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A PROJECT STATEMENT ON “COMPARISON OF RELIABILITY MUTUAL PAY FOR WITH OTHERS” UNDERTAKEN IN INDIA INFOLINE LTD. BARDOLI [pic] PUBLISHED BY: DIMPLE M. SHARMA (10BBA52) WELL GUIDED BY: Mister.

NAVIN They would. SAPARIYA BBA PROGRAMME (Year 2012-13) [pic] VIDYABHARTI TRUST COLLEGE OF BBA , BCA, UMRAKH I DIMPLE SHARMA by Vidyabharti Trust College of BBA , BCA, Umrakh hereby declare that the task report job entitled “Comparison of Dependence Mutual Account With Others” submitted by simply Ms. DIMPLE M. SHARMA Id number 0BBA52 during December 2012 to March 2013 has been undertaken as part of 6th Term of BBA syllabus of Veer Narmad South Gujarat University, Surat. I declare that this survey has not been submitted to any additional university or perhaps institute for almost any other functions. DIMPLE M. SHARMA (10BBA52) This Job work is written relative to the Bachelor of Organization Administration program prescribed by simply Veer Narmad South Gujarat University for 2 month job work.

My spouse and i am significantly thankful to India Infoline Ltd., Bardoli for providing me an opportunity to work on this kind of project in their organization. I wish to communicate my genuine thanks to Mr. Viral Chauhan, I/c Main of BBA College who gave me the opportunity to do this project report beneath India Infoline Ltd., Bardoli. I wish to exhibit my profound sense gratitude to my own guide Mr. Navin They would. Sapariya, whose constant help and support at all periods of this project has enable me to complete that. I am thankful to my business guide Mister.

Parag Khatri, for featuring his valuable suggestion and guidance that has given final touch for the report and also for showing his rich experience pertaining to the items of this record without who this job would not have been completed effectively. Last but not least, We am likewise grateful to my parents, fellow workers whose continuous support provides always boosted my meaningful towards taking care of this record. DIMPLE Meters. SHARMA (10BBA52)

As a partially fulfillment of BBA Designed all students are required to experience training for 2 months with respected to this I have well prepared a project statement on Comparison of Reliance Shared Fund with Others. The project is located under the presumption that, Since Mutual Account being a fresh investment method in the market people likes to get some information about Reliance Mutual Fund. I want to measure the performance of Reliance Mutual Fund Plans compared to others. In the duration of 8 weeks, I studied various Mutual Finance Schemes of Reliance , Open – Ended Finance like Fairness Fund.

To be able to compare the schemes of Reliance Mutual Fund , Others, I collected regular net advantage values of Reliance Common Fund Techniques , Wide open – Finished Fund Techniques for the time of 2007 to 2012. I review schemes by calculating risk , go back thereby to measure the efficiency of different strategies of Reliability Mutual Account , Open up – Concluded Fund in equity schemes. In the Equity Fund Strategies, the years coming from 2009, 2010 , 2012 Reliance Common Fund can be well performing among others. |Ch. No . |Topic | |Page No . |1. |Introduction | | | | |About Company Account | | | | |About Subject | | | | |About Reliability Mutual Fund | | | |2. Research Methodology | | | |3. |Data Evaluation and Presentation | | | |4. |Findings | | | |5. |Conclusions | | | |6. |Recommendations | | | |7. References | | | | |Bibliography | | | CHAPTER: – 1 [pic]Advantages [pic] ORGANIZATION PROFILE INTRO OF INDIA INFO RANGE PVT. LIMITED. |VISION WITH THE COMPANY | |”Vision shall be the most highly regarded company inside the financial services space. | | | | | | | | | |INTRODUCTION | |5 paisa is a trade identity of the India Infoline Securities private limited, a wholly owned subsidiary of India Infoline ltd. paisa | |holds membership of both the leading stock exchange of India viz. the Bombay stock exchange (BSE) and National Stock Exchange and is | |also a Depository Participant with NSDL and CDSL. They have tied up with the main banks pertaining to funds transfer facilities Viz. City Traditional bank, | |Centurion Bank, ICICI Bank and UTI financial institution the group has a membership of a Multiple Commodities Exchange (MCX), Nationwide Commodities and | |Derivative Exchange of India (NCDEX) and the Syria Gold and Commodities Exchange (DGCX). |India Infoline Limited was founded in 1995 by a group of pros with remarkable educational qualification and specialist | |credentials. India Infoline is listed about BSE and NSE having a market increased of more than $ 150 mil. | |The India Infoline group, comprising the keeping company, the India Infoline Ltd. And its particular wholly owned or operated subsidiaries supplies the entire | |gamut of investment goods ranging from Equities and Insurance, Fixed deposits, GOI you possess, Loan products and other tiny saving | |instruments. Additionally, it owns and operates web sites, www. indiainfoline. om and www. 5paisa. com. | | | |India Infoline is a forerunner in the field of fairness research. India Infoline’s studies acknowledged simply by probably none aside from Forbes as | |”The best of the web” and “a comprehensive guide for buyer in Asia”. India Infoline’s research is readily available not just online but | |also about international line services just like Bloomberg (code: ILL), Thomson first call and internet securities in which it is amongst the most| |read Indian brokers. The India Infoline group has a significance presence country wide with above 500 divisions in more than 300 cities | |across India.

