DECLARATION OF LEARNER

This is to declare that I have carried out this project work myself in partial fulfillment of
the PGDBF Program of SCDL.

The work is original, has not been copied from anywhere else and not been submitted to any
other University/Institute for an award of any degree/diploma.

Date

Signature

Place

Name:

DECLARATION OF GUIDE

I certified that the work incorporated in this Project Report on Mutual Fund submitted by Mr
Navneet chaubey is his original work and completed under my guidance. Material obtained from
other sources has been duly acknowledged in the Project Report.

Date
Place

Signature of the Guide

PROPOSAL

Name of the Learner-Navneet chaubay

Registration No Reg201410606@Student.Scdl.Net
Address- House Number-181 Sector-15A Behind Gymkhana Club Faridabad 121007 Haryana
India
TITLE OF PROJECT: Mutual fund
OBJECTIVES
This Project gave me a great learning experience and at the same time
it gave me enough scope to implement my analytical ability. The
analysis and advice presented in this Project Report is based on market
research on the saving and investment practices of the investors and
preferences of the investors for investment in Mutual Funds. This
Report will help to know about the investors Preferences in Mutual
Fund Means Are they prefer any particular Asset Management

Company (AMC), Which type of Product they prefer, Which Option

(Growth or Dividend) they prefer or Which Investment Strategy they
follow (Systematic Investment Plan or One time Plan). This Project as a
whole can be divided into two parts.

NEED FOR THE TOPIC: AIM OF THE STUDY

The first part gives an insight about Mutual Fund and its various aspects, the
Company Profile, Objectives of the study, Research Methodology. One can have
a brief knowledge about Mutual Fund and its basics through the Project.

STATISTICAL TECHNIQUES TO BE USED (If any)

Chi Square, Correlation & Regression, Beta & Sharpe, Ration Analysis
PROPOSED METHODOLOGY
For the accomplishment of this project following steps are recommending:
STEP 1: UNDERSTANDING the product and detail study of Mutual fund
STEP 2: This step is comprising of meeting with stakeholders along with the Amrender fiance
STEP 3: Finally analyzing and interpreting the collected data and preparing the final report

CHAPTERIZATION
Introduction
Organization profile
Objective
Hypothesis
Theoretical Perspective
Methodology and Procedure of Work
Analysis / Interpretation of Data
Findings and Recommendations
Conclusion

DETAIL INFORMATION OF GUIDE

Name
Address
Qualification

:
:
:

Rahul Sharma
H/34 Model Town Ashok Vihar
MBA (Specialization: Finance)

CONTENTS
Serial No.

Contents

Page No

Introduction

History

National Stage

Banking Structure in India

10

Role of bank

12

Growing Compitition

29

Common Banking product

38

Some Comments by Expert

46

Impact of Universal Banking

56

10

Limitations of Universal Banking

60

11

Introduction of Research Work

62

12

Findings

67

13

Conclusion

68