Professional Documents
Culture Documents
Mutual-Fund Reliance (Finance)
Mutual-Fund Reliance (Finance)
Mutual-Fund Reliance (Finance)
ON
GEMS
GREAT EASTERN MANAGEMENT B- SCHOOL
SOUTH ASIA UNIVERSITY, BANGALORE
YEAR: 2009-2011
PREFACE
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GEMS B SCHOOL BANGALORE
PROJECT REPORT ON MUTUAL FUNDS
ACKNOWLEDGEMENT
SANTHOSH KUMAR GK
MBA 1st Trimester
GEM Business School
Bangalore
Reg no:( CC0058BK42AG23AAB)
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GEMS B SCHOOL BANGALORE
PROJECT REPORT ON MUTUAL FUNDS
CERTIFICATE
This to certify that Ms. SANTHOSH KUMAR GK,
M.B.A Ist Trimester, Great Eastern Management B-
School Bangalore, South Asia University has done
project on “Reliance Money “and has successfully
completed his project on “Reliance Mutual Fund “
This report is completed under my supervision .It is
only for academic purpose and is a bonafide work done
by researcher.
Project Guide
Mr.Swamynathan
FACULTY
GEMS, BANGALORE
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PROJECT REPORT ON MUTUAL FUNDS
DECLARATION
I Santhosh Kumar does here by declare that the project
work entitle on the “Reliance Mutual Fund in India “at
Bangalore is the original work done by me.
SANTHOSH KUMAR GK
MBA 1st Trimester
GEM Business School
Bangalore
Reg no:( CC0058BK42AG23AAB)
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GEMS B SCHOOL BANGALORE
PROJECT REPORT ON MUTUAL FUNDS
CONTENTS
1. INTRODUCTION 8
2. COMPANY PROFILE 15
3. COMPETITORS OF RELIANCE MONEY 37
4. NEED FOR THE STUDY 39
5. OBJECTIVES OF THE STUDY 42
6. RESEARCH METHDOLOGY 43
7. DATA ANALYSIS AND INTERPRETATION 45
8. OBSERVATION 51
9. FINDINGS AND SUGGESTION 52
10. CONCLUSION 54
11. LIMITATION 55
12. BIBLIOGRAPHY 56
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PROJECT REPORT ON MUTUAL FUNDS
INTRODUCTION
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PROJECT REPORT ON MUTUAL FUNDS
INTRODUCTION
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PROJECT REPORT ON MUTUAL FUNDS
HISTORY
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PROJECT REPORT ON MUTUAL FUNDS
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PROJECT REPORT ON MUTUAL FUNDS
o Interval Schemes
• By Investment Objective
o Growth Schemes
o Income Schemes
o Balanced Schemes
• Other Schemes
o Tax Saving Schemes
o Special Schemes
Index Schemes
Sector Specific
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PROJECT REPORT ON MUTUAL FUNDS
Diversification
The nuclear weapon in your arsenal for your fight
against Risk. It simply means that you must spread your
investment across different securities (stocks, bonds,
money market instruments, real estate, fixed deposits etc.)
and different sectors (auto, textile, information technology
etc.).
Tax Benefits
Any income distributed after March 31, 2002 will be
subject to tax in the assessment of all Unit holders.
However, as a measure of concession to Unit holders of
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PROJECT REPORT ON MUTUAL FUNDS
Regulations
Affordability
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PROJECT REPORT ON MUTUAL FUNDS
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PROJECT REPORT ON MUTUAL FUNDS
COMPANY PROFILE OF
RELIANCE
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PROJECT REPORT ON MUTUAL FUNDS
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Schemes
HEALTH:-
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Energy Excellence:-
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Quality:-
Six-Sigma:-
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Information Technology:-
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PROJECT REPORT ON MUTUAL FUNDS
Achievements
1. Investment Account
Along with stock trading and IPO investing in BSE and NSE,
Wise Investment account also provide options to invest in
Mutual Funds and Bonds online.
Reliance Money
Tax Saving funds Reliance Money:
Tax-saving funds (due to their equity-oriented
nature) are capable of clocking far superior returns their
assured return counterparts like National Savings
Certificate (NSC) and Public Provident Fund (PPF).
However investors must appreciate that the risk profile of
tax-saving funds tends to be proportionately higher.
Reliance Tax Saver (ELSS) Fund (RTSF) is the latest
entrant in the tax-saving funds segment. Flagship
diversified equity funds (Reliance Growth Fund and
Reliance Equity Fund) from Reliance Mutual Fund have
emerged as top performers in their segment across time
horizons. However investors should note that these funds
are managed aggressively; also they have displayed an
opportunistic streak by moving fluidly across market
segments (large caps, mid caps) to clock superior growth.
RTSF is likely to be a similar (high risk - high return)
investment proposition within the tax-saving funds
segment.
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OBJECTIVE
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RESEARCH METHODOLOGY
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TYPES OF RESEARCH
ANALYTICAL RESERCH
TOOLS OF ANALYSIS
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PROJECT REPORT ON MUTUAL FUNDS
25
20
15
10
0
Reliance HDFC ICICI
Reliance 22
HDFC 21
ICICI 7
25
20
15
10
0
RELIANCE HDFC ICICI
INTERPRETATION:
44% respondent for Reliance, 32 %forHdfc,14% for ICICI
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PROJECT REPORT ON MUTUAL FUNDS
HDFC 15
ICICI 15
20
15
10
0
Reliance HDFC ICICI
INTERPRETATION:
40% respondent for Reliance, 30 %for Hdfc, 30% for
ICICI
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PROJECT REPORT ON MUTUAL FUNDS
18
17.5
17
16.5
16
15.5
15
Reliance HDFC ICICI
INTERPRETATION:
36% respondent for Reliance, 32%forHdfc, 32% for ICICI
25
20
15
10
0
Reliance HDFC ICICI
INTERPRETATION:
44% respondent for Reliance, 30%forHdfc, 26% for ICICI
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PROJECT REPORT ON MUTUAL FUNDS
ICICI
29% Reliance
41%
HDFC
30%
OBSERVATION
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SUGGESTION
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CONCLUSION
Limitations
• The time constraint was one of the major problems.
• The study is limited to the different schemes available
under the mutual funds selected.
• The study is limited to selected mutual fund schemes.
• The lack of information sources for the analysis part.
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PROJECT REPORT ON MUTUAL FUNDS
BIBLIOGRAPHY
Websites:
www.reliancemoney.com
www.hdfc.com
www.icicidirect.com
Reference books:
•FINANCIAL INSTITUTIONS AND MARKETS -
L.M.BHOLE
•INVESTMENT MANAGEMENT - V.K.BHALLA
Research Methodology - Kothari
QUESTIONNAIR
Q.1 which banking mutual fund do you prefer for mutual
Fund?
• Reliance Money
• HDFC
• ICICI
• HDFC
• ICICI
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