Mutual Fund Concepts
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Transcript of Mutual Fund Concepts
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S. K. SOMAIYA COLLEGE OF
ARTS, SCIENCE & COMMERCE
AUROBINDO
Persona De!a"s
F# Na$e%
ID No. o' !(e Learner%
Ro No.%
Na$e o' !(e Co#rse%
Cass%
D")"s"on%
Se$.%
Na$e o' !(e S#*+e!%
Na$e o' !(e Fa#!-%
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S. K. SOMAIYA COLLEGE OF
ARTS, SCIENCE & COMMERCE
AUROBINDO
CERTIFICATE
I
(ere*- er!"'- !(a! Mr. Ms.
s!#/en! o' S.K.So$a"-a Coe0e o' Ar!s, S"ene & Co$$ere (as
o$1e!e/ 1ro+e! on
"n !(e aa/e$" -ear
. T(e "n'or$a!"on
s#*$"!!e/ "s !r#e an/ or"0"na !o !(e *es! o' $- 2no3e/0e.
S"0na!#re o'
Pro+e! Fa#!-
DECLARATION
I,'ro$
o#rseCassD")"s"on
Ro No.s!#/en! o' S.K. So$a"-a Coe0e o'
Ar!s, S"ene & Co$$ere (ere*- /eare !(a! I (a)e o$1e!e/ !("s
1ro+e! on "n !(e
Aa/e$" Year . T(e
"n'or$a!"on s#*$"!!e/ *- $e "s !r#e an/ or"0"na !o !(e *es! o' $-
2no3e/0e.
S"0na!#re o' !(e S!#/en!
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A PRO4ECT ON
Fa!ors "n'#en"n0 "n)es!$en! /e"s"ons "n M#!#a F#n/s5
Submitted By
K(#s(*# B(an#s(a"
T.Y. BBI Se$67I
89:;
Project Guide
Pro'. S(r#!" C(a)ar2ar
Affiliated to University of Mumbai
S.K.SOMAIYA COLLEGE OF ARTS, SCIENCE ANDCOMMERCE
AURBINDO, 7IDYANAGAR
7IDYA7I?AR @EAST. MUMBAI6:::
ACKNOLEDGEMENT
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I, K(#s(*# B(an#s(a", would take this oortunity to thank the University of
Mumbai for rovidin! me an oortunity to study on a roject on A Br"e'
S!#/- on ?"n/#s!an Un"e)er L"$"!e/"his has been a hu!e learnin!
e#erience for me$
%ith !reat leasure I take this oortunity to acknowled!e eole who have
made this roject work ossible$
&irst of all I would sincerely like to e#ress my !ratitude towards my Project
Guide Pro'. Ar#n D#*e- for havin! shown so much fle#ibility, !uidance aswell as suortin! me in all ossible ways whenever I needed hel$ I am
thankful for the motivation rovided by my Project Guide throu!hout and
heled me to understand the toic in a very effective and easy manner$
I would also like to thank the Princial Dr. San0ee!a Ko(" and other teachin!
faculties of the colle!e, my collea!ues, 'ibrary staff and other eole for
rovidin! their hel as and when re(uired to comlete this roject$
I acknowled!e my indebtedness and e#ress my !reat areciation to all eole
behind this work$
Si!nature of the Student
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DECLARATION
I, K(#s(*# B(an#s(a", a student of S.K.So$a"-a Coe0e o' Ar!s, S"ene
an/ Co$$erein T.Y.B.Co$. 8Ban2"n0 & Ins#rane>in Semester 7hereby
declare that I have comleted this Project on Bankin! in )))))))))))))))))))
as er the re(uirements of University of Mumbai as a art of the curriculum of
B$*om$ +Bankin! Insurance- course and this roject has not been submitted
to any other university or Institute for the award of any de!ree, diloma etc$ "he
information is submitted by me is true and ori!inal to the best of my knowled!e$
.ate/ Si!nature of the Student
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INDE
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EECUTI7E SUMMARY
0industan Unilever 'imited is the Indian arm of the An!lo1.utch comany 2
Unilever$ Both Unilever and 0U' have established themselves well in the &ast
Movin! *onsumer Goods +&M*G- cate!ory$ In India, the comany offers many
households brands like, .ove,'ifebuoy, 'iton,'u#, Pesodent, Ponds, 3e#ona,
Sunsilk, Surf, 4aseline etc$ Some of its efforts were also rewarded when four of
0U' brands found lace in the 5"o 67 brands8 list for the year 977: ublished
in "he ;conomic "imes$
Unilever was a result of the mer!er between the .utch mar!arine comany,
Mar!arine Unie, and the British soa1maker, 'ever Brothers, way back in 67 years, Unilever was the undisuted market leader but now faces tou!h
cometition from Proctor Gamble and *ol!ate1Palmolive$
0U' is also known for its stron! distribution network in India$ In order to
further stren!then its distribution in the rural areas and to emower the local
women, 0U' launched a roject Shakti in 9777 in a district in Andhra Pradesh$
"he idea behind this roject was to create women entrereneurs and rovide
them with micro1credit and trainin! in enterrise mana!ement, which would
enable them to create self1hel !rous and become direct1to1home distributors of
0U' roducts$ "oday Shakti is resent across :7,777 villa!es in 6? states and is
helin! many underrivile!ed women earn their livelihood$
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INTRODUCTION
0industan Unilever 'imited +abbreviated to 0U'-, formerly 0industan 'ever
'imited, is [email protected] lar!est consumer roducts comany and was formed in 6
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of roducts$ 0U' is also a !lobal marketin! arm for select licensed Unilever
brands and also works on buildin! cate!ories with core country advanta!e such
as brandedbasmatirice$
0U' ;#orts offers hi!h level of service with fle#ibility and resonsiveness
thorou!h out the suly chain$ It has a dedicated or!aniFation structure to
suort this endeavor and this has heled in !rowth of these businesses in
articular$ Intrinsic cost cometitiveness in the end to end Suly chain with
aroriate technolo!y and cometitive caital investment oerations while
deliverin! best in class (uality enables 0U' to osition itself as a key sourcin!
hub for Unilever and also become a referred artner for Global customers in
cate!ories we oerate$
0U'8s key focus in the e#orts business is on two broad cate!ories$ It is a
sourcin! base for Unilever brands in 0ome Personal *are +0P*- and &ood
and Bevera!es +&B- for sulies to other Unilever comanies$ It also focuses
on becomin! a referred sulier to both non1Unilever and Unilever clients inthree cate!ories in which India, as a country, has cometitive advanta!e 2
Branded 3ice, Marine Products and *astor and its .erivatives$ 0U' enjoys
international reco!nition within Unilever and outside for its (uality, reliability
and seed of customer service$
0U'Es ;#orts !eo!rahy comrises, at resent, countries in ;uroe, Asia,
Middle ;ast, Africa, Australia, and @orth America etc$
0U'8s roducts touches two out of three Indian everyday
3each :7H 0ouseholds
.irect *overa!e of 6mln outlets
9777 Suliers and Associates
>6 Manufacturin! locations
6?777 ;mloyees
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6677 mana!ers
Shelf availability :H outlets in India
INNO7ATION