Analysis on mutual funds and lic

Page 1 of 71

Analysis on mutual funds and lic

By | July 2012
Page 1 of 71
__________________________________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)

1

__________________________________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...