...income, and increasing awareness, mutual funds in Malaysia are becoming a preferred investment option compared to other investment avenues like Fixed Deposits (FDs) and postal savings that are considered safe but give comparatively low returns. But before investing in mutual funds, investors have to analyze the factors of the economy, industry and company within the investment environment in which they operate. There are several macro-economic factors having influence on the investment choices. The investigator intends to study more particularly, the impact of quantitative economic variables on the investment of mutual funds. The trends of the industry also have to be examined from time to time. In response to the changing circumstances, the fund houses have introduced a host of interesting technological innovations to grab the attention of the investors. Investors need to correctly appraise the risks and rewards of investing in schemes which seek to offer attractive returns. Total of 122 respondents were selected for data analysis. The respondents’ profile consists of demographic data namely, age, gender, occupation background, educational background, investment habit and years of investing activities. The gender, monthly income and race of respondent are not relevant for this research since it is basically focused on the investors’ habit in Malaysia. The perception will be taken into consideration as per their views on mutual fund investment. The last and final analysis of hypothesis...
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...Lect . Mrs. Pooja Aparajita. I express my sincere thanks to the above stated person for their utmost support during my project. The immense scope of this project has helped me to understand many facts of marketing in Indian industry. (Nitin Rathore) LIST OF TABLES LIST OF TABLES Table No. Title of the Table Page No. Table No. 2.1 Transactional Handling 19 LIST OF FIGURES LIST OF FIGURES Figure No. Title of the Figure Page No. Figure No. 1.1 Objective of study 05 Figure No. 2.1 Mutual fund concept 09 Figure No. 2.2 Organization structure 13 Figure No. 2.3 Types of Mutual Fund Schemes 18 Chapter 1 1.1 Executive Summary India is one of the countries which is concentrating towards its share market & investment sector. Because a countries growth is totally dependent upon its educated people. So with the changing economical environment its effect can be easily being seen in this field also. The project “Market Research on Various Schemes of SBI Mutual Fund” analyses the future market and assists in understanding upcoming competition specifies about the future numbers, characteristics, and trends in markets of Bhilai & Durg region and trying to analyze the factors affecting customer expectations. The main aim of...
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...------------------------------------------------- Rules and Regulations * ------------------------------------------------- Educarnival Home ------------------------------------------------- Top of Form Bottom of Form ------------------------------------------------- A project paper on: “Performance in Pooling of funds, making of portfolios and Dividend policy of Investment Corporation of Bangladesh (ICB)”. March 19, 2013 | Author: Farzana | Posted in Featured Article Table of Contents * ------------------------------------------------- 1 Chapter 1 * ------------------------------------------------- 1.1 Overview * ------------------------------------------------- 1.2 Statement of the problem * ------------------------------------------------- 1.3 Rationale of the study * ------------------------------------------------- 1.4 Objective of the study * ------------------------------------------------- 1.5 Methodologies * ------------------------------------------------- 1.6 Expected outcome of the study and its use: * ------------------------------------------------- 1.7 Limitation of the study * ------------------------------------------------- 2 Chapter 2 * ------------------------------------------------- * ------------------------------------------------- 2.0.1 Background * ------------------------------------------------- 2.1 Objective of ICB * ------------------------------------------------- 2.2 Business policy ...
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...MUTUAL FUNDING: IMPACT ON THE GHANAIAN ECONOMY A comparative study of two mutual funds companies in Kumasi DEPARTMENT OF BUSINESS STUDIES EDMUNDSON LAWRENCE KOBINA 1.0 INTRODUCTION 1.1 BACKGROUND TO THE STUDY Over the years in Ghana, the private sector has had it difficult raising capital and adequate funds for investment and other business activities, this led to the undertaking of a number of financial sector reforms by the government. The emergence of mutual funds into the Ghanaian financial sector has been as a result of these reforms. This is to facilitate capital generation and savings mobilization for the private sector to help them accomplish their organizational objectives. It has become evidently clear that, to achieve development in the economy in terms of high gross domestic product (GDP), a better per capita income, less unemployment and reduction in inflation, the private sector of the economy should be encouraged to lead in the generation of wealth. Capital for investment in this country (Ghana) is either sought for internally or externally but the Ghanaian government like its’ counterparts in other African countries have been relying heavily on external funds from developed economies and donor communities to be able to implement public sector development policies. This has not been so easy in recent years due to the diversification of these funds to countries such as China and other Asian countries that are now better...
