Dear friend please help me for making projecat on matuail fund
please give me details of following topics
- DECLARATION
- CERTIFICATE
- ACKNOWLEDGEMENTS
- ABSTRACT
- INTRODUCTION
- Objective of the Project:
- BASIC QUERIES OF MUTUAL FUNDS AND TERMINOLOGY
- INVESTOR'S FINANCIAL PLANNING AND ITS RESULTS
- EVALUATING PORTFOLIO PERFORMANCE
- SEBI REGISTERED MUTUAL FUNDS
- WHAT IS THE PROCEDURE FOR REGISTERING A MUTUAL FUND WITH SEBI?
- 7 INVESTMENT TIPS TO IMPROVE YOUR RETURNS
- CONSIDER THE FOLLOWING:
- HOW TO REDUCE RISK WHILE INVESTING:
- COMPARISON OF FOUR MAJOR MUTUAL FUNDS
- Franklin Templeton India Prima Plus
- SBI magnum global
- Tata (growth) fund
- Reliance growth fund
- Sharpe Ratio:
- Beta:
- Alpha:
- R-Squared:
- Standard Deviation:
- P/B ratio:
- P/E Ratio:
- RESEARCH AND METHODOLOGY:
- Research design:
- Data collection – Survey method
- ANLYSIS AND FINDINGS
- COMPANY PROFILE
- Mahindra group
- Mahindra finance
- Investment advisory services
- Management
- Credit Rating:
- RECOMMENDATIONS AND SUGGESTIONS:
- CONCLUSION
- ANNEXURE -I
- Questionnaire as provided by the company
- ANNEXURE – II (NAVS OF TATA MUTUAL FUND)
- ANNEXURE – III (RATIO ANALYSIS)
- ANNEXURE –IV(SECTOR WISE ALLOCATION FUND)
- BIBLIOGRAPHY (MONEYCONTROL, 2009) (SEBI, 2009) (AMFI INDIA) (SHARE KHAN) (SHARE MARKET BASICS, 2009)
ABSTRACT
I joined Mahindra Finance for internship program (as a part of
MBA) I only had a theoretical knowledge of related subjects, thanks to my Faculty Guide and my Company Mentor for giving me an opportunity to implement my theoretical knowledge in practical aspect. My Company mentor Mr.Jagadeesh Naidu has given me the project to manage the relationship with the existing distributors, updating all the necessary information to them & to empanel new distributors with Mahindra finance in Mangalore. I started this project by understanding the concept & technicalities of Mutual Fund. Analysis of Mangalore market through Primary & Secondary data helped me for further strategy. I have collected the secondary data of different ratios, portfolios, volatility measures, NAV’s performance & returns of all the leading amcs from the net and other source to make my analysis more effective. For the analysis of services’ & overall quality of Mahindra finance I collected the Primary Data through Questionnaire which was provided by the company. It helped me a lot for my analysis. Interaction with IFAS (Individual Financial Adviser) also helped me to understand more the concept & technicalities of mutual funds & also, compare our company with other AMC’s because these are the persons who have enough knowledge about the investment market and investor behavior. The Final Report includes, the analysis of the whole data (primary and Secondary) by putting in Graphical Mode. This analysis might be a Value Addition to Mahindra finance to make a strategy for particular Area (MANGALORE).
INTRODUCTION
What is a Mutual fund? Mutual fund is an investment company that pools money from shareholders and invests in a variety of securities, such as stocks, bonds and money market instruments. Most open-end Mutual funds stand ready to buy back (redeem) its shares at their current net asset value, which depends on the total market value of the fund's investment portfolio at the time of redemption. Most open-end Mutual funds continuously offer new shares to investors. Also known as an open-end investment company, to differentiate it from a closed-end investment company. Mutual funds invest pooled cash of many investors to meet the fund's stated investment objective. Mutual funds stand ready to sell and redeem their shares at any time at the fund's current net asset value: total fund assets divided by shares outstanding.[/QUOTE]