Each one of these offices are networked and connected with the organization office in Mumbai. The group provides invested drastically | |in technology and research, the result of which are presently there for everyone to see. The 5 paisa trading interface is one of the most | |advanced programs available to full investor in India. The group has membership in BSE and NSE intended for equities trading. It has a SEBI | |license for Portfolio Management under which, different schemes can be obtained, which have been continentally beating the benchmark directories | |since inception. | |THE INDIA INFOLINE LTD. |India Infoline Ltd, as being a listed organization, is controlled by SEBI (Securities and Exchange Board of India). It performs equities | |research which is acknowledged by not one aside from Forbes as Best of the web must read pertaining to investors in Asia’. Its various | |subsidiaries happen to be in different lines of business and hence are governed by simply different regulators. The subsidiaries of India Infoline Limited | |are: | |India Infoline Securities Private Limited. |India Infoline Securities Pvt. Ltd. can be described as 100% part of India Infoline Ltd, which is engaged in the businesses of Equities broking | |and Portfolio Supervision Services. It keeps memberships of both the leading stock exchanges of India viz. the Stock Exchange, Mumbai | |(BSE) and the Countrywide Stock Exchange (NSE). It offers broking services in the Cash and Derivatives sectors of the NSE as well as the | |Cash section of the BSE.

You browse ‘Comparison of Reliance Shared Fund with Others’ in category ‘Essay examples’ | |India Infoline Commodities Exclusive Ltd. | |India Infoline Commodities Pvt.

Ltd is known as a 100% supplementary of India Infoline Limited, which is engaged in the business of commodities | |broking. Our experience in securities broking empowered all of us with the required skills and technologies allowing us provide commodities | |broking being a contra- | |Cyclical replacement for equities broking. We enjoy subscriptions with the MCX and NCDEX, two leading Indian products exchanges, and | |recently acquired membership of DGCX. We have a multi-channel delivery model, rendering it among the select few to on-line as well as | |offline trading facilities. |India Infoline Distribution Co. Limited. | |India Infoline. com Distribution Company Ltd is a 100% subsidiary of India Infoline Ltd. and is engaged in the business of distribution of | |Mutual Funds, IPO’s, Fixed Debris and other small savings goods. It is one of many largest , vendor-independent’ division houses| |and has a large pan-India footprint of above 232 twigs coupled with a wide array of , feet-on-street’, which in turn helps resource and service | |customers across the length and breadth of India.

