Manvi MRP

STUDY ON MUTUAL FUND (WITH SPECIAL REFERENCE TO ADITYA BIRLA.PVT.LTD.
BM COLLEGE OF TECHNOLOGY, INDORE
MAJOR RESEARCH PROJECT
(Submitted towards the Partial Fulfillment of Master of Business Administration Awarded

by DAVV, Indore)
ON
A STUDY ON MUTUAL FUNDS

(WITH SPECIAL REFERENCE TO ADITYA BIRLA PVT.LTD.)
BM College Indore
MBA III Semester
2022-2023
Project Guide Research Student

Prof. Ankit Trivedi Ms. Manvi Rathore
Roll No.212310023
STUDY ON MUTUAL FUND (WITH SPECIAL REFERENCE TO ADITYA BIRLA.PVT.LTD.)
CERTIFICATE
This is to certify that Ms.Manvi Rathore has undergone project entitled. A study
on mutual fund(with special reference to Aditya Birla Pvt.ltd.) towards the
partial fulfillment of her two years Master Degree of Business Administration
(MBA) Successfully. She has carried out this project with full sincerity and
dedication and the work is original and genuine.
Director Project Guide

Dr. Vijaylaxmi Iyengar Prof. Ankit Trivedi
External examiner
DECLARATION
I hereby declare that project entitled A study on mutual fund(with special

reference to Aditya birla Pvt.ltd.) is authentic and I have put in my efforts
meticulously to make this project to come up to the expectations and pragmatically
viable. I also ensure that the research work done by me is completely original and
analyzed by me and have not been copied from any other source.
Research Student
Ms. Manvi Rathore
MBA 3 Semester
ACKNOWLEDGEMENT
At the outset I extend my sincere gratitude to our Director Dr. Vijaylaxmi

Iyengar for her words of wisdom & encouragement during the MBA program.
I am sincerely grateful to my Supervisor Prof.Ankit Trivedi Faculty guide BM
College of technology, Indore for his generous and valuable guidance throughout
my research. Her / his constant motivation has helped me at each step in
completing this thesis.
The words of gratitude are also due to honorable faculty members of the institute
Dr.Shailesh Tripathi, Dr. Hemlata Yadav, Prof. Rachna Lokre, Prof Ragini
Balodiya ,Prof Nayana Nagar, Prof. Ankit Trivedi & for their words of
encouragement.
I am also thankful to the librarian Ms. Vidhya Pal, Office Executive Mr. Manoj
Gothwal, Mr. Manoj Kulkarrni, Computer lab-incharge Mr.Govind Rajput, who
has extended their co-operation during my research. From the bottom of my heart,
I am grateful to my respected Parents Mr.Navneet Rathore and Mrs.Sarita
Rathore for providing moral support and inspiration every time.
Finally, due to the blessings of almighty God, I could complete this research on
time. Research Student
Ms.Manvi Rathore
MBA 3 Semester
PREFACE
The research provides opportunity to a student to demonstration knowledge, skill and
competencies during the project. The training project help to know the problem in the
organization and to suggest them how to get rid of those problem although research have tried
my level best to prepare this report an error free every effort has been made to offer the most
authenticate position with accuracy to the topic; second will contain the objectives of the project.
The middle part has been giving a brief overview about the organization and the methodology to
be used in the project. Fourth chapter is the most important part as it will contain the analysis od
data. Last part has been dealing with the finding and suggestion.
Chapter One: - Deals with the conceptual framework related of study on mutual fund
Chapter Two: - Deals with the company profile of Aditya birla Pvt.Ltd.
Chapter Three: - Deals with the objectives of the study which covers the main motive of the
study and the main reason for the conduct of the study.
Chapter Four: - Deals with the review of literature which covers the early researches on the topic
done by research and the conclusion drawn by them will be used for further references.
Chapter Five: - Deals with the Research Methodology to be used by the researcher to analysis the
data and complete the study. It provides details related to the tools for collection and tools used
for data analysis.
Chapter Six: - Deals with the Data analysis of the study.
Chapter Seven: - Deals with the main finding of the study which is drawn after the conduct of the
study.
Chapter Eight: - Deals with the Limitation of the study.
Chapter Nine: - Consist of recommendations for future studies.
Chapter Ten: - Consist of conclusion of the study.
Ms.Manvi Rathore
MBA 3 Semester
INDEX
S. No. Contents Page No.

