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Mutual Fund - "A Case Study of Icici Prudential and HDFC Mutual Fund"

This document is a project report submitted by Sudesh Rewachandani for the completion of a Post Graduate Diploma in Financial Management from The Maharaja Sayajirao University of Baroda, Vadodara. The report focuses on a comparative analysis of mutual fund schemes offered by ICICI Prudential and HDFC mutual funds. It includes an introduction to the history of ICICI Prudential and HDFC mutual funds, defines what a mutual fund is, describes the different types of mutual funds, and discusses the roles of regulatory bodies like SEBI and AMFI in the mutual fund industry. The report also outlines the research methodology adopted and presents findings from the data analysis.

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sudesh1992
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116 views6 pages

Mutual Fund - "A Case Study of Icici Prudential and HDFC Mutual Fund"

This document is a project report submitted by Sudesh Rewachandani for the completion of a Post Graduate Diploma in Financial Management from The Maharaja Sayajirao University of Baroda, Vadodara. The report focuses on a comparative analysis of mutual fund schemes offered by ICICI Prudential and HDFC mutual funds. It includes an introduction to the history of ICICI Prudential and HDFC mutual funds, defines what a mutual fund is, describes the different types of mutual funds, and discusses the roles of regulatory bodies like SEBI and AMFI in the mutual fund industry. The report also outlines the research methodology adopted and presents findings from the data analysis.

Uploaded by

sudesh1992
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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i

MUTUAL FUND A CASE STUDY OF


ICICI PRUDENTIAL AND HDFC MUTUAL FUND
A PROJECT REPORT
Submitted by
SUDESH REWACHANDANI
ROLL NO. 50
I n Partial fulfillment for the award of the degree
Of
POST GRADUATE DIPLOMA IN FINANCIAL
MANAGEMENT

DEPARTMENT OF ACCOUNTING & FINANCIAL MANAGEMENT
FACULTY OF COMMERCE
THE M.S. UNIVERSITY OF BARODA
VADODARA

MAY 2013

POJECT GUIDE
MS.NAZIYA MANSURI


ii

Post Graduate Diploma In Financial Management
Department Of Accounting & Financial Management
Faculty of Commerce
The Maharaja Sayajirao University Of Baroda, Vadodara

BONAFIDE CERTIFICATE
Certified that this project report MUTUAL FUND A CASE STUDY OF
ICICI PRUDENTIAL & HDFC MUTUAL FUND VARIOUS SCHMES is
bonafide work of Sudesh Rewachandani who carried out the project work
under my Supervision.



SIGNATURE


PROJECT GUIDE










iii


ACKNOWLEDGEMENT

It is a matter of great pleasure for me in submitting the project report on Comparative
Analysis of Mutual Fund of HDFC & ICICI for the fulfillment of the requirement of my
course from
POST GRADUTION DIPLOMA IN FINANCIAL MANAGEMENT , THE MAHARAJ
SAYAGIRAO UNIVERSITY OF BARODA , Vadodara.

,I am thankful to and owe a deep dept gratitude to all those who have helped me in
preparing this report. Words seem to be inadequate to express my sincere thanks to Prof.
Naziya Mansuri for her valuable guidance, constructive criticism, untiring efforts and
immense encouragement during the entire course of the study due to which my efforts
have been rewarded. I am highly obliged to those who had helped me to procure primary
data to complete my project.

Also not to be forgotten are the Lecturers of PGDFM who contributed their ideas and
suggestions. I want to thank all who have supported me and gave their timely guidance.
Last but not least I am very grateful to all those who helped me in one-way or the other
way at every stage of my work.








iv

Post Graduate Diploma In Financial Management
Department Of Accounting & Financial Management
Faculty of Commerce
The Maharaja Sayajirao University Of Baroda, Vadodara

DECLARATION
I, Sudesh Rewachandani, the undersigned hereby declare that the project report entitled
MUTUAL FUND- A CASE STUDY OF ICICI PRUDENTIAL & HDFC MUTUAL
FUND VARIOUS SCHMES, submitted in partial fulfillment of one year Post Graduate
Diploma In Financial Management is own work and has been carried out under the
supervision of Prof.Naziya Mansuri . I further declare that is not copied from any
previous project work or report submitted to any other institution or college of university
for any certificate or diploma or degree. Moreover, this report is not submitted for any
Degree or Diploma elsewhere.



Date: Sudesh Rewachandani







v


ABSTRACT

Investment goals vary from person to person while somebody wants security others might
give more weight age to return alone . IMF industry offers various of schemes and serves
broadly all type of investor . The range of products includes equity funds , debts &
balanced fund . There are also funds meants exclusively for young & old, small &large
investors. Moreover the setup of a legal structure which has enough teeth to safeguard
investors interest , ensures that the hard earnes money.
In view of the growing competiton in the mutual fund industry it was felt necessary to
study the investor orientation towards mutualfund ie their pattern of risk & preferences in
various schemes, plans & options in order to provide a better service.























vi

TABLE OF CONTENTS

CHAPTER
NO.


TITLE

PAGE
NO.

ABSTRACT

V

PREFACE

1

1

INTRODUCTION

2

1.1 HISTORY OF ICICI PRUDENTIAL

4

1.2 HISTORY OF HDFC

7

1.3 WHAT IS MUTUAL FUND

11

1.4 TYPES OF MUTUAL FUND

23



1.5 MUTUAL FUND AND CAPITAL MARKET

26

1.6 ROLES
1.6.1 ROLES OF SEBI
1.6.2 ROLES AMFI

27
27
28

1.7 RECENT TREND OF MUTUAL FUND

32

2

LITERATURE REVIEW

33

2.1 TERMINOLOGIES

33



2.2 RESEARCH METHODOLOGY

42

2.3 OBJECTIVE OF STUDY

43

2.4 DATA ANALYSIS

44

2.5 FINDINGS & SUGESSTIONS

64

3

CONCLUSION

67

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