Its unique benefit proposition of totally free doorstep professional advice in conjunction with free pick-up| |and delivery of cheques has been hit with an enthusiastic response from buyers and account houses as well. Our organization has extended to | |include the web distribution of mutual funds, wherein users can look at and assess different merchandise offerings and download | |application varieties which they can later fill in to the merchandise provider. | | | | | | |India Infoline Insurance Services Ltd. | |India Infoline Insurance Services Limited is also a 100% supplementary of India Infoline Ltd and is a registered Business Agent with all the | |Insurance Regulatory and Development Authority (IRDA). Is it doesn’t largest Corporate Agent to get ICICI Prudential Life Insurance Co Ltd, | which is India’s largest private Life Insurance Firm. | |India Infoline Expenditure Services Ltd. | |India Infoline Investment Service Ltd is also a 100% additional of India Infoline Ltd. It has a great NBFC certificate from the Hold Bank of | |India (RBI) while offering margin-funding service to the broking customers. | |India Infoline Insurance Broker Ltd. | |India Infoline Insurance Brokers Limited. is a completely subsidiary of India Infoline Ltd which is a new subsidiary which will carry out | |the organization of Insurance broking. We certainly have applied to IRDA for the insurance broking permit and the clearance for the same is usually awaited. | | | | | | | | | | | | | | | | |OPERATIONS | |This is in which the 5paisa part of the India Infoline group, comes in. They will operate their very own functions through their website knowledge | |and database on thorough research of complex paradigms of asset kinetics, gives their customers a unique insight into behavioral | |patterns of these markets. Their customers will be ideally situated to make informed investment decisions with a substantial probability of | |success | |India Infoline products private limited. offers the shareholders the opportunity to take part in this market simply by facilitating trading in | |commodities options contracts.

They are the associates of Variable commodity Exchange of India (MCX) and National Product Exchange of India | |(NCDEX). Their very own main function is to give you the investor while using complete variety of commodities pertaining to trading, in both the morning as well | |as night sessions. | |Trading can be online, above the phone or perhaps at their branches. Highly qualified, well trained romantic relationship managers are obtainable at their| |investor points around the world, to help the investor make the best of commodities trading! | |Besides all the above functions, they also influence their abilities in exploration, investments in revolutionary technology and understanding | |of investor’s requirements to make sure that their needs happen to be taken care of.

Thus, they carry out the function of adding value for the | |investor’s money. | | | | | | | HISTORY , MILESTONES |Year | | |2011 |Launched IIFL Mutual Fund. | |2010 |Received in-principle acceptance for membership of the Singapore Stock Exchange | | |Received membership in the Colombo Stock Exchange. | | | |2009 |Acquired sign up for Casing Finance | | |SEBI in-principle endorsement for Common Fund | | |Obtained Venture Capital license | | | | |2008 |Launched IIFL Riches | | |Transitioned to insurance broking model | |2007 |Commenced institutional equities business under IIFL | |Formed Singapore subsidiary, IIFL (Asia) Pte Ltd | | | | |2006 |Acquired regular membership of DGCX | | |Commenced the lending business | | | | |2005 |Maiden IPO and listed on NSE, BSE | | | | |2004 |Acquired commodities broking license | | |Launched Portfolio Supervision Service | | | | |2003 |Launched private trading platform Dealer Terminal to get retail consumers | | | | |2000 |Launched online trading through www. 5paisa. com Started syndication of life insurance coverage and shared fund | | | | |1999 |Launched www. indiainfoline. om | | | | |1997 |Launched research items of leading Indian firms, key sectors and the overall economy Client included | | |leading FIIs, banks and companies. | | | | |1995 |Commenced procedures as an Equity Exploration firm | | | | PRODUCT , SOLUTIONS Equities the core providing, gives all of us a leading market share in the two retail and institutional segments.

Over a , 000, 000 retail customers rely on the research, just like leading FIIs and MFs that make investments billions. IIFL has quickly emerged as one of the premier institutional equities homes in India with a staff of over 25 research analysts, a full-fledged revenue and trading team in conjunction with an experienced expense banking group. Private Wealth Management services cater to above 2500 people who have reliable us with close to Rs 25, 000 crores ($ 5bn) of assets pertaining to advice. Expense Banking companies are intended for corporates seeking to raise capital. Our stand out point is Equity Capital Market segments, where we certainly have executed a lot of marquee deals. |IIFL’s expense banking division was launched in 2006.

The business leverages upon their strength of research and placement | |capabilities in the institutional and retail product sales teams. Each of our experienced expenditure banking group possesses the skill-set to | |manage all kinds of purchase banking transactions. Our close interaction with investors along with corporates helps us | |understand and give tailor-made approaches to fulfill requirements. | | | |IIFL Mutual Pay for made an extraordinary beginning in FY12, with cheapest charge Great ETF. Various other products contain Fixed Maturity | |Plans. | | | | | | | | | | | | | | Credit , Finance concentrates on secured mortgages and buyer loans. The high quality financial loan book of over Rs. 6, 2 hundred crores ($ 1 . 2bn) is supported by strong capital adequacy of approximately 20%. IIFL offers a variety of secured bank loan products. At the moment, secured loans (mortgage loans, perimeter funding, financial loans against shares) comprise 94% of the financial loan book. The Company has ceased its unprotected products. It has robust credit rating processes and collections system resulting in general NPAs of less than 1%.

