A PROJECT REPORT ON MUTUAL

FUNDS
OBJECTIVE
• To understand the meaning of
 Mutual Funds.
• To help investor understand
the concept of mutual fund
and the benefits that it
offers.
• To study the investor’s
opinions and their
investment options.



 INTRODUCTION

Each one of us does not have the expertise or the time to

build and manage an investment portfolio. There is an
excellent alternative available - mutual funds. A mutual
fund is an investment intermediary by which people can
pool their money and invest it according to a
predetermined...

Thus a Mutual Fund is the most suitable investment for

the common man as it offers an opportunity to invest in a
diversified, professionally managed basket of securities at
a relatively low cost.
WORKING OF MUTUAL FUNDS
 TYPES OF MUTUALFUND
SCHEMES
Open-ended Funds
Closed-ended Funds
Interval Funds

ADVANTAGES OF MUTUAL FUNDS
RISK INVOLVED IN MUTUAL FUNDS
 S a v in g o p tio n s o f th e in v e s to r

O th e rs
4%
Mu tu a l fu n d F ixe d d e p o s it
9% F ixe d d ep o s its
19% P o s t o ffic e
C h it fu n d L IC
13%
P o s t o ffic e P ro vid e n d fu n
P ro vid e n d fu n d 12% C h it fu n d
11% L IC Mu tu a l fu n d
32%
O th e rs
 SELECTING THE RIGHT
MUTUAL FUND

ØPast performance
ØKnow your fund manager
ØDoes it suit your risk profile
ØRead the prospectus
ØHow will the fund affect the diversification
of your portfolio?
ØWhat it costs you?
Ø
 METHODOLOGY AND DATA
COLLECTION

• Methodology is the way in which we find out

the information. It describes how the project
is done.
•
 FINDINGS

According to the study the customers give their first

priority to safety of investment.

Most of the people are not aware of mutual funds.

People are still feeling that in mutual fund there is no

safety.

Most of the people depending on other sources like chit

funds, banks, and post offices etc. investors in mutual
funds are very less.


 CONCLUSION

It can be concluded that mutual funds are better

investment option. Investing in portfolio of mutual funds
can minimize risk. The market is growing day by day and
websites provide the investors with much information.
Investing has easier with the introduction of technology.
Though the public is interested in better investment
opportunities, they are not aware of the process involved
in investing in mutual funds. This has to be overcome.
 THANK YOU

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