TABLE OF CONTENTS
• DECLARATION
• CERTIFICATE
• ACKNOWLEDGEMENTS
• ABSTRACT
• INTRODUCTION
○ Objective of the Project:
• BASIC QUERIES OF MUTUAL FUNDS AND TERMINOLOGY
• INVESTOR'S FINANCIAL PLANNING AND ITS RESULTS
• EVALUATING PORTFOLIO PERFORMANCE
• SEBI REGISTERED MUTUAL FUNDS
• WHAT IS THE PROCEDURE FOR REGISTERING A MUTUAL FUND WITH SEBI?
• 7 INVESTMENT TIPS TO IMPROVE YOUR RETURNS
• CONSIDER THE FOLLOWING:
• HOW TO REDUCE RISK WHILE INVESTING:
• COMPARISON OF FOUR MAJOR MUTUAL FUNDS
○ Franklin Templeton India Prima Plus
○ SBI magnum global
○ Tata (growth) fund
○ Reliance growth fund
○ Sharpe Ratio:
○ Beta:
○ Alpha:
○ R-Squared:
○ Standard Deviation:
○ P/B ratio:
○ P/E Ratio:
• RESEARCH AND METHODOLOGY:
○ Research design:
○ Data collection – Survey method
• ANLYSIS AND FINDINGS
• COMPANY PROFILE
○ Mahindra group
○ Mahindra finance
○ Investment advisory services
○ Management
○ Credit Rating:
• RECOMMENDATIONS AND SUGGESTIONS:
• CONCLUSION
• ANNEXURE -I
○ Questionnaire as provided by the company
• ANNEXURE – II (NAVS OF TATA MUTUAL FUND)
• ANNEXURE – III (RATIO ANALYSIS)
• ANNEXURE –IV(SECTOR WISE ALLOCATION FUND)
• BIBLIOGRAPHY (MONEYCONTROL, 2009) (SEBI, 2009) (AMFI INDIA) (SHARE KHAN)
(SHARE MARKET BASICS, 2009)
ABSTRACT
I joined Mahindra Finance for internship program (as a part ofMBA) I only had a theoretical
knowledge of related subjects, thanks to my Faculty Guide and my Company Mentor for
giving me an opportunity to implement my theoretical knowledge in practical aspect.
My Company mentor Mr.Jagadeesh Naidu has given me the project to manage the
relationship with the existing distributors, updating all the necessary information to them &
to empanel new distributors with Mahindra finance in Mangalore. I started this project by
understanding the concept & technicalities of Mutual Fund. Analysis of Mangalore market
through Primary & Secondary data helped me for further strategy. I have collected the
secondary data of different ratios, portfolios, volatility measures, NAV’s performance &
returns of all the leading amcs from the net and other source to make my analysis more
effective. For the analysis of services’ & overall quality of Mahindra finance I collected the
Primary Data through Questionnaire which was provided by the company. It helped me a lot
for my analysis. Interaction with IFAS (Individual Financial Adviser) also helped me to
understand more the concept & technicalities of mutual funds & also, compare
our company with other AMC’s because these are the persons who have enough knowledge
about the investment market and investor behavior. The Final Report includes, the analysis
of the whole data (primary and Secondary) by putting in Graphical Mode. This analysis
might be a Value Addition to Mahindra finance to make a strategy for particular Area
(MANGALORE).
