Mutual fund industry has emerged as the most dynamic segment of the Indian financial system. Thanks to the rigorous policy initiatives of the government. Till 1987 the UTI was the only mutual fund. The industry has witnessed an unprecedented level of growth with the entry of mutual funds sponsored by nationalized banks and insurance companies. The objective of this project is to explain the data interpretation and Analysis of Mutual funds industry.
Description of the Project:
Take a comprehensive look at the overall performance of the MF industry in India:
The origin and development of Mutual Funds.
Regulatory Environment of Mutual Funds.
Mutual fund Industry – Its size and growth
Investment pattern of Mutual Funds, includes:
1. Comparison of Returns
2. Investor’s Behavior
3. Pattern of investments
Evaluation of performance of Mutual Funds includes:
1. Performance of Private sector Funds
2. Performance of Public sector Funds
3. Performance of UTI Funds
4. Problems the industry is facing and measures to overcome these problems
Contents:
- EXECUTIVE SUMMARY
- SYNOPSIS
- COMPANY PROFILE
- Introduction
- Services provided by the SHAREKHAN
- Equities and Derivatives
- Sharekhan equity analysis
- MUTUAL FUND
- Introduction
- Organisation of a Mutual Fund
- Sponsor
- Mutual Fund as Trusts
- Asset Management Company(AMC)
- History
- MUTUAL FUNDS IN INDIA
- First Phase – 1964-87
- Second Phase – 1987-1993 (Entry of Public Sector Funds)
- Third Phase – 1993-2003 (Entry of Private Sector Funds)
- Fourth Phase – since February 2003
- Advantages of Mutual Funds
- Objectives
- MORE ABOUT MUTUAL FUNDS
- What is the Regulatory Body for Mutual Funds?
- What are the benefits of investing in Mutual Funds?
- What is NAV?
- What is Entry/Exit Load?
- Are there any risks involved in investing in Mutual Funds?
- TYPES OF MUTUAL FUNDS
- Schemes By Structure
- Schemes by investment Objective
- Other Objective
- Schemes By Structure In Detail
- Schemes according to Investment Objective In Detail
- Other Schemes In Detail
- TAX BENEFITS
- To The Mutual Fund
- Tax Implications To Investors
- RISK FACTORS
- STATUTORY DETAILS
- DIFFERENT INVESTMENT PLANS THAT MUTUAL FUND OFFERS
- Growth Plan and Dividend Plan
- Dividend Reinvestment Plan
- RIGHTS AVAILABLE TO A MUTUAL FUND HOLDER IN INDIA
- FUND OFFER DOCUMENT
- ACTIVE FUND MANAGEMENT
- PASSIVE FUND MANAGEMENT
- EXCHANGE TRADE FUND (ETF)
- Latest Development In ETF (TOI Aug 12, 2006)
- SHARE KHAN MUTUAL FUNDS
- Investment Philosophy
- ASSOCIATION OF MUTUAL FUND IN INDIA (AMFI)
- The AMFI Code Of Ethics
- AMFI Mutual Fund
- Professional Selling Practice
- Enforcement
- Definitions
- SECURITIES AND EXCHANGE BOARD OF INDIA (SEBI)(MUTUAL FUNDS) REGULATIONS, 1996
- Procedure for Registering a Mutual Fund with SEBI
- Terms & Conditions for Registration (Regulation: 10)
- Constitution of the Mutual Fund (Regulation: 14)
- Contents of trust deed (Regulation: 15)
- SEBI Guidelines (2001-02) Relating to Mutual Funds
- Investing in Mutual Funds
- INVESTOR’S BEHAVIOUR
- STRUCTURE OF THE INDIAN MUTUAL FUND INDUSTRY
- Some of the AMCs operating currently are
- RECENT TRENDS IN THE INDIAN MUTUAL FUND INDUSTRY
- Causal Factors For The Trend
- Growth of Business Of UTI
- Mutual fund flows — Private sector funds in focus
- Shifting asset base
- Big share in inflows
- Healthy competition
- Beating the broader indices
- Top performing funds
- Sector funds, a mixed bag
- Focus on select sectors
- The laggards
- Sector funds lose steam
- Mid-cap focus pays off
- Tax-saving funds race ahead
- Broader indices, tough to beat
- Large-cap focus drags performance
- PROBLEMS
- MEASURES TO OVERCOME THESE PROBLEMS
