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Summer Training Project Report and Viva-voce

On

ANALYSIS OF MUTUAL FUNDS IN THE MARKET AT ANYTIME INVEST PVT LTD

Undertaken at

“ANYTIME INVEST PVT. LTD.”

Submitted in partial fulfillment of the requirements for

the award of the degree of

MASTER OF BUSINESS ADMINISTRATION

to

DR. A.P.J. ABDUL KALAM TECHNICAL UNIVERSITY LUCKNOW

Under the Guidance of Submitted by


Name of the Faculty Guide: Name of Student: Dr. Poyam Sharma
Neha Vishwakarma
MBA- III sem.
Enrollment No.:
220152070057230

Academic Session 2023-24


Certificate

I NEHA VISHWAKARMA bearing Enrollment No. 220152070057230 from MBA-III Sem of the
Mangalmay Institute of Management & Technology, Greater Noida, U.P. hereby declare that the
Summer Training Project Report (KMBN308) entitled “ANALYSIS OF MUTUAL FUNDS IN
THE MARKET AT ANYTIME INVEST PVT. LTD.” is an original work and the same has not
been submitted to any other Institute for the award of any other degree.

Date: Signature of the Student

Certified that the Summer Training Project Report submitted in partial fulfillment of the requirements
for the award of the degree of MASTER OF BUSINESS ADMINISTRATION to DR. A.P.J.
ABDUL KALAM TECHNICAL UNIVERSITY LUCKNOW by NEHA VISHWAKARMA
Enrollment No. 220152070057230 has been completed under my guidance and is Satisfactory.

Signature of the HOD Signature of the Faculty Guide:

Name of the HOD: Name of the Guide:

Dr. Richa Sharma Dr. Poyam Sharma

Date: Designation: Associate Professor

Date:
ACKNOWLEDGEMENT

This project is the outcome of sincere efforts, hard work, and constant guidance of not
only me but several individuals. First and foremost, I would like to thank MIMT,
GREATER NOIDA for giving me the platform to work with such a prestigious company in
the financial sector. I am thankful to my faculty guide DR. POYAM SHARMA. for
providing me help and support throughout the Project Report period.

I owe a debt of gratitude to my faculty guide who not only gave me valuable input about the
industry but was a continuous source of inspiration during these months, without whom this
Project was never such a great success.

Last but not least I would like to thank all my faculty members, friends, and family members
who have helped me directly or indirectly in completing the project.

NEHA VISHWAKARMA
EXECUTIVE SUMMARY

Introduction: Anytime Invest Pvt. Ltd. is a leading financial services firm specializing in mutual fund
investments. In an ever-evolving market, analyzing mutual funds is crucial for making informed investment
decisions. This executive summary presents a comprehensive analysis of the mutual fund market,
highlighting key trends, opportunities, and challenges for Anytime Invest Pvt. Ltd.

Market Overview: The mutual fund market continues to witness steady growth globally, fueled by increasing
investor awareness, favourable regulatory reforms, and technological advancements. In recent years, the
market has experienced significant inflows, driven by a growing preference for professionally managed
investment vehicles.

Key Trends:
1. Shift Towards Passive Investing: There is a notable trend towards passive investment strategies, with
index funds and exchange-traded funds (ETFs) gaining popularity due to their low-cost structure and
simplicity.
2. ESG Integration: Environmental, Social, and Governance (ESG) considerations are increasingly
influencing investment decisions. Investors are seeking funds that align with their values, driving
demand for ESG-integrated mutual funds.
3. Digital Transformation: Technology is reshaping the mutual fund landscape, with the rise of robo-
advisors, mobile trading platforms, and digital distribution channels facilitating greater accessibility
and convenience for investors.

Opportunities:
1. Customized Solutions: Anytime Invest Pvt. Ltd. can capitalize on the growing demand for
customized investment solutions by offering tailored mutual fund portfolios to meet diverse investor
needs.
2. Education and Awareness: There is an opportunity to educate investors about the benefits of mutual
fund investing, particularly focusing on long-term wealth accumulation, risk diversification, and the
importance of asset allocation.
3. Expanding Market Reach: Anytime Invest Pvt. Ltd. can explore opportunities to expand its market
reach by leveraging digital marketing strategies and tapping into underserved segments such as
millennials and Gen Z investors.
Challenges:
1. Regulatory Compliance: Adherence to regulatory requirements remains a challenge, particularly in
light of evolving regulatory frameworks and compliance standards.
2. Competition: The mutual fund market is highly competitive, with numerous players vying for market
share. Anytime Invest Pvt. Ltd. must differentiate itself through superior service offerings, investment
performance, and client relationships.
3. Market Volatility: Fluctuations in market conditions and economic uncertainties pose challenges for
mutual fund investors. Anytime Invest Pvt. Ltd. must navigate market volatility effectively by
adopting a disciplined investment approach and maintaining a diversified portfolio.

Conclusion: In conclusion, the analysis underscores the importance of staying abreast of market
trends, leveraging technology, and focusing on customer-centric strategies to thrive in the dynamic
mutual fund landscape. With a proactive approach and a commitment to excellence, Anytime Invest Pvt.
Ltd. is well-positioned to capitalize on emerging opportunities and achieve sustained growth in the
mutual fund market.
TABLE OF CONTENTS

S.NO. CONTENTS Pages

i. INTRODUCTION 01 - 19

ii. OBJECTIVES AND FUNCTIONS 20 - 22

iii. SCOPE OF THE STUDY. 22 - 37

iv. LITERATURE REVIEW. 38 - 41

v. IMPORTANCE OF THE STUDY. 42 - 44

vi. RESEARCH METHODOLOGY USED. 45 - 46

vii. ANALYSIS AND INTERPRETATION. 47 - 65

viii. QUESTIONNAIRE TO ANALYSE 66 - 70


PERCEPTIONS OF PEOPLE FOR MUTUAL
FUNDS
ix. CONCLUSIONS. 71

x. BIBLIOGRAPHY 72

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