INTRODUCTION
What is a Mutual fund? Mutual fund is an investment companythat pools money from
shareholders and invests in a variety of securities, such as stocks, bonds and money market
instruments. Most open-end Mutual funds stand ready to buy back (redeem) its shares at
their current net asset value, which depends on the total market value of the fund's
investment portfolio at the time of redemption. Most open-endMutual funds continuously
offer new shares to investors. Also known as an open-end investment company, to
differentiate it from a closed-end investment company. Mutual funds invest pooled cash of
many investors to meet the fund's stated investment objective. Mutual funds stand ready
to sell and redeem their shares at any time at the fund's current net asset value: total fund
assets divided by shares outstanding.
http://www.managementparadise.com/forums/archive/index.php/t-13122.html
1.)JIT (just in time)
2. EOQ
3. ABC analysis
4. vendor performance
5. quality circle
6. TQM
7. ISO 9000
8. value engineering
9. centralize purchase
10. management audit
11. company analysis with ratio/fund flow
12. study of stock exchange
13. role of SEBI
14. joint venture
15. takeover
16. merger
17. marginal cost as management tool
18. product life cycle
19. media plan
20. test marketing
21. export pricing
22. role of small scale industries in developing nation
23. role of SIDBI
24. role of EXLM bank
25. study of financial institute
26. mutual fund
27. Privatization – insurance, road, ports etc.
28. waste management
29. trade union movement in India
30. labour welfare scheme
31. working capital management
32. cash management / fund management
33. importance of budget
34. invisible exports
35. tourism industries
36. brand equity
37. bench marking
38. co-operative movement in Agro-product
39. marketing Agro-product
40. DOT COM company in future
41. IT Parks
42. South East Asian origin
43. FDI
44. Regional Grouping / Trade Block
45. SEZ
46. packing need
47. social forestory
48. comparative study of industries (either financial angle or
marketing angle or techno angle)
49. marketing of SSI produt
50. warehousing
51. transport
52. IATA – role function
53. communication and custom service
54. universal bank
55. credit cards
56. health economics
57. body language
58. role of financial institutions in industrial development
59. NBFC's
60. GDR's / ADR's
61. debt markets
62. securitization
63. commercial paper
64. forex and treasury
65. performance appraisals
66. private sector banks
67. comparative study of 2 financial institutions
68. need and importance of financial analysis
69. tax and non tax revenues
70. deficit financing
71. corporate finance
72. corporate restructuring
73. telebanking
74. internet banking
75. capital markets
76. FII's and India
77. failure of mutual funds
78. comparative study of mutual funds
79. emotional intelligence
80. organization culture in Indian organization
81. conflict management
82. time management
83. interpersonal relations
84. professional stress
85. performance appraisals
86. performance 360 appraisals
87. counseling
88. transactional analysis
89. organizational development
90. motivation
91. group dynamics
92. Vedic management
93. human relations
94. VRS
95. retrenchment
96. layoffs
97. training and development
98. recruitment in Indian organization
99. rural marketing
100. CRM
101. customer retention
102. management of services
103. customer behaviour with product
104. FEMA
105. tele marketing
106. sky shops
107. net work marketing
108. global marketing
109. industrial goods marketing
110. marketing mix case study
111. promotional strategies
112. exchange offers
113. after sales service
114. celebrity marketing
115. PLC
116. role of advertising
117. product diversification
118. product modification
119. product elimination
120. trend in privatization
121. trend analysis in FDI (sector wise / state wise)
122. impact of globalization in any specific industry
123. essentials of a valid contract
124. rights and duties of directors
125. xxxxxxxxxxxxxxxxxxx
126. futures and options
127. financial swaps
128. foreign exchange rates
129. creation of corporate entity
130. dishonour of cheques and liability of directors
131. prospectus for issue of capital
132. role of partners including implied authorities
133. effect of dissolution of partnership
134. MODVAT
135. effect of indirect taxes on industries
136. value added tax
137. meeting and minutes in a company
138. environmental management
139. labour welfare measures under factories act
140. environmental protection measures
141. Stress Management
142. Brand Equity
143. IT management, IT insights
144. Finance Scams in india
145. CONSUMER BEHAVIOR IN RELATION TO HEALTH CARE PRODUCTS
146. INDIAS MAJOR TRADE PARTNERS - UK AND USA
147. ORGANISATIONAL DEVELOPMENT
148. CONSUMER BEHAVIOUR WITH RESPECT TO COLD DRINKS".
149. Working Capital Management
