A

Summer Training Report

on
PERFORMANCE AND AWARENESS OF MUTUAL FUND
at

Motilal Oswal Securities Limited

Submitted in partial fulfilment for the
award of degree
of

Master of Business Administration

Submitted by

under the Guidance of

Shubham Singhal

Mr. Sunil Kumar Goyal,

MBA Part II nd

Vice President of Motilal Oswal

Department of Management
Chaudhary Ranbir Singh University, Jind
DECLARATION

I hereby declare that the project work entitled Performance and awareness of mutual
fund submitted to the Chaudhary Ranbir Singh University, Jind, is a record of an
original work done by me under the guidance of Mr. Sunil Kumar Goyal, Vice president of
Motilal Oswal Securities Limited, Mr. SatyaPriya, Territory Manager of Motilal Oswal
Securities Limited.

Shubham Singhal
Roll No. 260
Department of Management

Preface

Masters of Business Administration is conducted with providing knowledge to the

students regarding various type of management like financial management, marketing
management and production management etc.
As per the requirement of MBA course Motilal Oswal Securities Limited has been
kind enough to permit me to complete my project on Performance and Awareness of mutual
fund.
This report prepared during the project study. Which is students greatest treasure as it
is full of experience, observation and knowledge.
The project study was very interesting and gainful as it is close to real what have been
studied is all the years through was seen implemented in a modified and practical form.
I have done my project study in Motilal Oswal Securities Limited at Delhi for 60
days. During this study period I have learned about Back office work, trading work, and
security market and sector analysis. I have come to know that how does security market
function and how one can deal in stock market and how to manage risk and portfolio. Thus it
was really beneficial for me in terms of knowledge and experience.
The only fault was that the time available was short and there was much to learn, yet
the things learned shall never be oblivion and are of great aid in the near future. I sincerely
believe that the research can be useful to the organization and others as well Motilal Oswal
Securities Limited.

Acknowledgement
I express my sincere thanks to my project guide, Mr. SatyaPriya, Territory Manager
Delhi, Mr. Sunil Kumar Goyal, Vice president of MotilalOswal Securities Limited, for
guiding me right from the inception till the successful completion of the project. I sincerely
acknowledge him/her/them for extending their valuable guidance, support for literature,
critical reviews of project and the report and above all the moral support they had provided to
me with all stages of this project.
I would also like to thank the supporting staff of all the company Department,
especially for the Mr. Satyapriya for their help and cooperation throughout our project.

( Shubham )

Table of Contents:
S. No
1.

Contents

Page

Introduction

5-31

I.

Company Profile

5-7

II.

Vision and Values

History and Milestones

Services Provided by MOSL
Awards and Accolades

9-14
15-18
18

Structure of Indian Mutual Fund

Mutual Fund
Types of Mutual Fund

19-21
21-25
25-31

2.

Research Objective

32

3.

Research Methodology

33-34

I.

Research Design

33

II.

Unit of Analysis

33

III.
IV.
V.

Source of Data
Sample Planning
Data Collection Method

33
33
34

VI.

Data Analysis and Interpretation

34

4.

Research Analysis and Interpretation

35-39

5.

Limitation of Study

40

6.

Finding and Conclusion

41

7.

Questionnaire

42-44

8.

Bibliography

45

III.
IV.
V.
VI.
VII.
VIII.