Post on 04-Apr-2018
7/31/2019 Project on Comaparative Study of Mutual Funds
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7/31/2019 Project on Comaparative Study of Mutual Funds
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vjd ]DON bgvd vjd ~db 2>>7 Vjd elonan}bvnl` lg gt`f} b`f vjd `teod lg
xab~d} lxdbvn`c n` vjd n`ft}v~ dbmjdf `ds jdncjv} b} n`wd}vl} }vbvdf
}jlsn`c eld n`vdd}v n` etvtba gt`f}N`wdvl}# n`vdd}v} sdd }bgdctbfdf o~ ]DON b`f vjd Clwd`ed`v lggddf vbz
od`dgnv} vl vjd n`wd}vl} n` lfd vl d`mltbcd vjde ]DON *Etvtba Gt`f}.
_dctabvnl`}! 2>>7 sb} n`vlftmdf o~ ]DON vjbv }dv t`ngle }vb`fbf} gl baa
etvtba gt`f} n` N`fnb Vjd T`nl` Otfcdv n` 2>>> dzdexvdf baa fnwnfd`f
n`mled} n` vjd jb`f} lg n`wd}vl} gle n`mled vbz Wbnlt} N`wd}vl Bsbd`d}}
Xlcbeed} sdd abt`mjdf ftn`c vjn} xjb}d! olvj o~ ]DON b`f BEGN! snvj b`
loidmvnwd vl dftmbvd n`wd}vl} b`f ebkd vjde n`gledf boltv vjd etvtba gt`f
n`ft}v~
7/31/2019 Project on Comaparative Study of Mutual Funds
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 22
N` Gdotb~ ?88=! vjd TVN Bmv sb} dxdbadf b`f TVN sb} }vnxxdf lg nv} ]xdmnba
adcba }vbvt} b} b vt}v gledf o~ b` Bmv lg Xbanbed`v Vjd xneb~ loidmvnwd
odjn`f vjn} sb} vl on`c baa etvtba gt`f xab~d} l` vjd }bed adwda
TVN sb} d%lcb`n}df n`vl vsl xbv}9
2 Vjd ]xdmngndf T`fdvbkn`c!
? Vjd TVN Etvtba Gt`f
Xd}d`va~ T`nv Vt}v lg N`fnb lxdbvd} t`fd vjd `bed lg TVN Etvtba Gt`f b`f
nv} xb}v }mjded} *ankd T]%76! B}}tdf _dvt` ]mjded}. bd odn`c cbftbaa~
slt`f tx Jlsdwd! TVN Etvtba Gt`f n} }vnaa vjd abcd}v xab~d n` vjd n`ft}v~
N` 2>>>! vjdd sb} b }nc`ngnmb`v clsvj n` elonan}bvnl` lg gt`f} gle n`wd}vl}
b`f b}}dv} t`fd eb`bcded`v sjnmj n} }txxlvdf o~ vjd glaalsn`c fbvb9
C_L]] GT@F ELONAN]BVNL@ *_] M_L_D].
G_LE VL TVN XTOANM ]DMVL_ X_NWBVD ]DMVL_ VLVBA
82%Bxna%>: =2%Ebmj%>> 22!73> 2!3=? 3!>77 ?2!=33
82%Bxna%>> =2%Ebmj%88 2=!4=7 6!8=> 6?!23= 4>!36:
82%Bxna%88 =2%Ebmj%82 2?!62= 7!2>? 36!=4? >?!>43
82%Bxna%82 =2%Ebmj%8? 6!76= 2=!72= 2!67!?73 2!76!4?=
82%Bxna%8? =2%Ib`%8= 4!484 ??!>?= ?!?8!442 ?!6:!>3>
82%Gdo%8= =2%Ebmj%8= ) 3!?4>) 4:!6=4 74!7>6
7/31/2019 Project on Comaparative Study of Mutual Funds
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 2?
B]]DV] T@FD_ EB@BCDED@V *_] M_L_D].
B] L@ TVN XTOANM ]DMVL_ X_NWBVD ]DMVL_ VLVBA
=2%8=Ebmj%>> 4=!=?8 :!?>? 7!:78 7:!63?
