...industry: The Indian broking industry is one of the oldest trading industries that have been around even before the establishment of the BSE in 1875. Despite passing through a number of changes in the post liberalization period, the industry has found its way towards sustainable growth. The stock broking duties are now mostly taken up by major organizations and companies with greater skills and expertise along with customized services. Though the services of stock broking firms are customized they can by the nature of their existence be differentiated as brokers and corporations who mainly provide services such as: equity broking, debt markets broking, money markets broking, foreign exchange broking, portfolio management broking, research & advisory services, registrar & transfer services, depository participant services, mutual fund, stock trading etc., Industry Structure Origin: The origin of Mutual Fund industry in India is with the introduction of the concept of mutual fund by UTI in the year 1963. Though initially the growth was slow, but it accelerated from the year 1987 when non-UTI players entered the industry. In the past decade, Indian mutual fund industry had seen a...
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...Analysis of Mutual Fund for SBI Mutual Fund and Securities Ltd. Final Managerial Economics Submitted by: SHUBHAM SHARMA Division: B Roll No: 42 Class: BBA.LLB PRN NO: 14010224105 OF Symbiosis Law School, NOIDA Symbiosis International University, PUNE In March 2015 Under the guidance of Prof. Sweta Saurabh & Prof Pushpa Negi Course in charge Index S.NO | PARTICULARS | PAGE NO. | 1. | C E R T I F I C A T E | 3 | 2. | ACKNOWLEDGEMENT | 4 | 3. | INTRODUCTION | 5-6 | 4. | HISTORY | 6 | 5. | DIFFERENT TYPES OF MUTUAL FUNDS | 6-8 | 6. | LITERATURE REVIEW | 8-11 | 7. | OBJECTIVES | 11 | 8. | RESEARCH HYPOTHESIS OF THE STUDY | 11 | 9. | ANALYSIS | 11-12 | 10. | CONCLUSION | 13 | 11. | REFERENCES | 14 | C E R T I F I C A T E The project entitled “Analysis of Mutual Fund for SBI Mutual Fund and Securities Ltd.” submitted to the Symbiosis Law School, NOIDA for Managerial Economis as part of Internal assessment is based on my original work carried out under the guidance of Dr.Pushpa Negi and Professor Sweta Saurabh from 17th December,2014 to 15th March ,2015. The research work has not been submitted elsewhere for award of any degree. The material borrowed from other sources and incorporated in the thesis has been duly acknowledged. I understand that I myself could be held responsible and accountable for plagiarism...
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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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...[pic] A RESEARCH PAPER On Opportunities in indian market of mutual funds investment PIONEER (Since 1996) Submitted to Submitted By Prof. Dr. V K Jain Ravendra Kushwaha Prof. Nidhi Kothari MBA 3rd sem Roll. No. 09010118 DECLERATION I hereby declare that this Research Paper entitled “OPPORTUNITIES IN INDIAN MARKET OF MUTUAL FUNDS INVESTMENT” submitted for the extra co curriculum activities fulfillment of the requirement of Master of Business Administration (MBA) of PIONEER INSTITUTE OF PROFESSIONAL STUDIES INDORE is based on secondary data found by me in various Companies fact sheets, books, magazines and websites & Collected by me in under guidance of Prof. Nidhi Kothari. DATE: Ravendra Kushwaha ...
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...An Outlook on the Evolution, Scope and Growth Potential of the Mutual Funds Industry In Deyvaansh Misra Contents INTRODUCTION 3 A RETROSPECTIVE VIEW OF MUTUAL FUNDS 5 THE FUTURE LIES ON THE BRINK OF THE HORIZON 6 CONCLUSION 10 INTRODUCTION Shakespeare once wrote, ‘out of this nettle, danger, we pluck this flower, safety'. The Indian mutual fund industry has witnessed significant growth in the past few years driven by several favourable economic and demographic factors such as rising income levels and the increasing reach of Asset Management Companies (AMCs) and distributors. However, after several years of relentless growth, the industry witnessed a fall of 8 percent in the assets under management in the financial year 2008-09 that has impacted revenues and profitability. Recent developments triggered by the global economic crisis have served to highlight the vulnerability of the Indian mutual fund industry to global economic turbulence and exposed the increased dependence on corporate customers and the retail distribution system. It is therefore an opportune time for the industry to dwell on the experiences and develop a roadmap through a collaborative effort across all stakeholders, to achieve sustained profitable growth and strengthen investor faith and confidence in the health of the industry. Innovative strategies of AMCs and distributors, enabling...