Certificate (i)
Declaration (ii)
Acknowledgement (iii)
Preface (iv)
List of Graphs (v)
List of Tables (vi)
List of Models (vii)
Chapter 1 Introduction and conceptual framework
Chapter 2 Company Profile
Chapter 3 Objective of the study
Chapter 4 Review of literature
Chapter 5 Research methodology
(a) Meaning of research
(b) Research Process
(c) Research Design
(i) The Study
(ii) The Design

(iii) The Sample
(iv) The Tools
Chapter 6 Data Analysis and Interpretation
Chapter 7 Main findings of the study
Chapter 8 Limitations of the Study
Chapter 9 Recommendations of the study
Chapter 10 Conclusion of the study
Bibliography and reference
Annexure
(a) Questionnaire
(b) Respondent sheet
(c) Data analysis sheet
LIST OF TABLES
PAGE
S.NO. LIST OF TABLES NO.
1 Gender
2 Age
3 Income
4 Education
5 Occupation
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
LIST OF GRAPHS
PAGE
S.NO. LIST OF GRAPHS NO.
1 Gender
2 Age
3 Income
4 Education
5 Occupation
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
LIST OF MODELS
S.NO. LIST OF MODELS PAGE NO.

1
2
3
4
CHAPTER-1
INTRODUCTION
 INTRODUCTION OF MUTUAL FUNDS
 HISTORY OF INDIAN MUTUAL FUND INDUSTRY
 WHAT IS MUTUAL FUND
 WHY SELECT MUTUAL FUND?
 MUTUAL FUND BETTER WAY OF PLANNING YOUR
INVESTMENT

CHAPTER-1
INTRODUCTION OF MUTUAL FUND
There are lot of investment avenues available today in the financial
market for an investor with an investable surplus.He can invest in bank
deposists,Corporate Debentures ,and Bonds where there is low risk but
low return.He may invest in stock companies where the risk is high and
the returns are also proportionately high.The recent trends in the stock
market have shown that an average retail investor always lost with
periodic bearish tends.People began opting for portfolio manager with
expertise in stock markets who would invest on their behalf.Thus we
had wealth management services provided by many
institutions.However they proved too costly for a small investor.These
investors have found a good shelter with the mutual fund
Concept of mutual fund:

A mutual fund is a common pool of money into which investors place
their contributions thst are to be invested in accordance with a stated
objective. The ownership of the fund is thus joint or “mutual”, the fund
belongs to all investors.A single investor’s ownership of the fund is thus
joinor (mutual) the fund belongs to all investors, a single investor
ownership of the fund is same in the proportion as the amount of the
contribution made by him or her bears to the total amount of the fund.
Mutual funds are trust which accept savings from investors and invest
the same in diversified financial instrument in terms of objectives set
out in the trust deed with the view to reduce the risk and maximise the
inform and capital appreciation for distribution for the members.A
mutual fund is the cooperation and the fund manager’s interest is to
professionally manage the fund provided by the investors and provide a
return on them after deducting reasonable management fees.
The objective sought to be achieved by mutual fund is to

provide an opportunity for lower income groups to acquire without
much difficulty financial assets they cater mainly to the needs of the
individual investor whose means are small and to manage invertors
portfolio in a manner that provides a regular income , growth,

safety,liquidity,and diversification opportunities.
DEFINITION:
‘’Mutual funds are collective saving and investment vehicles where
saving of small (or sometimes big) investors are pooled together to
invest for their mutual benefit and returns distributed proportionaly’’.
‘’A mutual fund is an Investment that pools your money with the
money of an unlimited number of other investors. In return, you and
other investors each own shares of the fund.The fund’s assests are
invested according to an investment objective into the funds portfolio
of investments.Aggressive growth funds seek long-term capital growth
by investing primarily in stocks of fast-growing smaller companies or
market segments.Aggressive growth funds are also called capital
appreciation funds’’.
Why Select Mutual Fund?