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...Contents Chapter 1 Introduction & Conceptual Framework of The Study 2-4 1. Background of the Report 2 2. Objectives of the Report 2 3. Coverage of the Report 3 4. Source and Methodology of Data Collection 3 5. Limitations of the Report 4 Chapter 2 Investment Corporation of Bangladesh (ICB) 6-11 1. Background of ICB 6 2. Objectives of ICB 6 3. Business Policies of ICB 6 4. Functions of ICB 7 5. Capital Structure of ICB 7 6. Shareholding Position of ICB 8 7. Management of ICB 9 8. Share Price 10 9. Transfer of Shares 10 10. Milestone of ICB 10 Chapter 3 Organizational Features of ICB 13-14 3.1 Regulatory Framework of ICB 13 3.2 Institutional Framework 13 3.3 Manpower 13 3.4 Number of Branches of ICB 14 3.5 Training of Employees 14 Chapter 4 Functions of Various Departments of ICB 16-27 4.1 Administrative Division 17 4.2 Merchandising Division 18 4.3 Funds Division 19 4.4 Accounts and Finance Division 20 4.5 Computer Division 22 4.6 Loan Appraisal Division 22 4.7 Implementation & Recovery 24 4.8 Legal Affairs Division 24 4.9 Audits and Method Department 25 4.10 Secretary’s Division 25 4.11 Branch and Subsidiary Control Division 26 4.12 Activities of Subsidiary Company’s 26 Chapter 5 Introduction of ICB Mutual Funds 29-36 5.1 Introduction 29 5.2 What Is Mutual Fund 29 5.3 Types of Mutual Funds 30 ...
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...EQUITY DIVERSIFIED MUTUAL FUNDS V/s DIRECT EQUITY: A comparative study Submitted in Partial Fulfillment for the Degree of Bachelor of Business Studies By Akshat Jain (Roll No. – 08/BBS/7160 Batch: 2008-2011 ) To DEEN DAYAL UPADHYAYA COLLEGE University of Delhi Shivaji Marg, Karampura New Delhi-110015 | | | ACKNOWLEDGEMENT Encouragement motivates a person towards one’s aim while guidance helps one to achieve it. Both encouragement and guidance take one towards success in one’s works. It would be difficult and almost impossible to achieve excellence without the blessings of God above and of elders. I convey my heartfelt affection and accord my deep sense of gratitude to Dr. Deepa Kamra, Faculty Guide for inspiring guidance, constructive criticism, unlimited interest and innovative ideas throughout the pursue of this manuscript. Akshat Jain DECLARATION I Akshat Jain have completed the Summer Training Project titled “EQUITY DIVERSIFIED MUTUAL FUNDS V/S DIRECT EQUITY” under the guidance of Dr. Deepa Kamra in the partial fulfillment of the requirement for the award of degree of Bachelor of Business Studies from Deen Dayal Upadhyaya College, Delhi University. This is an original piece of work & I have neither copied and nor submitted it earlier elsewhere. Akshat Jain Certificate from Internal Guide ...
