A Project Report on Mutual Funds

8/14/2019 A Project Report on Mutual Funds

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A PROJECT REPORT ON MUTUALFUNDS


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OBJECTIVE

To understand the meaning of Mutual Funds.

To help investor understand

the concept of mutual fundand the benefits that itoffers.

To study the investorsopinions and theirinvestment options.


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INTRODUCTION

Each one of us does not have the expertise or the time tobuild and manage an investment portfolio. There is anexcellent alternative available - mutual funds. A mutualfund is an investment intermediary by which people canpool their money and invest it according to apredetermined...

Thus a Mutual Fund is the most suitable investment forthe common man as it offers an opportunity to invest in adiversified, professionally managed basket of securities ata relatively low cost.


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WORKING OF MUTUAL FUNDS


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TYPES OF MUTUALFUNDSCHEMES

Open-ended FundsClosed-ended FundsInterval Funds


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ADVANTAGES OF MUTUAL FUNDS


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RISK INVOLVED IN MUTUAL FUNDS


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S a v in g o p tio n s o f th e in

Fixed de po

19%

P os t o ffi

12%

LIC32

P rov idend f

11%

C hit fu13%

Mu tual fu

9%

O t h e r

4%

Fixed depo s

P os t o ffic e

L IC

P rov idend f

C hit fund

Mutua l fundO t he rs


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SELECTING THE RIGHTMUTUAL FUND

Past performanceKnow your fund manager

Does it suit your risk profileRead the prospectusHow will the fund affect the diversification

of your portfolio?What it costs you?


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METHODOLOGY AND DATACOLLECTION

Methodology is the way in which we find outthe information. It describes how the project

is done.


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FINDINGS

According to the study the customers give their firstpriority to safety of investment.

Most of the people are not aware of mutual funds.People are still feeling that in mutual fund there is nosafety.

Most of the people depending on other sources like chitfunds, banks, and post offices etc. investors in mutualfunds are very less.


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CONCLUSION

It can be concluded that mutual funds are betterinvestment option. Investing in portfolio of mutual fundscan minimize risk. The market is growing day by day andwebsites provide the investors with much information.Investing has easier with the introduction of technology.Though the public is interested in better investmentopportunities, they are not aware of the process involved

in investing in mutual funds. This has to be overcome.


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THANK YOU

: .P R E S E N T E D B Y V P R A S A N T H

Documents

A Project Report on Mutual Funds