Xjb}d W Clsvj b`f Ml`}lanfbvnl` % ?886 L`sbf}9
Vjd n`ft}v~ jb} ba}l snv`d}}df }dwdba edcd} b`f bmrtn}nvnl`} dmd`va~!
dzbexad} lg sjnmj bd bmrtn}nvnl` lg }mjded} lg Baanb`md Etvtba Gt`f o~ Onab
]t` Angd! ]t` G'M Etvtba Gt`f b`f X@O Etvtba Gt`f o~ Xn`mnxba Etvtba
Gt`f ]netavb`dlt}a~! eld n`vd`bvnl`ba etvba gt`f xab~d} jbwd d`vddf N`fnb
ankd Gnfdanv~! Gb`kan` Vdexadvl` Etvtba Gt`f dvm Vjdd sdd ?> gt`f} b} bv
vjd d`f lg Ebmj ?887 Vjn} n} b ml`vn`tn`c xjb}d lg clsvj lg vjd n`ft}v~
vjltcj ml`}lanfbvnl` b`f d`v~ lg `ds n`vd`bvnl`ba b`f xnwbvd }dmvl xab~d}
82%Bxna%8= =2%Ebmj%86 % 7:!44: 4!?2!7=? 4!>8!2>8
82%Bxna%86 =2%Ebmj%84 % 2!8=!?67 3!=7!627 :!=>!77?
82%Bxna%84 =2%Ebmj%87 % 2!:=!667 >!26!32? 28!>:!24:
7/31/2019 Project on Comaparative Study of Mutual Funds
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 2=
Dedcn`c N}}td} lg vjd Etvtba Gt`f N`ft}v~ n` N`fnb9
O~ d`f lg IT@D ?828! N`fnb` etvtba gt`f n`ft}v~ dbmjdf eld vjb`
_} 768888 mld
288$ clsvj n` vjd ab}v 7 ~db}
@teod lg gldnc` BEM#} bd n` vjd rtdtd vl d`vd vjd N`fnb` ebkdv}
Lt }bwn`c bvd n} lwd ?=$! jncjd}v n` vjd slaf L`a~ mjb``danyn`cvjd}d }bwn`c} n` etvtba gt`f} }dmvl n} drtndf
Sd jbwd bxxlznebvda~ => etvtba gt`f} sjnmj n} etmj ad}} vjb` T]
jbwn`c eld vjb` :88 Vjdd n} b onc }mlxd gl dzxb`}nl`
#O# b`f #M# mab}} mnvnd} bd clsn`c bxnfa~ Vlfb~ el}v lg vjd etvtba
gt`f} bd ml`md`vbvn`c l` vjd #B# mab}} mnvnd} ]ll` vjd~ snaa gn`f }mlxd
n` vjd clsn`c mnvnd}
Etvtba gt`f mb` xd`dvbvd tba ankd vjd N`fnb` n`}tb`md n`ft}v~ snvj
}nexad b`f anenvdf xlftmv} ]DON baalsn`c vjd EG#} vl abt`mj mleelfnv~ etvtba gt`f}
Dexjb}n} l` odvvd mlxlbvd clwd`b`md
V~n`c vl mto vjd abvd vbfn`c xbmvnmd}
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 26
C_BXJ LG BTE LG N@FNB w} BTE LG SL_AF9%
X_D]D@V XL]NVNL@9%
Etvtba gt`f} xab~ wnvba lad n` d}ltmd elonanybvnl` b`f vjdn dggnmnd`v
baalmbvnl` n` b vb`}nvnl`ba dml`le~ ankd N`fnb Dml`lenm vb`}nvnl` n} t}tbaa~
ebkdf o~ mjb`cd} n` vjd gn`b`mnba edmjb`n}e! n`}vnvtvnl`ba n`vdcbvnl`! ebkdv
dctabvnl`! d%baalmbvnl` lg }bwn`c} b`f n`wd}ved`v}! b`f mjb`cd} n` vjd n`vd%}dmvl dabvnl`}jnx} Vjd}d mjb`cd} lgvd` nexa~ `dcbvnwnv~ sjnmj }jbkd}
n`wd}vl} ml`gnfd`md n` vjd mbxnvba ebkdv Etvtba gt`f} xdgle b mtmnba vb}k
b} dggnmnd`v baancbvl} lg d}ltmd} n` }tmj b vb`}nvnl`ba xdnlf
Vjltcjltv vjd slaf! etvtba gt`f} jbwd slkdf b} danboad n`}vted`v} lg
mjb`cd n` gn`b`mnba n`vdedfnbvnl`! fdwdalxed`v lg vjd mbxnvba ebkdv! b`f
clsvj lg vjd mlxlbvd }dmvl Vjd bmvnwd n`wlawded`v lg etvtba gt`f} n`
xlelvn`c dml`lenm fdwdalxed`v mb` ba}l od }dd` n` vjdn flen`b`v xd}d`md
