c

c
c

cc
c c
c


c
 
  cc c
 
 
ccc ccc cc
cccc


ccc 
cc
c
 
cc c
c
c
c
c
 c
 c

 c
MUTUAL FUND
CONCEPT:

Mutual fund is a mechanism for pooling the resources by issuing units to the
investors and investing funds in securities in accordance with objectives as
disclosed in offer document.

Types of Mutual Funds Schemes:

Wide variety of Mutual Fund Schemes exists to cater to the needs such as financial
position, risk tolerance and return expectations etc. But among various mutual fund
I have selected the top 10 mutual fund according to their Net Asset Value(NAV).

The following are the top 10 mutual fund:

Equity :

Diversified.

NAME OF THE MUTUAL FUND RETURNS THREE YEARS (%) NAV

1.c ICICI Pru Discovery Inst I 21.89
2.c Birla Sun Life Dividend Yield Plus 21.42
3.c ICICI Pru Discovery 20.38
4.c ING Dividend Yield 19.35
5.c Birla Sun Life MNC 17.17
6.c IDFC Premier Equity Plan A 17.15
7.c Quantum Long Term Equity 16.21
8.c Birla Sun Life Buy India 15.81
9.c Reliance Reg Savings Equity 15.56
10. HDFC Equity 15.25

c
c
c
  !c
The main objective of this case study on top 10 mutual funds is to analyse them
according to their Net Asset Value (NAV).Most people have neither the time nor
interest to research and select individual stocks and bonds for their investment
portfolios, and that's where mutual funds come in. Mutual funds are composed of
stocks, bonds and other assets, giving you diversification, which means a decline in
value in any one stock or bond won't significantly hurt your overall
return.Thousands of mutual funds are available that can satisfy the objectives of
different types of investors.

  c
A Mutual Fund is the most suitable investment for the common man as it offers an
opportunity to invest in a diversified, professionally managed basket of securities at
a relatively low cost. India has a burgeoning population of middle class now
estimated around 300 million. Investments in Banks are liquid and safe, but with
the falling rate of interest. Mutual Fund is the ready answer. Viewed in this sense
globally India is one of the best markets for Mutual Fund Business



c
!"c
Literature on mutual fund performance evaluation is enormous. A few research
studies that have influenced the preparation of this paper substantially are
discussed in this section.


cc
Research design is not related to any particular method of collecting
data or any particular type of data. Any research design can, in principle,
use any type of data collection method and can use either quantitative or
qualitative data. Research design refers to the structure of an enquiry: it is
a logical matter rather than a logistical oneÖc

In this case newspaper,journals on mutual fund,websites will be uesd for data

collection.
c
c
cc#cc
@





 
 

 
 





 
  

  

 
    
  
 
     



c
Investors cannot contain costs so long as SEBI specified limits are complied with.
Investors pay management fees so long as they remain invested in the fund.
No tailor made portfolios
Investors end up delegating investment decisions to fund managers and have no
say/control on their decisions
The availability of a large number of mutual fund schemes means that, except for
the empowered investor , others require advice when selecting a fund which best
meets their investment objectives.
 c
A mutual fund brings together a group of people and invests their money in stocks,
bonds, and other securities.
 

 
 
  

 









@
 
  





 

    
 
    @