“PERFORMANCE OF MUTUAL FUNDS AND ITS AWARENESS AMONG THE PATRONS IN THE MARKET”
A
REPORT
ON
“PERFORMANCE OF MUTUAL FUNDS AND ITS AWARENESS AMONG THE PATRONS IN THE MARKET”
By
INDIRA GANDHI NATIONAL OPEN UNIVERSITY
CONTENTS
Approved Project Proposal……………..………………..01
Original Approved Synopsis…………….….……….02-04
Bio-Data of Guide…………………………………………….05
Originality Certificate……………………………………….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………………………………..…….21-23
Challenges facing Mutual Funds……………………23-24
Types of Mutual Funds…………………………………25-30
Evaluating Portfolio Performance………..……….31-45
Research Methodology…………..……………………46-47
Recommendations & Suggestions…………..…….48-62
How to invest in Mutual Funds………………………………….…..48-53
Investment tips to improve your returns………………….……..54-56
How to Reduce Risk While Investing…………………………….…57-62
Conclusions……………………………………………..…63-64
Appendix-I(SAMPLE QUESTIONNAIRE)………….………65-66
Appendix-II(ANALYSIS & FINDINGS-SURVEY METHOD)..67-69
OCCUPATION OF INTERVIEWED PERSONS
AWARENESS OF TAX SAVINGS SCHEMES
INVESTMENT NEEDS
Appendix-III(COMPARISIN OF SIX MUTUAL FUNDS)…..70-75
ICICI Prudential Discovery Fund
HDFC Equity Fund
Franklin Templeton India Prima Plus
SBI Megnum Global
Tata Growth Fund
Reliance Growth Fund
Appendix-IV(GRAPHICAL & TABULAR RESULTS)………76-100
Scheme Assets
Latest NAV’s
% of Net assets as on 30.09.2010
Sector Allocation (Tabular form)
Sector Allocation (Graphical form)
Monthly Net Asssts for Last 18 months
Sharpe Ratio
Beta Ratio
Standerd Deviation
Corelation Ratio
Sortino Ratio
FEMA French Three Factor Model
Treynor Ratio
P/B Ratio
P/E Ratio
Bibliography……………………………………………………….101
CERTIFICATE OF ORIGINALITY
This is to certify that the project titled
REPORT
ON
“PERFORMANCE OF MUTUAL FUNDS AND ITS AWARENESS AMONG THE PATRONS IN THE MARKET”
By
INDIRA GANDHI NATIONAL OPEN UNIVERSITY
CONTENTS
Approved Project Proposal……………..………………..01
Original Approved Synopsis…………….….……….02-04
Bio-Data of Guide…………………………………………….05
Originality Certificate……………………………………….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………………………………..…….21-23
Challenges facing Mutual Funds……………………23-24
Types of Mutual Funds…………………………………25-30
Evaluating Portfolio Performance………..……….31-45
Research Methodology…………..……………………46-47
Recommendations & Suggestions…………..…….48-62
How to invest in Mutual Funds………………………………….…..48-53
Investment tips to improve your returns………………….……..54-56
How to Reduce Risk While Investing…………………………….…57-62
Conclusions……………………………………………..…63-64
Appendix-I(SAMPLE QUESTIONNAIRE)………….………65-66
Appendix-II(ANALYSIS & FINDINGS-SURVEY METHOD)..67-69
OCCUPATION OF INTERVIEWED PERSONS
AWARENESS OF TAX SAVINGS SCHEMES
INVESTMENT NEEDS
Appendix-III(COMPARISIN OF SIX MUTUAL FUNDS)…..70-75
ICICI Prudential Discovery Fund
HDFC Equity Fund
Franklin Templeton India Prima Plus
SBI Megnum Global
Tata Growth Fund
Reliance Growth Fund
Appendix-IV(GRAPHICAL & TABULAR RESULTS)………76-100
Scheme Assets
Latest NAV’s
% of Net assets as on 30.09.2010
Sector Allocation (Tabular form)
Sector Allocation (Graphical form)
Monthly Net Asssts for Last 18 months
Sharpe Ratio
Beta Ratio
Standerd Deviation
Corelation Ratio
Sortino Ratio
FEMA French Three Factor Model
Treynor Ratio
P/B Ratio
P/E Ratio
Bibliography……………………………………………………….101
CERTIFICATE OF ORIGINALITY
This is to certify that the project titled