CERTIFICATE

This is to certify that the project work titled “A study on Comparative Investment
Analysis of Mutual Funds at HDFC BANK private Limited, Hyderabad”, has been
submitted by Ms. TALAPATI ARUNA DEEP bearing the Hall ticket Number:
117320672065 of final year MBA to Osmania University in partial fulfilment of the
requirements for the award of the Post Graduate Degree in Master of Business
Administration from Rishi UBR Women’s College, Kukatpally, Hyderabad – 500085 for
academic year 2020 – 2022.

HEAD OF THE DEPARTMENT PRINCIPAL DECLARATION

I hereby declare that this Project Report titled “A STUDY COMPARATIVE

INVESTMENT ANALYSIS OF MUTUAL FUNDS” AT HDFC BANK PRIVATE
LIMITED, HYDERABAD, submitted by me to the Department of Business Management,
O.U., Hyderabad, is a Bonafede work undertaken by me, and it is not submitted to any
other University or Institution for the award of any degree diploma / certificate or published
any time before.
TALAPATI ARUNA DEEP

H.No. 117320672065 Signature of the student

Department of Business Management

Rishi UBR Women’s College

CERTIFICATION

This is to certify that the Project Report titled “A STUDY ON COMPARATIVE INVESTMENT
ANALYSIS OF MUTUAL FUNDS” AT HDFC BANK PRIVATE LIMITED, HYDERABAD, is
submitted in partial fulfilment for the award of MBA Programme to Department of
Business Management, O.U. Hyderabad, was carried out by TALAPATI ARUNA DEEP under
my guidance. This has not been submitted to any other University or Institution for the
award of any degree/diploma/certificate.

Dr.S. SUBBALAKSHMI

ASSOCIATE PROFESSOR Signature of the Guide

Department Of Business Management
Rishi UBR Women’s College

ACKNOWLEDGEMENT

I wish to express my sincere gratitude to Mr. P. VINAY KUMAR, HR MANAGER, for

providing an opportunity & extending support to do project work in “HDFC BANK
PRIVATE LIMITED.”

I sincerely thank Dr. S. SUBBALAKSHMI, ASSOCIATE PROFESSOR, Department of Business

Management, Rishi UBR Women’s College, Hyderabad for her guidance and
encouragement in carrying out this project work.

I also wish to express my gratitude to Ms. M. Rajasree - Secretary & Correspondent - Rishi
Group of Institutions, Dr. P. Kameswara Rao - Principal, Ms. NSL. Praveena - HOD and
other faculty members of Department of Business Management, Rishi UBR Women’s
College, Hyderabad for rendering their support to embark on this project.

T. ARUNADEEP
 ABSTRACT

Indian mutual funds industry offers plethora of schemes and serves broadly all type of

investors. The range includes equity funds, debt, liquid, gilt and balanced funds. There are

also funds meant exclusively for young and old, small and large investors. Moreover the

set of a legal structure, which has enough teeth to safeguard investor’s intrests, ensure that

the investors are not cheated out of their hard earned money. All in all benefits provided

by them cut across the boundaries of investor category and thus create for them, a

universal appeal.

In view of the growing competition in mutual funds industry, it was felt necessary to

study the investors orientation towards mutual funds i.e their pattern of risk apatite and

preference in various schemes, plans, options of different companies in order to provide a

better service.
 INDEX

CHAPTER NO: CHAPTER NAME PAGE NO:

ABSTRACT
1 INTRODUCTION
1.1 Introduction 1-4
1.2 Need of the study
1.3 Objectives of study
1.4 Scope of study
1.5 Limitations of study
2 REVIEW OF LITERATURE 5-9

3 RESEARCH METHODOLOGIE 10-11

4 THEORETICAL FRAMEWORK 12-39

5 COMPANY PROFILE 40-52

6 RESEARCH DATA ANALYSIS & 53-73

INTERPRETATION
7 RESEARCH FINDINGS & 74
CONCLUSIONS
8 SUGGESTIONS & 75
RECOMMENDATIONS

9 BIBILOGRAPHY 76
 LIST OF TABLES

CHAPTER NO TABLE NO PAGE NO

VI 6.1 53

VI 6.2 55

VI 6.3 59

VI 6.4 63

VI 6.5 67

VI 6.6 71
 LIST OF CHARTS

Chapter Number Chart Number Page Number

VI 6.2 58

VI 6.3 62

VI 6.4 66

VI 6.5 70

VI 6.6 73