The risk return trade – off indicates that if investor is willing to take
higher risk then correspondingly he can expect higher returns and vise
versa if he pertains to lower risk instruments which would be satisfied
by lower returns. For example , if an investors opt for bank FD, which
provide moderate return with minimal risk But as he moves ahead to
invest in capital protected funds and the profit- bonds that give out more
return which is slightly higher as compare to the bank deposits but risk
involved also increases in the same proportions .
Thus investors choose mutual funds as their primary means of

investing, as mutual funds provide professional management,
diversification, convenience and liquidity . that doesn’t mean mutual
fund investments risk free
This is because the money that is pooled in are not invested only
in debts funds which are less riskier but are also invested in the stock
markets which involves a higher risk but can expect higher
returns.Hedge fund involves a higher risk since it is mostly traded in the
derivatives market which is considered very volatile.
HISTORY OF MUTUAL FUND IN INDIA:

The mutual fund industry in India started in 1963 with the formation of
unit trust if India at the initiative of the government of India and reserve
bank .The history of mutual funds in India can be broadly divided into
four distinct phases.
FIRST PHASE - 1964-87:
Unit Trust of India (UTI) was established on 1963 by an Act of

Parliament. It was set up by the Reserve Bank of India and functioned
under the Regulatory and administrative control of the Reserve Bank of
India. In 1978 UTI was de-linked from the RBI and the Industrial
Development Bank of India (IDBI) took over the regulatory and
administrative control in place of RBI. The first scheme launched by
UTI was Unit Scheme 1964.At the end of 1988 UTI had Rupees 6700
crores of asstes under management.
SECOND PHASE – 1987-1993(ENTRY OF PUBLIC SECTOR
FUNDS):
1987 marked entry of non-UTI,Public sector ,mutual funds setup by
public sector banks and Life Insurance Cooperation of India (LIC) and
General Insurance Cooperation of India (GIC). SBI mutual fund was the
first non-UTI Mutual Fund established in June 1987 followed by
CanBank Mutual Fund (Dec 87),Punjab National Bank Mutual Fund
(Oct 92). LIC established its mutual in June 1989 while GIC had set ups
its mutual fund in December 1990.
At the end of 1993, the mutual fund industry had assest under
management of Rs.47,004 crores.
THIRD PRIVATE PHASE-1993-2003(ENTRY OF SECTOR

FUNDS):
With the entry of private sector funds in 1993,a new era started in the
India mutual fund industry, giving the Indian investors a wider choices
of fund families. Also,1993 was the year in which the first Mutual Fund
Regulations came into being, under which all Mutual Funds except UTI
where to be registered and governed.The erstwhile Kothari

Pioneer(nowregistered in July 1993.
The 1993 SEBI(Mutual Fund) Regulations were substituted by a more
comprehensive and revised Mutual Fund Regulation in 1996. The
industry now functions under the SEBI(Mutual Fund) Regulation 1996.
The number of mutual fund houses went on increasing with many
foreign mutual fund setting up funds in India and also the industry has
witnessed several mergers an acquisitions As the end of January
2003,there were 33 mutual fund with total assest of Rs.1,21,805 crores.
The unit Trust of India with Rs.44,541 crores of assest under
management was way a had of other mutual funds.
FOURTH PHASE – SINCE FEBRUARY 2003:
In February 2003 , following the repeal of the Unit Trust in India Act
1963. UTI was bifurcated into two separate entities. One is the specified
undertaking of the Unit Trust of India with assets under management of
Rs.29,835 crores as at the end of January 2003 , representing broadly ,
the asstes of US 64 scheme , assured return an certain other schemes,the
specified undertaking Unit Trust Of India , functioning under an
administrator and under the rules frame by government of India and
dosenot come under the preview of the Mutual Fund Regulation.
The second is the UTI Mutual Fund Limited , sponsored by
SBI,PNB,BOB, and LIC , it is registered with SEBI, and functions under
thr Mutual Funds Regulations with the bifurcations of the erstwhile UTI
which had in March 2000 more than Rs.76000 crores asstes under
management and with the setting up of a UTI Mutual Funds confirming
to the SEBI Mutual Funds Regulations , and with recent mergers taking
among different private sectors funds the Mutual Funds industry has
entered its current phase of consolidation and growth , as at the end of
September , 2004 , there were 29Funds , which manage asstes if

Rs.153108 crores under 421 schemes.
The graph indicates the growth of assets under management the years.
GROWTH IN ASSETS UNDER MANAGEMENT
TYPES OF MUTUAL FUNDS SCHEMES IN INDIA

