Summer Internship Report on Mutual Fund : Performance Evolution & Marketing

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SUMMER TRAINING REPORT
On
Mutual Fund: Performance evolution & Marketing Submitted in partial fulfillment of the requirements of the two year Post Graduate Programme (PGP).

Submitted by
BIBHUTI JHA
Roll No: PGS20090080
Batch: 2009-2011
IILM Institute for Higher Education

Under The guidance of
Mr. Sunil Sharma
Branch Manager
Aditya Birla Money Mart Ltd, Faridabad
TABLE OF CONTENTS

S. NO| PARTICULARS| PAGE NO|
1| ACKNOWLEDGEMENT| 3|
2| DECLARATION | 4|
3| EXECUTIVE SUMMARY | 5|
4| OBJECTIVES | 7|
5| SCOPE OF THE STUDY | 8|
6| METHODOLOGY | 8|
7| INTRODUCTION| 9|
8| RETORN FROM MUTUAL FUND| 11|
9| TYPE OF MUTUAL FUND| 12|
10| MAJAR PLAYER: INDIAN MUTUAL FUND COMPANIES | 16|
11| SIP: THE SYSTEMATIC INVESTMENT PLAN| 19|
12| COMPANY PROFILE : ADITYA BIRLA MONEY| 22|
13| MANAGEMENT TEAM| 24|
14| BACKGROUND | 25|
15| INITIAL METHODA OF INVESTMENT | 33|
16| DATA| 52|
17| REGRESSION| 61|
18| BIBLIOGRAPHY| 69|
19| ANNEXURE| 71|
20| PASSAGE TO ABMML, FARIDABAD| 101|

ACKNOWLEDGEMENT
The success of any research study depends upon a number of factors among which the proper guidance from the experts in the industry and a faculty plays an important role. I take this opportunity to convey our sincere thanks and gratitude to all those who have directly or indirectly helped and contributed towards the completion of this project.

I take here a great opportunity to express my sincere and deep sense of gratitude to Mr. Abhishek Joshi (RSM – Aditya Birla Money Mart Ltd) for giving me an opportunity to work on this project. The support & guidance from Sir, was of great help & it was extremely valuable.

I wish to place on record my deep sense of gratitude to Mr. Sunil Sharma a highly esteemed and distinguished mentor for his expert advice and help.

I take this platform to convey my gratitude to the officials of Aditya Birla Money for their prompt response and guidance. I would like to express my gratitude to Ms. Shruti Sharda. Without her outright support and prompt response, it would not be possible to do any justice as well as bring authenticity to the project. I would like to be debtor to my college mentor Mrs. Shweta Mehta and Mr. Sahrsh Bembey from placement cell for constant support and encouragement along with faculties of IILM who train me to enter business era. Bibhuti Jha

Summer Management Trainee (SMT)
Aditya Birla Money Mart Ltd. Faridabad
1
DECLARATION

I hereby declare that the Project work entitled, Mutual Fund: Performance Evolution & Marketing submitted by me for the partial fulfillment of the Post Graduate Program (PGP) to IILM Institute for Higher Education, is my own original work and has not been submitted earlier either to IILM or to any other Institution for the fulfillment of the requirement for any course of study. I also declare that no chapter of this manuscript in whole or in part is lifted and incorporated in this report from any earlier / other work done by me or others.

Place : Faridabad
Date: 30/6/2010

Name of Student: Bibhuti Jha

Address: IILM Institute for Higher Education
Golf Course Road, Sector – 53
Gurgaon, State - Haryana

Executive summary
This study has been undertaken to evaluate the performance of the Mutual Funds and marketing of it because Mutual funds have been a significant source of investment in both government and corporate securities for long run. A mutual fund is a scheme in which several people invest their money for a common financial cause. The collected money invests in the capital market and the money, which they earned, is divided...
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