finance index
TRANSCRIPT
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A STUDY ON
MUTUAL FUNDS
WITH SPECIAL REFERENCE TO
CD EQUISEARCH PVT LTD
(HYDERABAD)
A project report submitted to KAKATIYA University
In partial fulfillment of the requirements for the award of the degree of
BACHELOR OF BUSINESS MANAGEMENT
By
AMEER KHAN
B.B.M
H.T N: 6429114164
Under The Guidance Of
Mr. PRAVEEN
(AFFILIATED TO KAKATIYA UNIVERSITY)
Warangal
ANDHRA PRADESH
2010-2013
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DECLARATION
I here by declare that the project report entitled. A
STUDY ON MUTUAL FUNDSSubmitted in partial
fulfillment of the requirement for the degree ofBACHELOR OF
BUSINESSMANAGEMENT, ofKAKATIYA UNIVERSITY,
Warangal. Is my original work and not submitted for the award
of any other degree, diploma, fellowship, or any other similar
title or prizes.
Place
Date:
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ACKNOWLEDGEMENT
I owe a great many thanks to a great many people who helped and
supported me during the writing of this book. My deepest thanks to Lecturer,
[Mr.PRAVEEN]
The Guide of the project for guiding and correcting various documents of mine
with attention and care. He has taken pain to go through the project and make
necessary correction as and when needed. I express my thanks to the Principal of,
[KAKATIYA UNIVERSITY WARANGAL ANDHRA PRADESH ],for extending his
support.My deepsense of gratitude toTHARUN. PANTH] (FINANCEMANAGER) ,[C.D.
EQUISEARCH PVT.LTD] support and guidance. Thanks and appreciation to the helpful people
at [C.D. EQUISEARCH PVT.LTD],for their support. I would also thank my Institution and
my faculty members without whom this project would have been a distant reality. I
also extend my heartfelt thanks to my family and well wishers
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CONTENT PAGE
CCHH.. NNOO.. PARTICULARS PPAAGGEE
NNOO..
CHAPTER -1 INTRODUCTION 1-8
OBJECTIVES OF THE STUDY
NEED FOR THE STUDY
SCOPE OF THE STUDY
RESEARCH METHODOLOGY
LIMITATIONS OF THE STUDY
CHAPTER -2COMPANY PROFILE
9-17INDUSTRY PROFILE
CHAPTER -3LITERATURE REVIEW 18-31
CHAPTER-4DATA ANALYSIS
32-77
CHAPTER -5
FINDINGS OF THE STUDY
SUGGESTIONS, CONCLUSION
BIBLIOGRAPHY QUESTIONNAIRES
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ABSTRACT
Mutual Funds in India are financial instruments. A mutual fund is not an alternative
investment option to stocks and bonds; rather it pools the money of several investors and invests
this in stocks, bonds, money market instruments and other types of securities. The owner of a
mutual fund unit gets a proportional share of the funds gains, losses, income and expenses.
Mutual Fund is vehicle for investment in stocks and Bonds. Each mutual fund has a specific
stated objective. The funds objective is laid out in the fund's prospectus, which is the legal
document that contains information about the fund, its history, its officers and its performance.
Some popular objectives of a mutual fund are: Fund Objective - What the fund will invest in;
Equity (Growth) - Only in stocks; Debt (Income); Only in fixed-income securities; Money
Market (including Gilt) - In short-term money market instruments (including government
securities); Balanced - Partly in stocks and partly in fixed-income securities, in order to maintain
a 'balance' in returns and risk. The share value of the Mutual Funds in India is known as net asset
value per share (NAV). The NAV is calculated on the total amount of the Mutual Funds in India,
by dividing it with the number of shares issued and outstanding shares on daily basis. The
company that puts together a mutual fund is called an AMC. An AMC may have several mutual
fund schemes with similar or varied investment objectives. The AMC hires a professional money
manager, who buys and sells securities in line with the fund's stated objective. The Securities and
Exchange Board of India (SEBI) mutual fund regulations require that the funds objectives are
clearly spelt out in the prospectus. In addition, every mutual fund has a board of directors that is
supposed to represent the shareholders' interests, rather than the AMCs.
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Guidance certificate -
This is to certify that the project report entitled.
A STUDY ON MUTUAL FUNDSOFC.D.EQUISEARCH.PVT.LTD
Submitted in partial fulfillment of the requirements for the
degree ofBACHELOR OFBUSINESS MANAGEMENT ofKakatiya
University, WARANGAL,Andhra Pradesh.
Mr.AMEER KHAN Has worked under my supervision and
guidance and that no part of this report has been submitted for
the award of any other degree, diploma, Fellowship or other
similar title prizes and that work has not been published in any
journal or Magazine.
Mr.PRAVEEN
Faculty Member of our College
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(Examiners certification )
The project report ofMr.AMEER KHAN
A STUDY ON MUTUAL FUNDS OFC.D.EQUISEARCH.PVT.LTD
Is approved and is acceptable in quality and from
Internal examiner External examiner
(University study center certificate)
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