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Literature Review Mutual Fund Project

The document discusses the challenges of writing a literature review for a mutual fund project, including information overload, critical analysis, synthesizing ideas, structural clarity, and writing style. It recommends seeking assistance from writing professionals at StudyHub.vip to alleviate the burden and ensure the literature review is well-researched and meets academic standards.

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100% found this document useful (2 votes)
65 views

Literature Review Mutual Fund Project

The document discusses the challenges of writing a literature review for a mutual fund project, including information overload, critical analysis, synthesizing ideas, structural clarity, and writing style. It recommends seeking assistance from writing professionals at StudyHub.vip to alleviate the burden and ensure the literature review is well-researched and meets academic standards.

Uploaded by

aebvqfzmi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
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Crafting a literature review for your mutual fund project can be a daunting task.

It involves extensive
research, analysis, and synthesis of existing scholarly works related to your topic. Navigating
through numerous articles, books, and other sources to gather relevant information and critically
evaluate them requires time, effort, and expertise.

Writing a literature review involves several challenges, including:

1. Information Overload: With the vast amount of literature available on mutual funds, it's
easy to feel overwhelmed by the sheer volume of information.
2. Critical Analysis:It's essential to critically evaluate the quality and relevance of each source
to ensure that only the most credible and pertinent information is included in the review.
3. Synthesis of Ideas: Synthesizing various ideas, concepts, and findings from different sources
into a coherent narrative can be challenging.
4. Structural Clarity: Organizing the literature review in a logical and coherent manner while
maintaining clarity and coherence is crucial.
5. Writing Style: Adopting an appropriate academic writing style and adhering to formatting
guidelines can pose additional challenges for many.

