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A Project Report On “SBI MUTUAL FUND " Towards Partial Fulfillment of Bachelors of Business Administration Year 2019-2022 UNDER THE GUIDANCE OF: “ISHITARAVAL” SUBMITTED BY ROHIT RAMRAKHYANI 701312190016 Batch: 2019-2022 School of Management Sabarmati University, Ahmedabad (Formerly, Calorx Teachers’ University)
CERTIFICATE “This is to certify that this project report titled SBI MUTUAL FUND“ is the bonfire work of ROHIT RAMRAKHYANI & Enrollment no.701312190016, who carried out the research under my Supervision. I also certify further, that to the best of my knowledge the work reported herein does not form part of any other project report or dissertation on the basis of which a degree or any other candidate. Signature of the Faculty Guide Ms. ISHITA RAVAL (Certificate is to be countersigned by the director/HOD)
Student’s Declaration I hereby declare that the Project Report titled “ SBI MUTUAL FUND” It is a result of my own work and my indebtedness to other work publications, references, if any, have been duly acknowledged. If I am found guilty of copying from any other report or published information and showing as my original work, or extending plagiarism limit, I understand that I shall be liable and punishable by the university, which may include ‘Fail’ in examination or any other punishment that university may decide NAMEENROLLMENT NO.SIGNATURE ROHIT RAMRAKHYANI701312190016 Place : AHMEDABADDate : 22/06/2022
ACKNOWLEDGEMENT With Candor and Pleasure I take this opportunity to express my sincere thanks and obligation to my esteemed guide _____________________.It is because of their valuable guidance, co-operation and encouragement without which it would not have been possible for me to complete my project. I am very grateful to Sabarmati University for providing us this opportunity. Last but not the least I would like to thank the almighty and our parents for making me capable in completing this project and with that also our associates for supporting us all through the project. Date: -22/06/2022 Place: -AHMEDABAD Signature:- Name of Student: - ROHIT RAMRAKHYANI Sr. No.
1.INTRODUCTION TO MUTUAL FUNDS 2.HISTORY OF MUTUAL FUNDS 3.NET ASSET VALUE 4.SBI MUTUAL FUND AND ITS HISTORY 5.VISION, MISSION, PRODUCTS AND SERVICES 6.ADVANTAGES,DISADVANTAGES,COMPETITORS,SWOT ANALYSIS 7.CONCLUSION
WHAT ARE MUTUAL FUNDS? A mutual fund is a collective investment vehicle that collects & pools money from a number of investors and invests the same in equities, bonds, government securities, money market instruments. The money collected in mutual fund scheme is invested by professional fund managers in stocks and bonds etc. in line with a scheme’s investment objective. The income / gains generated from this collective investment scheme are distributed proportionately amongst the investors, after deducting applicable expenses and levies, by calculating a scheme’s “Net Asset Value” or NAV. In return, mutual fund charges a small fee.
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