A STUDY OF SBI MUTUAL FUNDS

A Summer Training Project Report

Submitted in partia Fu !i ment o! t"e re#uirement$ !or BBA%Ban&ing 'In$urance( Seme$ter )t" Programme o! *+*+S+Indrapra$t"a Uni,er$it-. De "i+ %S/SSION 011230140(

SUBMITT/D BY53 6A*)//R SIN*7 BBA%B'I(3Seme$ter3)t" /nro no518040914812

D/L7I INSTITUT/ OF RURAL D/)/LOPM/NT %D+I+R+D+( %A!!i iated :it" *+*+S+I+P+ Uni,er$it- ;De "i(

Dec aration

I hereby declare the major project report, entitled A Stud- o! SBI Mutua Fund< is based on my original study and has not been submitted earlier for any degree or diploma of any university. The work of author, wherever used, has been acknowledged at appropriate place.

P ace: Delhi Date :"""""...

andidate!s signature Name:#$%&''( )I*%+ /nro . *,:-./0/1-0.-2

ountersigned

*ame:$*#$3I )upervisor Delhi Institute of (ural Development

PR/FA=/

In few years 4utual 5und has emerged as a tool for ensuring one!s financial well being. 4utual 5unds have not only contributed to the India growth story but have also helped families tap into the success of Indian Industry. $s information and awareness is rising more and more people are enjoying the benefits of investing in mutual funds. The main reason the number of retail mutual fund investors remains small is that nine in ten people with incomes in India do not know that mutual funds e6ist. 7ut once people are aware of mutual fund investment opportunities, the number who decide to invest in mutual funds increases to as many as one in five people. The trick for converting a person with no knowledge of mutual funds to a new 4utual 5und customer is to understand which of the potential investors are more likely to buy mutual funds and to use the right arguments in the sales process that customers will accept as important and relevant to their decision. This 8roject gave me a great learning e6perience and at the same time it gave me enough scope to implement my analytical ability. The analysis and advice presented in this 8roject (eport is based on market research on the saving and investment practices of the investors and preferences of the investors for

investment in 4utual 5unds. This (eport will help to know about the investors! 8references in 4utual 5und means $re they prefer any particular $sset 4anagement ompany 9$4 :, ;hich type of 8roduct they prefer,

;hich ,ption 9%rowth or Dividend: they prefer or ;hich Investment )trategy they follow 9)ystematic Investment 8lan or ,ne time 8lan:. This 8roject as a whole can be divided into two parts. I would like to e6press my sincere gratitude to miss AN6ALI9project guide: for constantly guiding me and acting as my mentor during the course of my project and tackling variety of hurdles with implicit patience throughout my research project interest in the project infused in my great inspiration and confidence in taking up this study in right direction .without his overall guidance and help the project may have seen to be completed.

In the end, I also want to thanks my find for their support and help during the project. 6A*)//R SIN*7

IND/> )r.no 0. /. TOPI=S Tit e Page Dec aration pre!ace =erti!icate =ompan- Pro!i e SBI Mutua Fund INTRODU=TION Intro 7i$tor- o! t"e India Mutua Fund Indu$tr In,e$tment Strategie$ Product$ o! SBI Mutua Fund Re,ie: o! Literature Objecti,e Scope o! t"e StudRe$earc" Met"odo ogLimitation Data Ana -$i$ ' Interpretation Recommendation Finding$ =onc u$ion BIBLIO*RAP7Y Anne?ure 8g.no

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