Ashok kumar rath professor in finance, trident academy of technology, bhubaneswar. Project report on mutual funds provides a summary on mutual fund market in india, the performance of listed funds, various types of funds, challenges, drawbacks and international scenarios. Mutual funds also offer good investment opportunities to the investors. Financial performance of sbi mutual funds ijltemas. Mutual funds give investors the ability to diversify across a wide variety of investments that they otherwise may not carry in their portfolio as individual securities. However, its success in terms of garnering assets is simply because of the sensational run of a few schemes which helped. Project report a study of sbi mutual funds up slideshare. This led to promotion of sbi mutual fund by state bank of india in july 1987 followed by canara bank, indian bank, bank of baroda, bank of india, punjab national bank, and gic mutual fund. The particulars of the schemefunds have been prepared in accordance with the. The analysis and comparative study of sbi and hdfc mutual fund in the project the risk, return and performance measurements are calculated for making analysis and comparison of two mutual. Sbi mutual funds are available at over points of acceptance, 50 investor service desks, 29 centers, and 6 investor service points. Sbi funds management private limited sbifmpl has been appointed as. Sbi mutual fund is currently amongst the top 10 in terms of assets.
Sbi mutual fund sbi mutual fund sbi mf page 16 history of sbi mutual funds sbi mutual fund was setup on june page 17 key. Geeta kesavaraj, assistant professor, mba department, sree sastha institute of engineering and technology, chembarambakkam, chennai 600 123. The average annual sales declined from about rs,000. Project report on the organisational structure of the state bank of india. A project report on a study of sbi mutual funds a detailed study done in sbi submitted in partial fulfillment of the requirement for. The study revealed that franklin templeton and uti were the best performers and birla sun life, hdfc and lic mutual funds showed poor performance. Mutualfund advisory program definition investopedia. Introduction company profile sbi mutual fund sbi mf is one of the largest mutual funds in the country with an investor base of over 4. Sbi mutual funds offers three broad categories of mutual funds. Analysis of sbi mutual funds and hdfc mutual funds. It was founded in 1987 with its corporate headquarters located in mumbai, india. A guide to mutual fund investing november 2019 are you thinking about investing in mutual funds. Different investment avenues are available to investors. This project as a whole can be divided into two parts.
Babasab patil a project report on the analysis and comparative study of sbi. If you continue browsing the site, you agree to the use of cookies on this website. Pdf a comparative study on performance of selected. A project report on mutual fund industry for finance student very simple. Sbi mutual fund to use the exchanges name in this scheme information document as one of the stock exchanges on which this mutual fund s unit are proposed to be listed. A project report on mutual funds in india by sanjay. A guide to understanding mutual funds this guide is designed to increase your awareness of the benefi ts of. A study on customer perception towards various types of mutual funds in chennai dr. Mutual fund is a new baby for most of indians i keep getting lots of mutual fund question through comments on post, ask us or business newspapers where i regularly write query. Submitted to, charanpreet singh submitted by, baldeep kaur roll no. This project paper is segmented into three sections to explore the link between conventional subjective and. The findings will help mutual fund companies to identify the areas required for improvement in order to create greater awareness among investors regarding investment in mutual funds. Uti and sbi schemes were most preferred in that region of the country over any other fund and the other funds had. Jun 25, 2019 mutual funds offer a way for a group of investors to effectively pool their money so they can invest in a wider variety of investment vehicles and take advantage of professional money management through the purchase of one mutual fund share.
This article focused on investors investment decision making towards mutual funds by using of statistical tools and ratio analysis of mutual fund schemes tax saving schemes of selected banks state bank of india, canara bank public bank, icici bank, hdfc. Created by experts with mutual funds selected from the best performing funds. Perception of indian investor towards investment in mutual. Data are taken from the nse, bse, money control and value research online data sources. Introduction a mutual fund is a trust that pools the savings of a number of investors who share a common financial goal. Pdf the research article is titled as comparative study on performance of selected mutual funds with reference to indian context. Contents heres a brief guide to help you get started.
Geeta kesavaraj, assistant professor, mba department, sree sastha institute of engineering and. Registering your email address and entering you folio number is all it takes to get your cams consolidated statement online. The main objective of the study is to evaluate the performance of mutual funds and facilitate the retail investors in decision making. In my project the scope is limited to some prominent mutual funds in the mutual fund industry. Comparative study on the performance of mutual funds sbi mutual funds vs. How mutual funds work what are the bene 4ts of mutual funds. Anybody with an investible surplus of as little as a few thousand rupees can invest in mutual funds. For all other schemes and transactions including liquid redemption switch 1. Kothari pioneer mutual fund, project report, sri srinivas vidya parishad, andhra university, visakhapatnam. The indian mutual fund industry has come a long way since its inception in 1963. Project report on analysis of working capital in banking jk. Performance evaluation of mutual fund in india a case study.
Mutual funds found it increasingly difficult to raise money. P alekhya assistant professor, department of mba, cmr college of engineering and technology, hyderabad. The study here has been limited to analyze the performance of mutual funds in selected sectors with different fund houses like reliance pharma, sbi magnum it, franklin templeton fmcg, uti infra, reliance diversified power, tata service etc. It is a corporate body with an authorised share capital, of rs. Sbi mutual fund project report for acdemic purpose. The first part gives an insight about mutual fund and its various aspects, the company profile, objectives of the study, research methodology. A study on mutual funds of sbi, mutual funds in india, taxsaving schemes, fund managers should deploy their funds. Project report on mutual fund mutual funds investing. Pdf a study on performance of sbi blue chip fund at sbi mutual. A project report on a study of sbi mutual funds a detailed study done in sbi submitted in partial fulfillment of the requirement for the award of degree ofbachelor in business administration bba under bharati vidyapeeth university pune submitted by snehalchavan roll no. Sbi mutual fund to use the exchanges name in this scheme information document as one of the stock exchanges on which this mutual fund s unit are.
