1. This case goes back to the year the 2005. Value Trust was an $11.2 billion mutual fund in the middle of that year and had outperformed for the Standard & Poor’s 500 Index for 14 consecutive years. The fund was managed by William H. Miller III. During those 14 years‚ the fund experienced an average annual return of 14.6%. This return outperformed the S & P 500 by 3.67% per year. Morningstar claimed the Value Trust mutual fund fell behind the S & P 500 in 32 12-month periods out
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SUMMER TRAINING PROJECT REPORT ON MUTUAL FUND WITH REFERENCE TO SBI MUTUAL FUND Faculty Guide: submitted by: Industry guide: karanpal singh DR. MANINDER
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(ICB) became the pioneer in launching mutual funds in the capital market in the country. It was a milestone step for investors in our capital market. The then first private organisation‚ AIMS‚ evolved its professional mechanism in 1999 for organising mutual funds in Bangladesh. Mutual funds grew slowly over the period of time and had only been close-ended since beginning of its operation in the capital market. In 2010‚ also the first-ever open-end mutual fund was floated in the capital market by the
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MUTUAL FUNDS” FOR HDFC Asset Management Company Ltd. A Report on Project work In MASTER OF BUSINESS ADMINISTRATION (MBA) By Somesh Behere GUIDED BY: BY: PROF.GARGI NAIDU HOD ACADEMICS VIM BHOPAL SUBMITTED SOMESH BEHERE MBA IV Semester BHOPAL VIDYASAGAR INSTITUTE OF MANAGEMENT BARKATULLAH UNIVERSITY BHOPAL(M.P.) SESSION (2008-2010) BONOFIDE CERTIFICATE This is to certify that the Report on Project Work titled “RISK RETURN ANALYSIS AND COMPARATIVE STUDY OF MUTUAL FUNDS” for HDFC
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this paper is to analyze the performance of a mutual fund by applying statistical tools and secondary research on the previous ten years’ annual returns of the fund and coming up with a conclusion based on the results of the findings. Analysis of the previous ten years’ annual returns will be used to analyze the risk and return of the mutual fund and propose suitable conclusions pertaining to future investments in the mutual funds. The mutual fund under consideration has not displayed a consistent
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of the faculty guide For more project report visit techshristi.com 1.1 History of the Indian Mutual Fund Industry 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 growth was slow‚ but it accelerated from the year 1987 when non-UTI players entered the industry. In the past decade‚ Indian mutual fund industry had seen dramatic improvements‚ both quality wise as well as quantity wise. Before‚ the monopoly
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LAW317 – Express Trusts Ways to create a trust 1) Declaration – where a title holder expresses his or hers intention to hold their property on trust for another. 2) Transfer - where title is transferred to a person with instructions that it be held on trust for another. - inter vivos occurs during the life of the person (referred to as a ‘settlement’). It may be for consideration or a gift. (NB: Equitable Assignment check list). - post mortem occurs after the death of the person (in
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A report on “A Study on Comparative Analysis of Mutual Funds in India” Submitted in partial fulfilment of the requirement For MBA degree course By Vinoth K (Reg. No.: 0920034) Under the Guidance of Faculty Guide Company Guide Dr. Jeevananda S. Mr Darwin Edwin Coordinator Senior Manager Dept. of MBA‚ Kotak Mahindra Bank Ltd. Christ University‚ Coimbatore Bangalore
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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 Project Report On Role of Mutual Fund in Indian Capital Market Growth Submitted to: KURUKSHETRA UNIVERSITY‚ KURUKSHETRA In Partial fulfillment for the degree of Master of Business Administration (Session: 2005-2007) Under the guidance of: Submitted by: Mr. Abhishek Harit Tarun Chuttani Faculty‚ MBA MBA FINAL MAIMT Roll no.154/05 MAHARAJA AGRASEN INSTITUTE OF MANAGEMENT & TECHNOLOGY JAGADHRI -135003 DECLARATION I‚ Tarun Chuttani‚ hereby
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