comparitive study of mutual funds
COMPARITIVE ANALYSIS ON PERFORMANCE OF MUTUAL FUND SCHEMES AND INVESTORS ATTITUDE TOWARDS MUTUAL FUNDS (WITH SPECIAL REFERENCE TO HDFC AND SBI)
MAJOR PROJECT
TABLE OF CONTENTS PARTICULARS Page No. Acknowledgement
Chapter-1 INTRODUCTION INTRODUCTION 2-3 NEED OF THE STUDY
OBJECTIVES OF THE STUDY 4 RESEARCH METHODOLOGY 5 LIMITATIONS OF THE STUDY 6 Chapter-2 LITERATURE REVIEW NATIONAL 8-10 INTERNATIONAL 11-13 Chapter-3 ALL ABOUT MUTUAL FUNDS MEANING OF MUTUAL FUND 15 WORKING OF MUTUAL FUND 16 ORGANISATION OF MUTUAL FUND 17-18 HISTORY OF MUTUAL FUND IN INDIA 19-22 HOW MUTUAL FUNDS EARN MONEY FOR INVESTOR 23 ADVANTAGES OF INVESTING IN MUTUAL FUNDS 24-27 DISADVANTAGES OF INVESTING IN MUTUAL FUNDS 28 TYPES OF MUTUAL FUNDS 29-37 RISK HIERARCHY OF DIFFERENT MUTUAL FUNDS 38 MUTUAL FUNDS VS OTHER INVESTMENTS 39 BUYING MUTUAL FUNDS 40-41 TRACKING AND SELLING MUTUAL FUNDS 42-44 Chapter-4 COMPANY PROFILE HDFC ASSET MANAGEMENT COMPANY 46-49 STATE BANK OF INDIA MUTUAL FUND 50-52 Chapter-5 DATA ANALYSIS AND INTERPRETATION ANALYSIS OF QUESSIONAIRE 54-60 ANALYSIS FOR COMPARISION OF PERFORMANCE OF MUTUAL FUNDS 61-70 Chapter-6 FINDINGS AND SUGGESTIONS FINDINGS 72 SUGGESTIONS 73 CONCLUSION 74 Chapter-7 ANNEXURE SAMPLE QUESSIONAIRE 76-78 REFERENCES 79-81
CHAPTER - 1
INTRODUCTION INTRODUCTION
Investing in mutual funds provides a total solution for the investing needs. With a well-designed portfolio of mutual funds, the investor can have his own pool of professionally managed investments, even with a small initial investment. Mutual fund is a kind of trust that manages the pool of money collected from various investors and it is managed by a team of professional fund managers (usually called an Asset Management Company) for a small fee. An investment vehicle that is made up of a
MAJOR PROJECT
TABLE OF CONTENTS PARTICULARS Page No. Acknowledgement
Chapter-1 INTRODUCTION INTRODUCTION 2-3 NEED OF THE STUDY
OBJECTIVES OF THE STUDY 4 RESEARCH METHODOLOGY 5 LIMITATIONS OF THE STUDY 6 Chapter-2 LITERATURE REVIEW NATIONAL 8-10 INTERNATIONAL 11-13 Chapter-3 ALL ABOUT MUTUAL FUNDS MEANING OF MUTUAL FUND 15 WORKING OF MUTUAL FUND 16 ORGANISATION OF MUTUAL FUND 17-18 HISTORY OF MUTUAL FUND IN INDIA 19-22 HOW MUTUAL FUNDS EARN MONEY FOR INVESTOR 23 ADVANTAGES OF INVESTING IN MUTUAL FUNDS 24-27 DISADVANTAGES OF INVESTING IN MUTUAL FUNDS 28 TYPES OF MUTUAL FUNDS 29-37 RISK HIERARCHY OF DIFFERENT MUTUAL FUNDS 38 MUTUAL FUNDS VS OTHER INVESTMENTS 39 BUYING MUTUAL FUNDS 40-41 TRACKING AND SELLING MUTUAL FUNDS 42-44 Chapter-4 COMPANY PROFILE HDFC ASSET MANAGEMENT COMPANY 46-49 STATE BANK OF INDIA MUTUAL FUND 50-52 Chapter-5 DATA ANALYSIS AND INTERPRETATION ANALYSIS OF QUESSIONAIRE 54-60 ANALYSIS FOR COMPARISION OF PERFORMANCE OF MUTUAL FUNDS 61-70 Chapter-6 FINDINGS AND SUGGESTIONS FINDINGS 72 SUGGESTIONS 73 CONCLUSION 74 Chapter-7 ANNEXURE SAMPLE QUESSIONAIRE 76-78 REFERENCES 79-81
CHAPTER - 1
INTRODUCTION INTRODUCTION
Investing in mutual funds provides a total solution for the investing needs. With a well-designed portfolio of mutual funds, the investor can have his own pool of professionally managed investments, even with a small initial investment. Mutual fund is a kind of trust that manages the pool of money collected from various investors and it is managed by a team of professional fund managers (usually called an Asset Management Company) for a small fee. An investment vehicle that is made up of a
References: 10) Agrawal Deepak and Patidar Deepak in their study entitled, A Comparative Study of Equity Based MutuaL Fund of Reliance and HDFC (2010) Prabandhan & Taqniki, Vol. 3, pp. 145-154, October 2009 2011 11) Kao Wenchi and Cheng T 14) Grinblatt Mark, Lkahemo Seppo and Keloharju Matti (2007) in their study entitled, Are Mutual Fund Fees Competitive? What IQ-Related Behavior tells us www.ssrn.com 15) Cashman D 16) Nagel Stefan and Greenwood Robin in their study entitled Inexperienced Investors and Bubbles(2008) AFA 2008 New Orleans Meetings Paper 17) Petajisto Antti in his study entitled Active Share and Mutual Fund Performance (2010) www.ssrn.com 18) Glode Vincent in his study entitled Why Mutual Funds 'Underperform '(2010) Journal of Financial Economics, 2011 19) Huang C 20) Agarwal Vikas, Gay D. Gerald AND LING LENG in their study entitled Window Dressing in Mutual Funds(2011) www.mendeleyspapers.com BIBLIOGRAPHY