Preview

Mutual Fund Investments

Satisfactory Essays
Open Document
Open Document
341 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
Mutual Fund Investments
MUTUAL FUND INVESTMENT

I have taken up the project of Mutual Fund Investment under the guidance of Mrs. Poonam Sharma. This project will help me to plan my investments for my betterment in the future. I will come to know about the various investment schemes and patterns which are available in the market. As a student it will enhance my knowledge in the field of Investment.

AIM/OBJECTIVE

This project aims at analyzing the investment patterns among the investors. The foremost objective of this project is to discover how many investors plan their investment patterns of their own and how many invest in a mutual fund among the chosen samples. The project also consists of the terms and various aspects related to Mutual Funds’ investment. This project also focuses on making the people aware of a mutual fund and its advantages for a beginner.

METHODOLOGY ADOPTED

1. Study of Mutual fund- Features and characteristics, mechanism of mutual fund operation, benefits of Mutual Funds, Mutual Fund schemes, Exchange Traded Funds (ETFs), Systematic Investment plan (SIP), NAV of a Mutual Fund Scheme, Costs and Loads in Mutual Fund Investments, Return from a Mutual Fund, Structure of a Mutual Fund, Mutual Funds in Indian capital market, Regulation of Mutual Funds in India, Emerging trends in Mutual funds in India, Mutual Fund investment and Investor’s Protection in India.

2. Preparation of a Questionnaire for sample survey- A sample survey is to be conducted with the help of a questionnaire for the collection of primary data regarding the said objective/aim. The sample group chosen for this particular survey is 50.

CURRENT STATUS AND DEVELOPMENT

The questionnaire has been prepared consisting of twelve questions. It has been prepared in a way to fulfill the said objective.

RESULTS EXPECTED

1. Actual awareness of investment patterns among the investors chosen.

2. Actual level of knowledge of Mutual Fund among the investors chosen.

3.
Continue Reading
View Writing Issues

You May Also Find These Documents Helpful

  • Satisfactory Essays

    Milkmaid Analysis
    • 430 Words
    • 2 Pages

    Milkmaid Analysis

    Investors need to learn the art of managing their funds in such a manner as to maximize returns while minimizing risks. This is easier said than done. It is a complete science with its own set of rules and regulations. Mutual fund investments tend to help investors in this regard. By clearly defining the industry or the focus of the mutual fund,…

    • 430 Words
    • 2 Pages
    Satisfactory Essays
    Read More
  • Satisfactory Essays

    resarch guide
    • 335 Words
    • 2 Pages

    resarch guide

    1. Each group is required construct a questionnaire that contains between twelve (12) and twenty (20) questions.…

    • 335 Words
    • 2 Pages
    Satisfactory Essays
    Read More
  • Satisfactory Essays

    Questionnaire Design Assignment 2Chapter 7 And
    • 743 Words
    • 5 Pages

    Questionnaire Design Assignment 2Chapter 7 And

    You must refer to and use all the set up and design decisions you made in developing your Assignment #1 (Management Decision, Research Problem, Questions, Objectives, Research Design decisions, Target Population and so on.) To tie it all together your questionnaire must ask questions designed to collect data that will become useful information to help management make their decision. Therefore, each question should relate to specific variables you identified in Assignment #1. Remember that this questionnaire must determine that you are surveying your “Target Population”. Therefore you need a qualification question(s) early and perhaps descriptive demographic data at the end.…

    • 743 Words
    • 5 Pages
    Satisfactory Essays
    Read More
  • Powerful Essays

    Bill Miller and Value Trust
    • 2424 Words
    • 10 Pages

    Bill Miller and Value Trust

    A mutual fund is an investment vehicle that pooled the funds of individual investors to buy a portfolio of securities, stocks, bonds, and money-market instruments to meet specific investment objectives; investors owned a pro rata share of the overall investment portfolio (Bruner, 2007). The various investments included in a fund’s portfolio are handled by professional money managers in line with the stated investment policy of the fund. All mutual funds have a portfolio manager, or investment advisor, who directs the fund’s investments according to explicit investment objectives.…

    • 2424 Words
    • 10 Pages
    Powerful Essays
    Read More
  • Powerful Essays

    Descriptive Research
    • 2524 Words
    • 11 Pages

    Descriptive Research

    Identify the steps and key principles involved in constructing a questionnaire (determining objectives, delimiting the sample, constructing the questionnaire, conducting a pilot study, writing cover letters, sending the questionnaire, following up, analyzing the results, and preparing the report)…

    • 2524 Words
    • 11 Pages
    Powerful Essays
    Read More
  • Powerful Essays

    An Evaluation of the Performance of Three Different Mutual Funds
    • 5745 Words
    • 23 Pages

    An Evaluation of the Performance of Three Different Mutual Funds

    The report of performance analysis consists of analysis of three mutual funds in Malaysia. These are RHB, CIMB, and PUBLIC Mutual. In order to analyse their performance, the return in terms of percentage (%) of 4 different funds were analysed. The four different funds are equity fund, balance fund, bond fund and money market fund. After the analysis done, conclusion and recommendation are provided.…

    • 5745 Words
    • 23 Pages
    Powerful Essays
    Read More
  • Good Essays

    Portfolio Construction of a Mutual Fund
    • 1244 Words
    • 5 Pages

    Portfolio Construction of a Mutual Fund

    The world of investments has a wide range of options with complex financial instruments, because of which, mutual funds have emerged as a popular choice for an average investor. To the time-constrained investor, mutual funds provide a professionally managed collective investment vehicle that pools money from many such investors together to achieve a targeted objective through investments into asset classes like equity, debt and gold. However, while still being one of the simplest forms of investment, in recent times mutual funds have become a bit more complicated. With the emergence of newer asset classes and sub-segments within them, mutual fund houses have spun off a number of funds, with different investment objectives and different target investors. This has complicate investment process, making it very important for investors to understand the nuances of building a good mutual fund portfolio.…

