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A Study on Comparative Analysis of Mutual Fund and Other Investment Options Submitted in partial fulfillment of requirements for qualifying MBA (FINANCE) Supervised By Submitted By

NAME: ENROLLMENT NO: Study Centre: Regional centre:

A Study on Comparative Analysis of Mutual Fund and Other Investment Options

1. Title of the project. 2. Introduction to topic. 3. Purpose. 4. Objective of the Study. 5. Advantages of mutual funds. 6. Research Methodology. 7. Limitations. 8. Chapterisaton.

Title of the Project

A Study on Comparative Analysis of Mutual Fund and Other Investment Options


Mutual fund is a mechanism for pooling the resources by issuing units to the investors and investing funds in securities in accordance with objectives as disclosed in offer document. Investments in securities are spread across a wide cross-section of industries and sectors and thus the risk is reduced. Diversification reduces the risk because all stocks may not move in the same direction in the same proportion at the same time. Mutual fund issues units to the investors in accordance with quantum of money invested by them. Investors of mutual funds are known as unit holders. The profits or losses are shared by the investors in proportion to their investments. The mutual funds normally come out with a number of schemes with different investment objectives which are launched from time to time. A mutual fund is required to be registered with Securities and Exchange Board of India (SEBI) which regulates securities markets before it can collect funds from the public

2. Purpose of Study
The main purpose of doing this project was to know about mutual fund and its functioning. This helps to know in details about mutual fund industry right from its inception stage, growth and future prospects .It also helps in understanding different schemes of mutual funds. My study depends upon prominent funds in India and their schemes like equity, income, balance as well as the returns associated with those schemes. The project study was done to ascertain the asset allocation, entry load, exit load, associated with the mutual funds. Ultimately this would help in understanding the benefits of mutual funds to investors

3. ObjectivesIt is necessary to specify the objectives of the study. This is because of specification of objectives will enable us to study various areas and aspects with clarity. To know the purpose and performance and of investment in mutual fund To know the purpose and performance and of investment in other investment
To study the risk and return relationship with reference to mutual fund and other investment s

To know the form of return on investment

4. Advantages of mutual funds Mutual funds have advantages compared to direct investing in individual securities. These include: Increased diversification Daily liquidity Professional investment management Ability to participate in investments that may be available only to larger investors Service and convenience Government oversight Ease of comparison

Data will be collected from sources as described below:

Journal Reports Magazines Newspapers and books Website

Statistical tools Correlation, Graphical analysis, Regression analysis

Literature review and case studies

Plan for data analysis: Analysis of data is planned with the help of
Mean Analysis of variance. Tabulation


The study will aim at understanding and analyzing the types Mutual Fund and other investment options I will analyze the funds depending on their schemes like equity, income, balance Subject matter is related to the investors approach towards mutual funds and other investment options in Indian market The research will be conduct in the geographical area of 1 cities- Delhi

7. LIMITATIONS OF THE STUDY No study is free from limitations. The limitations of this study can be: The study will conduct only for 4 months Sample size taken is small The study only conducts in 1 geographical area Delhi Respondent bias and sampling error

8. Chapterisation:Chapter 1: Introduction This chapter provides the theoretical background of the topic under study. This chapter provides a brief introduction to the subject under the study including the work and types of Mutual Fund. Chapter 2: Research design This chapter provides details such as the Purpose, Aim of the study, Statement of the problem, Scope of the study, Objective of the study, Approaches of data collection and Conceptual definitions, Limitations of the study and an overview of the chapter scheme. Chapter 3: Profile of the industry This chapter contains a brief profile of the derivative market.

Chapter 4: Analysis & interpretation This chapter contains an analysis of the primary data and secondary data in line with the objectives of the study. Tables and graphs drawn from the data collected would support the analysis. Chapter 5: Summary of findings, conclusions and suggestions This chapter provides a summary of findings, conclusions drawn from findings and also suggestions would be made based on the analysis giving an overview of the research