n` vjd el`d~ b`f mbxnvba ebkdv} Etvtba gt`f} ebkd b }nc`ngnmb`v ml`vnotvnl`
n` wnobvn`c olvj vjd ebkdv}
Vjd }xdbf lg drtnv~ mtav jb} gtvjd n`mdb}df danb`md lg vjd mlxlbvd }dmvl
l` drtnv~ gn`b`mn`c Vjd lad lg etvtba gt`f} n` vjd gn`b`mn`c lg mlxlbvd jb}
}to}vb`vnbaa~ n`mdb}df bgvd vjd ]DON baalsdf vjd mlxlbvd }dmvl vl d}dwd
?8$ lg vjdn xtoanm n}}td} gl N`fnb` etvtba gt`f}
Vjd xdmd`vbcd }jbd lg mlxlbvd drtnv~ b`f fdod`vtd} n vjd jlt}djlaf
n`wd}vl}! vlcdvjd snvj TVN t`nv}! jbwd n`mdb}df gle =3$ n` 2>:8%:2 vl
7/31/2019 Project on Comaparative Study of Mutual Funds
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 24
23?$ n` 2>>?%>=! sjnad vjd }jbd lg ad}} anrtnf b}}dv} ankd ANM! XG! b`f
xd`}nl` jbwd }jls` b ebcn`ba n`mdb}d gle ?42$ vl ?3?$ ftn`c vjd }bed
xdnlf Etvtba gt`f} jbwd odd` vjd gb}vd}v clsn`c n`}vnvtvnl` ftn`c vjn} xdnlf
n` vjd jlt}djlaf }bwn`c} }dmvl Clsn`c ebkdv mlexanmbvnl`} b`f n`wd}ved`v
n}k n` vjd }vlmk ebkdv snvj jncj n`gabvnl` jbwd xt}jdf jlt}djlaf} gtvjd
vlsbf} etvtba gt`f}
Ml`mdxv lg Etvtba Gt`f}
Etvtba gt`f}! b} vjd `bed n`fnmbvd} n} vjd gt`f sjdd n` `tedlt}n`wd}vl} mled vlcdvjd vl n`wd}v n` wbnlt} }mjded} lg etvtba gt`f
Etvtba gt`f} bd f~`benm n`}vnvtvnl`! sjnmj xab~} b mtmnba lad n` b`dml`le~ o~ elonanyn`c }bwn`c} b`f n`wd}vn`c vjde n` vjd mbxnvba ebkdv! vjt}d}vboan}jn`c b an`k odvsdd` }bwn`c} b`f vjd mbxnvba ebkdv
B etvtba gt`f n} b` n`}vnvtvnl` vjbv n`wd}v} vjd xlladf gt`f} lg xtoanm vlmdbvd b fnwd}ngndf xlvglanl lg }dmtnvnd} Xllan`c n} vjd kd~ vl etvtba gt`fn`wd}vn`c Dbmj etvtba gt`f jb} b }xdmngnm n`wd}ved`v loidmvnwd b`f vnd} vleddv vjbv loidmvnwd vjltcj bmvnwd xlvglanleb`bcded`v
Etvtba gt`f b} b n`wd}ved`v mlexb`~ mleon`d} l mlaadmv} el`d~ lg nv}}jbdjlafd} b`f n`wd}v} vjl}d gt`f} n` wbndv~ lg }vlmk}! ol`f}! b`f el`d~
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 27
ebkdv n`}vted`v} Vjd abvvd n`matfd }dmtnvnd}! mleedmnba xbxd}! mdvngnmbvd}lg fdxl}nv}! dvm Etvtba gt`f} xlwnfd vjd n`wd}vl snvj xlgd}}nl`baeb`bcded`v lg gt`f} b`f fnwd}ngnmbvnl` lg n`wd}ved`v N`wd}vl} sjl n`wd}v n`etvtba gt`f} bd xlwnfdf snvj t`nv} vl xbvnmnxbvd n` }vlmk ebkdv} Vjd}d t`nv}
bd n`wd}ved`v wdjnmad vjbv xlwnfd b edb`} lg xbvnmnxbvnl` n` vjd }vlmk ebkdvgl xdlxad sjl jbwd `dnvjd vjd vned! `l vjd el`d~! `l xdjbx} vjd dzxdvn}dvl t`fdvbkd vjd fndmv n`wd}ved`v n` drtnvnd} L` vjd lvjd jb`f vjd~ ba}lxlwnfd b ltvd n`vl }xdmnban}v ebkdv} sjdd fndmv n`wd}ved`v lgvd` fdeb`f}olvj eld vned b`f eld k`lsadfcd vjb` b` n`wd}vl eb~ xl}}d}}
Vjd xnmd lg t`nv} n` b`~ etvtba gt`f n} clwd`df o~ vjd wbatd lgt`fda~n`c }dmtnvnd} Vjd wbatd lg b` n`wd}vl} jlafn`c n` b t`nv mb` vjddgld!
