In our country many organizations are performing a lot of activities to make efficient and effective their working condition or make the organization profitable through investment and taking so many challenges. Along with this they are also very much concerned about the products of the company and their position in the market. The Mutual fund is one of them who are performing their works very effectively. As we are the students of BBA department, we have to learn about the mutual fund investment system analysis of a firm. That’s why we have decided to analysis on mutual fund that renown in the world.
1.1 Origin of the Report
This report is a part of “Investment Management” course under the BBA curriculum. As we are the students of BBA department, we have to learn about the financial system analysis of financial firms. That’s why we have decided to analysis on mutual fund. 1.2 Objectives
• To improve our knowledge
• To make us experienced
• To develop our skill.
• To provide brief information about our analysis
1.3 Problem and Purpose
1.3.1 Problem Statement
This report seeks to address the following requirement: “To study about the mutual fund, its overall process analysis followed by firm. 1.3.2 Purpose of the Report
The objective of the report is- “To acquire the practical knowledge of Mutual fund analysis followed by the firm.
1.4 Scope and Limitation
This paper includes financial system in Bangladesh. Then Structure of Financial System, History of Bangladesh Capital Market, mutual funds, types of mutual fund schemes, set up of mutual fund, invest in mutual fund and rights of a mutual funds holder. • Our time was short
• We are not experienced
• Lacking of available information & data
• Lacking of available reference
Because of the lacking of sufficient data and keeping the information secret by the company, we have not been enabled to cover all the parts very clearly and perfectly.
To prepare the report, supportive information is gathered from the following sources: 1.5.1 Primary Sources:
Primary sources mostly include company records and then we take help from our teachers and students of previous batches.
1.5.2 Secondary Sources:
The secondary sources include:
• Reports of “some mutual fund firm”.
• Website of the observed – www.google.com.
1.6 Report Preview
The report has been arranged in a simple frame. At first, a brief orientation of the mutual fund has been discussed through highlighting the major aspects financial system in Bangladesh. Then Structure of Financial System, History of Bangladesh Capital Market, mutual funds, types of mutual fund schemes, set up of mutual fund, invest in mutual fund and rights of a mutual funds holder. Finally the conclusions and recommendations are drawn from the detail study on the issue. 2. Financial System
The financial system includes a complex of institutions and mechanism which affects generation of savings and their transfer to those who invest. It may be said to be made of all those channels through which savings become available for investments.
The Indian financial market comprises-
• Credit market
• Money market
• Capital market
• Foreign exchange market
• Debt market
• Derivatives market
Besides the above, there are also some markets like the household finance market, NBFC market, and insurance market which hold considerable promise in the years to come.
2.1 Background of financial system in Bangladesh:
The financial system in Bangladesh includes Bangladesh Bank (the Central Bank), scheduled banks, non-bank financial institutions, Microfinance institutions (MFIs), insurance companies, co-operative banks, credit rating agencies and stock exchange. Among scheduled banks there are 4 nationalized commercial banks...