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A project report on awareness regarding mutual fund with special reference to. This has led to
significant interest in the equal weight space. Reliance, ABN, Fidelity, ICICI etc, Broking on the
NSE, BSE, Post office savings. UTI - MIS - Advantage Fund - -0.7615 1.2615 8.8606 7.0319 564.65
Jan 31, 2013. Besides running domestic MF Schemes UTI AMC is also registered portfolio. It is
registered with SEBI and functions under the Mutual Fund Regulations. With the. For example, if
fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1. Mutual
fund provides an opportunity for an investor. Profunds provides a study also investigated the same
as those made by u. As at the end of September 2004, there were 29 funds, which. For example, in
floater funds that have longer maturity periods, we’ve mentioned the minimum timeframe you need
to hold them for, so that you don’t use them for very short-term goals for which floater funds are
normally good fits. Investment in mutual funds is less risky when compared to investment in equities
market. UTI Infrastructure Fund - -8.353 -2.2354 -2.1571 -6.338 1806.12 Jan 31, 2013. This project
also aims at finding about the factors that prevent the people to invest in mutual funds. Bank Mutual
Fund (Aug 89), Indian Bank Mutual Fund (Nov 89), Bank of India (Jun 90). Fixed-Income and
expenses of the market funds, including classic and literature review. As we used convenience
sampling method and only 100 samples of respondents has been selected, it is dif icult to generalize
the findings to the large population. This research paper focused on number of factors that highlights
investors’ behaviour towards mutual funds and preferences of investors. There is a need to
understand the perceptions of the investors towards such products and which are the primary criteria
which usually investor evaluate to do the investments. UTI Spread Fund - Dividend 0.5496 1.8493
8.6016 7.4612 26.91 Jan 31, 2013. UTI India Lifestyle Fund - Growth -4.2744 0.9047 12.2625
11.7706 358.57 Jan 31, 2013. This article presents a discussion of each of these. A study on various
investment opportunities And investment pattern of salari. Regulatory and Administrative control of
the Reserve Bank of. At last to mention, as long as mutual fund companies are. Due to these large
funds, mutual funds are able to buy cheaper. UTI Mid Cap Fund - Growth -6.4354 -3.6436 11.0994
6.2685 285.95 Jan 31, 2013. Assured Return Schemes had promised returns as high as 18% over a
period. From the review of the available literature the paper provides a thorough analysis of a wide
set of studies that covers factors stimulating investing in mutual funds like investment objectives,
duration of investment, types of funds, nature of investment, stock return, market volatility, investors
sentiments and more, and factors which are restraining the investment in Mutual Funds. UTI CRTS
81 - Dividend -0.8693 1.7998 11.4193 9.8809 342.63 Jan 31, 2013.
BOB and LIC. It is registered with SEBI and functions under the. You would have become familiar
with this post the Franklin episode when even their shorter tenure funds held significant credit risks.
Investments may be in stock, bonds, money market security. The hospital has several units like
children center, maternity. The important features of a mutual fund are the following. They do not
explain the risk factors to the investors. The study revealed that the investors have greatest
preference for capital appreciation. An assessment of the performance of mutual funds will be done
using the Sharpe and Sortino ratios as well as the Jensen Alpha. From the above graph it can be
inferred that out of 200 people, 97.5% people have invested. We bring to bear our extensive
relationship with financial institutions to. UTI Mastershare - Growth -4.573 1.3609 6.9982 6.3802
2375.71 Jan 31, 2013. UTI commenced its operation from July 1964 “With a view to encouraging
savings and. Investor Presentation Medirom Healthcare Technologies Inc. Projects Kart Summer
internship project on mutual funds awareness Summer internship project on mutual funds awareness
Deepika. In simple mutual fund in India was a monopoly market for UTI. Reliance, ABN, Fidelity,
ICICI etc, Broking on the NSE, BSE, Post office savings. If sold before 1 year from purchase date,
short term capital gain tax will be applicable. There is a need to understand the perceptions of the
investors towards such products and which are the primary criteria which usually investor evaluate
to do the investments. The Assets under management of the Specified Undertaking of the Unit Trust
of India has therefore been excluded from the total assets of the industry as a whole from February
2003 onwards. Another paper used Return Based Style Analysis (RBSA) to evaluate equity mutual
funds in India using quadratic optimization of an asset class factor model. T hey are facing risk
because of misconduct by advisory firms. They are not demanding any disclosures of their fund.
Open-Ended Equity Schemes having dividend and growth. Also, we would likely be grateful to our
classmates. UTI-CCP Advantage Fund - -5.9639 -0.3749 5.9475 5.1606 85.52 Jan 31, 2013. Lower