ankd b` n`wd}ved`v n` }jbd! mb` cl fls` b} sdaa b} tx Jd`md nv n} }bnf vjbvetvtba gt`f} bd }toidmvdf vl ebkdv n}k Etvtba gt`f mb``lv ctbb`vdd b gnzdfbvd lg dvt` Nv fdxd`f} l` vjd ebkdv ml`fnvnl` Ng vjd xbvnmtab }mjded n}xdglen`c sdaa vjb` eld dvt` mb` od dzxdmvdfNv ba}l fdxd`f} l` vjd gt`f eb`bcd dzxdvn}d k`lsadfcd Nv n} ba}l }dd` vjbvxdlxad n`wd}v n` xbvnmtab gt`f} fdxd`fn`c l` sjl vjd gt`f eb`bcd n}
Vjd glaalsn`c fnbcbe }jls} vjd slkn`c lg etvtba gt`f9
B Etvtba Gt`f n} b vt}v vjbv xlla} vjd }bwn`c} lg b `teod lg n`wd}vl}
sjl }jbd b mleel` gn`b`mnba clba Vjd el`d~ vjt} mlaadmvdf n} n`wd}vdf o~vjd gt`f eb`bcd n` fnggdd`v v~xd} lg }dmtnvnd} fdxd`fn`c txl` vjd loidmvnwd
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 23
lg vjd }mjded Vjd}d mltaf b`cd gle }jbd} vl fdod`vtd} vl el`d~ ebkdvn`}vted`v} Vjd n`mled db`df vjltcj vjd}d n`wd}ved`v} b`f vjd mbxnvbabxxdmnbvnl`} dbanydf o~ vjd }mjded} bd }jbdf o~ nv} t`nv jlafd} n`xlxlvnl` vl vjd `teod lg t`nv} ls`df o~ vjde
Vjt} b etvtba gt`f n} vjd el}v }tnvboad n`wd}ved`v gl vjd mleel`xd}l` b} nv lggd} b` lxxlvt`nv~ vl n`wd}v n` b fnwd}ngndf! xlgd}}nl`baa~eb`bcdf ob}kdv lg }dmtnvnd} bv b dabvnwda~ als ml}v
]n`md }ebaa n`wd}vl} cd`dbaa~ fl `lv jbwd bfdrtbvd vned! k`lsadfcd!dzxdnd`md ' d}ltmd} gl fndmva~ bmmd}}n`c vjd mbxnvba ebkdv! vjd~ jbwd vlda~ l` b` n`vdedfnb~! sjnmj t`fdvbkd} n`gledf n`wd}ved`v fdmn}nl`} 'xlwnfd} ml`}drtd`vnba od`dgnv} lg xlgd}}nl`ba dzxdvn}d
Vjd bfwb`vbcd lg Etvtba Gt`f} vl vjd n`wd}vl} n} xlgd}}nl`ba eb`bcdfals vb`}bmvnl` ml}v! anrtnfnv~! vb`}xbd`m~! sdaa dctabvdf! fnwd}ngndfxlvglanl} ' vbz od`dgnv} O~ xllan`c vjdn b}}dv} vjltcj etvtba gt`f}!n`wd}vl} bmjndwd dml`lend} lg }mbad
B mlaadmvdf mlxt} mb` od t}df vl xlmtd b fnwd}ngndf xlvglanln`fnmbvn`c cdbvd dvt`} jb} ba}l mdbvd dml`lend} lg }mbad vjltcj ml}vdftmvnl` Vjn} xn`mnxad jb} odd` dggdmvnwd slafsnfd b} eld ' eldn`wd}vl} bd cln`c vjd etvtba gt`f sb~ Vjn} xlvglanl fnwd}ngnmbvnl` d`}td}n}k en`nenybvnl` Vjd mnvnmbanv~ }tmj b edb}td mled} n` sjd` ~lt gbmvl n`vjd gatmvtbvnl`} vjbv mjbbmvdnyd }vlmk ebkdv} Vjd n`vdd}v lg vjd n`wd}vl} n}xlvdmvdf o~ vjd ]DON! sjnmj bmv} b} b sbvmjflc Etvtba gt`f} bd clwd`df o~]DON *Etvtba Gt`f}. dctabvnl`}! 2>>7
L_CB@N]BVNL@ LG B ETVTBA GT@F
Vjdd bd eb`~ d`vnvnd} n`wlawdf b`f vjd fnbcbe odals naat}vbvd} vjdlcb`nybvnl`ba }dv tx lg b etvtba gt`f9
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 2:
Etvtba gt`f} jbwd b t`nrtd }vtmvtd `lv }jbdf snvj lvjd d`vnvnd} }tmjb} mlexb`nd} lg gne} Nv n} nexlvb`v gl dexal~dd} ' bcd`v} vl od bsbd lg vjd}xdmnba `bvtd lg vjn} }vtmvtd! odmbt}d nv fdvden`d} vjd ncjv} 'd}xl`}nonanvnd} lg vjd gt`f} ml`}vnvtd`v} wny! }xl`}l}! vt}vdd}! mt}vlfnb`}!
