Name - DAWARE VISHAL KAILAS

CLAAS – MBA FINACE

COMPANY NAME- KARVY STOCK BROCKING FIRM .

1.1 Introduction
Today there are nearly more than companies existed in the market offering to the
investors.

The systematic study &scientific approach towards the investment in the section
the mutual fund can yields smart rate of return .now a days, investor are becoming
more conscious about the safety of their investment at the same time they are more
concern about the returns so investors tend to consistently compare the investment
option .

The study of mutual funds proved to be a good eye opener for a student seeking
the future in the world of stock market so the topic selected A STUDY
COMPARATIVE ANALYSIS OF MUTUAL FUNDS .

1.2 OBJECTIVES OF THE STUDY

The main objectives of the project is to study the status of mutual funds in the
investment sector ,which can be fulfilled with the below scope .

To study how the investment should be made so as to ensure the safety as well as
best possible returns on it .

To take an insight into changing concept of investment sector from view point of
indivisual investor as well as the means of investment as a whole.
SCOPE OF THE STUDY
The study taken into consideration three leading mutual fund AMC of private
sector namely HDFC MUTUAL FUND ,UTI MUTUAL FUND,BIRLA
MUTUAL FUND.

Last three months data &performance is taken into consideration as the bases of
the comparison

Basically schemes are selected in such manner whose main objectieves is to invest
into blue-chip equity company give comparative base to the study .

Comparision is made on the basis of the return given by each scheme as well as
performance is also compared against benchmark.

1.3 Rational of the study

Mutual fund today offer a choice of readymade invest in a variety market &sub
market of the market that can help in getting the higher returns on investment..

This project will give the vision to the investor to look at mutual funds as a good
investment option &help the investor top narrow down the investment from
scattered hundred of schemes
1.4 Limitation
1 the study is invited to *only three asset management companies only

 HDFC
 BIRLA GROUP
 UTI

2. the study can give general idea about mutual fund returns but not the accurate
picture about the return .

3. the study is also restricted only for last three months data .

4.The study can not tell the investor exactly which fund they should invest .

5.past returns taken for comparison are not indicator of future performance .

RESEARCH METHADOLOGY
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