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...INTERNSHIP REPORT Dept. of Business Administration Shah Jalal University of Science and Technology, Sylhet. i INTERNSHIP REPORT Role of ICB in the Development of Capital Market in Bangladesh: A Performance Evaluation of ICB Sponsored Mutual Funds COURSE CODE: BAN 400 COURSE TITLE: INTERNSHIP SUPERVISOR MS. NAFSANIATH FATHEMA Lecturer Department of Business Administration Shah Jalal University of Science and Technology, Sylhet. SUBMITTED BY MUHAMMAD ABUL LYSE 4th Year 2nd Semester (2nd Batch) Reg No: 0099730014 Dept. of Business Administration Shah Jalal University of Science and Technology, Sylhet Date of Submission: July 09, 2006 ii LETTER OF CERTIFICATE Date July 09, 2006 It is an immense pleasure for me to certify that this internship report entitled “ Role of ICB in the Development of Capital Market in Bangladesh: A Performance Evaluation of ICB sponsored Mutual Funds” submitted to the department of Business Administration, Shah Jalal University of Science and Technology, Sylhet is an original work done by Muhammad Abul Lyse, a student of BBA 2nd Batch of Department of Business Administration, bearing the Registration number 0099730014. He has successfully completed the internship program at Investment Corporation of Bangladesh (ICB) and prepared this report on the aforesaid title under my supervision. I wish him every success in his endeavors. Signature: ………………………… Ms. Nafsaniath Fathema Lecturer, Dept. of Business Administration...
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...DEPARTMENT OF ECONOMICS UNIVERSITY OF GHANA COMPARATIVE ANALYSIS OF THE PERFORMANCE OF MUTUAL FUNDS IN GHANA BY WISDOM KWASHIE AFORNORPE A DISSERTATION SUBMITTED TO THE DEPARTMENT OF ECONOMICS, UNIVERSITY OF GHANA, LEGON, IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE AWARD OF MASTER OF ARTS DEGREE IN ECONOMIC POLICY MANAGEMENT OCTOBER, 2008 DECLARATION I, Wisdom Kwashie Afornorpe, author of this Master of Arts dissertation do hereby declare that, except for references to other people’s works which have been duly acknowledged, the work presented here titled “Comparative Analysis of the Performance of Mutual Funds in Ghana” was done entirely by me. This work has never been presented in whole or in part for any other degree in this University or elsewhere. …..…………………………… Wisdom Kwashie Afornorpe (Student) ……. ………………..…… Mr. Frank Agyire-Tettey (Supervisor) ...
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...Report On “Mutual Funds and their role in portfolio management” Submitted in partial fulfillment of the requirement of Certification Course in Capital and Financial Markets Submitted by: Name: Karthik L.Reddy Roll No. 5 OCPCFM Batch June 2012 Under the Guidance of: Dr. J. Symss Indian Institute of Foreign Trade New Delhi 1 INDEX Serial No. 1 2 Executive summary Objectives Introduction Advantages and Disadvantages Types of Funds Managing a portfolio of funds MF industry in India Topic Page Numbers 4 5 6 9 12 15 21 26 27 28 4 Chapters 5 6 7 Conclusion References Appendix 2 APPENDIX Appendix No. Appendix 1 Appendix 2 Appendix 3 Description Major MF Companies in India and Top Funds Introduction to AMF India Knowing the Prospectus Page Numbers 28 31 33 3 EXECUTIVE SUMMARY This report – “Mutual Funds and their role in portfolio management” would help the readers take advantage of an excellent investment vehicle: mutual funds — the best of which offer you diversification, which reduces your risks, and low-cost access to outstanding money managers, who boost your returns. The topic has been chosen to provide a detailed introduction to the world of mutual funds along with the jargon associated with it, the various types of mutual funds available in today’s market. Mutual funds play a vital role in any investment portfolio. So managing a portfolio of funds becomes very critical for any investor – small or big, short-term or long-term...