The Company provides deployed exclusive loan-processing software program to enable rigid credit checks while ensuring quickly application control. Recently the organization has also introduced Loans against Gold. Life Insurance, Pension and also other Financial Products, in open architecture complete the product package to help consumers build a well balanced portfolio. IIFL entered the distribution organization in 2000 as ICICI Prudential Insurance coverage Co. Ltd’s corporate agent. Later, it has become an Insurance broker in August 2008 in accordance with its technique to have an ‘open architecture’ unit. The Company now distributes goods of major insurance companies through its part India Infoline Insurance Brokers Ltd.

Buyers can choose from a wide bouquet of goods from several insurance companies which include Max New york city Life Insurance, MetLife, Reliance Insurance coverage, Bajaj Allianz Life, Birla Sunlife, Life insurance coverage Corporation, Kotak Life Insurance and more. |Commodities | |IIFL offers commodities trading to the customers vide its account of the MCX and the NCDEX. Our site knowledge and data | |based on in depth exploration of complicated paradigms of commodity kinetics, offers our customers an exclusive insight into behavioral | |patterns of these market segments. Our consumers are essentially positioned to generate informed investment decisions using a high probability of| |success. | IIFL (India Info Line Ltd) , Business Structure [pic] [pic] REGARDING THE TOPIC A COMPARISON OF RELIANCE MUTUAL FUND WITH OTHERS” Exactly what are Mutual Funds? |A Shared Fund can be described as trust that pools the savings of a number of traders who talk about a common financial goal. The amount of money thus | |collected is then invested in capital market musical instruments such as stocks and shares, debentures and other securities. The income gained | |through these assets and the capital appreciation noticed are shared by its unit holders in proportion to the number of | |units possessed by them. Thus a Mutual Pay for is the most appropriate investment intended for the common gentleman as it provides an opportunity to commit | |in a varied, professionally maintained basket of securities in a relatively inexpensive.

The circulation chart below describes generally | |the working of the mutual finance: | |[pic] | | Mutual Fund Operation Movement Chart | | | | | | | | | | | |ORGANIZATION OF YOUR MUTUAL ACCOUNT | |There are many agencies involved and the diagram below illustrates the organizational set up of a common fund: | | [pic] | | Organization of any Mutual Finance | | | |ADVANTAGES OF COMMON FUNDS | |The advantages of investing in a Common Fund happen to be: | |Professional Management | |Diversification | |Convenient Operations | |Return

Potential | |Low Costs | |Liquidity | |Transparency | |Flexibility | |Choice of techniques | |Tax benefits | |Well controlled | | | | | | | | | |TYPES OF SHARED FUND PLANS | |Wide varieties of Mutual Fund Plans exist to cater to the needs such as financial position, risk tolerance and return | |expectations etc . The stand below offers an overview in the existing types of strategies in the Industry. | | | TYPES OF MUTUAL FINANCE SCHEMES BY SIMPLY STRUCTURE • Open , Ended Strategies • Close – Finished Schemes • Interval Schemes BY PURCHASE OBJECTIVE • Growth Schemes • Profits Schemes • Balanced Strategies • Market bourse Schemes VARIOUS OTHER SCHEMES • Tax Saving Schemes • Special Techniques , Index Schemes , Sector Specific Schemes | | | | | | | | | | | | | |FREQUENTLY UTILIZED TERMS | |� | |Net Property Value (NAV) | | | |Net Asset Value is the the true market value of the resources of the plan minus it is liabilities. The per device NAV may be the net advantage value of | |the scheme divided by the quantity of units exceptional on the Valuation Date. |� | |Sale Price | | | |Is the cost when you buy a scheme? Also called Offer Value. It may add a sales fill. | |� | |Repurchase Price | | | |Is the price at which devices under open-ended schemes are repurchased by Mutual Fund? Such rates are NAV related. |� | |Redemption Price | | | |Is the retail price at which close-ended schemes redeem their units on maturity. Such prices are NAVIGATION related. | |� | |Sales Insert | | | |Is a charge collected with a scheme when it sells the units?