vb`}gd bcd`v} ' lg mlt}d! vjd gt`f ' vjd B}}dv Eb`bcded`v Mlexb`~*BEM.vjd adcba }vtmvtd ba}l fnwd} vjd n`vd%dabvnl`}jnx} odvsdd` vjd}d ml`}vnvtd`v}Vjd }vtmvtd lg vjd etvtba gt`f N`fnb n} clwd`df o~ vjd ]DON *Etvtba
Gt`f}. dctabvnl`}! 2>>7 Vjd}d dctabvnl`} ebkd nv eb`fbvl~ gl etvtba gt`f}vl jbwd b }vtmvtd lg }xl`}l! vt}vdd! BEM! mt}vlfnb` Vjd }xl`}l n} vjdxlelvd lg vjd etvtba gt`f!' bxxln`v} vjd vt}vdd} Vjd vt}vdd} bdd}xl`}noad vl vjd n`wd}vl} n` vjd etvtba gt`f! ' bxxln`v vjd BEM gleb`bcn`c vjd n`wd}ved`v xlvglanl Vjd BEM n} vjd ot}n`d}} gbmd lg vjd etvtbagt`f! b} nveb`bcd} baa bggbn} lg vjd etvtba gt`f Vjd etvtba gt`f ' vjd BEM jbwd vl oddcn}vddf snvj ]DON Mt}vlfnb`! sjl n} ba}l dcn}vddf snvj ]DON! jlaf} vjd}dmtnvnd} lg wbnlt} }mjded} lg vjd gt`f n` nv} mt}vlf~
]xl`}l9
Vjd }xl`}l n} vjd xlelvd lg vjd etvtba gt`f Vjd }xl`}l d}vboan}jd} vjdEtvtba gt`f ' dcn}vd} vjd }bed snvj ]DON Jd bxxln`v} vjd vt}vdd}!Mt}vlfnb`} ' vjd BEM snvj xnl bxxlwba lg ]DON! ' n` bmmlfb`md snvj
]DON dctabvnl`} Jd et}v jbwd bv adb}v gnwd ~db vbmk dmlf lg ot}n`d}}n`vdd}v n` vjd gn`b`mnba ebkdv} ]xl`}l et}v jbwd odd` xlgnv ebkn`c n` bvadb}v vjdd lg vjd bolwd gnwd ~db} Jd et}v ml`vnotvd bv adb}v 68$ lg vjd mbxnvbalg vjd BEM
Vt}vdd}9
Vjd Etvtba Gt`f eb~ od eb`bcdf o~ b Olbf lg vt}vdd} lg b n`fnwnftba}! l bvt}v mlexb`~ b mlxlbvd olf~ El}v lg vjd gt`f} n` N`fnb bd eb`bcdf o~
olbf lg vt}vdd} Sjnad vjd olbf lg vt}vdd} n} clwd`df o~ vjd xlwn}nl`} lgvjd N`fnb` vt}v bmv! sjdd vjd vt}vdd n} vjd mlxlbvd olf~! nv sltaf ba}l oddrtndf vl mlexa~ snvj vjd xlwn}nl`} lg vjd mlexb`nd} bmv! 2>47 vjd olbf lgvt}vdd mlexb`~! b} b` n`fdxd`fd`v olf~! bmv b} xlvdmvl lg vjd t`nv jlafd}n`vdd}v Vjd vt}vdd} fl`v fndmva~ eb`bcd vjd xlvglanl lg }dmtnvnd} Gl vjn}}xdmnban}v gt`mvnl`! vjd~ bxxln`v b` BEM Vjd~ d`}td vjbv vjd gt`f n} eb`bcdfo~ BEM b} xd vjd fdgn`df loidmvnwd} ' n` bmmlfb`md snvj vjd vt}v fddf ']DON dctabvnl`}Vjd vt}v n} mdbvdf vjltcj b flmted`v mbaadf vjd vt}v fddf nd! dzdmtvdf o~
vjd gt`f }xl`}l n` gbwl lg vjd vt}vdd} Vjd vt}v fddf n} drtndf vl od}vbexdf b} dcn}vddf t`fd vjd xlwn}nl` lg vjd N`fnb` dcn}vbvnl` bmv '
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 2>
dcn}vddf snvj ]DON Vjd vt}vdd} odcn` vjd xneb~ ctbfnb`} lg vjd t`nv%jlafd} gt`f} ' b}}dv}! b vt}vdd jb} vl od b xd}l` lg jncj dxtvd ' n`vdcnv~
B}}dv Eb`bcded`v Mlexb`~*BEM.9
