Comparative analysis of birla sun life mutual fund schemes. The study comparative analysis on mutual fund scheme mba project has tried prove that mere returns of a fund or the past performance is not good enough to make a sound decision on investment for the future there is a need to understand various available tools of comparative analysis and their significance in making an investment decision. Nov 09, 2011 the study comparative analysis on mutual fund scheme mba project has tried prove that mere returns of a fund or the past performance is not good enough to make a sound decision on investment for the future. A comparative study of different mutual funds schemes performance in india. In this project, the research design is explorative in nature. Herewith some of the research studies that have influenced the preparation of this study substantially are discussed in this section.
Mutual fund, open ended schemes, tax saving scheme, ratio. Mutual funds experienced a period of excellent growth after world war ii, particularly in the 1980s and 1990s. Introduction company profile sbi mutual fund sbi mf is one of the largest mutual funds in the country with an investor base of over 4. Analysis of sbi mutual funds and hdfc mutual funds. A synopsis on performance analysis of mutual funds. Comparative study of mutual funds in india slideshare. In the context of beta, it is observed from the table that six out of ten schemes have beta.
Mutual funds are financial intermediaries which collect the savings of investors and invest them in primary and secondary securities, like money market instruments, corporate and government bonds, and equity shares of joint stock companies. Diversified investment mutual funds have a diversified investment portfolio which helps in minimizing the. Final project report comparitive study of mutual fund. With the help of this ratio he evaluated the return of 34 openend mutual funds in the period 19451963. Comparative analysis of birla sun life mutual fund schemes with other asset management companys schemes. The study analyzed the performance on the basis of return, standard deviation, beta as well as treynor, jensen and sharpe indexes. Comparative analysis of systematic investment plan and lump. The overall analysis finds that hdfc and icici have been the best performers, uti an average performer and lic the worst performer which gave below expected returns on the riskreturn relationship. Therefore, our study has attempted to evaluate the comparative performance of public and private sector mutual fund schemes t he indian mutual fund industry has witnessed a structural transformation during the past few years. A project report on comparative study in equity schemes. As on 3rd may, 2017 for details on mutual fund scheme pages, please visit this link. Comparative performance analysis of public sector sponsored.
There is a need to understand various available tools of comparative analysis and their significance in making an investment decision. Mutual funds are investment companies regulated by the investment company act of 1940. Mba project reports download l samlpe projects l finance l marketing. Literature on mutual fund performance evaluation is enormous. This research intends to understand and evaluate investment performance of selected mutual funds in terms of risk and return, using the various. Through the study one would understand how an investor could fruitfully convert a pittance into great penny by wisely investing into the right scheme according to his risk taking abilities. Mutual fund investments are subject to market risks. The analysis and comparative study of sbi and hdfc mutual fund in the project the risk, return and performance measurements are calculated for making analysis and comparison of two mutual. Mutual funds totally beats the ulip on liquidity ground. Gargi naidu hod academics vim bhopal submitted somesh behere mba iv semester bhopal vidyasagar institute of management.
In the current study 10 top performing schemes offered by reliance mutual funds are selected to make a comparative study on the risk. Performance evaluation of equity mutual funds on selected equity large cap funds. Get your financial plan done by a registered investment advisor. Comparative analysis on mutual fund scheme mba project by. While both mutual funds and ulip are longterm investments, mutual funds provide liquidity. Aryabhatta institute of management comparative analysis of mutualfund of. A report on project work in master of business administration mba by somesh behere guided by. The project has been carried out the title comparative analysis of mutual fund on the basis of alpha, beta and standard deviation. The steeper the line, the more systematic risk or volatility a fund possesses.
My project shows that birla sun life is performing very well as it is having higher return. Please consult your financial advisor before investing. A comparative analysis is also done between the sectors, different investment. Sharpe 1966 in order to evaluate the riskadjusted performance of mutual funds introduced the measure known as rewardtovariability ratio currently sharpe ratio. Nav net asset value the value of the funds assets minus its liabilities. Comparative study between the mutual fund of hdfc and icici. The project study was done to ascertain the asset allocation, entry load, exit load,associated with the mutual funds. A study on performance evaluation of mutual funds schemes in. Lowrisk seekers may invest in franklin india prima plus fund growth and sbi bluechip fund regular growth. A project report on comparative study of mutual funds in india slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Return analysis and comparative study of mutual funds for hdfc asset management company ltd. Investors can participate in the mutual fund by buying the units of the fund.