Also called, ‘Front-end’ weight. Schemes which in turn not charge a load are | |called ‘No Load’ schemes. | |� | | | | | High Risk, Large Return Various investors get a particular share with the purpose of making a major profit more than a short period of the time. However , this course of action is certainly not investing, nevertheless a pure gambling. The real reason for this is that you will be never make certain you will get the high returns you optimism over this kind of a short period of time.

There might be times by which stocks possess put a record on initial growth, require occurrences are extremely rare. Usually stocks possess returned via 10% to 12%. Yet , this doesn’t signify all stocks and shares return by these costs. The stock exchange is seen as a the trade-off between risk and come back. The higher the chance the trader is inclined and in a position to take, the larger the potential returns from the expenditure. Therefore , if the particular expenditure offers you large returns, costly indication that it will come with a high-risk burden. As part of the selection process, you should determine raise the risk level of the stock plus your risk patience. If you are looking to get high returns you should be able to meet large potential loss as well.

Various investors choose young technology-oriented companies above blue nick companies, for the reason that first present higher results than the last mentioned. However , these provides the shareholders with regular dividends to compensate to get the modest growth. Therefore , the next time you are offered a stock that is expected to triple in value on the short time period, think carefully if to invest in this, because the likelihood of it screwing up to reach this kind of level of come back is extremely substantial. Risk: Go back (finance) the financial term for income or reduction derived from an investment. Return is definitely the benefit sent out to the owner. A person making an investment wants to get some go back from the purchase in the future. But since the future is definitely uncertain, so is the foreseeable future expected go back.

It is the uncertainness associated with the returns from a great investment that features risk in an investment. Common Deviation: For the more technically-minded, Regular Deviation is “the standard statistical way of measuring the distribution of a population of data findings around a mean”. In trading language it’s an indication of price changing, it steps how far the closing price are from the common closing selling price over a arranged period. More suitable the difference between your closing prices and the typical price, the higher the standard deviation will be. The closer the closing rates are to the typical price, the bottom the standard deviation. he family member rate at which the price of reliability moves along. Risk is located by calculating the annualized standard change or daily changes in the price. Risk sama dengan standard deviation of shutting price [for d periods] / normal closing cost [for n periods] [pic] The variance and common deviation gauge the extent of variability of possible returns from the expected return. A number of other measures for instance a range, semi-variance and imply absolute deviation have been accustomed to indicate measure risk yet standard change has been the the majority of popularly acknowledged measure. The normal deviation or variance however provides a dimension of total risk connected with security.

Total risk comprises of two components namely systematic risk and unsystematic risk. Variance: The variance of a random adjustable is a way of measuring its statistical dispersion, indicating how far through the expected value the difference is the average of squared deviation about the math mean to get a set of amounts It describes how far values lie from your mean. Specifically, the difference is one of the moments of a circulation. [pic] Risk and Beta: As far as a real estate investor is concerned, the systematic risk is no extremely important as it can be reduced or eradicated through diversity. It is an irrelevant risk. Raise the risk that is relevant in decision making is the systematic risk since it is undiversifiable.

Therefore the entrepreneur seeks to measure the methodical risk of reliability. Systematic risk is the variability in security returns brought on by changes in the overall economy or the market. All investments are affected by this sort of changes to some extent, but some investments exhibit increased variability in answer to market alterations. Such investments are said to have bigger systematic risk. A higher variability would indicate higher methodical risk and vice versa. The systematic likelihood of security can be measured with a statistical measure called “Beta” the suggestions data required for the calculation for beta are the traditional data of returns individuals security and also the returns of the representative stock exchange index.

