Analysis on Mutual Funds and Lic

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__________________________________Mutual fund market and kotak scheme analysis

A

PROJECT REPORT

ON

MUTUAL FUND MARKET AND RESEARCH WORK ON KOTAK K30 SCHEME

FOR

R.H.KOTHARI INDUSTRY LTD.

SUBMITTED TO UNIVERSITY OF PUNE IN PARTIAL FULFILLMENT OF 2 YEAR FULL TIMECOURSE MASTER IN BUSINESS ADMINISTRATION (M.B.A. UNIV.)

SUBMITTED BY

AKHIL TRIVEDI M.B.A. II (BATCH 2005-2007)

VISHWAKARMA INSTITUTE OF MANAGEMENT (PUNE)

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__________________________________Mutual fund market and kotak scheme analysis 1. EXECUTIVE SUMMARY 2. INTRODUCTION 3. WHAT IS MUTUAL FUND AND EXPLANATION IN DETAILS 4. TYPES OF MUTUAL FUNDS SCHEMES 5. BASIC FUNDAMENTAL OF MUTUAL FUNDS 6. A PERSONAL INVESTMENT PLAN 7. SURVEY ANALYSIS 8. MARKETING PLAN 9. MARKETING STRATEGIES 10. MARKET TRENDS 11. FUTURE SCENARIO 12. RESEARCH METHODOLOGY 13. CONCLUSION 14. RECOMMENDATION 15. BIBLOGRAPHY

EXECUTIVE SUMMARY

Mutual Funds have gained popularity as an investment vehicle over the past two years. Though 2

__________________________________Mutual fund market and kotak scheme analysis technically, must have been in India since 1964 through Unit Trust of India , the industry has only recently after new private sector funds and funds backed by global investment houses set up shop in India.

Mutual Funds have often been associated with equity\stock markets. While that is industry, the debt or fixed income side has also gained prominence in the recent past. In fact, now mutual funds offer instruments! schemes for all types of investors from -the risk averse to high risk takers.

The project lays a great stress on investor education. The primary objective is to explain in clear and simple language, the benefits and pitfalls of investing in mutual funds. There is a gap in the market about quality information on Mutual Funds. Most of the information is either inadequate or biased towards a particular scheme/fund or a particular category. This project attempts to look at the subject from the point of view of an ordinary investor who has little time or inclination to get into the technical details of Mutual Funds.

The first portion of the project explains the basics of a Mutual Fund including the history and evolution of the history. Then it highlights the types of Mutual Funds and the recent trends in the industry. A section follows this on how to choose the right fund for you which covers all things one should look at before investing in a fund. The chapter on ranking of mutual funds is aimed at selecting the star performers amongst the 590 or more schemes available in the market.

The second portion deals with doubts and questions that arise in investors' mind about Mutual Funds. The FAQs cover questions with explanatory answers to all possible queries.

INTRODUCTION
A GLOBALLY PROVEN INVESTMENT AVENUE

Worldwide, Mutual Fund or Unit Trust as it is referred to in some parts of the world, has a long and successful history. The popularity of Mutual Funds has increased manifold in developed financial

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__________________________________Mutual fund market and kotak scheme analysis markets, like the United States. As at the end of March 2006, in the US alone there were 8,002 mutual funds with total assets of over US$ 9.36 trillion (Rs.427Iakh crores).

In India, the mutual fund industry started with the setting up of the Unit Trust of India in 1964. Public sector banks and financial institutions were allowed to establish mutual funds in 1987. Since 1993, private sector and foreign institutions were permitted to set up mutual funds.

In February 2003, following the repeal of the Unit Trust of India Act 1963 the erstwhile UTI was bifurcated into two separate entities viz. The Specified Undertaking of the Unit Trust of India, representing broadly, the assets of US 64 scheme, assured returns and certain other schemes and UTI Mutual Fund conforming to SEBI Mutual Fund Regulations.

As at the end of March 2006, there...
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