Wide variety of Mutual Funds schemes exist to cater to the needs such
as financial positions , risk tolerance and return expectations etc. thus
Mutual Funds has variety of flavors , being as collection of many stocks,
and investors can go for picking a Mutual Fund might be easy. There are
over hundreds of Mutual funds schemes to choose from. It is easier to
thing of Mutual Funds in categories , mention below
CHAPTER -2
COMPANY PROFILE
 Logo of the company

 History
 Vision
 Mission
 Objective Of the Company
 Policies of the company
 Organization structure
CHAPTER -2
COMPANY PROFILE
LOGO OF THE COMPANY:
HISTORY:
Established in 1994, Aditya Birla Sun Life Mutual Fund (ABSLMF), IS
co-sponsored by Aditya Birla Capital Limited (ABCL) and Sun Life
(India) AMC Investments Inc.
Having total domestic assets under management (AUM) of over INR 2.7
lakh crore for the quarter ended March 31, 2021, ABSLMF is one of the
leading Fund Houses in India based on domestic average AUM as
published by the Association of Mutual Funds of India (AMFI). ABSLMF
has an impressive mix of reach, a wide range of product offerings across
equity, debt, balanced as well as structured asset classes, sound
investment performance and over 7 million investor folios as of March
31, 2021.
With a pan India presence across 300 locations, ABSLMF is committed

to deepening mutual fund penetration in the country. The company is
ceaselessly working to enhance the appeal of mutual funds across a
wider set of investors and advisors across India. Part of this effort
includes introducing smart solutions, user-friendly services and
conveniences which simplify mutual fund processes with digitization for
both – investors as well as distribution partners. ABSLMF provides
sector specific equity schemes, fund of fund schemes, hybrid and
monthly income funds, debt and treasury products and offshore funds.
About Aditya Birla Capital Ltd
Aditya Birla Capital Limited (ABCL) is the holding company for the
financial services businesses of the Aditya Birla Group.
ABCL’s subsidiaries have a strong presence across Protecting, Investing

and Financing solutions, ABCL is a universal financial solutions group
catering to diverse needs of its customers across their life stages.

Powered by more than 22,000 employees, the subsidiaries of ABCL
have a nationwide reach with 850+ branches and more than 2,00,000
agents / channel partners and several bank partners.
As of December 31st, 2020, Aditya Birla Capital Limited manages

aggregate assets under management around Rs. 3,200 billion, has a
consolidated lending book of over Rs. 575 billion, and an active
customer base of over 21 million, through its subsidiaries and joint
ventures.
Aditya Birla Capital Limited is a part of the Aditya Birla Group, a global
conglomerate in the league of Fortune 500. Anchored by an
extraordinary force of over 120,000 employees, belonging to 42
nationalities, the Aditya Birla Group operates in 36 countries across the
globe.
About Sun Life
Sun Life is a leading international financial services organization

providing insurance, wealth and asset management solutions to
individual and corporate Clients. Sun Life has operations in a number of
markets worldwide, including Canada, the United States, the United
Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India,
China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of
December 31, 2020, Sun Life had total assets under management of
$1,247 billion.
VISION:
"To be a leader and role model in a broad-based and integrated

financial services business”.
The 4 pillars of our vision that will help us achieve it are:

To be a leader – we are committed to being a leader in all facets of our

businesses, rather than being just another participant in this race.
To be a role model – we will not become leaders by cutting corners or
making compromises. Whatever we do, we will strive to be the best in
class. And if we are the best, then our customer will have no reason to
go elsewhere – therefore our leadership is assured, on pure merit.
To be a broad-based player – we are committed to meeting all the felt
and unfelt needs of our target customer. And thereby, we can retain him
or her across their needs and life-stages.
We aim to be an integrated player – we believe that this approach
gives us a competitive edge through sharing of best practices, deriving
cross – business synergies & providing talent pool with world of
opportunity to grow.
Our customers place a lot of trust when they choose us as a partner for
fulfillment of their dreams - be it buying a dream home or investing
their hard earned money in mutual funds or for meeting their
retirement or child's education or protection needs or taking a business
loan for expansion. At Aditya Birla Capital, our endeavor is to become a