expense ratio leads to higher returns for investors. The Indian mutual fund industry is growing
rapidly and this is reflected in the increase in Assets under management of various fund houses.
India. The history of Mutual Funds in India can be broadly divided. For instance, the unit scheme
(1964) of the Unit Trust. As a condition to accessing the content and website of PrimeInvestor
Financial Research Pvt Ltd, you agree to our Terms and Conditions of Use, available here. Upload
Read for free FAQ and support Language (EN) Sign in Skip carousel Carousel Previous Carousel
Next What is Scribd.
Profunds provides a study also investigated the same as those made by u. Several papers also
examined factors influencing investment decisions and investor preferences toward mutual funds.
One paper evaluated the performance of Indian Mutual Fund Schemes in a bear market using relative
performance index, risk-return analysis, Treynor's ratio, Sharpe's ratio. RBI and the Industrial
Development Bank of India (IDBI) took over the regulatory and. The findings will help mutual fund
companies to identify the areas required for improvement and can also improve their mark. Mutual
fund industry has seen a lot of changes in past. The reason for entering at a high rating is that returns
on Quant’s funds are phenomenal, especially over the past two years. Issuu turns PDFs and other
files into interactive flipbooks and engaging content for every channel. Please be warned that to
describe security status of Reliancemutualfund. Employees, 3% are in Agriculture and 5% are in
others. UTI which had in March 2000 more than Rs.76,000 crores of. Mutual fund industry provides
a variety of products and price structures to heterogeneous consumer preferences and budgets.
Investments Products are on offer to every customer who walks into a branch, but. Those securities
are professionally managed on behalf of. UTI India Lifestyle Fund - Growth -4.2744 0.9047 12.2625
11.7706 358.57 Jan 31, 2013. An assessment of the performance of mutual funds will be done using
the Sharpe and Sortino ratios as well as the Jensen Alpha. Allegro Capital Advisors Pvt. Ltd. with a
wide regional and national presence has the. Despite at most care, there has been some limitation in
this study which may have impact on findings of the study. From the above chart it is inferred that
67% People are aware of Mutual Fund and its. Upload Read for free FAQ and support Language
(EN) Sign in Skip carousel Carousel Previous Carousel Next What is Scribd. Diversification reduces
the risk because all stocks. UTI Money Market - IP - Growth 0.7022 2.1231 9.4264 8.2431 2418.7
Jan 31, 2013. Use of the above-said information is at the user’s own risk. Part of the performance,
therefore, can be attributable to the rapid pace of inflows. PrimeInvestor Financial Research Pvt Ltd
does not assure or guarantee the user any minimum or fixed returns. While there is risk, it is evident
that they are striving to provide some liquidity and take more calculated risks. UTI Master Value
Fund - Dividend -6.8359 -2.5636 2.9595 6.4766 633.47 Jan 31, 2013. UTI Mastershare - Growth -
4.573 1.3609 6.9982 6.3802 2375.71 Jan 31, 2013. The result revealed that the extra-financial SR
attribute serves to dampen the rate at which SR investors trade mutual funds. As we used
convenience sampling method and only 100 samples of respondents has been selected, it is dif icult
to generalize the findings to the large population.
UTI ULIP -1.6199 1.4472 10.3365 8.5794 2509.47 Jan 31, 2013. Then there are others like HDFC
Balanced Advantage that do not hedge at all. Assured Return Schemes had promised returns as high
as 18% over a period. While the latter point still holds, the performance of these funds has improved
as the market rally has lifted stocks across the board. Open-Ended Income Scheme with a face value
of Rs 10 and the. One can say that industry is moving from infancy to adolescence, the industry is
maturing. Portfolios also help you in assigning an investment goals and make it easy for you to save
for and achieve your goals. UTI Gilt Advantage Fund - L T - 1.0209 5.379 10.3434 8.1522 212.56
Jan 31, 2013. This research paper focused on number of factors that highlights investors’ behaviour
towards mutual funds and preferences of investors. These funds had very small AUMs and insipid
performance and therefore never made it to our filters. The Unit Trust of India with Rs.44, 541 corers
of assets under management was way. UTI Pharma and Healthcare Fund -2.6047 0.1858 15.3893
13.3624 103.87 Jan 31, 2013. PrimeInvestor Financial Research Pvt Ltd does not assure or guarantee
the user any minimum or fixed returns. Groww provides objective evaluation of mutual funds and
does not advice or recommend any mutual fund or portfolios. It has been my privilege to have a
team of project is a result of. Supavadee(Noi) Tantiyanon 5 Common Writing Mistakes
Infographic.pdf 5 Common Writing Mistakes Infographic.pdf Remar Barquilla Medirom Healthcare
Technologies Inc. UTI Equity Tax Savings Plan - -4.4033 1.4497 8.2194 4.9128 475.96 Jan 31, 2013.
UTI Floating Rate Fund - STP - 0.6763 2.1192 8.918 7.7424 1940.66 Jan 31, 2013. Mutual Funds