Amount the first entrants reliance mutual funds is one and it has significant contributions to the mutual fund services. The wise saying, compare apples with apples, and not with oranges holds true for investments too. Pdf n the present growing and challenging business environment, the investment. Through the study one would understand how an investor could fruitfully convert a pittance into great penny by wisely investing into the right scheme according to his. A comparative study on performance of selected mutual funds. Kishore kumar j an 2014, conducted a research on comparative performance analysis of select indian mutual fund schemes. University of mumbai project on comparative study of mutual funds in india submitted in partial fulfillment of the requirements for the award of the degree of bachelor of management by project guide bachelor of management studies semester v 200910 v. The study also used carharts fourfactor model for analyze the performance of mutual funds. The results showed that to a major extent the capital market was highly. Mutual funds strive for both dividend income and capital gains from common shares and bonds. Pdf a comparative study on performance of selected mutual.
Apart from the many advantages that investing in mutual funds provide like diversification, professional management, the ease of investment process has proved to be a major enabling factor. The siepr discussion paper series reports on research and policy analysis. He attempted to rate the performance of mutual funds on a characteristics line graphically. A comparative analysis on various mutual fund schemes of. Mutual fund was the first non uti mutual fund established in june 1987. Limitations the lack of information sources for the analysis part. The concept of mutual funds in india dates back to the year 1963. A study on the performance analysis of six mutual funds of six different companies submitted in partial fulfillment of the requirements for the award of bachelor of commerce of christ collegeautonomous chapter 1 introduction 1. Download as doc, pdf, txt or read online from scribd. Comparative analysis of mutual funds free download as powerpoint presentation. In this paper the performance evaluation of indian mutual funds is carried out through relative performance index, riskreturn analysis, treynors ratio, sharps ratio, sharps measure, jensens measure, and famas measure. Comparative analysis on mutual fund scheme mba project has tried prove that mere returns of a fund or the past performance is not good enough to make a sound decision on investment for the future. Performance evaluation of equity mutual funds on selected.
Kotak ulip plans summer internship project free download as word doc. Jul 10, 2017 comparative analysis gives a detailed comparison of the performance of the fund visavis its category and benchmark across different time periods. A study on performance evaluation of mutual funds schemes. Doc a project report on comparative study in equity schemes. The results found significant impact on fund performance. Project on ulip pdf mortality charges and ulip administration charges are thereafter deductedon a. With the entry of private sector funds in 1993, a new era started in the indian mutual fund industry, giving the indian investors a wider choice of fund. The main purpose of doing this project was to know about mutual fund and its functioning.
Mutual funds issue redeemable shares that investors purchase directly from the fund or through a broker for the fund instead of purchasing from investors on a secondary market. The study measure the fund performance by using sharpe ratio with the help of pooled timeseries and cross sectional data and also focused on different attributes such as fund size, expenses, age, turnover and liquidity. The main function of having analysis of mutual fund is to pinpoint the strong points and weaknesses of mutual fund schemes. International journal of business and management october, 2008 mutual fund vs. Critical success factors influencing the performance of. Mutual funds generally create and sell new shares to accommodate new investors.
Comparison between investment in equity and mutual fund financial management project topics, finance base paper, accounting thesis list, dissertation, synopsis, abstract, report, source code, full pdf details for master of business administration mba, bba. Pdf comparative analysis of ulips vs mutual funds satnam. A large number of studies have been done on the growth and financial performance of mutual funds. Perumal abstract this article focused on the financial performance analysis of mutual fund schemes equity diversified schemes and equity midcap schemes of selected banks state bank of india, canara. On mutual fund industry and undertakes studies and research either directly or in. A critical analysis of selected mutual funds in india. A project report on mutual funds in india by sanjay.
Chapterv comparative analysis of mutual fund schemes preface mutual funds help the small and medium size investors to participate in todays complex and modern financial scenario. In other words, they sell their shares on a continuous basis, although some funds stop selling when, for example, they become too large. Critical success factors influencing the performance of development projects. Mutual funds over the years have gained immensely in their popularity. Sec rules require funds to calculate the nav at least once daily. Comparison between investment in equity and mutual fund. Birla sun life pe fund has low mean return with high risk. Few other mutual fund companies entered the mutual fund market later on. A project report on comparative study of mutual funds in india.
