22-02-2013, 02:53 PM
A PROJECT REPORT ON PORTFOLIO MANAGEMENT AND MUTUAL FUND ANALYSIS FOR SBI GROUP
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Overview
The project on Portfolio Management and mutual fund analysis was carried out in SBI
GROUP Wakdewadi, Pune. The intention behind taking over this project with SBI Group
was to primarily understand the role of banks in providing investment solutions and
advices to its customers. The project was carried out for the period of 45 days i.e. from
July 16, 2007 to Aug. 31, 2007. The project was done by analyzing the different
investment options available and to compare them with the mutual fund investments. For
the purpose of analyzing the Investment pattern and selecting effective and beneficial
schemes of mutual funds different available schemes were thoroughly analyzed and then
an ideal portfolio of those investment options available was made.
RESEARCH OBJECTIVE
To evaluate investment performance of selected mutual funds in terms of risk and return.
To evaluate and create an ideal portfolio consisting the best mutual fund schemes which
will earn highest possible returns and will minimize the risk.
Basically to understand the concept of portfolio management and its relation to mutual
funds. Also to analyze the performance of mutual fund schemes on the basis of various
parameters.
SCOPE OF STUDY
The funds are selected to which SBI Group is advisor. The Schemes were categorized
and selected on evaluating their performance and relative risk.
The scope of the project is mainly concentrated on the different categories of the Mutual
funds such as equity schemes, debt funds, balanced funds and equity linked savings
schemes etc.
The ideal portfolio is created by analyzing the risk pattern of the schemes and distributing
the overall risk to earn maximum returns.
COMPANY PROFILE
SBI Mutual Fund (SBI MF) is one of the largest mutual funds in the country with
an investor base of over 3.8 million. With over 20 years of rich experience in
fund management, SBI MF brings forward its expertise in consistently delivering
value to its investors.
SBI MF draws its strength from India's Largest Bank State Bank of India and
Society General Asset Management, France.
SBI Mutual Fund is a joint venture between the State Bank of India, India's largest
banking enterprise and Societal General Asset Management of France, one of the world's
leading fund management companies.
Since its inception SBI Mutual Fund has launched thirty-two schemes and successfully
redeemed fifteen of them. SBI Mutual Fund schemes have consistently outperformed
benchmark indices. SBI Mutual is the first bank-sponsored fund to launch an offshore
fund - Resurgent India Opportunities Fund. Presently, SBI Mutual Fund manages over
Rs. 17000 crore of assets. The fund has a network of 100 collection branches, 26 investor
service centers, 28 investor service desks and 40 district organizers.
Proven Skills in Wealth Generation:
SBI Mutual Fund is India’s largest bank sponsored mutual fund and has an enviable track
record in judicious investments and consistent wealth creation. The fund traces its lineage
to SBI - India’s largest banking enterprise. The institution has grown immensely since its
inception and today it is India's largest bank, patronized by over 80% of the top
corporate houses of the country. SBI Mutual Fund is a joint venture between the State
Bank of India and associate General Asset Management, one of the national leading
fund management fund institute.
Exploiting expertise, compounding growth:
In eighteen years of operation, the fund has launched thirty-two schemes and
successfully redeemed fifteen of them. In the process it has rewarded it’s
investors handsomely with consistently high returns.
A total of over 3.8 million investors have reposed their faith in the wealth
generation expertise of the Mutual Fund.
Schemes of the Mutual fund have consistently outperformed benchmark indices
and have emerged as the preferred investment for millions of investors and HNI’s.
Today, the fund manages over Rs. 20000 crore of assets and has a diverse profile
of investors actively parking their investments across 40 active schemes.
The fund serves this vast family of investors by reaching out to them through
network of over 100 points of acceptance, 26 investor service centers, 33 investor
service desks and 52 district organizers.