provide a platform for a common investor to participate in the capital market with professional fund
management irrespective of the amount invested. Gold from Tanishq and International investment
products from Close Brothers are just. The effect of incorporating lagged information variables into
the evaluation of mutual fund managers' performance is examined in the Indian context. This is to
certify that Mr. VIVEK SAHA, a student of B.Com (Honours) in. Always use our MF Review Tool
to know whether a fund is a buy, sell, or hold. UTI Wealth Builder Fund - Series -5.0262 -3.3671
6.8351 10.2855 602.65 Jan 31, 2013. Board of India (Registration Number: INP000002437). The
short-term nature of these categories mean that trends show up more quickly and the fact that we
combine a few categories means some have an upper hand than others in some scenarios (like we
explained for floater funds). One paper evaluated the performance of Indian Mutual Fund Schemes
in a bear market using relative performance index, risk-return analysis, Treynor's ratio, Sharpe's ratio.
If sold before 1 year from purchase date, short term capital gain tax will be applicable. Allegro
Capital Advisors Pvt. Ltd. with a wide regional and national presence has the. Funds with lower
instrument-level concentration, lower group concentration, high AUM, low volatility, yields that are
rewarding for the risk taken and their worst return periods are better than most (and not negative)
have made it to our buys.
UTI MNC Fund - Dividend -3.4882 -2.0667 7.4881 13.8452 255.87 Jan 31, 2013. Otten and more
than 100 mutual funds strategic income; pacific funds which are not quite sure that are sub-advised
by u. Upload Read for free FAQ and support Language (EN) Sign in Skip carousel Carousel
Previous Carousel Next What is Scribd. To state in simple words, a mutual fund collects the savings.
UTI Mid Cap Fund - Growth -6.4354 -3.6436 11.0994 6.2685 285.95 Jan 31, 2013. It has also
identified project finance and consumer banking as. It is concluded that recurring deposit and post
office savings are most preferable investment avenues in the banking sector. The funds currently in
the Prime Funds list, while not the best in recent returns, are the ones that have held up relatively
better across market cycles. The data below will show you the divergence in net equity holding (post
derivative hedging) of some of the popular funds. The performance of mutual funds in India in the
initial. Managing money successfully is purely a form of art. Mutual Fund Incubation and the Role of
the Securities and Exchange Commission. The services rendered by PrimeInvestor Financial Research
Pvt Ltd are on a best-effort basis. Bank in India with 8,836 branches all over India. SBI is the. A
study on various investment opportunities And investment pattern of salari. UTI Gilt Advantage
Fund - L T P 1.021 5.3793 11.0062 8.6573 212.56 Jan 31, 2013. Allegro's Investment Management
Group is responsible for managing assets on a. One paper evaluated the performance of Indian
Mutual Fund Schemes in a bear market using relative performance index, risk-return analysis,
Treynor's ratio, Sharpe's ratio. As at the end of September 2004, there were 29 funds, which. Otten
and more than 100 mutual funds strategic income; pacific funds which are not quite sure that are
sub-advised by u. Always use our MF Review Tool to know whether a fund is a buy, sell, or hold.
The performance of the mutual funds products become more complex in context of accommodating
both risk and return measurement while giving due importance to investment objectives. Findings:
The major findings of the study reveal that demographic factors have impact on the investment
decisions taken by investors. UTI Spread Fund - Dividend 0.5496 1.8493 8.6016 7.4612 26.91 Jan
31, 2013. UTI Services Industries Fund - -2.2964 4.144 11.0567 6.5905 220.73 Jan 31, 2013.
Statistics Make data-driven decisions to drive reader engagement, subscriptions, and campaigns.
This company runs two successful funds with large international investors. But the divergence
cannot be starker than it is now. Company Private Limited for managing the schemes of UTI Mutual
Fund. UTI Money Market - Ret - Flexi 0.2326 1.5373 7.5527 6.6336 2418.7 Jan 31, 2013.
To the time-constrained investor, mutual funds provide a professionally managed collective
investment vehicle that pools money from many such investors together to achieve a targeted
objective through investments into asset classes like equity, debt and gold. In our Prime Funds, we
look for trends like these to decide what funds to add to pick up those opportunities. UTI Dividend
Yield Fund - -5.1686 1.1681 3.493 7.408 3627.98 Jan 31, 2013. The caution we adopted in equity
funds given the nature of the market rally holds in these funds as well. UTI Short Term Income Fund
- 0.6516 2.6532 9.7926 8.3212 2270.77 Jan 31, 2013. Returns hold above top-rated funds such as
Canara Robeco Hybrid Equity. However, we’re still wary of changing calls on these funds or
reviewing our stance. UTI Gilt Advantage Fund - L T - 1.0208 5.3796 11.007 8.6578 212.56 Jan 31,
2013. Fullscreen Sharing Deliver a distraction-free reading experience with a simple link. Otten and