preferred financial services brand of choice for all our customers’ needs
across their life cycle - a brand that customers will not only just trust
but also happily endorse. Keeping this customer insight in mind, we
have created a unique strategy & structure to present our spectrum of
businesses and offerings under one virtual brand. From a customer
perspective, this offers simplicity & convenience. For our employees,
we offer a world of growth opportunities across all our financial
services offerings. And to our shareholders, this gives the reassurance
that we will attract and retain our customers, cost effectively, across
their life-cycle needs.
MISSION:
 Deliver high-quality, reliable and innovative products to our
customer through robust and institutionalized systems and
processes, world-class manufacturing facilities and a
motivated & dedicated workforce.
 Partner with our customers to deliver solutions and products
for all their power insulator needs, and help them grow
profitability.
 Ensure Cost Leadership through operational efficiency and
continuous product innovation.
OBJECTIVE OF THE COMPANY:

Investment Objective
Aditya Birla Sun Life MF Equity funds aim at providing investors with an
opportunity to grow wealth over the long run. These funds primarily
invest in equity and equity related instruments in a given proportion as
per the fund’s mandate specified in its scheme information documents.
The fund manager will pick quality stocks after an in-depth analysis to
ensure that the portfolio returns remain in line with the expectations
and category benchmarks. The underlying stock-picking strategy may
be value/growth/ or growth at reasonable prices. The capital
appreciation results upon increase in the underlying stock prices over a
given investment horizon. It also occurs when the dividends declared by
the fund are reinvested to purchase additional units of the scheme.
However, the Aditya Birla Sun Life MF Equity fund doesn’t guarantee
that the investment objective will be achieved.
POLICIES OF THE COMPANY:

POLICY FOR APPOINTMENT OF STATUTORY AUDITORS OBJECTIVE: The
objective of this Policy is to lay down the criteria to be considered by
the Audit Committee of the Board (ACB) of Aditya Birla Capital Limited
(ABCL /Company) before appointment of Statutory Auditor(s) (SAs). The
Policy is framed pursuant to Reserve Bank of India’s (“RBI”) circular
Ref.No.DoS.CO.ARG/SEC.01/08.91.001/2021-22 dated April 27, 2021
for Appointment of Statutory Central Auditors (SCAs)/Statutory
Auditors (SAs) of Commercial Banks (excluding RRBs), UCBs and NBFCs
(including HFCs), as may be amended or modified, replaced, or
substituted from time to time, read with the FAQs issued on June 11,
2021 (“the RBI Guidelines”) for Appointment of Statutory Auditors (SAs)
of NBFCs and to the extent applicable to ABCL. The policy shall be read
along with the applicable provisions of Companies Act 2013 and SEBI
(Listing Obligations and Disclosure Requirements), 2015 (“SEBI LODR”)

for appointment of Statutory Auditors (SAs) as applicable.
 POLICY FOR PREVENTION and REDRESSAL 0F SEXUAL
HARASSMENT [POSH] 1. Preamble:- Aditya Birla Capital Limited
(hereinafter referred to as ABCL] is committed to providing work
environment that ensures every employee is treated with dignity
and respect and afforded equitable treatment. We at ABCL are
also committed to promoting a work environment that is
conducive to the professional growth of its employees and
encourages equality of opportunity. At ABCL we do not tolerate
any form of sexual harassment and are committed to take all
necessary steps to ensure that its employees are not subjected to
any form of harassment. We at ABCL are committed to giving
every employee a just and fair hearing on issues that are raised on
complaints of Sexual Harassment. ABCL will take disciplinary

action against any victimisation of the Complainant or the
Respondent that may result from a Complaint.

ORGANIZATIONAL STRUCTURE
What we popularly call a mutual fund is in actuality a type of business.
In the business of mutual funds, there are around 30-40 companies that
are called fund houses. These companies have registered and have
been allowed to operate mutual fund schemes by a government
regulatory body called the Securities and Exchange Board of India. It is
these schemes that are bought and sold daily by us, the investors, the
common people.
Basically it works this way:
Mutual Fund Business -- > Fund House -- > Individual Scheme -- >
Investors
We always see the term fund manager when we’re looking at mutual
funds. But, apart from the fund manager, there is also the chairman,
the CFO, the CEO of a fund house.
THREE TIER STRUCTURE OF A MUTUAL FUND HOUSE

