Académique Documents
Professionnel Documents
Culture Documents
on
mutual funds (BRAND EXPANSION)
Choice for Investments
Submitted in partial
fulfillment
Towards the award of
master of business
(2017-19)
Submitted by
Mritunjay pandey
University roll no. –
178410170
Mba 2 year (4
trimester)
ACKNOWLEDGEMETS
• On completion of my summer internship report I feel deeply in debited to many
let me avail this opportunity to express my deep sense gratitude to BAJAJ
CAPITAL and the MARKETING MANAGER and all my friends for their
encouragements , supports , guidance and assistance for undergoing industrial
training and for preparing the project report.
• MRITUNJAY PANDEY
STUDENT’S DECLARATION
• I hereby declare that the project report entitled
“MUTUAL FUNDS” choice for investments submitted by
me to “GLA UNIVERSITY” MATHURA in partial
fulfillment of the requirement for the award of the
degree of “ MASTER IN BUSINESS ADMINISTRATION “
in “ MARKETING” is a report prepared during my “
SUMMERINTERNSHIP” under the guidance of “ Mr.
UTKAL KHANDELWAL “.
• I further declare that the work reported by me in this
project has not been submitted and will not be
submitted either in part or in full , for the award of
the award of the other degree or diploma in this
institute or any other institute or university.
Preface
• In the board sense training is necessary to make students of professional
institutions familiar with the marketing and working environment . This is
not only helps professionals to speedily accommodate themselves in
marketing but also to have better usage to their studies
• To be dynamic , strategic and work aggressively they need to now the
policies , procedures and trend going in the present working environment
apart from their studies . The training fulfills all these needs.
• As a part of the MBA curriculum and in order to gain practical knowledge
in the field of management , I require to make report on “MUTUAL FUNDS
– CHOICE FOR INVESTMENTS”. The basic objective behind doing this
report is get knowledge tools of different tools of marketing.
• In this project report I have include various customer preference based on
their age group towards “ MUTUAL FUNDS”.
• MRITUNJAY PANDEY
TABLE OF CONTENTS
CHAPTERS PARTICULARS
Introduction pages Acknowledgement
Student
Declaration
Preface
Table of Content
CHAPTERS-1 Introduction
To
Topic
CHAPTERS-2 Working area of
Internship
Introduction
To
Organization
CHAPTERS-3 Objectives of
Study
CHAPTERS-4 Data Analysis
CHAPTERS-5 Conclusion
TITLE OF INTERNSHIP
TOPIC OF SUMMER TRAINING
(MUTUAL FUNDS) – Choice for investments.
Opportunity for bajaj capital brand expansion
INTRODUCTION TO TOPIC
(MUTUAL FUNDS)
Its an sale of company operational functions of
monetary value of business to investors
through investing in company monetary
securities.
Moving investors money for business operations
from there pool of money to their company
operations through the guidance of fund
manager.
Chapter-1
General introduction
• I am feeling extremely positive to have an
chance to work with BAJAJ CAPITAL – nehru
place (NEW DELHI). An organization dealing
with financial products all over India .
• I visited many different markets and their
perspectives in Delhi that helps to motivate to
this report. I will always remain thankful to
them for giving me this kind of opportunity
and to my institution also.
BASICS OF MUTUAL FUNDS
• A Mutual Fund is a trust that collects money from investors who share a common financial goal, and
• invest the proceeds in different asset classes, as defined by the investment objective. Simply put,
• mutual fund is a financial intermediary, set up with an objective to professionally manage the money
• pooled from the investors at large.
• By pooling money together in a mutual fund, investors can enjoy economies of scale and can purchase
• stocks or bonds at a much lower trading costs compared to direct investing in capital markets. The
• other advantages are diversification, stock and bond selection by experts, low costs, convenience and
• flexibility.
• An investor in a mutual fund scheme receives units which are in accordance with the quantum of
• money invested by him. These units represent an investor’s proportionate ownership into the assets of
• a scheme and his liability in case of loss to the fund is limited to the extent of amount invested by him.
• The pooling of resources is the biggest strength for mutual funds. The relatively lower amounts
• required for investing into a mutual fund scheme enables small retail investors to enjoy the benefits
• of professional money management and lends access to different markets, which they otherwise may
• not be able to access. The investment experts who invest the pooled money on behalf of investors
• of the scheme are known as 'Fund Managers'. These fund managers take the investment decisions
• pertaining to the selection of securities and the proportion of investments to be made into them.
• However, these decisions are governed by certain guidelines which are decided by the investment
• objective(s), investment pattern of the scheme and are subject to regulatory restrictions. It is this
• investment objective and investment pattern which also guides the investor in choosing the right
• fund for his investment purpose.
HOW MUTUAL FUNDS ARE SET UP