Intended for the computation of beta, the come back of specific security is usually taken as reliant variable, as well as the return from the market index is accepted as the self-employed variable. Beta is a rating that steps a market stock’ volatility or perhaps risk against the rest of the marketplace. It is calculating using regression analysis. “The Beta of the asset,?, is a measure of the variability of this asset in accordance with the variability of the marketplace as a whole. Beta is an index of the systematic risk of an asset”. Risk also suggests return. Stocks and shares with a large beta should have a higher return than the market. If you are taking more risk you should recognize more prize as beta measures the chance of a investments return in accordance with the market the bigger the beta, the security is more risky. A beta of 1. indicates securities of typical risk a stock with beta greater than 1 ) 0 provides above average risk. Its earnings would be more risky than the market results. A stock with less than 1 . 0 may have below average risk. A security may have betas that are great, negative or perhaps zero. It is just a historical way of measuring systematic likelihood of systematic risk. In applying this beta to get investment decision making, the entrepreneur is let’s assume that the relationship between security variability and market variability will continue to stay the same in future also. Buyer can find the best use of beta ratio in a nutshell term making decisions, where cost volatility is important. Beta displays sensitivity of Stock market get back of index. If great than movements with market. And if beta is negative it has inverse relationship. ” Correlation: The correlation is one of the most useful figures. A correlation is sole number that describes amount of relationship between two variables. Correlation is known as a statistical strategy that can show weather that how strongly pairs of variables happen to be related. By way of example height and weight are related higher people often be heavier than short people. The relationship isn’t ideal. People of the same height differ in weight and you can consider two people. You understand where the short one is heavy than the various other taller one particular.

Correlation can tell you just how much of the deviation in people’s weight is elated with their heights. Calculate the correlation value, the formula to get correlation happen to be: [pic] Covariance: Intuitively, covariance is the measure of how much two variables differ together. That is to say, the covariance becomes more positive for each set of values which will differ from their mean inside the same direction, and becomes more unfavorable with every single pair of ideals which differ from their imply in reverse directions. This way, the more generally they change in the same direction, a lot more positive the covariance, as well as the more often that they differ in opposite guidelines, the more negative the covariance.

The covariance between two real-valued arbitrary variables By and Y, with anticipated values E(X) =? and E(Y) =? is defined as: [pic] [pic] Regarding Reliance Shared Fund Reliance Mutual Finance (RMF) has been established as being a trust within the Indian Soci�t� Act, 1882 with Reliability Capital Limited (RCL), because the Settler/Sponsor and Reliability Capital Trustee Co. Limited (RCTCL), since the Trustee. RMF has become registered while using Securities , Exchange Panel of India (SEBI) vide registration quantity MF/022/95/1 dated June 30, 1995. The name of Reliance Capital Mutual Pay for was changed to Reliance Mutual Fund successful 11th Drive 2004 vide SEBI’s notice no . IMD/PSP/4958/2004 date 11th March 2004.

Reliance Shared Fund was formed to start various plans under which usually units will be issued towards the Public expecting to to help the capital industry and to provide investors the opportunities to make investments in varied securities. The key objectives of the Reliance Shared Fund are: • To carry on the activity of your Mutual Finance as might be permitted by law and formulate and devise several collective Schemes of financial savings and investments for people in India and abroad and in addition ensure liquidity of assets for the system holders, • To deploy Funds thus raised so as to help the Product holders gain reasonable results on their savings and • To take such steps since may be required from time to time to realise the effects without the limitation.

Each of our Schemes Collateral The aim of development funds is usually to provide capital appreciation above the medium to long- term. Such schemes normally make investments a major part of their a in equities. Such money have relatively high risks. These techniques provide different choices to the shareholders like dividend option, capital appreciation, etc . and the buyers may choose an option depending on their personal preferences. The investors must suggest the option inside the application form. The mutual cash also permit the investors to alter the options at a later time. Growth schemes are good for investors having a long-term outlook seeking gratitude over a period of time. Diversified Large Cap |Diversified Theme Centered | |Diversified Multi Cap |Sector | |Diversified The middle of Cap , Small Limit |Tax Saver | |Index |Arbitrage | |Banking |Balanced | Personal debt