The basic structure of a mutual fund house is three-tiered. The three
tiers comprise of:
1) Sponsor
2) Trustee
3) Asset Management Company (AMC)
In India, this three-tiered structure has been framed by the SEBI.
The conceptualisation of a mutual fund is begun by the sponsors. They

decide to start a mutual fund business. They then approach the SEBI for
registration of their business.
The sponsors must pass the following criteria in order to successfully

register their mutual fund business:
They must have an experience of 5 years in financial services.
They must be a profit making company for at least 3 years.
And finally, the net worth of the company for the last 5 years must be
in the positive.
Once the SEBI verifies the credentials of the sponsor, they issue the
Certificate of Registration.
Once the Certificate of Registration is received by the sponsor, they can

then proceed with the next steps to form their fund house.
1) Formation of Trust
2) Appointment of AMC
3) Appointment of Depository (Custodian), Registrar, Transfer Agent,

and Auditor.
AN EXAMPLE OF A THREE-TIERED FUND HOUSE STRUCTURE
The Aditya Birla Sun Life Mutual fund is structured in the following way:
Sponsor:
A joint venture between Aditya Birla Capital Limited and Sun Life (India)
AMC Investment Inc based in Canada.
Trustee:
Aditya Birla Sun Life Trustee Pvt. Ltd.
AMC:
Aditya Birla Sun Life AMC Limited
Conclusion
When we get a clear idea of how exactly a mutual fund house

originated, and which companies are running it, our faith and trust in
the mutual fund is strengthened. That is why we must always know the
organizational structure of a mutual fund house. This information is not

hard to find. On the contrary, a simple Google search can give you the
exact information you’re looking for.The fund houses themselves also
have this information on their individual websites. The AMFI or the

Association of Mutual Funds in India also has a ton of information
regarding all mutual funds in India. So, ensure that you know every bit
of information regarding a fund house so that you know where exactly
your investment is going.
CHAPTER -3
OBJECTIVE OF THE STUDY
 To study & identify

 To find out
 To evaluate
 To recommend
CHAPTER -3
OBJECTIVE OF THE STUDY
............................................Title of the MRP........................................

CHAPTER-4
REVIEW OF LITERATURE
............................................Title of the MRP........................................
CHAPTER-4
REVIEW OF LITERATURE
............................................Title of the MRP........................................

CHAPTER-5
RESEARCH METHDOLOGY
............................................Title of the MRP........................................
CHAPTER-5
RESEARCH METHDOLOGY
............................................Title of the MRP........................................

CHAPTER-6
DATA ANALYSIS AND INTERPRETATION
 PART-A
DEMOGRAPHIC INFORMATION
 PART-B
TOPIC BASED QUESTIONS
............................................Title of the MRP........................................
CHAPTER-6
DATA ANALYSIS AND INTERPRETATION
PART-A
1) Gender
A. Male
B. Female
Table No. 01
Particular No. of respondent % of respondent

male 20 40
female 30 60
Total 50 100
Graph No. 01
No. of respondent
20
male
female
Total
50
30
Result:
Interpretation:
2) Age
 18-28
 28-38
 38-48
 Above 48
Table No. 02 age of respondent
No. of respondent % of respondent

18-28 10 20
28-38 8 30
38-48 12 10
Above 48 20 40
Total 50 100
Graph No. 02
No. of respondent
10
20
18-28
28-38
38-48
Above 48
8
12
Result:
Interpretation:
)
CHAPTER -7
FINDINGS OF THE STUDY
 Main findings
 findings
............................................Title of the MRP........................................
CHAPTER -7
FINDINGS OF THE STUDY
............................................Title of the MRP........................................
MAIN FINDINGS OF THE STUDY

............................................Title of the MRP........................................

CHAPTER-8
LIMITATION OF THE STUDY
............................................Title of the MRP........................................
CHAPTER-8
LIMITATION OF THE STUDY
............................................Title of the MRP........................................

CHAPTER-9
RECOMMENDATION OF THE STUDY
............................................Title of the MRP........................................
CHAPTER-9
RECOMMENDATION OF THE STUDY
............................................Title of the MRP........................................

CHAPTER-10
CONCLUSION OF THE STUDY
............................................Title of the MRP........................................
CHAPTER-10
CONCLUSION OF THE STUDY
............................................Title of the MRP........................................

REFERENCES
BIBLOGRAPHY
WEBLIOGRAPHY
............................................Title of the MRP........................................
REFERENCES
BIBLOGRAPHY
............................................Title of the MRP........................................
WEBLIOGRAPHY
............................................Title of the MRP........................................

