ANNAMALAI UNIVERSITY

In technical collaboration with

The NIS Academy, a division of NIS Spartas Ltd, (A Reliance Anil Dhirubhai Ambani Group Company)

Comparative Study of Mutual Funds V/s. ULIPs

Submitted To:Annamalia University

Submitted By:Snehal Mehta 4740801198

Table of Content
Particulars 1. 2. 3. 4. 5. Page No. 1 2 3 6 10 10 11 14 15 16 17 18 19 22 24 26 27 31 32 Preface Executive Summary Types of Investment Investment Attributes Mutual Fund - Introduction of Mutual fund Industry - History of Mutual Fund - Association of Mutual Fund of India - Major Players in Mutual Fund Industry in India - Character of Mutual Fund Environment - Economic Environment - Technological Environment - Legal and Political Environment Members of AMFI Charges On Mutual Funds SEBI regulation for Mutual Funds - Registration of Mutual Fund - Constitution and management of asset management company and custodian - Terms & Condition 10. Advantages & Disadvantages of Mutual Fund - Advantages of Mutual Funds - Disadvantages of Mutual Funds 11. Structure of Mutual AMC 12. All About Mutual Fund - Different Service and product offered by AMCs - Types of Mutual Fund 43 45 36 38 40

6.

7. 8. 9.

13. ULIPs - Points to remember about ULIPs - Types of ULIPs - How ULIPs Work - ULIPs Expense Table - Key Feature - Use of ULIPs - Hurdles 14. Comparison of Mutual Funds and ULIPs 15. Remember while investing in ULIPs 16. Comparison of certain facts of MF and ULIPs 17. Conclusion 18. Findings 19. Recommendations 20. Frequently Used Terms 21. Bibliography

49 52 55 56 57 58 59 60 62 67 73 75 76 77 78 79