Executive Summary
The topic of this project is Mutual Fund Comparison and Analysis. The mutual fund industry in India has seen dramatic improvements in quantity as well as quality of product and service offerings in recent years and hence here focus is on comparing schemes of different mutual fund companies on different performance parameters. Along with this project also touches on the aspect of Systematic Investment Plan and Re balancing.
Project analysis past three years data of different mutual fund schemes. Different measures like beta ,Sharpe, Treynor, Jensen etc. have been taken to analyse the performance.
An effort has been made to work on the concepts that have been taught in class along with other useful parameters so that better study can be done.
Executive Summary |
Company Profile |
Industry Profile |
1. Introduction 2. History of Mutual funds 3. Regulatory framework 4. Concept Of Mutual Fund 5. Types of Mutual Fund 6. Advantages Of Mutual Fund 7. Terms Used In Mutual Funds 8. Fund management 9. Risk 10. Basis Of Comparisons 11. How to pick right fund |
Systematic Investment Plan and Lump Sum investment |
Rebalancing and its effects. |
Research Methodology |
1. Problem statement 2. Research Objective 3. Data source 4. Data Anlysis 5. Scope of Study 6. Limitations |
Findings and Analysis |
Rankings |
Conclusion |
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3 comments:
Hi,
Thank you very much. I have downloaded the project. But the data used here are not latest. Can you please share updated data.
Thanks sir :)
Thanks a ton.
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