07-05-2009, 12:14 PM
|
#1
|
|
Just Registered
Join Date: Jul 2009
Posts: 1
Thanks: 0
Thanked 75 Times in 1 Post
|
Performance of Mutual Funds and its comparative analysis
TABLE OF CONTENTS
- 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.
|
|
|
|
The Following 75 Users Say Thank You to rajashekhara For This Useful Post:
|
aaannry (04-03-2010), Aadiethya (09-17-2009), abhinavverma_03 (12-03-2009), abhishek160286 (12-17-2009), Akhisuku (01-07-2010), Akweley (02-09-2010), aman.kishorecmtr (02-09-2010), anand_gr8india (08-08-2009), arunitakumari (07-19-2010), ashwitha (02-06-2010), avinash (10-15-2009), barumba.dharan (07-30-2009), bubai_karmaker (08-10-2009), B_I (12-01-2009), chenchu (06-27-2010), chetan5 (06-19-2010), cma_26jan (02-15-2010), digshant (09-16-2009), fhannyguy (03-28-2010), gayatrivarsha (11-02-2009), harshad1988 (06-24-2010), Hasmukh1987 (01-24-2010), joshishreya30 (12-04-2009), kalaiv (03-15-2010), kamaldeepvinayak (07-22-2009), kamal_susrani.21 (07-26-2009), kapil_gupta79 (01-18-2010), kaswanster (06-30-2010), KAUL (08-01-2009), keviv.virgo (07-11-2009), kirtisagar97 (12-27-2009), kritika2205 (12-11-2009), mayuri0202 (Today), mayurimbabvim (07-17-2009), mbahari (01-13-2010), mbastudent24 (07-12-2009), MICKY (09-10-2009), nidhijani (07-21-2010), nishita (07-22-2009), priyadevi (08-09-2009), pt.ramesh (02-16-2010), radhasaran (03-04-2010), rajen2k (07-21-2010), rajyishu (02-10-2010), ramyashri.s (12-12-2009), rose12345 (08-26-2009), roselin (12-15-2009), ruminjo (08-28-2009), sadiyaz (01-06-2010), sailajap (05-15-2010), sakshitarika (12-03-2009), sarva_ravi108 (01-01-2010), sembon (04-04-2010), shabbir (07-05-2009), shailendra_yadav (05-30-2010), shalinigupta19 (09-18-2009), shreeja (06-12-2010), shripadnagarnaik (07-28-2009), shruthishastri (11-30-2009), shruti10100 (01-14-2010), shubha_222 (02-22-2010), shweta_336 (11-20-2009), sivakumar.natarajan (05-15-2010), sksadak (07-14-2010), snehal1987 (02-17-2010), srijita.6 (07-14-2010), subhaamba (03-09-2010), subramanian (01-04-2010), Sushil.pal1234 (11-24-2009), theboytoy (11-06-2009), titan121 (04-29-2010), trivedikrupau (01-23-2010), vprsarathy (12-30-2009), xx_sagar_xx (07-13-2010), Yogin (08-12-2009) |
|
07-22-2009, 12:19 PM
|
#2
|
|
Just Registered
Join Date: Jul 2009
Posts: 2
Thanks: 1
Thanked 6 Times in 1 Post
|
Re: Performance of Mutual Funds and its comparative analysis
Quote:
Originally Posted by rajashekhara
TABLE OF CONTENTS
- 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.
|
dear please forward same in word document,
|
|
|
|
|
The Following 6 Users Say Thank You to kamaldeepvinayak For This Useful Post:
|
|
|
07-22-2009, 10:41 PM
|
#3
|
|
Just Registered
Join Date: Jul 2009
Posts: 2
Thanks: 1
Thanked 0 Times in 0 Posts
|
Re: Performance of Mutual Funds and its comparative analysis
THANKSSSS
it wl helps lot
|
|
|
|
|
07-25-2009, 12:44 PM
|
#4
|
|
Just Registered
Join Date: Jul 2009
Posts: 3
Thanks: 1
Thanked 0 Times in 0 Posts
|
Re: Performance of Mutual Funds and its comparative analysis
i m not able 2 get it plz help me how will i get it dowbloaded?
|
|
|
|
|
07-25-2009, 04:08 PM
|
#5
|
|
MBAGuys Founder
Join Date: Jul 2008
Location: MBAguys
Posts: 1,826
Thanks: 173
Thanked 139 Times in 65 Posts
|
Re: Performance of Mutual Funds and its comparative analysis
Quote:
Originally Posted by kamal_susrani.21
i m not able 2 get it plz help me how will i get it dowbloaded?
|
Why and what error you get ?
|
|
|
|
|
07-26-2009, 07:08 PM
|
#6
|
|
Just Registered
Join Date: Jul 2009
Posts: 3
Thanks: 1
Thanked 0 Times in 0 Posts
|
Re: Performance of Mutual Funds and its comparative analysis
sir i want a project report on insurance related topic doing summer training in bajaj allianz plz help me its urjent
|
|
|
|
|
07-28-2009, 05:38 PM
|
#7
|
|
Just Registered
Join Date: Jul 2009
Posts: 2
Thanks: 2
Thanked 0 Times in 0 Posts
|
Re: Performance of Mutual Funds and its comparative analysis
hi rajashekhara.....thanks for this wonderful post.....m doing a project on investor profile in the market.ur abstract is of gr8 use.....can u help me with some more of data related to d topic??thanks....
|
|
|
|
|
07-30-2009, 01:56 PM
|
#8
|
|
Just Registered
Join Date: Jul 2009
Posts: 3
Thanks: 1
Thanked 0 Times in 0 Posts
|
Re: Performance of Mutual Funds and its comparative analysis
sir i want a project report on the insurance sector related to bajaj allianz life insurance company
|
|
|
|
|
07-30-2009, 08:44 PM
|
#9
|
|
Just Registered
Join Date: Jul 2009
Posts: 1
Thanks: 1
Thanked 0 Times in 0 Posts
|
Re: Performance of Mutual Funds and its comparative analysis
thanks...ur projrct helps me lot..
|
|
|
|
|
08-06-2009, 12:22 PM
|
#10
|
|
Member
Join Date: Aug 2009
Location: bangalore
Posts: 8
Thanks: 4
Thanked 2 Times in 2 Posts
|
Re: Performance of Mutual Funds and its comparative analysis
hai rajashekara........
thank you soo much for your help.
i am doing my internship project in sundaram mutual fund. i have collected all information regarding the company but i dont know the format of the project.
so that was a great help for me from you. i got the format from your project..............thank you soo much.........
|
|
|
|
|
The Following User Says Thank You to chinnusk For This Useful Post:
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
|
| Thread Tools |
Search this Thread |
|
|
|
| Display Modes |
 Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
|