The aim of cash flow funds is always to provide standard and stable income to investors. These kinds of schemes generally invest in set income securities such as a genuine, corporate debentures, Government investments and money market instruments. These kinds of funds are much less risky when compared to equity schemes. These cash are not influenced because of fluctuations in fairness markets. However , opportunities of capital appreciation are also limited in this kind of funds. The NAVs of such funds are afflicted because of enhancements made on interest rates in the country. If the interest rates fall, NAVs of such funds probably increase in the short run and vice versa. Nevertheless , long term investors may not take the time about these variances. Ultra Short Term |Money Industry Funds (Liquid Funds) | |Short Term Funds |Long Term Cash | |Monthly Income Programs | | Gold Gold is seen as a symbol of security and a sign of prosperity. Indian consumers consider gold jewelry as an investment and are well aware of gold’s benefits being a store of value. Gold is usually recognized as a form of money in India, a tradable liquid property. It is one of many foundation resources for Indian households and a means to gather wealth by a long term perspective. Gold investment has been around the culture of Indian tradition and has been upon rise numerous modern traders as well because of the financial uncertainty and inflationary pressures. Platinum Exchange Traded Fund |Gold Savings Pay for | [pic]Chapter – a couple of research strategy RESEARCH TECHNIQUE Problem Declaration: “Comparison of Reliance Shared Fund with others. ” Scope of Study: The scope with the project is principally concentrated on the different categories of the mutual funds such as equity strategies, debt funds, balanced funds and equity linked cost savings schemes etc . Research Aims: Primary Objective: • To know the best system of Mutual Fund by different variables. Secondary Objectives: • Understanding the attitude , behavior of the distributors to Reliance Shared Fund (RMF). Understanding the competition for the schemes furnished by different Common Funds Firm. • Discovering ways , means to turn the services by simply RMF. • To evaluate expenditure performance of selected shared funds with regards to risk and return. • Also to analyze the efficiency of shared fund schemes on the basis of several parameters. Significance of The Study: This kind of study supplies the good comparability to Reliability Mutual Fund for increasing in their companies and requires a sound decision regarding it. Reference Period: Reference period can be 1st January 2007 to 30th Dec 2012. Exploration Design: I have selected Detailed Research Style. Data Collection: Collect info with the help of supplier (INDIA INFOLINE) and Net.

Sample Size 5 techniques of Reliability Mutual Fund , a few schemes of Open – Ended Cash. Plan for Data Analysis: Simply by stepwise like: • Looking at • Enhancing • Tabulating through Table, Charts , Graphs. CONSTRAINT OF STUDY: • Info is accumulated from extra sources which may not always be as reliable as principal data and so sometimes it can be lead wrong prediction regarding future. • Data providing an prediction of market state but other factors also impact to this so perfect suggestion might not be predicted. DIRECTION FOR FURTHER EXPLORATION: The study is held for direct Business and research department brain. [pic]Chapter: – 3 Data Analysis , Interpretations INFO INTERPRETATION

The analysis is based on the weekly structure returns of Mutual Pay for as well as the weekly return of NIFTY INDEX. The number of scheme returns computed coming from weekly plan prices of the nifty index for the period of a few years coming from 1st Jan 2007 to 31st Dec 2012 and take top 5 Open – Ended Schemes to evaluate risk and return. Risk is scored by standard deviation, beta, etc . Performance of Reliance Banking Account , Different: [pic] |Funds Name | Beta |Standard Deviation |Correlation |Covariance |Return | |ICICI Prudential Finding Fund- |1. 03% |4. 7% |0. 86 |0. 0018 |110. 8% | |Growth | | | | | | |UTI Pharma , Health Care Fund- |0. 78% |4. seven percent |0. 66 |0. 0014 |98. 41% | |Growth | | | | | | |TATA Balanced Fund- Growth |0. 77% |3. 9% |0. 93 |0. 0014 |82. 92% | |ICICI Prudential Breakthrough |1. 03% |4. seven percent |0. 86 |0. 0018 |110. 8% | |Fund- Growth | | | | | | |UTI Pharma , Health Care Fund- |0. 78% |4. seven percent |0. 65 |0. 0014 |98. 41% | |Growth | | | | | | |TATA Well-balanced Fund- Development |0. 77% |3. 9% |0. 93 |0. 0014 |82. 92% | |ICICI Prudential Breakthrough discovery Fund- |1. 03% |4. 7% |0. 86 |0. 0018 |110. 8% | |Growth | | | | | | |UTI Pharma , Health Care Fund- |0. 78% |4. seven percent |0. 65 |0. 0014 |98. 41% | |Growth | | | | | | |TATA Well-balanced Fund- Growth |0. 77% |3. 9% |0. 93 |0. 0014 |82. 92% | |ICICI Prudential Breakthrough Fund-|1. 03% |4. 7% |0. 6 |0. 0018 |110. 78% | |Growth | | | | | | |UTI Pharma , Healthcare Fund- |0. 78% |4. 7% |0. 65 |0. 0014 |98. 41% | |Growth | | | | | | |TATA Balanced Fund- Growth |0. 77% |3. 9% |0. 93 |0. 0014 |82. 2% | |ICICI Prudential Discovery Fund-|1. 03% |4. 7% |0. 86 |0. 0018 |110. 78% | |Growth | | | | | | |UTI Pharma , Health Care Fund- |0. 78% |4. 7% |0. 66 |0. 0014 |98. 41% | |Growth | | | | | | |TATA Well-balanced Fund- Progress |0. seven percent | |ICICI Prudential Breakthrough Fund- Expansion |1. 03% | |Reliance Banking Fund- Growth |0. 98% | |Reliance Diversified Power Sector Fund- Expansion |0. 90% | |Reliance Equity Options Fund- Expansion |0. 86% | |UTI Pharma , Health Care Fund- Growth |0. 78% | Standard Change: Here, are definitely the top 5 techniques that has average , low deviation which is somewhat good. Funds Term |Standard Change | |Reliance MIP (Monthly Income Plan) Fund- Progress |3. 10% | |Reliance Pharma Fund- Growth |3. 30% | |Reliance Fairness Opportunities Fund- Growth |3. 50% | |SBI Magnum Balanced Fund- Growth |3. 80% | |TATA Well balanced Fund- Progress |3. 90% | Relationship:

