A Study on the Performance of Mutual Fund Schemes in the Frame Work of Risk and Return

mba finance projectsFinancial market’s main function is to facilitate transfer of funds from surplus sectors to deficit sectors. A financial market consists of investor or buyers, sellers, dealers and does not refer to physical location. Indian financial system consists of two markets, viz. money and capital market. The core of money market is the inter-bank call money market. It has two components - organised and unorganised.

Capital market provides the framework in which savings and investments take place. On one hand it enables companies to raise resources from the investing community and on the other, it facilitate households to invest their savings in industrial or commercial activities. The capital market consists of primary and secondary segments.

In primary market it deals with the issue of new instruments by the corporate sector such as equity shares, preference shares, and debentures. The secondary market or stock exchanges where existing Securities are traded. Capital market plays a major role in Indian financial system.
So, Equities & mutual fund is the part of capital market.

Mutual fund industry in India began with setting up of Unit Trust of India (UTI) in 1964 by the government of India. Now a day mutual fund is playing very important role in the industry. Investors will get the benefit of return, capital appreciation, tax benefits and safety to there investment and companies will get the capital for there growth.  Recently they have also started Systematic Investment Plan(SIP) with the help of this even small investors (minimum of Rs. 100)can start investing, by this even students can also invest in this fund. So, we came to know how this mutual fund works.

The saving of an individual are spread through different means of investment one of them is mutual fund which is a growing investment now a days because of diversified risk and lack of time to look after their money.


CONTENTS
EXECUTIVE SUMMARY
INTRODUCTION
Part A: About the Industry
Part B: About the Subject
RESEARCH DESIGN
Statement of the Problem
Objective of the Study
Sample design
Need for study
Scope of study
Research design
Operational definition of the concepts
Tools and techniques for data collection
Limitations of the Study
Overview of Chapter scheme
COMPANY PROFILE
Introduction
Objectives, vision, culture and  values
Strategy
Product profile
Competitors
DATA ANALDDATA ANALYSIS AND INTERPRETATION
SUMMARY OF FINDINGS, CONCLUSIONS, SUGGESTIONS AND RECOMMENDATIONS

BIBLIOGRAPHY

 

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