Professional Documents
Culture Documents
ON
MUTUL FUNDS OF HDFC
BACHELOR OF MANAGEMENT STUDIES
SEMESTER V
2017-18
Submitted By
Jyoti Rajkumar Kumavat
Roll no. 43
Under the Guidance of:
Prof .Komal Mansukhani
The project has been completed under the Guidance of Prof. Komal Mansukhani
(PRINCIPAL) (CO-ORDINATOR)
DECLARATION
DECLARATION
Signature of Guide
ACKNOWLEDGEMENT
Mutual funds pool money from different investors and invest in different investment sources like
stocks, shares, bonds etc. A professional fund manager manages these and returns are paid in
form of dividends. Some schemes assured fixed returns that are less in risk and some offer
dividends based on the market fluctuations and prices. Mutual funds have to be subscribed in
units and the purchase or sale is dependent on NAV (Net Asset Value), taking into consideration
the exit and entry load factors into account. This project undertaken deals with customer
perception with regard to mutual funds that is the schemes they prefer, the plans they are opting,
the reasons behind such selections and also this project dealt with different investment options,
which people prefer along with and apart from mutual funds. Like postal saving schemes,
recurring deposits, bonds, and shares. The findings from this project is that most of the people
are hesitant in going for new age investments like mutual funds and prefer to avert risks by
investing in less riskier investment options like recurring deposits and so. Also people going for
investment in mutual funds are not going for high-risk portfolios and schemes but want to go for
medium risk elements. And another finding is that most of the workingwomen does not
prefer this type of investments.
Objectives
The secondary data are those, which have already been collected by someone else thorough
Books, Internet, Television, journals, Magazines, etc. On the other hand primary data does not
exist here. The researcher has to gather primary data afresh for the specific study undertaken by
him. Primary data has been collected here by questionnaire method and personal interview
method is followed. Primary sources such as Interviews, Observation, and attending training and
development classes. Secondary sources such as Booklets, Monthly journal, Magazines, Official
files etc.
INDEX
SR.NO PARTICUALRS PAGE NO.
1. 1-27
CHAPTER I
INTRODUCTION OF MUTUL FUND
ORGANIZATION OF MUTUL FUND
CHARACHTERSTICS OF MUTUL FUND
STRUCTURE OF MUTUL FUND
CATEGORIES OF MUTUL FUND
INVEST IN MUTUL FUND
MUTUL FUNDS IN INDIA
ABOUT HDFC
2. CHAPTER II 28-41
HDFC SERVICES
MISSON OF HDFC
BUSINESS STRATEGY
RETIAL BANKING SERVICES