A Project Report On,

“A STUDY ON PERFORMANCE ANALYSIS OF MUTUAL

FUND OF STATE BANK OF INDIA AT MAHAD- RAIGAD”
A project submitted to
University of Mumbai for partial completion of the degree of
Master of Commerce
Under the Faculty of Commerce
By

MISS. NAZNEEN LIYAKAT HAJWANE

Under the Guidance of
PROF. RAKESH S. SONAR
(Mcom, MPhil, NET, MBA, GDC&A, DIT, DBM)

PEOPLE’S EDUCATION SOCITY’S

DR. BABASAHEB AMBEDKAR COLLEGE, MAHAD (RAIGAD)

MCOM-II, SEMESTER - IV
2023-24
 DECLARATION BY LEARNER

I the undersigned MISS. NAZNEEN LIYAKAT HAJWANE here by,

declare that the work embodied in this project work titled “A STUDY ON
PERFORMANCE ANALYSIS OF MUTUAL FUND OF STATE BANK OF
INDIA AT MAHAD- RAIGAD” forms my own contribution to the research
work carried out under the guidance of PROF. RAKESH S. SONAR is a result
of my own research work and has not been previously submitted to any other
University for any other Degree/Diploma to this or any other University.

Wherever reference has been made to previous works of others, it has

been clearly indicated as such and included in the bibliography.

I, here by further declare that all information of this document has been
obtained and presented in accordance with academic rules and ethical conduct.

MISS. NAZNEEN LIYAKAT HAJWANE

Certified by

PROF. RAKESH S. SONAR PROF. NAGMA GITE.

(Research Guide) (Co-Guide)
 Mumbai-Goa Highway, Mahad-402301
Website: http://drbacmahad.org

Date: 06 / 01 / 2024

Certificate

This is to certify that MISS. NAZNEN LIYAKAT HAJWANE has worked

and duly completed his Project Work for the degree of Master in Commerce
under the Faculty of Commerce & Management in the subject of “MASTER
OF COMMERCE” and his project is entitle, “A STUDY ON PERFORMANCE
ANALYSIS OF MUTUAL FUND OF STATE BANK OF INDIA AT MAHAD-
RAIGAD” under my supervision.

I further certify that the entire work has been done by the learner under my
guidance and that no part of it has been submitted previously for any Degree or
Diploma of any University.
It is his own work and facts reported by his personal findings and investigations.

Place: - MAHAD

Date of Submission: -

PROF. RAKESH S. SONAR DR. AARTI M. WANKHEDE

(HEAD OF THE DEPARTMENT) (PRINCIPAL)
 ACKNOWLEDGMENT
To list who all have helped me is difficult because they are so numerous and the
depth is so enormous.

I would like to acknowledge the following as being idealistic channels and fresh
dimensions in the completion of this project.

I take this opportunity to thank the UNIVERSITY OF MUMBAI for giving

me chance to do this project.

I would like to thank my Principal, DR. AARTI M. WANKHEDE for

providing the necessary facilities required for completion of this project.

I take this opportunity to thank our CO-ORDINATOR PROF. RAKESH S.

SONAR for her moral support and guidance.

I would also like to express my sincere gratitude towards my project guide

PROF. RAKESH S. SONAR &WHOLE DEPARTMENT OF
COMMMERCE whose guidance and care made the project successful.
I would like to thank my COLLEGE LIBRARY, for having provided various
reference books and magazines related to my project.
I would also like to thanks ALL MY COMMERCE DEPARTMENT STAFF
for providing the necessary information and guidance required for completion
of this project.

Lastly, I would like to thank each and every person who directly or indirectly
helped me in the completion of the project especially MY PARENTS AND
PEERS who supported me throughout my project.
 INDEX
Sr. Page
Contents
No. No.
CHAPTER NO. 01
INTRODUCTION & REASERCH METHODOLOGY
1.1 Introduction 7-10
1.2 Statement of the problem 10-11
1.3 Objectives of the study 11
1.4 Scope of the study 11
1.5 Hypothesis 12
1.6 Research Methodology 12-14
1.7 Limitations 14-15
1.8 Chapter Schemes 15
1.9 Review Of Literature 16-19
CHAPTER NO. 02
COMPANY PROFILE
2.1 History of State Bank Of India(SBI) 21-23
2.2 Organization of SBI Bank 23-24
2.3 Structure of SBI Bank 24
2.4 Key Information Of SBI Mutual Fund 25-26
2.5 Corporate Profile 26-28
2.6 Investment Team 28-30
CHAPTER NO. 03
THEORETICAL BACKGROUND OF THE SUBJECTS
3.1 Introduction 33-34
3.2 Types Of Mutual Fund 34-36
3.3 Classification Of Mutual Fund 37-41
3.4 Features Of Mutual Fund 41-43
3.5 Benefits Of Investing In Mutual Fund 43-44
3.6 In This Research We Study The Following Mutual Fund Scheme 44-46
3.7 Performance Analyzing Of Mutual Fund 47-51
CHAPTER NO. 04
DATA PRESENTATION, ANALYSIS & INTERPRETATION
4.1 Data Analysis and Interpretation 53-65
CHAPTER NO. 05
FINDINGS & SUGGESTIONS
5.1 Findings 67
5.2 Suggestions 67
5.3 Conclusion 68-70
5.4 Bibliography 71
5.5 Appendix 72-74
 CHAPTER 1 :-
INTRODUCTION
AND
REASERCH METHODOLOGY
 CHAPTER 2:-
COMPANY PROFILE
 CHAPTER 3 :-
THEORETICAL BACKGROUND
OF SBI MUTUAL FUND
 CHAPTER 4:-
DATA PRESENTATION,
ANALYSIS & INTERPRETATION
 CHAPTER 5:-
FINDINGS & SUGGESTIONS