The project mutual fund analysis was carried out in SBI GROUP Wakdewadi Pune!

The
intention "ehind takin# o$er this project with SBI Group was to primarily understand the role of
"anks in pro$idin# in$estment solutions and ad$ices to its customers! The project was carried out
for the period of %& days i!e! from 'uly () *++, to -u#! .( *++,! The project was done "y
analy/in# the different in$estment options a$aila"le and to compare them with the mutual fund
in$estments! 0or the purpose of analy/in# the In$estment pattern and selectin# effecti$e and
"eneficial schemes of mutual funds different a$aila"le schemes were thorou#hly analy/ed and
then an ideal portfolio of those in$estment options a$aila"le was made!
0inally the ideal portfolio was created to understand the importance of portfolio mana#ement and
to ease the selection of different mutual fund schemes and the wei#ht a#e to "e #i$en to them!
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To e$aluate in$estment performance of selected mutual funds in terms of risk and return! To
e$aluate and create an ideal portfolio consistin# the "est mutual fund schemes which will earn
hi#hest possi"le returns and will minimi/e the risk! -lso to analy/e the performance of mutual
fund schemes on the "asis of $arious parameters!
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The funds are selected to which SBI Group is ad$isor! The Schemes were cate#ori/ed and
selected on e$aluatin# their performance and relati$e risk! The scope of the project is mainly
concentrated on the different cate#ories of the 7utual funds such as e8uity schemes de"t funds
"alanced funds and e8uity linked sa$in#s schemes etc! The ideal portfolio is created "y analy/in#
the risk pattern of the schemes and distri"utin# the o$erall risk to earn ma9imum returns!
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Research 7ethodolo#y is a $ery or#ani/ed and systematic medium throu#h which a particular
case or pro"lem can "e sol$ed! It is analytical descripti$e and 8uantitati$e research where the
comparison "etween the different mutual fund schemes is made on the "asis of risk $olatility
and return! 0or data collection purpose the secondary source was used like mutual fund fact
sheet "ooks we"sites and SBI Group mutual fund reco$ers
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To #et an insi#ht in the process of portfolio allocation and deployment of funds "y fund mana#er
is difficult! The project is una"le to analysis each and e$ery scheme of mutual funds to create the
ideal portfolio! The portfolio of mutual fund in$estments can chan#e accordin# to the market
conditions! This project is carried out and e$aluated on the "asis of the market conditions from
'uly () to -u#! .( *++,!
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Out of the different schemes that has "een compared none of the scheme is "etter on all the
fronts like risk $olatility and the returns! 7utual fund in$estments are not short term in$estment
a$enues "ut they are more of a lon# term in$estment a$enue!