EXECUTIVE SUMMARY ULIP v/s MUTUAL FUNDS “What is the difference between a ULIP and a Mutual Fund?” The reason‚ perhaps for the wide extent of confusion‚ lies largely in the way ULIPs have been sold by agents. As just another mutual fund. They are not a mutual fund‚ even though in some ways their structure is quite similar. In the sense‚ they too invest in the equity and debt markets. The risk lies on the investor. They issue units and reveal the net asset value of these units. That is where
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1.1 Theoretical Foundation The financial service sector has undergone a complete transformation during the last decade‚ since the liberalization process began. In particular the most dramatic change has occurred in the Mutual Fund industry and in the insurance industry. There has been a distinctive change both in the quality and the range of products being offered by the various Suppliers (Asset management companies‚ AMCs) and insurance firms. Both the industries were a monopoly
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CHAPTER -1 INTRODUCTION INTRODUCTION: Mutual fund is the pool up savings of small investors to raise funds called mutual funds. Mutual funds are invested in diversified portfolio to spread risk. While it opens an investment channel to small investors‚ it reduces risks‚ improves liquidity and results in stable returns and better capital appreciation in the long run. CONCEPT A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The
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Unit Linked Insurance Plans (market linked plans ) introduced by the Insurance players. Therefore the only reasons for selecting this topic are * To get more knowledge about insurance sector in India * To undergo a comprehensive study of ULIPs. * To get experienced of corporate scenario. INTRODUCTION TO INSURANCE Today‚ only one business‚ which affects all walks of life‚ is insurance business. That’s why insurance industry occupies a very important place among financial services
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1. INDUSTRY PROFILE INSURANCE SECTOR PERFORMANCE: Introduction Insurance is a system of spreading the risk of one onto the shoulders of many‚ Insurance may be described as a social device to reduce or eliminate risk of loss to life and property. Under the plan of insurance‚ a large number of people associate themselves by sharing risks attached to individuals. The risks‚ which can be insured against‚ include fire‚ the perils of sea‚ death and accidents and burglary. Any risk contingent upon these
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Comparative Analysis on Mutual Fund Scheme With reference to Sundaram finance Ltd. Report submitted in partial fulfillment of POST GRADUATE DIPLOMA IN MANAGEMENT CERTIFICATE This is to certify that XXXXX has completed the project titled “Comparative analysis on the mutual fund scheme” from Sundaram finance Ltd under my guidance completed the project successfully‚ for the partial fulfillment of the course: Dissertation in term= 3rd of the post Graduate Diploma
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“The Performance of Mutual Funds with reference to Risk and Returns”‚ conducted at UTI Securities Ltd. In this project I have analyzed the Mutual Funds Schemes‚ particularly the Equity Diversified open ended (growth) schemes and evaluated the returns and the risk associated with those schemes. OBJECTIVES OF THE STUDY ❖ To know the performance of Mutual Fund of different companies. ❖ To evaluate the returns and the risk associated with mutual funds. ❖ To evaluate
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A Comparative Analysis of ULIP of Bajaj Allianz Life Insurance Co. Ltd with Mutual Fund MINI PROJECT REPORT Submitted by Under the guidance of CHAPTER CONTENT PAGE No: 1 Executive Summary 1 Introduction 2 Objectives 3
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FI410 Investments Name Akira Kuwada Mutual Fund Research/Analysis Paper 1. Choose one mutual fund that has been in your portfolio that has been in existence for several years. 2. A good analysis will use many sources. At least 8 sources must be cited within the paper; to include your fund’s prospectus and annual report. Text books do not count toward your total. 3. Fill out the charts on the following pages and answer the questions at the bottom
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about mutual fund and its functioning. This helps to know in details about mutual fund industry right from its inception stage‚ growth and future prospects. It also helps in understanding different schemes of mutual funds. Because my study depends upon prominent funds in India and their schemes like equity‚ income‚ balance as well as the returns associated with those schemes. The project study was done to ascertain the asset allocation‚ entry load‚ exit load‚ associated with the mutual funds. Ultimately
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