Beruflich Dokumente
Kultur Dokumente
AT
KOTAK MAHINDRA MUTUAL FUND.
Executive Summary
Company Profile
Introduction
The Study
Data Analysis
Observations and Inferences
Limitation of Study
Conclusion
Recommendations
Bibliography
Executive Summary
The project titled “Comparative Analysis Of Sectoral Mutual
Funds” being carried out for KOTAK MAHINDRA GROUP.
Today an investor is interested in tracking the value of his
investments, whether he invests directly in the market or indirectly
through Mutual Funds. This dynamic change has taken place because
of a number of reasons. With globalization and the growing
competition in the investments opportunity available he would have to
make guided and rational decisions on whether he gets an acceptable
return on his investments in the funds selected by him, or if he needs
to switch to another fund.
In order to achieve such an end the investor has to understand the
basis of appropriate preference measurement for the fund, and acquire
the basic knowledge of the different measures of evaluating the
performance of the fund. Only then would he be in a position to judge
correctly whether his fund is performing well or not, and make the
right decision.
This project t is undertaken to help the investors in tracking the
performance of their investments in Sectoral Mutual Funds and has
been carried out with the objective of giving performance analysis of
Sectoral Mutual Fund.
The methodology for carrying out the project was very simple that is
through secondary data obtained through various mediums like fact
sheet of the funds, the Internet, Business magazines, Newspaper, etc.
the analysis of Sectoral Funds has been done with respect to its
various parameters. Technology Sectors have performed well over the
years. FMCG and PHARMA sectors are catching up.
Though not much representation was there for banking sector,
Reliance Banking Fund Did not perform well. I hope KOTAK,
hyderabad will recognize this as well as take more references from this
project report.
OBJECTIVE
PURPOSE: -
To study and analyse the performance of open ended, sectoral mutual
funds (growth).
OBJECTIVES:-
To know various funds’ involved in various Sectoral Mutual
Funds.
Money Equity
Market Funds
Debt
Funds Hybrid
Gilt Funds
Funds
Funds
Aggressive
Growth
Flexible Asset
allocation Funds
Funds
Growth Funds
High Yield
Risk Debt Funds Diversified
Level Equity Funds
Index Funds
Value Funds
Focused
Debt Funds Growth and
Income
funds Equity Income
Funds
Balanced
Diversified Funds
Gilt Funds Debt Funds
Money
Market Funds
Type of Fund
Benefits of Mutual Fund investment
Professional Management:
Mutual Funds provide the services of experienced and skilled professionals,
backed by a dedicated investment research team that analyses the performance
and prospects of companies and selects suitable investments to achieve the
objectives of the scheme.
Convenient Administration:
Investing in a Mutual Fund reduces paperwork and helps you avoid many
problems such as bad deliveries, delayed payments and follow up with brokers
and companies. Mutual Funds save your time and make investing easy and
convenient
Return Potential:
Over a medium to long-term, Mutual Funds have the potential to provide a
higher return as they invest in a diversified basket of selected securities.
Low Costs:
Mutual Funds are a relatively less expensive way to invest compared
to directly investing in the capital markets because the benefits of scale
in brokerage, custodial and other fees translate into lower costs for
investors.
Liquidity:
In open-end schemes, the investor gets the money back promptly at
net asset value related prices from the Mutual Fund
Flexibility:
Through features such as regular investment plans, regular
withdrawal plans and dividend reinvestment plans, one can
systematically invest or withdraw funds according to your needs and
convenience.
Limitations of mutual fund investment