Here, are the top 5 strategies whose Correlation is Substantial , Extremely Moderate. |Funds Name |Correlation | |SBI Magnum Balanced Fund- Growth |0. ninety five | |TATA Balanced Fund- Growth |0. 93 | |Reliance Collateral Opportunities Fund- Growth |0. 92 | |Reliance Diversified Power Sector Fund- Expansion |0. 91 | |ICICI Prudential Discovery Fund- Growth |0. 6th | Covariance: Here, happen to be top 5 schemes who has modest to low variation when compared with others. |Funds Name |Covariance | |Reliance MIP (Monthly Income Plan) Fund- Growth |0. 0004 | |Reliance Pharma Fund- Growth |0. 0008 | |Reliance Fairness Opportunities Fund- Growth |0. 0011 | |ICICI Prudential FMCG Fund- Growth |0. 012 | |SBI Magnum Balanced Fund- Growth |0. 0013 | [pic] Phase: , your five Conclusions Summary Every entrepreneur wants to take full advantage of his earnings at the lowest possible risk or perhaps he attempts to minimize his risk keeping his comes back equivalent, the two gives him higher revenue. In evaluating mutual money, investors generally consider the particular past comes back generated by the fund without considering the risk linked to it. From your project, I conclude that, After research of all the schemes of reliance mutual account , available – ended funds, there are 5 strategies that while high risk included but there is high go back accumulated with it. These types of schemes will be Reliance Financial Fund

Reliance Diversified Power Sector Fund, Reliance Value Opportunities Finance, ICICI Prudential Discovery Pay for , UTI Pharma , Health Care Account. Theory says that risk and return go hand in hand. And we is able to see that in these 5 techniques. Considering all of the factors, the very best scheme is usually Reliance Pharma Fund , Reliance MIP (Monthly Cash flow Plan) Pay for compare to all other schemes. [pic] CHAPTER – Recommendation • After evaluate the Risk and Return of all schemes of Reliance Common Fund , Open – Ended Cash, I recommend which the Reliance Pharma Fund , Reliance MIP (Monthly Cash flow Plan) Account for the low risk takers and Dependence Banking Fund , ICICI Prudential Discovery Fund for the high risk takers.

These schemes provides the highest returning but there is high risk beat other schemes included in Dependence Mutual Pay for , Open – Concluded Funds. Those individuals invest in this kind of schemes whom believes that “High Risk, High Gain”. • We also recommend that the SBI Magnum Balanced Fund and TATA Well-balanced Fund techniques are featuring less come back , having high risk so , there is maximum risk to purchase these two plans. [pic] Section: , six Bibliography? www. mutualfundsindia. com/rankfund. rpt. asp? http://www. personalfn. com/tools-and-resources/mutual-funds/nav-history. aspx? http://www. indiainfoline. com/Aboutus/? http://www. reliancemutual. com/NAV/NAVDownload. aspx [pic] , , , , , , , , DECLARATION ACKNOWLEDGEMENT EXECUTIVE OVERVIEW TABLE OF CONTENTS

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