Comparative Study of Mutual Funds
CONTENTS - Executive Summary - Introduction - Literature review - Purpose of the study - Objectives
EXECUTIVE SUMMARY UTI securities ltd. (UTISEL) has been working as an independent professional entity for providing financial intermediary and advisory services to corporate institutional and retail clientele. This project emphasis on, “The Performance of Mutual Funds with reference to Risk and Returns”, conducted at UTI Securities Ltd. In this project I have analyzed the Mutual Funds Schemes, particularly the Equity Diversified open ended (growth) schemes and evaluated the returns and the risk associated with those schemes.
OBJECTIVES OF THE STUDY
❖ To know the performance of Mutual Fund of different companies.
❖ To evaluate the returns and the risk associated with mutual funds.
❖ To evaluate the investment performance of mutual funds with risk adjustment, by using the theoretical parameters as suggested by William. Sharpe, Treynor and Jensen.
LIMITATIONS:
Not single work is an exception to the limitations every work has got its limitations. The data collection here in this project is strictly confined to the secondary sources. No primary data was associated with the project. Collecting historical NAV is very difficult. Selection of the schemes for the study is also a very difficult task because of the wide variety of schemes. The results of the study are subjected to inconsistencies arising out of the assumptions made to make the portfolios comparable viz., sample selection procedure, portfolio proportion assumption etc.
RESEARCH METHODOLOGY: Data source: Secondary data - Reports from UTI securities and other reports from related websites.
Introduction An investment means employment of funds on assets (i.e. securities or mutual funds or any of the investment avenues) with the aim of
EXECUTIVE SUMMARY UTI securities ltd. (UTISEL) has been working as an independent professional entity for providing financial intermediary and advisory services to corporate institutional and retail clientele. This project emphasis on, “The Performance of Mutual Funds with reference to Risk and Returns”, conducted at UTI Securities Ltd. In this project I have analyzed the Mutual Funds Schemes, particularly the Equity Diversified open ended (growth) schemes and evaluated the returns and the risk associated with those schemes.
OBJECTIVES OF THE STUDY
❖ To know the performance of Mutual Fund of different companies.
❖ To evaluate the returns and the risk associated with mutual funds.
❖ To evaluate the investment performance of mutual funds with risk adjustment, by using the theoretical parameters as suggested by William. Sharpe, Treynor and Jensen.
LIMITATIONS:
Not single work is an exception to the limitations every work has got its limitations. The data collection here in this project is strictly confined to the secondary sources. No primary data was associated with the project. Collecting historical NAV is very difficult. Selection of the schemes for the study is also a very difficult task because of the wide variety of schemes. The results of the study are subjected to inconsistencies arising out of the assumptions made to make the portfolios comparable viz., sample selection procedure, portfolio proportion assumption etc.
RESEARCH METHODOLOGY: Data source: Secondary data - Reports from UTI securities and other reports from related websites.
Introduction An investment means employment of funds on assets (i.e. securities or mutual funds or any of the investment avenues) with the aim of