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...ssA Summer Training Project Report ON “A STUDY ON MUTUAL FUND COMPANIES IN INDIA WITH SPECIAL REFERENCE TO RELIANCE MUTUAL FUND AND UTI MUTUAL FUND.” IN [pic] SUBMITTED TOWARDS THE PARTIAL FULFILMENT OF THE MASTER’S DEGREE IN BUSINESS ADMINISTRATION 2009-2011, AFFILIATED TO GAUTAM BUDDH TECHNICAL UNIVERSITY (GBTU), LUCKNOW UNDER THE GUIDANCE OF: Mr. Sanjeev Kumar Shukla (Cluster Head- Delhi/NCR) KARVY, Ghaziabad SUBMITTED BY: SUNIL KUMAR Roll No.: 0903070054 MBA- 3rd Sem. [pic] SCHOOL OF MANAGEMENT, INDERPRASTHA ENGINEERING COLLEGE, GHAZIABAD, 201010 DECLARATION I, SUNIL KUMAR the student of Master of Business Administration, IPEC- Semester 3rd (2009-11) hereby declare that, I have completed this project on “A STUDY ON MUTUAL FUND COMPANIES IN INDIA WITH SPECIAL REFERENCE TO RELIANCE MUTUAL FUND AND UTI MUTUAL FUND.” The submitted information is true & original to the best of my knowledge. Date: Student’s Signature Place: (SUNIL KUMAR) Roll No. 0903070054 ACKNOWLEDGEMENT Before we get into thick of things, I would like to add a few words of appreciation for the people who have been a part of this project right from its inception. The writing of this project has been one of the significant academic challenges I have faced and without the support...
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...Analytical Report on Overall Activities of ICB : A Case Study of Rajshahi Branch CHAPTER-ONE Introduction 1.1 What is internship? Internship means practical training through attending the particular work physically. Practical training means a way through which a person or a trainee can gather experience about the related subject practically and be able to apply his theoretical experience in the field of real life action. Practical training paves the way for gaining practical knowledge through activities other than reading textbooks and attending formal academic courses. Practical training is necessary to achieve complete knowledge about something. Internship program is a form of practical training. I firmly believe, practical training can open the inner eyes of a man. The works conducted during the Internship Program will expand the horizon of our practical knowledge. For the students of BBA of the Department of Accounting & Information System internship is an academic requirement. For the internship every student is required to work in a selected institution to enhance his practical experiences. The internship is managed and supervised by a supervisor who is a teacher of the department. For my internship, I was sent to the Investment Corporation of Bangladesh(ICB) under the supervision of Sohel Rana, Assistant professor, Department of Accounting & Information System, Jagannath University. My topic was “An Analytical Report on Overall Activities of ICB – A Case Study...
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...Chapter 4- Mutual Funds and Other Investment Companies Why buy mutual fund: people are lazy if you are trading stocks you have to give basis data for transactions you make for takes but with a mutual fund they do it for you. Diversification ** an individual investor choosing a mutual fund should consider not only the fund’s stated investment policy and past performance, but also management fees and expenses.** 4.1 INVESTMENT COMPANIES Investment Companies do the following tasks: WHY MUTUAL FUNDS?? • Administration & record keeping (people don’t want to do it themselves) • Diversification & divisibility (diversified portfolio) • Professional management • Reduced transaction costs Investment Companies: Net Asset Value (the value of each share) What determines share price NAV!! • Net Asset Value ' Any fund totals up all the shares does the calculation and generates an NAV ' One time per day ' Used as a basis for valuation of investment company shares ' Selling new shares cash goes in ' Redeeming existing shares (liquidate stocks and send you cash back) cash goes out ' They can keep printing more shares Calculation: Market Value of Assets - Liabilities Shares Outstanding 4.2 TYPES OF INVESTMENT COMPANIES: Investment companies: either Units of trust or managed investment companies Unit Trusts: subset of investment company...
