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INDIAN MUTUAL FUND INDUSTRY-An Insight & Comparitive Analysis Of
Various Mutual Funds
By:-
Saksham GaurA-19
bba+mba (dual)
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Introduction(Objectives)
Detailed study of various schemes.
Analyzing risks and returns.
Comparison with other schemes offered by
other banks. To learn about the organization culture and
have practical experience.
To develop financial & marketing skills by
analysis of various financial instruments. To spread the financial awareness among the
customers.
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Scope Of Study
This project involves study of various schemes of mutual fundsoffered by following five companies:-
UTI Mutual Fund. JM Financial Mutual Fund. Reliance Mutual Fund.
HDFC Mutual Fund. ICICI Mutual Fund.
By investment objective I have concentrated on following fourclasses of schemes:
Equity funds Debt funds Balanced funds Liquid funds.
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History Of Indian Mutual Fund Industry(Growth Of Assets Under Management)
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A Mutual Fund
A mutual fund is a company that bringstogether money from many people andinvests it in stocks, bonds or other assets.
The combined holdings of stocks, bonds orother assets the fund owns are known asits portfolio. Each investor in the fund
owns shares, which represent a part ofthese holdings
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Benefits Of Mutual Funds
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Mutual Fund Structure
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Types Of Schemes
Equity Oriented Schemes
http://www.hdfcfund.com/fundschool/typesShow.jsphttp://www.hdfcfund.com/fundschool/typesShow.jsphttp://www.hdfcfund.com/fundschool/typesShow.jsp8/3/2019 Indian Mutual Fund Industry- An Insight & Comparitive
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Cont
Debt Oriented Schemes
Hybrid Schemes
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Investment Protection v/sInvestment Growth
Investor
CharacteristicInvestment
GrowthInvestment
Protection
timehorizonshort term long term
futureincomerequirements
Steady/high Variable/low
riskawarenesslow high
inflationprotection
low protectionneeded
high protectionneeded
investor take onequity market
mostly bearish mostly bullish
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Comparison
schemename
launch date No. ofsectors
6 monthreturn
1 year return 3 year return
ICICIInfrastructurefund
sep 2005 27-28.5 16.8 150.9
HDFC growthfund
aug 2000 17 -25.9 6.1 127.1
JM basic fund jan 2005 16-30 3 130
reliancegrowth fund oct 1995 19 -27.2 8.2 144.1
UTI Equityfund
may 1992 16-22 4 80
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Findings
Equity Schemes: Under this category, Ihave found that ICICI Infrastructure Fundis best fund among five schemes as it
invested most of its money inconstruction, industrial goods. Where asUTI Equity Fund are the least performing
fund and highly unattractive fund due tohigh low returns.
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Recommendations
Assess Yourself
Try to find where the money is going
Dont Rush Dont Speculate. Invest.
Diversify
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THANKYOU
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