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Enrollment No:

1221001176

Name:

SWATI KUMAR

Area of Specialisation:

Finance

Title of the Project:

STUDY OF MUTUAL FUNDS

Statement of the problem:

1)Since Religare Securities is a private player in the insurance industry, it has not
yet reached break-even. Hence, it has high cost due to which its premiums are
high as compared to other market players. 2)It has to create credibility in the
public. 3)It has to compete with the wide range of products that its competitors
offer. 4)It has to focus towards rural segment also which has a great scope of
growth. 5)It has to decide on the strategies to be adopted which will help to
counter competition. 6)It has to increase its no. of branches and also enhance its
network of agents so that it can compete with other market players. 7) It has to
focus on providing effective training to its agents so that the customer base can
be increased and moreover customer satisfaction can be ensured.
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Pls men t io n n ame o f co mp an y in Tit le.

Objectives of the study:

1) To study the Mutual funds industry in detail. 2) To study the Investment

procedure in Mutual funds. 3) To study the Accounting and Valuation methods of
Mutual Funds. 4) To study in brief various Mutual funds promoted by Religare. 5)
To study the investors Preference regarding Investment in Mutual Funds.
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Methodology:

Secondary Data
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Explanation of the Method:

I decided to do the project in two parts. The first part of the project is comprised
of the study of Mutual Funds as a whole and the second part deals with the
investors perception regarding their investment preferences about investment in
Mutual Funds. The first part of the project i.e. descriptive study is comprising an
overall study of Mutual funds as what it is ,why to invest and where to invest,risk
factor associated with it ie,an overview of whole Mutual fund industry. Souces of
Data Collection Both Primary and Secondary data are required Primary data is the
first hand information collected directly from the respondents . The tool used here
is questionnaire. Primary Data is collected through survey among existing clients
along with the other investors Secondary data is collected through internet ,
books I had prepared a questionnaire for collecting information about second part
of the project.

Company Name:

RELIGARE

Company Profile:

Religare is driven by ethical and dynamic process for wealth creation. Based on
this, the company started its endeavor in the financial market. Religare
Enterprises Ltd. (A Ranbaxy Promoter Group Company) through Religare
Securities Ltd., Religare Finevest Ltd., Religare Commodities Ltd.& Religare
Insurance Broking Ltd. provides integrated financial solutions to its corporate,
retail and wealth management clients. Today, it provides various financial
services, which include Investment Banking, Corporate Finance, Portfolio
Management Services, Equity & Commodity Broking, Insurance and Mutual Funds.
Religare is proud of being a truly professional financial service provider managed
by a highly skilled team,who have proven track record in their respective
domains.

Questionnaire (10 to 15 questions)

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Questionnaire (10 to 15 questions)

1. Over the next 3-5 years, do you expect your annual income to change?
2. What is your Experience in the market?
3. What is your Trading Preference?
4. What is your Average investment period?
5. Factors influencing the investment decisions?
6. How much Risk are you willing to take?
7. What is your preference in Mutual Funds?
8. How much Appreciation do you expect from your Investments?
9. How much loss are you willing to take?
10. Do you get influenced by the name of Company promoting Mutual Funds?
11. Do u get influenced by the returns given by a fund or by the current NAV of a fund ?
12. Your Portfolio Management is done by---------13. How often you Monitor Your Investment?
14. You prefer to invest in Equity shares of companies which are15. Do you consider Mutual Funds as a safe investment?
16. The preferences of the Consumer While Selecting for Ivestment in any Mutual Fund ?
Number of respondents:

100

Area of study:

The survey is conducted among 1000 sq. ft. area. (Shalimar Bagh)

Method you will use to classify data:

Method you will use to present data:
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References:

BIBLIOGRAPHY 1. W.B. Werther and Keith Davis, Human Resources and Personnel
Management, McGraw Hill, New York,1996 2. P.F.Drucker, The Practice of
Management, Allied, New Delhi 1970. 3. M. Armstrong, a Handbook of Personnel
Management, Kogan page, London,1991 4. J.Storey, Developments in the
management of Human Resources, Blackwell, Oxford,1992. 5. Dales S.Beach,
Personnel, Macmillan, New York,1985. Newspaper 1 The Economic Times,
Business Standard, Business Line 2 Securities Market (Basic) Module :--NCFM 3
Training Kit Provided by the Religare. 4 Indian financial system by M.Y KHAN 5
NSDL Depository operations module :--NCFM Websites 1 www.indiainfoline.com 2
www.economics times.com 3 http://www.investopedia.com/articles/ 4 www.
nseindia.com 5 www.bseindia.com 6 www.moneycontrol.com 7 www. religare .in
8 www.livemint.com

Chapterization Scheme:
1.
2.
3.
4.
5.

INTRODUCTION
OBJECTIVE AND METHODOLOGY
CONCEPTUAL DISCUSSION
DATA ANALYSIS
CONCLUSION AND RECOMMENDATION

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Profile of Project Guide

Name:

Himanshu Chopra

Age:

29

Educational Qualification:

b.tech, PGDM

Years of Experience:

Current organisation:

BANK OF BARODA

Current designation:

MANAGER

Brief profile:

Address:
House No:.

55-D

Street:

BW BLOCK, SHALIMAR BAGH

City:

DELHI

State:

DELHI

Phone Number (Residence):

Phone Number (Office):
Mobile:

9867110955

Email:

chopra.himanshu@gmail.com

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PR O J EC T GUIDE- Ev a lu a tio n & C o mme n ts
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F I N AL COM M EN TS F ROM F ACU LTY

A p p ro ved w it h M o d if icat io n

F ACU LTY DETAI LS

Facu lt y Name: Manish Khandelwal
Email: camanishkhandelwal@imtcdl.ac.in

CLOSE

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