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...Bus 171a chap 1-8 HW Chapter 1 Hw probs 2,3,8,9,15-18 2) what is the difference between the claim of a debtholder of GM and an Equity holder of GM? The claim of the debt holder is established by contract, which specifies the amount and timing of periodic payments in the form of interest as well as term to maturity of the principal. The debt holder stands as a creditor and in case of default, he has a prior claim on firm assets over the equity-holder. The equity holder has a residual claim to assets and income. He can receive funds only after other claimants are satisfied. Income is in terms of dividends, the amount and timing of which are not certain. 3) What is the basic principle in determining the price of a financial asset? The basic principle is that the price of any financial asset is equal to the present value of its expected cash flow, even if the cash flow is not knows with certainty. The price of any financial asset is the present value of the expected cash flows or a stream of payments over time. Thus, the basic variables in determining the price are: expected cash flows, discount rate and the timing of these cash flows. 8) explain the difference between each of the follow a. The money market is a financial market of short-term instruments having a maturity of one year or less. The capital markets contain debt and equity instruments with more than one year to maturity; b. The primary market deals with newly issued financial...
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...PROJECT ON ANALYSIS OF INVESTMENT OPTIONS BY MAHIMA SUHALKA PGDM RM 2014 – 2016 (FINANACE SPECIALISATION) ROLL NO. 48 PROJECT FACULTY GUIDE PROF. PRITI SAMANT PROJECT COMPLETION CERTIFICATE This is to certify that project titled “Analysis of Investment Options” is successfully done by Ms. Mahima Suhalka in partial fulfilment of her two years full time course ‘Post Graduation Diploma in Management’ recognized by AICTE through the Prin. L. N. Welingkar Institute of Management Development & Research, Matunga, Mumbai. This project has been completed under my guidance. ___________________________ (Signature of Faculty Guide) Name: ______________________ Date: ______________________ Acknowledgement I take this opportunity to express my sincere gratitude to everyone who supported me throughout the course of this PGDM project. I am thankful for their aspiring guidance, invaluably constructive criticism and honest advice during the project work. I express my warm thanks to Prof. Priti Samant, my project guide who provided me with critical insights on this project and helped me make this a success. I would also like to acknowledge the help of all my friends and respondents who enabled me to conduct this research project. Thank You All!! Table of Contents Chapter 1 Introduction 1 Chapter 2 Literature Review ...
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...RELATIONSHIP AMONG FIIs, MUTUAL FUND EQUITY INVESTMENT AND OTHER SELECTED VARIABLES WITH NIFTY” Submitted to S.R. LUTHRA INSTITUTE OF MANAGEMENT IN PARTIAL FULFILLMENT OF THE REQUIREMENT OF THE AWARD FOR THE DEGREE OF MASTER OF BUSINESS ADMINISTRATION In Gujarat Technological University UNDER THE GUIDANCE OF Faculty Guide: Company Guide: Ms.Swapna Nair Mr. Mukesh Vishwakarma Assistant Professor Branch Manager Submitted by Mr. Kalpesh R. Ukani [Batch No. 2014-16, Enrollment No. 147500592114] MBA SEMESTER III S.R. LUTHRA INSTITUTE OF MANAGEMENT – 750 MBA PROGRAMME Affiliated to Gujarat Technological University Ahmedabad July, 2015 Company Certificate This is to certify that Mr. Kalpesh R. Ukani from S.R. LUTHRA INSTITUTE OF MANAGEMENT, have carried out the research on the subject titled “TO STUDY THE DYNAMIC RELATIONSHIP AMONG FIIs, MUTUAL FUND EQUITY INVESTMENT AND OTHER SELECTED VARIABLES WITH NIFTY” at ICICI SECURITIES under the supervision of Mr. Mukesh Vishwakarma, from 8th June 2015 to 17th July, 2015. I also certify that, the above mentioned student has carried the research work satisfactorily. Place: - Surat Date: - _________ Mr. Mukesh Vishwakarma (Branch Manager) Student’s Declaration I, Mr. Kalpesh R. Ukani , hereby declare that the report for Summer Internship Project entitled “TO STUDY THE DYNAMIC RELATIONSHIP AMONG FIIs, MUTUAL FUND EQUITY INVESTMENT AND OTHER SELECTED VARIABLES...
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