    • 1244 Words
    • 5 Pages
    Good Essays
    Read More
  • Powerful Essays

    Performance of Mutual Funds Case Study of Sbi & Hdfc Bank
    • 2362 Words
    • 10 Pages

    Performance of Mutual Funds Case Study of Sbi & Hdfc Bank

    So that Verma Committee suggested that banks would have to minimize their risk and for this, banks should not depend only upon conventional sources of income rather they try to shift towards non traditional sources or off balance sheet activities. Non traditional or off…

    • 2362 Words
    • 10 Pages
    Powerful Essays
    Read More
  • Satisfactory Essays

    How to Structure a Questionnaire
    • 348 Words
    • 2 Pages

    How to Structure a Questionnaire

    A questionnaire is a structed sequence of questions used for data collection and research. There are four purposes for using questionnaires. The first is to get accurate information from the respondents. Secondly by using questionnaires we provide structure to interviews. The third purpose of using questionnaires is because we can write down every fact, comment and attitude of the respondents. Finally, questionnaires facilitate data processing.…

    • 348 Words
    • 2 Pages
    Satisfactory Essays
    Read More
  • Good Essays

    Investing in Mutual Funds
    • 532 Words
    • 3 Pages

    Investing in Mutual Funds

    Mutual fund is a pool of funds/money from different investors to create a variety of investment securities.…

    • 532 Words
    • 3 Pages
    Good Essays
    Read More
  • Powerful Essays

    CAPITAL MARKET A CASE STUDY ON MUTUAL FUNDS
    • 6840 Words
    • 28 Pages

    CAPITAL MARKET A CASE STUDY ON MUTUAL FUNDS

    I hereby declare that the project work with the title “CAPITAL MARKET” submitted by me for the partial fulfillment of the degree of B.Com. Honours in Accounting & Finance under the University of Calcutta is my original work and has not been submitted earlier to any other University or…

    • 6840 Words
    • 28 Pages
    Powerful Essays
    Read More
  • Powerful Essays

    Indian Mutual Fund Industry: Challenges and Future Prospects
    • 1838 Words
    • 8 Pages

    Indian Mutual Fund Industry: Challenges and Future Prospects

    India has been the fastest growing markets for mutual fund industry. With progressive liberalization of economic policies, there has been rapid growth of capital market, money market and financial services Industry including merchant banking, leasing and venture capital (Tripathy, 1996). The increasing globalization of financial groups, rapid spread of multinationals and strong excellent performance of equity and bond markets in India has led to the evolution of mutual funds. Now it has evolved from a single player monopoly in 1964 to a fast growing market. To the date assets under management of 38 mutual funds stood at Rs. 7, 47,524.58 crore. Increasing number of mutual funds in the developed financial markets indicate investor’s preference for the mode of investment (Huhmann, 2005, Talat AFZA and Ali Rauf, 2006). Mutual funds deploy their funds in marketable instruments. So well developed securities market is pre-requisite for the successful operations of mutual funds.…

    • 1838 Words
    • 8 Pages
    Powerful Essays
    Read More
  • Powerful Essays

    indian mutual fund industry
    • 7372 Words
    • 30 Pages

    indian mutual fund industry

    I would like to thank the management of SBI Mutual Funds for giving me an opportunity to intern with them. The training at the company was held over a period of 2 months. During this period I was guided by the manager of the Investor Service Desk, Mr. Ankush khockhar The project report and the learning process would not have been possible without his inputs and guidance at critical points of the project. He imparted to me the knowledge of mutual funds and shared with me the practical marketing techniques of mutual funds. He also made sure that I was exposed to all the distribution channels, the operational processes and also was exposed to the sale of mutual funds. Under his guidance I was able to enhance my marketing and inter-personal skills.…

    • 7372 Words
    • 30 Pages
    Powerful Essays
    Read More
  • Powerful Essays

    Role of Mutual Fund in India
    • 9630 Words
    • 39 Pages

    Role of Mutual Fund in India

    I, Tarun Chuttani, hereby declare that the dissertation “Role Of Mutual Fund In Indian Capital Market Growth” assigned to me for the requirement of partial fulfillment of master of Business Administration degree from Kurukshetra University , Kurukshetra, is authentic to the best of my knowledge. The study has not been submitted to any other institution or university for the award any other degree.…

    • 9630 Words
    • 39 Pages
    Powerful Essays
    Read More
  • Good Essays

    Essay on Mutual Funds
    • 758 Words
    • 4 Pages

    Essay on Mutual Funds

    A mutual is a kind of investment-company that combines money from many investors and backers and invests the money in bonds, money-market instruments, stocks, other securities and sometimes even cash. A mutual fund in basic terms is a large group of people who lump their money together for management companies to invest. And, like most things in the world, there are fees and commissions involved. Mutual funds are managed by money managers, who capitalize the fund’s capital and try to produce capital gains and revenue for the fund’s investors. A mutual fund’s portfolio is organized and maintained to mimic the investment objectives defined in its catalogue. A mutual fund has many characteristics, which are listed below.…

    • 758 Words
    • 4 Pages
    Good Essays
    Read More

Related Topics