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...Introduction Mutual Funds industry in India In India the cause of mutual fund industry is with the overview of the perception of mutual fund, by UTI in the year 1963. However the growth was slow, but it earlier from the year 1987 when non-UTI companies arrived the industry. In the historical period, Indian mutual fund industry had realised an affected improvement, both superiority wise as well as measure wise. Before, the control of the market had realised an ending phase. The mutual fund industry can be generally put into four phases according to the growth of the sector. Each phase is temporarily defined as under. First Phase - 1964-87 Unit Trust of India (UTI) was established on 1963 by an Act of Assembly. It was set up...
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...MUTUAL FUND A Mutual fund is a pool of money, collected from investors and is invested according to certain investment objectives. A Mutual fund is created when investors put their money together. It is therefore a pool of the investor’s funds. The most important characteristic of the Mutual fund is that the contributories and the beneficiaries are the same class of people, namely the investors. The term mutual means that the investors contribute to the pool, and also benefit from the pool. There are no other claimants to the funds. The pool of funds held mutually by investors is the mutual fund. A Mutual fund business is to invest the funds thus collected, according to the wishes of the investors who created the pool. Usually the investors appoint professional investment managers, to manage their funds. The same objective is achieved when professional investment managers create a ‘product’ and offer it for investments to the investors. The product represents a share in the pool and pre states investment objectives. FEATURES AND CHARACTERISTICS OF MUTUAL FUND A mutual fund is a financial intermediary and works as an investment company. It has distinct features and characteristics which differentiate it from other financial intermediaries. Some of the features of mutual fund are: Mutual fund is a pool of financial resources. Investors bring their individual funds together. Sometimes the funds which otherwise may not come for investment in the capital...
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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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...A REPORT ON “CONSUMER BEHAVIOUR REGARDING MUTUAL FUND, TYPES OF MUTUAL FUND AND INVESTMENT PROCESS” BY MANOJ KUMAR (Enroll No. : 08BS0001652) SUNDARAM FINANCE LTD. Contract/Project/Job Number________________ A Report On “Consumer Behaviour Regarding Mutual Fund, Types Of Mutual Fund And Investment Process” By Manoj Kumar (Enroll No.:08BS0001652) Sundaram Finance Ltd. Date of Submission : May 2009 AUTHORISATION This is to certify that the internship project report titled “Consumer Behavior Regarding Mutual Fund, Types of Mutual Fund and Investment Process” is a bonafide work of Manoj Kumar in original. This report has been prepared under constant supervision in partial fulfillment of the requirement of IBS for the award of MBA Degree for the period of three months (Feb 2009 to May 2009). This project report neither full nor parts has ever before been submitted for awarding of any degree by this B-School or any other B-School. Prof. Puja Aggarwal Mr. Satyapal Faculty IBS Noida Territory Manager- General Insurance Sundaram Finance Ltd. 605-606, Sixth Floor, Ashoka Estate, 24 Barakhamba Road, New Delhi Date : Date : CERTIFICATE OF COMPLETION OF INTERNSHIP PROGRAM This is to certify that Mr. Manoj Kumar has successfully completed the Summer Internship Programme in Sundaram Finance Ltd. for the duration of 3 months (February 09 to May 09) under the supervision of ...
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...SBI Mutual Fund, sometimes also referred to as SBIMF, is one of the top mutual fund companies in India. Started as a joint venture between State Bank of India (SBI) and AMUNDI (France) in 1988, SBIMF boasts of 30 years of experience in fund management and delivering amazing results to the customers. Headquartered in Mumbai, it has over 160 branches that are successfully serving investors all over India. Services provided by the SBI Mutual Fund company include: • Mutual Funds o Equity Funds o Debt Funds o Hybrid Funds o Exchange Traded Fund (ETF) o Fixed Maturity Plans (FMP) • Portfolio Management and Advisory Services • Offshore Funds • Alternative Investment Funds One of the mutual fund schemes that offers a great opportunity to generate...
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...Mutual Fund Industries Introduction A mutual fund is financial intermediary that allows investors to pool their money in accordance with predetermined investment objective. The fund manager is responsible for investing the gathered money into bonds, stocks, short-term money market instruments and/or other securities. Thus Mutual fund issues units to the investors and they become a shareholder or unit holder of the fund. The main advantage to mutual funds is that Investment in securities are diversified which minimizing risk & maximizing returns. In mutual funds profits or losses are shared by the investors in proportion to their investments. | | | | Regulatory Aspects Regulations for mutual funds were passed in 1993 by Securities and exchange Board of India (SEBI) Act. Any person proposing to set up mutual fund industry is required to be registered with SEBI. The role of SEBI is to regulate the securities market and to protect the interest of investors. SEBI has defined rules related to their credit evaluation policy, formation and administration of mutual funds and also guidelines for calculation of Net Asset Value, disclosure requirements, accounting norms for greater transparency. Current market scenario * First time in past four quarters Mutual Fund industry in India has recorded growth of 4% in quarterly average assets under management. * The rate of saving is 23 % in India. * Foreign based asset management companies are entering in...
