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Comparative analysis of mutual funds schemes of ICICI Prudential Mutual Funds

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  1. Mutual fund industry
    1. An overview
    2. Growth of mutual funds
    3. SEBI guidelines
  2. Company profile
    1. Prudential ICICI becomes No.1 in mutual fund
    2. Prudential ICICI MF is now ICICI Prudential MF
    3. Prudential Plc
    4. Vision of the company
    5. Distribution
    6. Asset management companies
    7. ICICI Prudential organization structure
  3. Research methodology
  4. Objective of the study
  5. Scope of the study
  6. Limitations
  7. Systematic portfolio management
    1. Asset allocation
    2. Investment managers
    3. Participents
    4. Attitude
    5. Intensity of management
    6. Distribution network
    7. After-sales service
  8. Basic mutual fund investment instrument
  9. Analysis of mutual fund
    1. Fundamental analysis
    2. Technical analysis
    3. Beta/Modern portfolio theory (MPT)
  10. Fundamental analysis
    1. Stock rating
    2. Economic analysis
    3. Financial analysis
    4. Bond rating
  11. Types of mutual fund schemes
    1. Open ? ended scheme
    2. Closed ? ended scheme
    3. Growth scheme
    4. Income scheme
    5. Money market scheme
    6. Tax saving scheme
    7. Special scheme
    8. Index scheme
  12. Do's and dont's while selecting a mutual fund
  13. Advantages of mutual fund
    1. Professional management
    2. Diversification
    3. Convinient administration
    4. Return potential
    5. Low cost
    6. Liquidity
    7. Flexibility
    8. Choice of scheme
  14. Selection of a fund
    1. Objective of the fund
    2. Background
    3. Cost of operation
    4. Capacity of innovation
  15. Facilities available to investors
    1. Tax ? saving funds
  16. Risk factors in mutual fund
    1. Market risk
    2. Scheme risks
    3. Investment risks
  17. Data analysis
  18. Findings
  19. Suggestions
  20. Bibliography

The mutual fund industry in India began with the setting up of the Unit Trust of India (UTI), in 1964, by the Government of India. Till the year 2000, UTI has grown to be a dominant player in the industry with assets of over Rs. 76,547 crores as of March 31, 2000. UTI is governed by a special legislation, the Unit Trust of India Act, 1963. in 1987 public sector banks and insurance companies were permitted to set up mutual funds. The two insurance companies LIC and GIC also established mutual funds. Securities Exchange Board of India (SEBI) formulated the Mutual Fund (Regulation) 1993 which, for the first time, established a comprehensive regulatory framework for the mutual fund industry. Since then several mutual funds have been set up by the private and the joint sector. The Indian Mutual Fund has passed through three phases. The first phase was between 1964 and 1987 and the only player was the Unit Trust of India, which had a total assets of Rs. 6700 crores at the end of 1988. The second phase is between 1987 and 1993 in which period 8 funds were established (6 by banks and one each by LIC and GIC). The total assets under management had grown to Rs. 61028 crores at the end of 1994 and the number of schemes were 167.

[...] Secondary sources Most of the information is collected from the published annual reports of the ICICI PRUDENTIAL MUTUAL FUNDS HYDERABAD, and information brochures of the organization, and also some other information is collected from books and financial accounting journals available in the area. Analytical Research: The methods of research utilized in descriptive research are survey methods of all kinds, including comparative and correlation methods. In analytical research, on the other hand the researcher has to use facts or information already available, and analyze these to make a critical evaluation of the material. [...]

[...] ANALYSIS OF MUTUAL FUND Broadly the analysis categories in 3 types: Fundamental analysis Technical analysis Beta/Modern portfolio theory (MPT) FUNDAMENTAL ANALYSIS: The analysis of such fundamental factor general business conditions, industry outlook, earnings, dividends, quality of management etc., In this take consideration on the some following factors:- 1. Company net asset value Estimation of Value of profit earning ratio Estimating the market value of current and forecasting Compare with various ratios like US, UK Estimate the future yield dividends. Stock rating: The rating for common stock depends over the certain of dividend in take the consideration followings Ingredients of security analysis It include historical data, sales, capital etc., Economic analysis: 1. [...]

[...] In Asia, Prudential is the leading financial services group with an extensive network of over 30 life insurance and 10 fund management operations spanning 13 diverse markets Prudential ICICI becomes No.1 Mutual Fund Prudential ICICI AMC has emerged as the largest Indian mutual fund having recorded assets under management (AUM) of Rs crores, as per figures released by the Association of Mutual Funds of India (AMFI) for the month ended February 2007. PruICICI has added Rs crores during the month of February to achieve this milestone. [...]

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