Mutual Fund Projects

I am MBA student and I have to prepare project on Mutual Project so can you the please tell me the format of Mutual Project?

[Shaleen]

Project Report on Mutual Funds provides a summary on mutual fund market in India, the performance of listed funds, various types of funds, challenges, drawbacks and international scenarios.

Project Report Format on Mutual Funds

For equity firm to prepare a comprehensive project report requires the consideration of the following guidelines:

Title of the report

About the Company - A brief description about the history of the company, its past growth and future initiatives

Mutual Funds-

Concept

Operation Flowchart - describe relation between investors, fund managers, securities and returns
Organization - describe its unit holders, sponsors, trustees, transfer agents, custodians and market regulator (SEBI)
Advantages - Diversification, range of services, tax benefits, professional administration, cost feasibility and guidelines

Types of Mutual Fund Schemes-

By composition such as open ended, close ended and interval plans
By endowment aims such as expansion, revenue, balance and money market schemes
By tax benefits
Exclusive schemes such as industry specific and index schemes

Schemes offered by the firm

A detailed history of mutual funds

Risk return chain of command - starting from liquid funds to debt funds to gilt funds to balanced funds to index funds to equity funds to industrial funds; in the sequence of their risk return ratio

Progress in the brand value of the firm - describe the sales promotional and distribution techniques and its market reach

Sales Promotion-

Endorsement
Publicity
Personal promotion
Distribution network
Banks
Agency tie-up
Internet and other mass medium
Direct sales
Intermediaries
IFA
Corporate houses

References

Conclusions