The latest mutual fund market has indicated bearish trend which means that investors who are seeking for profitable investments should opt for highly skilled fund managers who invests on their behalf.
Though the growth was slow, but it accelerated from the year when non-UTI players entered the Industry. In the past decade, Indian mutual fund industry had seen a dramatic improvement, both qualities wise as well as quantity wise.
The private sector entry to the fund family raised the Aum to Rs. The Mutual Fund Industry is obviously growing at a tremendous space with the mutual fund industry can be broadly put into four phases according to the development of the sector.
Each phase is briefly described as under. At the end of UTI had Rs. At the end ofthe mutual fund industry had assets under management of Rs.
The erstwhile Kothari Pioneer now merged with Franklin Templeton was the first private sector mutual fund registered in July As at the end of Januarythere were 33 mutual funds with total assets of Rs. As at the end of September,there were 29 funds, which manage assets of Rs.
Mutual funds can be classified as follow: Investors can buy and sell the units from the fund, at any point of time. These funds raise money from investors only once. Therefore, after the offer period, fresh investments can not be made into the fund.
If the fund is listed on a stocks exchange the units can be traded like stocks E. Recently, most of the New Fund Offers of close-ended funds provided liquidity window on a periodic basis such as monthly or weekly. Redemption of units can be made during specified intervals.
Therefore, such funds have relatively low liquidity. These funds invest in equities and equity related instruments.
With fluctuating share prices, such funds show volatile performance, even losses.
However, short term fluctuations in the market, generally smoothens out in the long term, thereby offering higher returns at relatively lower volatility. At the same time, such funds can yield great capital appreciation as, historically, equities have outperformed all asset classes in the long term.
Hence, investment in equity funds should be considered for a period of at least years. It can be further classified as: Their portfolio mirrors the benchmark index both in terms of composition and individual stock weightages.
Their investment portfolio includes both debt and equity. As a result, on the risk-return ladder, they fall between equity and debt funds.
Balanced funds are the ideal mutual funds vehicle for investors who prefer spreading their risk across various instruments. Following are balanced funds classes: They invest only in debt instruments, and are a good option for investors averse to idea of taking risk associated with equities.
Therefore, they invest exclusively in fixed-income instruments like bonds, debentures, Government of India securities; and money market instruments such as certificates of deposit CDcommercial paper CP and call money.
Put your money into any of these debt funds depending on your investment horizon and needs. Floaters invest in debt instruments which have variable coupon rate.a project report on “mutual funds in india” by naresh kumar soni under the guidance of mr.
rishi khandal submitted to “rajasthan technical universiyt of kota” in partial fulfillment of the. A Summer Training Project Report On “PERFORMANCE COMPARISON OF DIFFERENT MUTUAL FUNDS” An Internship Report submitted in the partial fulfillment of the requirement for the degree of/5(68).
a project report on “mutual funds in india” by naresh kumar soni under the guidance of mr. rishi khandal submitted to “rajasthan technical universiyt of kota” in partial fulfillment of the. 1. Project Report on the Introduction to Mutual Funds: Mutual Funds are financial intermediaries which collect the savings of investors and invest them in primary and secondary securities, like money market instruments, corporate and government bonds, and equity shares of joint stock companies.
1. Project Report on the Introduction to Mutual Funds: Mutual Funds are financial intermediaries which collect the savings of investors and invest them in primary and secondary securities, like money market instruments, corporate and government bonds, and equity shares of joint stock companies.
Project Report on Mutual Funds provides a summary on mutual fund market in India, the performance of listed funds, various types of funds, challenges, drawbacks and international scenarios. The reports help in understanding the operations of the industry right from 5/5(3).