Vjd lad lg b` B}}dv eb`bcded`v mlexb`nd} n} vl bmv b} vjd n`wd}ved`v eb`bcdlg vjd vt}v Vjd~ bd vjd l`d} sjl eb`bcd el`d~ lg n`wd}vl} B` BEM vbkd}fdmn}nl`}! mlexd`}bvd} n`wd}vl} vjltcj fnwnfd`f}! ebn`vbn`} xlxdbmmlt`vn`c ' n`glebvnl` gl xnmn`c lg t`nv}! mbamtabvd} vjd @BW! ' xlwnfd}n`glebvnl` l` an}vdf }mjded} Nv ba}l dzdmn}d} ftd fnancd`md l` n`wd}ved`v} '}toenv} rtbvda~ dxlv} vl vjd vt}vdd} BEM} jbwd odd` }dv tx n` wbnlt}mlt`vnd} n`vd`bvnl`baa~ b} b` b`}sd vl vjd caloba xloade lg obf alb`}Obf alb`} bd d}}d`vnbaa~ lg vsl v~xd}9 obf alb`} cd`dbvdf ltv lg vjd t}tba
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7/31/2019 Project on Comaparative Study of Mutual Funds
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7/31/2019 Project on Comaparative Study of Mutual Funds
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q ??
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q ?=
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7/31/2019 Project on Comaparative Study of Mutual Funds
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q ?6
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http://www.investmentpaths.com/resources/3847-Comparison-between-Fixed-deposit-mutual-funds.aspxhttp://www.investmentpaths.com/resources/3847-Comparison-between-Fixed-deposit-mutual-funds.aspx7/31/2019 Project on Comaparative Study of Mutual Funds
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 67
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 63
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 6:
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 48
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 42
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 46
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 47
C_BXJ ]JLSN@C MLEXB_N]L@ LG GT@F _DVT_@]
VL @NGV^ _DVT_@]9
N`vdxdvbvnl`9Vjd bolwd vboad b`f cbxj }jls} vjbv JFGM Mld ' ]bvdanvd Gt`f Clsvj
jb} `dcbvnwd bwdbcd dvt`*nd %22>. otv eld vjb` `ngv~ dvt`*nd%6?. b`f
]ON Ebc`te Drtnv~ Gt`f Clsvj b`f TVN Drtnv~ Gt`f Clsvj jbwd
xl}nvnwd bwdbcd dvt` *nd 28? b`f 2>? d}xdmvnwda~ . sjnmj n} eld vjb`
`ngv~ dvt` b`f _danb`md Drtnv~ Gt`fClsvj jb} %67: bwdbcd dvt` sjnmj
n} ad}} vjb` vjd `ngv~ dvt` %6?
MLEXB_BVNWD ]VTF^ L@ GT@F BWD_BCD
_DVT_@] VL GT@F _N]K
]
@l
Gt`f} Bwdbcd
_dvt`}
_n}k
2 JFGM Mld ' ]bvdanvd Gt`fClsvj %22> =:6? _danb`md Drtnv~ Gt`fClsvj %67: =62= ]ON Ebc`te Drtnv~ Gt`fClsvj 28? =376 TVN Drtnv~ Gt`fClsvj 2>? =8:
%4
%6
%=
%?
%2
8
2
?
