CONTENTS

Certificate Page No.

Preface

Acknowledgement

1. Introduction to the Mutual Fund Industry

 Mutual Fund in India 01
 Structure 03
 Types of Mutual Fund 04
 Constitution of Mutual Fund 07
 Working of AMC 10
 NAV 16
 Benefits of Mutual Fund 18

2. Profile of Standard Chartered

 An Overview 20
 Executive directors 21
 Ethics 21
 Areas of Operation 22
 Accolades 22

3. Profile of Standard Chartered Mutual Fund

 An Overview 23
 Investment Allocation 24
 Schemes of SCMF 26
 SWOT Analysis 38
4. Research
 Nature of Market Research 42
 Title 44
 Research Design 46
 Limitations of Study 50

5. Analysis and Interpretation 51

6. Competitive Analysis 71

7. Recommendations 80

8. Annexure and Bibliography 82

 PREFACE

A professional course like Business Management demands in depth theoretical

knowledge and practical exposure to its application. For the same, the course
design includes two months summer training. The course aims to groom the
students professionally and offer him/her a chance to work in the real
environment of the corporate world, so as to have an opportunity to gain
experience on practical aspects and supplement his/her theoretical knowledge.
Mutual Fund being the ideal investment vehicle in today’s complex and modern
financial scenario, consequently study of mutual fund has become an essential
ingredient of any business and finance programs. Markets for equity, shares,
bonds, and other fixed income instruments, real estates, derivatives and other
assets have become mature and information driven. Mutual Fund is emerging as
the most attractive investment avenue though still a recent phenomenon in the
Indian context.
I was fortunate enough to closely watch and learn the working of mutual fund,
during my summer training at the esteemed organization- PRUDENTIAL
ICICI MUTUAL FUND.
The project assigned was based on marketing and then comparative analysis
with investment schemes. The project dealt with – ‘Agency Expansion &
Marketing of Mutual Funds’.
It is hoped that the organization will be benefited from the suggestions as well
as study carried out.
 ACKNOWLEDGEMENT

The project would not be complete without a mention of those, who have
spared their valuable time and shared their rich experience, in making this
project a success.

I owe my indebtedness to ‘Mr. Umesh Bhandari’ Regional Head, Rajasthan

for Reliance Infocomm L.T.D., for granting me an opportunity to work with
the esteemed organization. He has been benevolent enough to lend his help and
spare his valuable time throughout the project. I am thankful for his continuous
motivation and encouragement.

I extend my heartfelt thanks to ‘Mr. SanjeevLodha and ‘Mr. Ankit Babaerwal

(H.R.)’, in charge, Back Office for their incessant guidance and support all
through the project. They have been immensely contributive with their ideas
and have guided me on all aspects. I also feel privileged to place on record the
excellent marketing tactics, which I had learnt from them during my project.

I express a deep sense of gratitude to all the staff members at my office-

Reliance Infocomm L. T. D.; who gave me a full-fledged support throughout
my project.