PROJECT REPORT

ON

Investment Preferences In Mutual Funds

IN

Birla Sunlife .

BY
Shaik.Khadar Pasha
H.T. NO: 130311672123
SUBMITTED IN PARTIAL FULFILLMENT OF THE
REQUIREMENT FOR THE AWARD OF THE
MASTERS DEGREE IN BUSINESS ADMINISTRATION
(2011-2013)

AURORA PG COLLEGE,UPPAL
(Affiliated to Osmania University)

DECLARATION
I, the undersigned, hereby declare that the project report
entitled

Investment Preferences In Mutual

Funds carried out at (Birla Sunlife). Is my original work written

and submitted by me in partial fulfillment of Master`s Degree in
Business Administration of Osmania University. I also declare
that this project has not been submitted earlier in any other
university or institution.

Place: Hyderabad
student

Date:

Signature of the

Shaik.Khadar Pasha
(130311672123)

CERTIFICATION

This is to certify that the project Report title INVESTMENT

PREFERENCE IN MUTUAL FUNDS submitted

in

partial

fulfillment for the award of MBA Programme of Department

of Business Management, O.U . Hyderabad, was carried out
by

SHAIK.KHADAR PASHA,

Roll No: 130311672123

under

my guidance. This has not been submitted to any other

University

or

Institution

for

the

award

of

any

degree/diploma/certificate.

Name and Address of the Guide

of the Guide

Signature

Mrs. P.Harika
Asst Professor, Aurora's P.G College,
Uppal, Hyderabad.

ACKNOWLEDGEMENT

The satisfaction that accompanies the successful completion of any task would be
incomplete without mentioning of the people who made it possible and whose
encouragement and guidance had been the source of inspiration throughout the
course of the project.
I take this opportunity to express my sense of gratitude for the consistent guidance
and the support given by Mr.Narender finance Manager company Birla Sun Life
Insurence who helped me by providing all the necessary information regarding the
organization.
My profound thanks to Mrs. Dr. RATNA NEWAR. Director, Auroras P.G. College.
Uppal. R.R. Dist, for extending her consultancy support and guidance in executing
my project.
I also wish to thank to my HOD Mrs. M. SUBHASHINI for providing me the
opportunity to do a project that builds-up my career.
My sincere and grateful thanks to P.HARIKA project Guide for her valuable advices
in completing this project successfully.

I am very grateful and thankful to all the Teaching Staff, Librarian, all the staff
members of ( AURORAS P.G. COLLEGE) for their co-operation in completing my
project work.

(SHAIK.KHADAR PASHA)

ABSTRACT

The Indian Mutual Funds industry has witnessed major

transformation and structural changes during the part of two decades. Mutual funds
industry is one of the most preferred investment avenues in India. However, with a
plethora of schemes to choose from, the retail investor faces problems in selecting
funds. Factors such as investment strategy and management styles are exalitative,
but the funds record is an important indicator too. Though past performance alone
can not be indicative of future performance, it is, frankly, the only quantitative way
to judge how good a fund is return alone should not considered as the basis of
measurement of the performance of a mutual fund scheme, it should also indicate
include the risk taken by the fund manger because different fund will have different
levels of the risk attached to them.
The present study is an attempt to examine the measurement performance
of mutual funds of various three Asset Management Companies with the help of

various statistical measures. This study has been conducted with a view to develop
in site for comparing the performance of different funds.
Mutual funds assume greater importance in a scenario of increasing inflation.
With inflation hovering around 5 % to 6 %, poised for greater heights, investing in
avenues, which just offer breakeven returns, exposes the investment portfolio to
inflation risk. Investment in equity either directly or through the mutual fund route
provides an effective hedge mechanism against such a potent threat.

INDEX

S.No:

CONTENTS

CHAPTER-1

33-35

REVIEW OF LITERATURE

CHAPTER-3

1-32

INTRODUCTION

CHAPTER-2

PAGE NO.

INDUSTRY PROFILE

36-49

COMPANY PROFILE

CHAPTER-4

50-66

DATA ANALYSIS AND

INTERPRETATION
CHAPTER-5

FINDINGS
CONCLUSION
SUGGESTIONS
BIBLIOGRAPHY

67-72