more than 100 mutual funds strategic income; pacific funds which are not quite sure that are sub-
advised by u. More Features Connections Canva Create professional content with Canva, including
presentations, catalogs, and more. The investment process is in general a combination of. Mutual
Fund is one of the most preferred investment alternatives for the small investors as it offers an
opportunity to invest in a diversified, professionally managed portfolio at a relatively low cost. UTI
Transportation and Logistics -6.2738 -1.2871 6.535 10.4558 55.1 Jan 31, 2013. Small investors can
also invest in mutual fund and earn a fair rate of return with less risk compared to shares and other
financial products. UTI ULIP -1.6199 1.4472 10.3365 8.5794 2509.47 Jan 31, 2013. Really
appreciate. How often you track the portfolio details in debt papers. Always use our MF Review
Tool to know whether a fund is a buy, sell, or hold. Inflation is running high yet yield have not
inched upwards. The fund has beaten its benchmark comfortably by 3-4 per cent over the past 1, 3, 5
and 7-year periods. Less risk combined with moderate returns and professional management act as a
magnet for the risk averse investors to invest their savings in the financial markets. ABSL Equity
Hybrid, which dropped sharply as high-risk bets in the mid-cap space hit returns from 2018, is now
among the top returning funds in the 1-year period. Because the health and nutrition needs of a child
cannot be addressed in isolation from those of his or her mother, the program also extends to
adolescent girls, pregnant women and nursing mothers. Deftly deploying larger sums in stocks
without affecting impact cost can be tricky to manage. Private Limited, out of 120 investors, 36%
investors that is the maximum investors are in. For 30 years, it had goaled without a single second.
Verbatim quotes are used in reports to illustrate points and this brings. Investors encounter fewer
risks when they invest in mutual. The reason why this worked now is that some of the Nifty index’s
heavyweights (like HDFC Bank, Reliance Industries or TCS) have not performed too well. Groww is
an investing platform where users can find the best mutual funds to invest in and can invest their
money without any hassles.
A study on various investment opportunities And investment pattern of salari. From the above graph
it can be inferred that out of 200 people, 97.5% people have invested. For example, in floater funds
that have longer maturity periods, we’ve mentioned the minimum timeframe you need to hold them
for, so that you don’t use them for very short-term goals for which floater funds are normally good
fits. Practical Implications: Contributes to the body of knowledge on investor’s behaviours,
perception n their attitude towards investment in mutual funds and its implications for investors,
agencies and government for formulating policies. Mutual Funds are the investment instruments
which are specially devised to attract the novice investors to invest in economy without having the
detailed knowledge about the same. Portfolios also help you in assigning an investment goals and
make it easy for you to save for and achieve your goals. This comes also at a time when the yield
scenario has been unfavourable for investors. Really appreciate. How often you track the portfolio
details in debt papers. Like all investment, they also carry certain risks. More Features Connections
Canva Create professional content with Canva, including presentations, catalogs, and more. Instead,
they automatically buy stock in companies that are. January 2003). The Specified Undertaking of
Unit Trust of. University of Calcutta has worked under my supervision and guidance for his. Since
the investors themselves contribute to the pool of fund and enjoy it and its fruits. Index funds are
funds in which managers buy securities in proportions similar to those. You can download the paper
by clicking the button above. Funds' approach that is in complete synergy with the unbiased nature of
our advice. We. Reliance Top 200 Fund Managers The fund is managed by Mr. It also helps in
understanding different schemes of mutual funds. Gp Gp A project report on performance evaluation
of sectoral mutual fund A project report on performance evaluation of sectoral mutual fund Study on
Mutual Fund 1. The whole point is to leave the direct investing; stock or bond. India Act 1963. In
1987 public sector banks and insurance companies were permitted to. Up until this time, we’ve
refrained from giving Buy calls in credit risk funds. UTI Monthly Income Scheme - -0.4013 1.8521
8.3208 7.2683 318.48 Jan 31, 2013. Thus a Mutual Fund is the most suitable investment for the. UTI
Services Industries Fund - -2.2964 4.144 11.0567 6.5905 220.73 Jan 31, 2013. UTI Nifty Fund -
Dividend -5.2944 1.8295 6.4646 5.3599 177.49 Jan 31, 2013. Employees, 3% are in Agriculture and
5% are in others. UTI Floating Rate Fund - STP - 0.6763 2.1192 8.918 7.7424 1940.66 Jan 31, 2013.
Open-Ended Equity Schemes having dividend and growth. Diversification reduces the risk because
all stocks.

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