PORTFOLIO MANAGEMENT AND MUTUAL FUND ANALYSIS
FOR IDBI BANK
SUBMITTED TO UNIVERSITY OF PUNE IN PARTIAL FULFILLMENT OF 2 YEARS FULL TIME COURSE MASTERS IN BUSINESS ADMINISTRATION (M.B.A)
SUBMITTED BY MAYUR M. SHUKLA (BATCH 2006-07)
BRACT S VISHWAKARMA INSTITUTE OF MANAGEMENT PUNE - 411048
This project bears imprint of all those who have directly or indirectly helped and extended their kind support in completing this project. At the time of making this report I express my sincere gratitude to all of them. I would like to express my sincere gratitude to Mr. Pradeep Kumar Das (Cluster HeadMaharashtra, IDBI Bank) and Mr. Dhananjay Lele (Branch Head IDBI Bank) for giving me this opportunity to undergo this lucrative project with IDBI Bank Pune. I am indebted to Mrs. Dhanashree Patki (Senior Relationship Manager IDBI Bank), Mrs. Nisha Bhat (Relationship Manager), Mrs. Shilpa Prabhu (Relationship Manager) and Mrs. K.S Jyothilakshmi (Relationship Manager) for their encouraging and kind support throughout the project. I am extremely thankful and obliged to Prof. Rajesh Vhatkar (Internal Project Guide) for providing streamed guidelines since inception, till the completion of the project. I would also thank IDBI employees and customers, whom I met during the course of this project, for their support and for providing valuable information, which helped me, complete this project successfully. At this moment I also thank almighty God for the blessings showed upon me, my parents for their support and care and also my friends for their valuable suggestions. This project report is a collective effort of all and I sincerely remember and acknowledge all of them for their excellent help and assistance throughout the project.
-Mayur. M. Shukla
The Project on Portfolio Management and mutual fund analysis was carried out for IDBI Bank from 1st June to 31st July 2006.
Overview: The project on Portfolio Management and mutual fund analysis was carried out in IDBI bank F.C Road Branch. The intention behind taking over this project with IDBI bank was to primarily understand the role of banks in providing investment solutions and advices to its customers. The project was carried out for the period of two months i.e. from June 1, 2006 to July 31, 2006. The project was done by analyzing the different investment options available and to compare them with the mutual fund investments. For the purpose of analyzing the investment pattern and selecting effective and beneficial schemes of mutual funds different available schemes were thoroughly analyzed and then a ideal portfolio of those investment options available was made. Finally the ideal portfolio was created to understand the importance of portfolio management and to ease the selection of different mutual fund schemes and the weightage to be given to them.
To evaluate investment performance of selected mutual funds in terms of risk and return. To evaluate and create an ideal portfolio consisting the best mutual fund schemes which will earn highest possible returns and will minimize the risk. Basically to understand the concept of portfolio management and its relation to mutual funds. Also to analyze the performance of mutual fund schemes on the basis of various parameters.
SCOPE OF PROJECT
The funds are selected to which IDBI Bank is advisor. The Schemes were categorized and selected on evaluating their performance and relative risk. The scope of the project is mainly concentrated on...