Hdfc Finance Project Report OF MBA FINANCE

MUTUAL FUND COMPARISON AND ANALYSIS

MUTUAL FUND COMPARISON AND ANALYSIS

1

I. II. III. IV. V. VI. VII. VIII. IX. X. XI.

I. II.

2

III. IV. V. VI.

1

The topic of this project is Mutual Fund Comparison and Analysis. The mutual fund industry in India has seen dramatic improvements in quantity as well as quality of  prod roduct uct and serv serviice offe offeri ring ngs s in rece recent nt year years s and henc hence e here here foc focus is

on

comparing comparing schemes schemes of different different mutual fund companies companies on different different performance performance para parame metr trer ers. s. Alon Along g with with this this proj projec ectt also also touc touches hes on the aspe aspect ct of Syst System emat atic ic Investmen Investmentt Plan and Rebalanci Rebalancing. ng. Project analysis past three years data of different mutual fund schemes. Different measure measures s like like beta beta ,Sharp ,Sharpe, e, Treyno Treynor, r, Jense Jensen n etc. etc. have been taken taken to analys analyse e the performance. An effort has been made to work on the concepts that have been taught in class along with other useful parameters so that better study can be done.

3

2.

Vision Statement:

4