QUESTIONNAIRE
RESPONDENT SHEET
PERCENTAGE ANALYSIS SHEET
............................................Title of the MRP........................................
QUESTIONNAIRE
Dear Sir/Madam,
I am Nidhi Joshi Student of BM College of Management and Research Indore. I am conducting

a research as a part of my curriculum. So kindly fill the questionnaire given below. The
information is for academic purpose. It will not be misused and will be kept confidential.
Thanking you,
Nidhi Joshi
Name of Respondent………………..
Age……….
NOTE: Please tick mark () in appropriate option.
_________________________________________________________________
PART-A
PART-B
TOPIC BASED QUESTIONS
............................................Title of the MRP........................................
RESPONDENT SHEET
............................................Title of the MRP........................................
PERCENTAGE ANALYSIS SHEET
QUESTION A B C D E
No. % % % % %
1 40 60 - - -

Manvi MRP

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STUDY ON MUTUAL FUND (WITH SPECIAL REFERENCE TO ADITYA BIRLA.PVT.LTD.

BM COLLEGE OF TECHNOLOGY, INDORE

MAJOR RESEARCH PROJECT

(Submitted towards the Partial Fulfillment of Master of Business Administration Awarded

A STUDY ON MUTUAL FUNDS

MBA III Semester

Project Guide Research Student

BM COLLEGE OF TECHNOLOGY, INDORE

Director Project Guide

BM COLLEGE OF TECHNOLOGY, INDORE

I hereby declare that project entitled A study on mutual fund(with special

BM COLLEGE OF TECHNOLOGY, INDORE

At the outset I extend my sincere gratitude to our Director Dr. Vijaylaxmi

BM COLLEGE OF TECHNOLOGY, INDORE

BM COLLEGE OF TECHNOLOGY, INDORE

S. No. Contents Page No.

(b) Research Process

(c) Research Design

(i) The Study

(ii) The Design

S.NO. LIST OF MODELS PAGE NO.

Concept of mutual fund:

The objective sought to be achieved by mutual fund is to

portfolio in a manner that provides a regular income , growth,

Why Select Mutual Fund?

Thus investors choose mutual funds as their primary means of

HISTORY OF MUTUAL FUND IN INDIA:

Unit Trust of India (UTI) was established on 1963 by an Act of

THIRD PRIVATE PHASE-1993-2003(ENTRY OF SECTOR

where to be registered and governed.The erstwhile Kothari

September , 2004 , there were 29Funds , which manage asstes if

TYPES OF MUTUAL FUNDS SCHEMES IN INDIA

 Logo of the company

LOGO OF THE COMPANY:

With a pan India presence across 300 locations, ABSLMF is committed

ABCL’s subsidiaries have a strong presence across Protecting, Investing

catering to diverse needs of its customers across their life stages.

As of December 31st, 2020, Aditya Birla Capital Limited manages

About Sun Life

Sun Life is a leading international financial services organization

"To be a leader and role model in a broad-based and integrated

The 4 pillars of our vision that will help us achieve it are:

To be a leader – we are committed to being a leader in all facets of our

loan for expansion. At Aditya Birla Capital, our endeavor is to become a

OBJECTIVE OF THE COMPANY:

POLICIES OF THE COMPANY:

(Listing Obligations and Disclosure Requirements), 2015 (“SEBI LODR”)

complaints of Sexual Harassment. ABCL will take disciplinary

Basically it works this way:

the CFO, the CEO of a fund house.

THREE TIER STRUCTURE OF A MUTUAL FUND HOUSE

The conceptualisation of a mutual fund is begun by the sponsors. They

The sponsors must pass the following criteria in order to successfully

They must have an experience of 5 years in financial services.

They must be a profit making company for at least 3 years.

Once the Certificate of Registration is received by the sponsor, they can

3) Appointment of Depository (Custodian), Registrar, Transfer Agent,

AN EXAMPLE OF A THREE-TIERED FUND HOUSE STRUCTURE

Aditya Birla Sun Life Trustee Pvt. Ltd.

Aditya Birla Sun Life AMC Limited

When we get a clear idea of how exactly a mutual fund house

organizational structure of a mutual fund house. This information is not

have this information on their individual websites. The AMFI or the