Mutual Fund Industry India

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Summer Internship Program
From 4th May, 2011 – 4th July, 2011

A Report
On

Understanding Mutual Fund Industry
&
Comparative Analysis of Mutual Fund Schemes

Submitted In the partial fulfillment of the requirements for the award of the degree of

POST GRADUATE DIPLOMA IN MANAGEMENT (PGDM) 2010-12

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Acknowledgement

I am grateful to Mr. Rajat Chattopadhyay, Zonal Head Mumbai, SBI MF for giving me an opportunity to undertake project in SBI Mutual Fund, Mumbai.

I take this opportunity to express my profound gratitude and sincere regards to my guide Mr. Venkatesh R, Senior Manager Institutional Sales, for his guidance and monitoring throughout the project report. In spite of his busy schedule he had always found time to listen to my queries, help me with the problems I faced during the course of the project, and provide constant guidance and encouragement.

I thank Mr. Bidesh Biswas for his invaluable help has a huge role in the successful completion of my project. I also thank Ms. Swati Ghaisas, Mr. Aditya Gangal, Ms. Selvarajan Mudhaliar, Ms. Sheetal Singh, for extending their support at various stages of my project.

I extend my sincere thanks to Prof. Bharat Shah, Faculty ITM Business School Kharghar for his exemplary guidance helped me understand and take a practical approach towards my internship. His realistic and powerful words have been utmost important in the timely and successful completion of my internship.

I also thank all the other people working in SBI MF, Mumbai for their direct or indirect support and making this a great learning experience for me.

Executive Summary

A mutual fund is a professionally managed type of collective investment that pools money from many investors to buy stocks, bonds, short-term money market instruments, and/or other securities. The origin of mutual fund industry in India is with the introduction of the concept of mutual fund by UTI in the year 1963. Though the



Bibliography: Books: 1) NISM workbook for Mutual Fund Distributors Certification Exam 2) Time your trades with Technical Analysis by Pradhan, Kale & Joshi. 3) SBI MF’s Mutual Fund Hand Book Websites: 1) Moneycontrol.com 2) Google Finance 3) Reuters.com 4) Indiainfoline.com 5) Stockchart.com

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