Preview

“a Study on Comparative Analysis of Mutual Fund and Other Investment Options

Good Essays
Open Document
Open Document
932 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
“a Study on Comparative Analysis of Mutual Fund and Other Investment Options
“PROJECT REPORT SYNOPSIS”

Title of the project:-
“A Study on Comparative Analysis of Mutual Fund and Other Investment Options”

Working title-
“A Study on Comparative Analysis of Mutual Fund and Other Investment Options”

Purpose-
The main purpose of doing this project was to know about mutual fund and itsfunctioning. This helps to know in details about mutual fund industry right from itsinception stage, growth and future prospects.It also helps in understanding different schemes of mutual funds. My study depends upon prominent funds in India and their schemes like equity, income, balance as well as thereturns associated with those schemes.The project study was done to ascertain the asset allocation, entry load, exit load,associated with the mutual funds. Ultimately this would help in understanding the benefits of mutual funds to investors

Aim-
“To compare the investment options, its performance and risk & return relationship for better investment decision”.

Objectives-
It is necessary to specify the objectives of the study. This is because of specification of objectives will enable us to study various areas and aspects with clarity.
• To know the purpose and performance and of investment in mutual fund
• To know the purpose and performance and of investment in other investment
• To study the risk and return relationship with reference to mutual fund and other investment s
• To know the form of return on investment

Key Questions-
1)Do you invest in Mutual Funds? 2)If not, then what other option(s) do you prefer to invest?
3)In which sector do you prefer to invest your money?
4) Which factor do you consider before investing in mutual fund or Ulips?
5) How often do you monitor your investment?

Hypothesis-

Null hypothesis -
• Ho – As a result of derivatives there will be no difference in the investment risk reduction

Alternative hypothesis -
• HA– As a result of derivative market their will be a significant risk reduction in



Bibliography:

You May Also Find These Documents Helpful

  • Satisfactory Essays

    Milkmaid Analysis

    • 430 Words
    • 2 Pages

    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
  • Good Essays

    Hilda Doolittle Summary

    • 341 Words
    • 2 Pages

    Hilda Doolittle had written many poems on the Greek figure Helen. All the poems from a different perspective with different opinions. Helen was said to be the daughter of Zeus, god of the sky and Leda, wife of king Tyndareus of Sparta. Described as the most beautiful woman to walk the earth it’s no wonder she caused a war between the leaders of Greece and Troy of who would get to marry her. This poem is describes the extreme hate that Greeks now harbour for her because of the thousands of deaths she caused.…

    • 341 Words
    • 2 Pages
    Good Essays
  • Powerful Essays

    * Analyzing the strategies that could increase the returns to maintain their investors investment safe…

    • 2853 Words
    • 12 Pages
    Powerful Essays
  • Better Essays

    Investor Profile

    • 1500 Words
    • 6 Pages

    When it comes to investing, it is crucial to determine one’s risk tolerance, expectation for capital appreciation, income requirements, preferred portfolio volatility, time horizon, and of course, the expected overall potential return. These characteristics are generally summed together to form the investor profile of a particular investor. It will allow an individual to make clear of their goals and objectives, determine their comfort level with risks and uncertainties, as well as other valuable information necessary to make wise investment decisions in the future.…

    • 1500 Words
    • 6 Pages
    Better Essays
  • Powerful Essays

    If you are interested in finance, you know that investment strategy is all about return and risk.…

    • 3379 Words
    • 14 Pages
    Powerful Essays
  • Powerful Essays

    Efficient Diversification

    • 2417 Words
    • 10 Pages

    Bodie, Z., Kane. A and Marcus. A. J (2009). Investment. 8th, P 198. Tata Mcgraw Hill Publishing.…

    • 2417 Words
    • 10 Pages
    Powerful Essays
  • Powerful Essays

    Section 1 of this report begins with a discussion on the concept of Return. The calculations of each of the alternatives expected rate of return are also calculated and discussed. Section 1 then continues with the concept of Risk. Three different measurements of risk are discussed and calculated for each of the investment alternatives. The risk measurements discussed are the Standard Deviation, Coefficient of Variance, and Beta Coefficient.…

    • 2124 Words
    • 6 Pages
    Powerful Essays
  • Better Essays

    The topics of risk and return are crucial to financial management because it allows a company to maximize stock value—in which risk is a determinant value, the rate of return in which investors require on various types of securities depends on their individual risks; and common and preferred stocks, bonds, and mutual funds are use for multiple things—401 K plans, for example— and each incur a certain amount of risk that are inherent to the type of investment. It is also important to note that creating optimal portfolios vary from investor to investor and depend greatly on age, risk tolerance, and other characteristics unique to investors. The issues discussed in this case all refer back to these fundamentals of risk and return and dig in deep to what the PNC directors need to learn and focus on.…

    • 3065 Words
    • 13 Pages
    Better Essays
  • Satisfactory Essays

    1. Introduction The paper shows the general situation about portfolio investment between all February, which will presents the portfolio evaluation and portfolio investment decision.…

    • 277 Words
    • 2 Pages
    Satisfactory Essays
  • Powerful Essays

    the benefits occur n future and are uncertain. Therefore, risk and expected return from the…

    • 1399 Words
    • 6 Pages
    Powerful Essays
  • Powerful Essays

    .06 Acknowledgements………………………………………… .07 Introduction……………………………………………….08-11 History of Mutual Funds……………………….. …….12-18 Advantages & Disadvantages Of Mutual Funds………………………………………… .19-23 Advantages of Mutual Funds………………………………………….19-20 Disadvantages of Mutual Funds………………………………..…

    • 10752 Words
    • 44 Pages
    Powerful Essays
  • Good Essays

    1.6 Risk and Return . . . . . . . . . . . . . . . .…

    • 101767 Words
    • 522 Pages
    Good Essays
  • Powerful Essays

    Broadly speaking, an investment decision is a trade off between risk and return. All investment choices are made at points of time in accordance with the personal investment ends and in contemplation of uncertain future.…

    • 7633 Words
    • 31 Pages
    Powerful Essays
  • Powerful Essays

    Various Investment Option

    • 2068 Words
    • 9 Pages

    d. Corporate Fixed Deposits – Companies raise debt from the market by offering the option of Company Fixed Deposits[->1]. These deposits are taken for short to medium term, i.e., 1-4 years usually. Company FDs offer highest return out of all fixed income instruments. Interest from Company FD’s varies from 10% to as high as 15% in some cases. These rates also keep changing with time.…

    • 2068 Words
    • 9 Pages
    Powerful Essays
  • Good Essays

    Financial Problems Slide

    • 1566 Words
    • 7 Pages

    Risk and return are the two most important attributes of an investment. Research has shown that the two are linked in the capital markets and that generally, higher returns can only be achieved by taking on greater risk. Risk isn’t just the potential loss of return, it is the potential loss of the entire investment itself (loss of both principal and interest). Consequently, taking on additional risk in search of higher returns is a decision that should not be taking lightly.…

    • 1566 Words
    • 7 Pages
    Good Essays