The era between 1963 and 1987 marked the existence of only one mutual fund company in india, namely the unit trust of india uti, with rs. Babasab patil a project report on the analysis and comparative study of sbi. Now a day, there is a tough competition in financial revenues due to increase in the investment products. It throws the light on how mutual funds really work, how much risk involved in it and how they diversify themselves. This study, basically, deals with the equity mutual funds that are offered for investment by the various fund houses in india. A comparative study of ulip and mutual fund investment of. Therefore, our study has attempted to evaluate the comparative performance of public and private sector mutual fund schemes t he indian mutual fund industry has witnessed a. Sep 25, 2010 many funds these days are no load and impose no sales charge. Pdf a comparative study of different mutual funds schemes. Comparative analysis on mutual fund scheme mba project. Chapter vi comparative study of selected mutual funds. Prajapati and patel 2012 conducted a study on equity diversified mutual fund schemes.
People can get many investment options to invest their savings. To do a comparative performance analysis of selected mutual fund schemes in various. Concept of mutual funds a mutual fund is a trust that pools the savings of a no. Mutual fund shares are redeemable, meaning investors can sell their shares back to the fund or to a broker acting for the fund. An empirical study of constituency development fund projects in kenya. The results of performance measures suggest that most of the mutual fund have given positive return during 2007 to 2011. Finally, the paper is ended with the findin gs of the study a nd some. Analysing performance of your mf scheme using comparative. The main objective of the study is to evaluate the performance of. If you continue browsing the site, you agree to the use of cookies on this website.
A mutual fund is like a bridge or a financial intermediary that allows a group of investors to pool in their money together with a predetermined investment objective and then this gathered money is invested by the fund manager into specific securities stocks or bonds. Mutual funds mba project study is basically made to analyze the various mutual fund schemes of different sectors to highlight the diversity of investment that mutual fund offer. Associate professor, department of mba, sinhgad college of engineering, india. Aryabhatta institute of management comparative analysis of mut. The research article is titled as comparative study on performance of selected mutual funds with reference to indian context. Research student, mba ii year finance, sinhgad college of engineering, india abstract. Mutual fund is a trust that pools money from investors by selling shares of the fund like any other type of company that sells stock. Comparitive study of mutual funds in india money financial. To study and make a comparative analysis of the mutual fund schemes offered by reliance mutual fund and identify the best. The rank of the fund in the category is also shown. Department of business management fakir mohan university, vyasa vihar756019, balasore, orissa, india tel. At the end of 1993, the mutual fund industry had assets under management of rs. A project report on comparative study in equity schemes of.
Pdf the research article is titled as comparative study on performance. Trey nor 1965 presents a new way of viewing performance results. Mutual funds in india project report your article library. Discuss project on comparitive analysis of mutual funds and ulips within the final 100 mark project forums, part of the projects hub for management students mba projects and dissertations bms projects bba projects category. In this comparative analysis it is observed that tata equity pe fund indicates high return among the selected funds and. Mutual fund investor can exit any time, and even make partial withdrawals if required. To evaluate the past performance of selected open ended equity mutual fund schemes of reliance. The source of data is website of association of mutual funds in india amfi. After evaluating the performance of selected mutual fund schemes in last chapter, a comparative study has been conducted in this chapter to examine the better. K, research methodology and project work, pune, nirali prakashan. Jun 02, 2011 a project report on comparative study of mutual funds in india 1. This study mainly focused on the performance of selected equity large cap mutual fund schemes in terms of risk return relationship. Comparative study between the mutual fund of hdfc and. The money thus collected is invested by the fund manager in different types of securities depending upon the objective of the scheme.
A study on the performance analysis of mutual fund of six different companies 11006 words 45 pages. The study period is 1st january 2007 to 31st december, 2011. Chapterv comparative analysis of mutual fund schemes preface. Pdf the scenario of investment in systematic investment. Mutual funds very popular in us in the year 1920s, particularly open end mutual funds.
Project report of the summer internship project attopic. The income earned through these investments and capital appreciations. The main investment objectives of mutual funds are. Project report on the introduction to mutual funds. Ulip on the other hand have a fiveyear lockin period, after which partial withdrawals can be made. With over 20 years of rich experience in fund management, sbi mf brings forward its expertise in consistently delivering value to its investors. Comparitive analysis of mutual funds and ulips project report free download as word doc. Selecting one from the many available options considering many associated. The scenario of investment in systematic investment plan sip among the retail customers.
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