Performance of mutual funds in india article pdf available in ssrn electronic journal 71. Sbi mutual fund has been constituted as a trust, sponsored by state bank india. Mutual fund is the pool of the money, based on the trust who invests the savings of a number of investors who shares a common financial goal, like the capital appreciation and dividend earning. Stay updated with your mutual fund account statement here. Abstract the researcher carried out the study with the aim to measure the customer perception towards. These can be further subclassified into different categories like mid cap funds, small cap funds, sector funds, index funds etc.
Mutual fund also offers good investment opportunities to investors. The project is unable to analyse each and every scheme of mutual funds to create awarness about risk and return. Sbi mutual fund is an asset management company sponsored by state bank of india. Page 15 introduction to the organization sbi mutual fund sbi mutual fund sbi mf is one of the largest mutual funds in the country with an investor base of over 4. The main aim of the project is to show mutual fund as a better avenue for better return with risk free investment to the potential investors. A study on performance of sbi blue chip fund at sbi mutual. In this project, the research design is explorative in nature. Abstract mutual fund provides a readymade option to households for portfolio diversification as well as. The above changes will be effective from april 7, 2020 tuesday till further notice. A project report presentation on sbi mutual fund ppt video. With over 20 years of rich experience in fund management, sbi mf brings forward its expertise in consistently delivering value to its investors. Mutual funds issue redeemable shares that investors purchase directly from the fund or through a broker for the fund instead of purchasing from investors on a secondary market. A project report on investors trend in mutual fund at sbi by.
Mutual funds mba project study is basically made to analyze the various mutual fund schemes of different sectors to highlight the diversity of investment that mutual fund offer through. Learn how to start investing in mutual funds, select best funds and build your impressive mf portfolios. A portfolio of mutual funds that are selected to match a preset asset allocation model based on the investors objectives and offered in a single investment account. The reports help in understanding the operations of the industry right from its initiation stage to expansion and future initiatives. Money market investments are made in short term government debt papers and are good for parking money for short tenors, as the principal is safe, while the returns and liquidity remain high. This study tries to find out the risk and return allied with the mutual funds. Check you sbi mutual fund statement online in two simple steps. Bond funds, liquid funds, balanced funds, gilt funds etc. State bank of india currently employs over 2 lakh people and has one of. But there is so many other schemes in mutual fund industry like specialized banking, infrastructure, pharmacy funds, index funds etc. Investment strategy they follow systematic investment plan or one time plan.
This article focused on investors investment decision making towards mutual funds by using of statistical tools and ratio analysis of mutual fund schemes tax saving schemes of selected banks state bank of india. May 06, 2011 mutual fund is a new baby for most of indians i keep getting lots of mutual fund question through comments on post, ask us or business newspapers where i regularly write query section. These investors buy units of a particular mutual fund scheme. Dear investor, please note temporary revised cutoff timings for sbi mutual fund schemes as per sebi direction. The indian mutual fund industry witnessed a number of public sector players entering the market in the year 1987. The sbi is not a bank wholly owned by the government. A portfolio of mutual funds that are selected to match a preset asset allocation model based on the investors objectives and offered in a single investment. Since mutual funds invest in a diverse range of securities and investment options, one mutual fund share actually represents proportionate ownership in each and every investment in the mutual fund s. One of the important goals of the mutual fund industry is to attrac and mobalise major portion of the house hold savings. The study here has been limited to analyze the performance of mutual funds in selected sectors with different fund houses like reliance pharma, sbi magnum it, franklin templeton fmcg, uti infra, reliance.
Pdf a comparative study on performance of selected mutual. Money market investments are made in short term government debt papers and are good for parking money for short tenors, as the principal is. May 17, 2009 this project undertaken deals with customer perception with regard to mutual funds that is the schemes they prefer, the plans they are opting, the reasons behind such selections and also this project dealt with different investment options, which people prefer along with and apart from mutual funds. A mutual fund is set up in the form of a trust, which has sponsor, trustees, asset management company amc and custodian.
I analyzed the funds depending on their schemes like equity, income, balance. Project report on mutual funds standard format and tips. The industry has witnessed sufficient growth on all parameters be it. Easily accessible and helpful to add the facts of swedish mutual funds.
Investors perception about mutual funds, gradually turned negative. Jun 08, 2012 project report a study of sbi mutual funds up 1. State bank of india currently employs over 2 lakh people and has one of the largest employee networks across india. The study covered the period from april 1996 to march 2005 nine years.
Performance evaluation of mutual fund in india a case. A project report on mutual funds in india by sanjay gupta. The exchange has scrutinized this scheme information document for its limited internal purpose of deciding on the matter of granting the aforesaid permission to sbi mutual fund. When you buy a mutual fund share, youre investing in stocks, bonds and other securities that are held. Check sbi mutual fund statement online sbi mutual fund. This project undertaken deals with customer perception with regard to mutual funds that is the schemes they prefer, the plans they are opting, the reasons behind such selections and also this. Like all investments, they also carry certain risks. Mutual funds are device for pooling and investing money in a wide variety and. A mutual fund comprising investments in bluechip stocks, these funds are measured low risk since the underlying securities are. Oct 04, 2014 full project report on sbi mutual funds. During this phase, the flow of funds into the kitty of mutual funds sharply increased.
1082 236 1088 964 786 1307 132 838 35 314 1258 1198 1001 242 1500 412 836 764 1539 808 1034 1220 987 435 305 679 179 79 1384 628 560 1026 181 131 528 1424 184 1489 411 41