The main purpose of doing this project is to know about mutual fund and its
Fuctioning. This helps to know in details about mutual fund industry right from its
inception stage, growth and future prospects.

A mutual fund is a common pool of money into which investors place their
contribution that are to be invested in accordance with a stated objective. Mutual fund as
an investment option gives a platform to averse investors who do not prefer to take high
risk on their hard earned money. Mutual fund industry is growing at a rapid pace and has
emerged as a vital segment of the financial savings of hundreds of individuals in equity
and debt instruments.
Objectives Of The Study

• To study awareness about the Mutual Funds.

• To study discuss about the Market trends of Mutual Fund Investment.

• To study some of the Mutual Fund Schemes in Ratnagiri city.

• To study the factors that affects on the performance of Mutual fund Schemes.

• To study about returns of the Mutual funds.

• To study about AMC in ratnagiri city.

Hypothesis Of The Study

• HO:
Investing in mutual funds market involves high financial risk .

• H1:
Investing in mutual funds market involves Low financial risk .
Significants Of The Study

To study comparative performance of mutual funds of selected companies

and banks. The focus on mutual fund schemes of selected companies and banks.
Many investor with common financial objectives pool their money.
 Types of Mutual Funds

BY
OTHER
BY STRUCTURE BY NATURE INVESTMENT
SCHEMES
OBJECTIVE

1. open - ended 1. Equity fund 1. Growth scheme 1. Tax saving

schemes 2. Dedt funds 2. Income Schemes schemes
2. close - ended 3. Balanced 3. Balanced Schemes 2. Index
schemes funds 4. Money market schemes
3. Interval schemes 3. Sector
schemes specific
schemes
Mutual Fund AMC in Ratnagiri City

• Muthoot Fincorp Ltd.

• Mahindra and mahindra financial services ltd.
• SBI funds management ltd.
• Kotak mahindra mutual fund office
• Motilal oswal financial services ltd.
• IIFL securities
• Trade net wealth managers pvt.ltd.
• Mutual fund house
 Expected Findings

Mutual funds in the present knowledge society have

become the expanding horizon in financial markets which, however,
is subject to market risk. Despite of that, it has a low risk as
compared to stock market. In the present financial environment, the
investers are inclined towards the agencies and showing trust
towards mutual funds than any other financial products. As
discussed, mutual funds are always subject to market risk and it is
truly accessed in performance evaluation of mutual funds schemes
under the preview of the study for a period of time.
THANK YOU !