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This document provides an overview of mutual funds in India. It discusses the structure of mutual funds including sponsors, trusts, asset management companies, custodians, and transfer agents. It also covers mutual fund investors, objectives and scope of the study, research methodology used, industry profile of mutual funds in India, profiles of selected major mutual fund companies like UTI, HDFC, JM Financial, and Birla Sun Life, and data analysis. The concluding sections provide findings, suggestions and conclusions from the research.

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Bnaren Naren
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129 views5 pages

Index of Project

This document provides an overview of mutual funds in India. It discusses the structure of mutual funds including sponsors, trusts, asset management companies, custodians, and transfer agents. It also covers mutual fund investors, objectives and scope of the study, research methodology used, industry profile of mutual funds in India, profiles of selected major mutual fund companies like UTI, HDFC, JM Financial, and Birla Sun Life, and data analysis. The concluding sections provide findings, suggestions and conclusions from the research.

Uploaded by

Bnaren Naren
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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INDEX

S.NO

CONTENTS

PAGE
NO

INTRODUCTION

1-10

1.1MUTUAL FUNDS AN OVERVIEW

1.2 STRUCTURE OF MUTUAL FUNDS

1.2.1 SPONSOR

1.2.2 TRUSTS

1.2.3 ASSET MANAGEMENT COMPANY

1.2.4 CUSTODIAN

1.2.5 TRANSFER AGENT

1.2.6 OBLIGATIONS OF AN AMC

1.3 MUTUAL FUND INVESTOR

1.4 SIGNIFICANCE OF STUDY

1.5 OBJECTIVES OF THE STUDY

1.6 SCOPE OF THE STUDY

1.7 THE STUDY OF TIME PERIOD

1.8 LIMITATION OF THE STUDY

1.9 RESEARCH METHODOLOGY

10

1.9.1 PRIMARY DATA

10

1.9.2 SECONDARY DATA

10

1.9.3 STATISTICAL TECHNIQUES

10

REVIEW OF LITERATURE
2.1 RISK RETURN ANALYSIS OF THE SCHEMES

11-18
11

2.1.1 SYSTEMATIC RISK

11

2.1.2 UNSYSTEMATIC RISK

11

2.2 THE TOOLS USED FOR CALCULATION

12

2.2.1 STANDARD DEVIATION

12

2.2.2 BETA

13

2.2.3 ALPHA

14

2.3 PERFORMANCE EVALUATION OF SELECTED

15

MUTUALFUNDS
2.3.1 EVALUTATION OF MUTUAL FUNDS
2.3.2 PERFORMANCE MEASURES OF MUTUAL FUNDS

2.4 MEASURING MUTUAL FUNDS RETURN


2.4.1 RISK ADJUSTED RETURNS

15
15

15
16

2.4.2 THE SHARPES MEASURE

16

2.4.3 THE TREYNORS MEASURE

17

2.4.4 JENSENS MODEL

18

INDUSTRY PROFILE

19-26

3.1 HISTORY OF MUTUAL FUNDS

19

3.1.1 FIRST PHASE- 1964-87

19

3.1.2

SECOND

PHASE-1987-1993(ENTRY

OF

PUBLIC

19

SECTOR FUNDS)
3.1.3 THIRD PHASE-1993-2003 (ENTRY OF PRIVATE

20

SECTOR FUNDS)
3.1.4 FOURTHPHASE-2003-2011

3.2 TYPES OF MUTUAL FUNDS

20

21

3.2.1 OPEN ENDED FUNDS

21

3.2.2 CLOSED-ENDED FUNDS

21

3.2.3 INTERVAL FUNDS

21

3.3 INVESTMENT OBJECTIVE

22

3.3.1 EQUITY FUNDS DIVIDEND

22

3.3.2 EQUITY FUNDS GROWTH

22

3.3.3 BALANCED FUNDS DIVIDEND

22

3.3.4 BALANCED FUNDS GROWTH

22

3.4 OTHER SCHEMES


3.4.1 TAX SAVING SCHEMES

3.5 SPECIAL SCHEMES


3.5.1 INDUSTRY SPECIFIC SCHEMES

23
23

23
23

3.5.2 INDEX SCHEMES

23

3.5.3 SPECTRAL SCHEME

23

3.6 ADVANTAGES OF INVESTING IN MUTUAL FUNDS

24

3.7 TAX BENEFITS

24

3.8 SEBI SECURITIES AND EXCHANGE BOARD OF

24

INDIA

COMPANY PROFILE

27-45

4.1 DETAILS OF PROMOTERS, DIRECTORS AND THEIR

29

BACKGROUND
4.2

DETAILS

OF

THE

TOP

10

GROUP

COMPANIES/FIRMS BASED ON TURNOVER AS ON

31

MARCH 31, 2012


4.3 SERVICES OFFERED

32

4.3.1 DISCRETIONARY

32

4.3.2 NON DISCRETIONARY

34

4.3.3 ADVISORY

36

4.4 PROFILES OF SELECTED MUTUAL FUND

37

COMPANIES
4.4.1 UTI (UNIT TRUST OF INDIA)

40

4.4.2 HDFC (HOUSING DEVELOPMENT FINANCE

40

CORPORATION)

4.4.3 JM FINANCIAL MUTUAL FUND

42

4.4.4 BIRLA SUNLIFE MUTUAL FUND

44

DATA ANALYSIS

46-72

FINDINGS, SUGGESSTIONS, CONCLUSIONS

73-77

& BIBLOGRAPH
73
6.1 FINDINGS
6.2 SUGGESTIONS

76

6.3 CONCLUSIONS

77

BIBLIOGRAPHY

78

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