=
6
JFGM Mld ']bvdanvd Gt`f
Clsvj
_danb`md Drtnv~Gt`f clsvj ]ON Ebc`teDrtnv~ gt`f
Clsvj
TVN Drtnv~ Gt`fClsvj
Bwdbcd _dvt`}
Bwdbcd @ngv~ _dvt`}
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 43
C_BXJ ]JLSN@C MLEXB_N]L@ LG GT@F BWD_BCD
_DVT_@] VL GT@F _N]K9
N`vdxdvbvnl`9Vjd bolwd vboad b`f cbxj }jls} vjbv JFGM Mld ' ]bvdanvd Gt`f Clsvj
jb} `dcbvnwd bwdbcd dvt *nd %22>. b`f jncj n}k bel`c baa mlexbbvnwd
}mjded}*nd =:6.! _danb`md Drtnv~ Gt`fClsvj jb} alsd}v dvt`*nd %67:.
b`f vjd rn}k n` vjn} gt`f n} =.62! ]ON Ebc`te Drtnv~ Gt`f Clsvj jb} b
bwdbcd dvt` lg 28? b`f =37 n}k b`f TVN Drtnv~ Gt`fClsvj gt`f jb} b
jncjd dvt` bel`c baa mlexbbvnwd }mjded} *nd 2>?. b`f alsd n}k bel`c
baa mlexbbvnwd }mjded} *nd=8:.
_B@K] BMML_FN@C VL BWD_BCD _DVT_@]
]
@l
Gt`f} Bwdbcd
_dvt`}
_b`k
2 TVN Drtnv~ Gt`fClsvj 2>? 2? ]ON Ebc`te Drtnv~ Gt`fClsvj 28? ?
= JFGM Mld ' ]bvdanvd Gt`fClsvj %22> =6 _danb`md Drtnv~ Gt`fClsvj %67: 6
%4
%6
%=
%?
%2
8
2
?
=
6
JFGM Mld '
]bvdanvd Gt`fClsvj
_danb`md Drtnv~
Gt`f clsvj
]ON Ebc`te
Drtnv~ gt`fClsvj
TVN Drtnv~ Gt`f
Clsvj
Bwdbcd _dvt`}
_n}k
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 4:
N`vdxdvbvnl`9Vjd bolwd vboad }jls} vjd b`k} bmmlfn`c vl bwdbcd dvt`} sjdd TVN Drtnv~
Gt`f Clsvj jb} jncjd}v dvt` vjbv} sj~ nv clv gn}v b`k b`f _danb`md
Drtnv~ Gt`fClsvj jb} alsd}v bwdbcd dvt` vjbv} sj~ nv clv gltvj b`k
_B@K] BMML_FN@C VL _N]K
]
@l
Gt`f} _n}k _b`k
2 TVN Drtnv~ Gt`fClsvj =8: 2? _danb`md Drtnv~ Gt`fClsvj =62 ?= ]ON Ebc`te Drtnv~ Gt`fClsvj =37 =6 JFGM Mld ' ]bvdanvd Gt`fClsvj =:2 6
N`vdxdvbvnl`9Vjd bolwd vboad }jls} vjd b`k} bmmlfn`c vl n}k sjdd TVN Drtnv~ Gt`f
Clsvj jb} alsd}v n}k vjbv} sj~ nv clv gn}v b`k b`f JFGM Mld ' ]bvdanvd
Gt`fClsvj jb} jncjd}v n}k vjbv} sj~ nv clv gltvj b`k
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 4>
Mjbxvdr NWvj
GN@FN@C]
Vjd xd}d`v xlidmv slk jb} odd` t`fdvbkd` vl b`ba~yd vjd ot~n`c b`f }daan`c}vbvdcnd} lg ETVTBA GT@F] Ftn`c vjd xlidmv vjd glaalsn`c gbmv} jbwdodd` nfd`vngndf
Vjd glaalsn`c gt`f} jbwd jncjd dvt`} vjb` dvt`} lg @ngv~9 JFGM Mld ' ]bvdanvd Gt`f Clsvj jb} bwdbcd dvt` lg %22::==
sjnmj `ngv~ jb} bwdbcd dvt` lg %6?
_danb`md Drtnv~ Gt`f Clsvj jb} bwdbcd dvt` %673:= sjnmj `ngv~ jb}bwdbcd dvt` lg %6?
]ON Ebc`te Drtnv~ Gt`f Clsvj jb} bwdbcd dvt` 8?4 sjnmj `ngv~jb} bwdbcd dvt` lg %6?
TVN Drtnv~ Gt`f Clsvj jb} bwdbcd dvt` lg 2>?273 sjnmj `ngv~ jb}bwdbcd dvt` lg %6?