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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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...Mutual Fund Industries Introduction A mutual fund is financial intermediary that allows investors to pool their money in accordance with predetermined investment objective. The fund manager is responsible for investing the gathered money into bonds, stocks, short-term money market instruments and/or other securities. Thus Mutual fund issues units to the investors and they become a shareholder or unit holder of the fund. The main advantage to mutual funds is that Investment in securities are diversified which minimizing risk & maximizing returns. In mutual funds profits or losses are shared by the investors in proportion to their investments. Regulatory Aspects Regulations for mutual funds were passed in 1993 by Securities and exchange Board of India (SEBI) Act. Any person proposing to set up mutual fund industry is required to be registered with SEBI. The role of SEBI is to regulate the securities market and to protect the interest of investors. SEBI has defined rules related to their credit evaluation policy, formation and administration of mutual funds and also guidelines for calculation of Net Asset Value, disclosure requirements, accounting norms for greater transparency. Current market scenario • First time in past four quarters Mutual Fund industry in India has recorded growth of 4% in quarterly average assets under management. • The rate of saving is 23 % in India. • Foreign based asset management companies are entering in the Indian markets...
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...project is based on a methodological study, as it required to me to understand Indian consumer behavior related to the investments in mutual funds. To execute the knowledge, I preferred to study about the mutual funds and some other popular investments options in India. Thus the first part of the project based on learning the following in details: ➢ About Religare ➢ Product and services of Religare ➢ Services and charges provided by Religare ➢ Consumer behavior ➢ Analysis of Investors profiles ➢ Some popular Investments options in India ➢ Mutual Funds ➢ Market survey and research. After undergoing the training about the products and operational features. I started exploring the product and contact the prospective customers by way of tele callings, emails, corporate presentations, road shows and by arranging canopy. My primary aim was to give better options to the prospective customers by offering them products specialized features and its unique incomparable qualities in the services provided by Religare securities limited. OBJECTIVE OF THE STUDY The objective of this research and survey is to know the Indian consumers behavior related to the investment in Mutual Funds. In this research & survey firstly I tried to analyze the various popular investment options available in India, and their strengths and weaknesses. Apart from this I also tried to find out the investors thinking, preferences on the basis of demographical...
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...[Type the company name] | INVESTMENT IN MUTUAL FUNDS AND SHARES –PROS AND CONS | FINANCIAL MANAGEMENT | | TO, PRATIMA TRIVEDI | 12/9/2013 | REPORT BY- PARITOSH SINGH FS35 PRAKRITI FS40 PANKAJ KUMAR SINGH FS34 ROMANSHU VARSHNEY FS64 RAJNEESH SHARMA FS44 TABLE OF CONTENTS Table of Contents ACKNOWLEDGEMENT 4 A. MUTUAL FUNDS 5 I. INTRODUCTION 5 II. ROLE OF MUTUAL FUNDS IN THE FLNANCIAI, MARKET 5 III. MUTUAL FUNDS: STRUCTURE IN INDIA 5 IV. GROWTH IN MUTUAL FUND INDUSTRY 6 V. IMPACT OF THE GLOBAL FINANCIAL CRISIS 11 VI. GOVERNMENT POLICIES 11 VII. ADVANTAGES OF MUTUAL FUNDS 12 Diversification. 12 Expert Management. 12 Liquidity. 13 Convenience. 13 Reinvestment of Income. 13 Range of Investment Options and Objectives. 13 Affordability. 13 VIII. DISADVANTAGES OF MUTUAL FUNDS 14 No Control Over Portfolio. 14 Capital Gains. 14 Fees and Expenses. 14 Over-diversification. 14 Cash Drag. 15 IX. SOME TOP MUTUAL FUND OF INDIAN MARKET 15 SCHEME: ICICI Prudential Focused Blue chip Equity Fund (G) 15 SCHEME: BIRLA SL INDIA GENNEXT (G) 15 SCHEME: SBI DYNAMIC BOND FUND (G) 16 ICICI Prudential Equity - Volatility Advantage Fund 16 B. INVESTMENT IN SHARES 17 1. INTRODUCTION 17 2. ADVANTAGES OF INVESTING IN SHARES 17 i. Inflation Rate: 17 ii. Protected From The Eyes Of The Public: 17 iii. Growth Rate: 17 iv. Dividend: 17 v. Bonus Issues: 17 ...
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