RISK RETURN ANALYSIS AND COMPARATIVE STUDY OF MUTUAL FUNDS

Page 6

TABLE OF CONTENTS

Page No.

Part-I

1-37

Executive Summary

Iii

A. Mutual Fund Overview

1-19

1.1 Mutual Fund an Investment Platform

1-2

1.2 Advantages of Mutual Fund

3

1.3 Disadvantage of Investing Through Mutual Funds

4

1.4 Categories of Mutual Fund

4-8

1.5 Investment Strategies

8

1.6 Organisation of Mutual Fund

9-11

1.7 Distribution Channels

12

1.8 HDFC AMC Company Overview

12-19

B. Measuring and Evaluating Mutual Funds Performance

20-37

1.2.1

Purpose of Measuring and Evaluating

20-21

1.2.2

Financial Planning for Investors referring to Mutual Funds

22

1.2.3

Why Has It Become One Of The Largest Financial Instruments?

22-25

1.2.4 Evaluating Portfolio Performance

26

1.2.5 How to Reduce Risk While Investing

26-28

1.2.6

A Study of Portfolio Analysis from The Point Of Fund Manager

28-29

1.2.7

Measures of Risk and Return

29-37

Part-II

38-40

Research Methodology 2.1 Need For the Study

38-39

2.2 Objective of the Study

39

2.3 Limitations of the Study

40

2.4 Data Collection

40

Part-III

41-102

Case Analysis 3.1 Data Interpretation

41-87


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