Cllf xdgled}9 TVN Drtnv~ Gt`f Clsvj jb} gn}v jncjd}v dvt` Vjd dvt` lg vjbv gt`f
n} 2>?273 b`f n}k lg vjbv gt`f n} =8: ]ON Ebc`te Drtnv~ Gt`f Clsvj jb} }dml`f jncjd}v dvt` Vjd
dvt` lg vjbv gt`f n} 28?4 b`f n}k lg vjbv gt`f n} =37
JFGM Mld ' ]bvdanvd Gt`f Clsvj vjnf jncjd}v dvt` Vjd dvt` lgvjbv gt`f n} %22::== b`f n}k lg vjbv gt`f n} =:6
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 78
]TCCD]VNL@]
Bgvd fln`c b`ba~}n} b`f n`vdxdvbvnl`}! vjd bolwd gn`fn`c} jbwd odd`nfd`vngndf L` vjn} ob}n} lg gn`fn`c}! vjd glaalsn`c }tccd}vnl`} mb` od ebfdbmmlfn`c vl n`wd}vl} xlgnad}
2 Vjd n`wd}vl} sjl sb`v eld dvt`} bv ad}} n}k mb` n`wd}v n` vjdglaalsn`c gt`f}9
b. TVN Drtnv~ Gt`fo. ]ON Ebc`te Drtnv~ Gt`f Clsvj
? Vjd n`wd}vl} sjl mb` `lv vbkd n}k b`f }bvn}g~ snvj ad}} dvt` vjd~}jltaf n`wd}v n` vjd glaalsn`c gt`f}9
b. _danb`md Drtnv~ Gt`f Clsvj
= Etvtba gt`f} bd vjd od}v }ltmd vl n`wd}v n` b} vjd xlmdftd odn`cbflxvdf n} }bgd b`f }lt`f
6 Vjd n}kn`d}} b`f vjd xlgnvbonanv~ xlgnad bd ebvmjdf b`f n`wd}vljb} bexad bdb} vl debn` n`wd}vdf
4 Vjd xlgnad }md`bnl lg vjd Etvtba gt`f} ebkdv n} ~ndafn`c odvvdbwdbcd _dvt`} bv b atmbvnwd bvd
7 Snvj mlexbn`c vjd xlgnad lg vjd etvtba gt`f} snvj vjbv lg vjd `ngv~!vjd}d }dde vl od mjdbxd }ltmd lg gn`b`md bv en`nete n}k vl
debn` n`wd}vdf n`
3 ]led etvtba gt`f xlftmv *JFGM ' _danb`md. n} sdaa }dv n` vjdclsvj vbidmvl~ sjnmj mltaf od ml`}nfddf gl vjd xlvglanleb`bcded`v
: Vjd}d bd xlwnfn`c b od`mjebk gl vjd al`c n`wd}vl vl debn`n`wd}vdf bv vjd `dcancnoad n}k
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Fdxbved`v lg Eb`bcded`v ]vtfnd}! Ktebt` T`nwd}nv~! Ojnevba *@bn`nvba .q 72
ML@MAT]NL@
Vjd xlidmv }vtfndf b gds etvtba gt`f }mjded} Vjdn xdgleb`md sb}
mlexbdf snvj `ngv~ n`fdz xdgleb`md ftn`c vjd }bed xdnlf Vjdxdgleb`md lg etvtba gt`f sb} odvvd vjb` vjbv lg `ngv~ Nv dbggnedf vjbvEtvtba Gt`f} bd bxxlxnbvd wdjnmad} lg N`wd}ved`v gl }ebaa n`wd}vl}sjdvjd bmvnwda~ eb`bcdf l xb}}nwda~ eb`bcdf Etvtba Gt`f} dgadmv} l` odvvdEbkdv xdgleb`md
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ONOANLC_BXJ^
_DGGD_DF OLLK]2Vnvad ]dmtnv~ b`ba~}n} b`f xlvglanl
eb`bcded`v
Btvjl Xt`nvjbwbvn Xb`fnb`
Xtoan}jd Wnkb} Xtoan}jn`c Jlt}d Xwv Avf! ?88>
?
Vnvad N`wd}ved`v Eb`bcded`v
Btvjl WK Ojbaab
Xtoan}jd ] Mjb`f ' Mlexb`~ Avf
N@VD_@DV ]NVD2 sss`}d%n`fnbmle? sssetvtbagt`f}n`fnbmle= sssbegnmle6 ssswbatdd}dbmjn`fnbmle4 sssel`d~ml`vlamle
GBMV ]JDDV]2 JFGM Mld ' ]bvdanvd Gt`f Clsvj? _danb`md Drtnv~ Gt`f Clsvj= ]ON Ebc`te Drtnv~ Gt`f Clsvj6 TVN Drtnv~ Gt`f