Place Pune Date Miss Raeesah Irfan Tamboli Institute Of Management Development

Place pune date miss raeesah irfan tamboli institute

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Place: Pune Date: Miss. Raeesah Irfan Tamboli Institute Of Management Development And Research Page 4
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EXECUTIVE SUMMARY NJ Group is an evolving, emerging & enterprising group with its' roots in the financial services sector and today expanding into newer horizons with great passion. The journey of NJ began in 1994 with the establishment by Mr. Neeraj Choksi & Mr. Jignesh Desai of NJ India Invest Pvt. Ltd., the flagship company, to cater to investor needs in the financial services industry. The NJ Wealth Distributor Network, earlier known as the NJ Fundz Network, is among the largest networks of financial products distributor in India. To the common man, NJ Wealth offers a comprehensive wealth management platform with a wide choice of financial and non-financial products. Backed by high levels of excellence in operational and service standards, NJ Wealth offers customers of its' Partners with solutions that truly makes a difference. The project for internship is “Performance Analysis of the selected HDFC Funds.” The study was conducted at NJ Fundz Network, Kolhapur for duration of 2 months. In a growing country like India, capital market plays an important role to stabilize the Economic growth, strengthen industrial performance, and provide various investment avenues to the investors to help the various industries and to ensure the portfolio return and thus the need for performance analysis of funds. Among various financial products, mutual funds ensures the minimum risks and maximum return to the investors, its having own policies, terms conditions, that are different from other products, so the market volatilization will not make more effect in return. The conclusion derived was when looking to invest, one needs to look at both risk and return. While return can be easily quantified, risk cannot. Today, standard deviation is the most commonly referenced risk measure, while the Sharpe ratio is the most commonly used risk/return measure. Institute Of Management Development And Research Page 5
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Chapter Index Page No. I COMPANY PROFILE 1.1 ABOUT NJ FUNDZ NETWORK 8 1.2 VISION AND MISSION STATEMENT 9 1.3 DIFFERENT PRODUCTS BY NJ FUNDZ NETWORK 10 1.4 ORGANIZATION HIERARCHY 11 II THEOROTICAL BACKGROUND 2.1 INTRODUCTION 13 2.2 MUTUAL FUND OPERATION FLOW CHART 17 2.3 COMPARISON OF INVESTMENT PRODUCTS 18 2.5 THE MUTUAL FUND INDUSTRY PROFILE IN INDIA 21 2.6 STATEWISE CONTRIBUTION TO THE MUTUAL FUND INDUSTRY 23 2.7 ABOUT HDFC MUTUAL FUNDS AND MEASURES OF VOLATILITY 24 III RESEARCH METHODOLOGY 3.1 INTRODUCTION 38 3.2 OBJECTIVE OF PROJECT 39 3.3 RESEARCH METHODOLOGY 39 3.4 SCOPE OF THE STUDY 40 3.5 LIMITATIONS OF THE STUDY 40 IV DATA ANALYSIS & INTERPRETATION 4.1 TO STUDY THE CALCULATION OF VOLATILITY MEASURES 43 4.2 STUDY OF PERFORMANCE OF SELECTED HDFC MUTUAL FUND 44 4.2.1 COMPARISON OF PERFORMANCE OF SELECTED HDFC FUND 50 4.2.2 COMPARISON OF HDFC FUNDS WITH OTHER AMC’S FUNDS 63 V FINDINGS, RECOMMENDATIONS, LEARNINGS FROM INTERNSHIP & CONCLUSION 5.1 FINDINGS 72 5.2 RECOMMENDATIONS 74 5.3 LEARNINGS FROM INTERNSHIP 74 5.4 CONCLUSION 76 VI BIBLIOGRAPHY 78 Institute Of Management Development And Research Page 6
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  • Fall '17
  • Mahvish ali

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