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Analysis of risk and return of mutual fund schemes at Standard Chartered Mutual Funds

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  1. Mutual funds.
    1. Introduction.
    2. Introduction to mutual funds.
    3. History of mutual funds.
    4. Setup of mutual funds.
    5. Characteristics of mutual funds.
    6. Types of mutual funds schemes.
    7. Taxation in mutual funds.
    8. Briefly benefits of mutual funds.
    9. Mutual Fund development in India.
    10. The sponsors of AMFI.
    11. Risk associated with mutual funds.
    12. NAV calculation.
  2. Objectives.
  3. Methodology.
  4. Limitations.
  5. Company profile.
    1. Standard chartered mutual fund history.
    2. Sponsor.
    3. Standard Chartered Trustee Company Private Limited.
    4. Standard Chartered Asset Management Company Private Limited.
    5. Board of directors.
  6. Theoretical background of topic.
  7. Explanation & analysis of risk & return of selected schemes.
  8. Conclusions.
  9. Findings.
  10. Recommendations.
  11. Bibliography.

Balancing of funds which includes issuing & collecting of funds in any economy is very important. There are many financial products in india, not only for balancing but also to provide liquidity for ideal capital, such as bank deposits, NSS savings, securities, insurance etc., which have some risk & returns.

But in recent times new types of products have developed in the financial markets such as derivatives, commodities, mutual funds. Of these mutual funds is one of best sources of investment for the financial markets and investors. This projects aim is to give the reader an idea of which types of fund are better from the investor's point of view in the Standard Chartered Mutual Fund Company.

A mutual fund is a trust that pools the money of a number of investors and invests it in different types of securities to earn a return. The money held in the trust is divided into shares of equal value called ?units?. Investors become ?unit-holders? and are allotted units based on the amount of their investment. The trustees of the mutual fund trust appoint an Asset Management Company (AMC) to manage the investments. They also appoint registrars, auditors, custodians and other service-provides to support the smooth functioning of the fund. The decisions on how to invest the money in the trust are taken by the AMC, which is an investment management fee.

[...] Benefits of Mutual Fund Investment Professional Management Mutual Funds provide the services of experienced and skilled processionals, backed by a dedicated investment research team that analyses the performance and prospects of companies and selects suitable investments to achieve the objectives of the scheme. Diversification Mutual Funds invest in a number of companies across a broad cross-section of industries and sectors. This diversification reduces the risk because seldom do all stocks decline at the same time and in the same proportion. [...]

[...] History of mutual funds UTI was the first mutual fund setup in 1963 in early 1990's; the government permitted public sector banking and institutes to set up mutual funds. In order to protect the investor and promoters and regulate the securities markets, SEBI act was passed in yr 1992. As far as mutual funds are concerned the SEBI formulates policies and regulates the mutual funds to protect the investors SEBI modified the regulations of mutual funds in 1993. Thereafter private sector entities entered the capital markets sponsoring mutual funds in big way. [...]

[...] NAV of a unit: Market value of Fund investment + receivables + accrued income liabilities accrued expenses - Number of units outstanding OBJECTIEVS: To know risk & return involved in different types of mutual funds schemes To evaluate the benefits of investing in mutual funds To analyze which combination will be better from the investor point of view. To know indebt study of mutual funds. To know the risk factors affecting the nav's growth Methodology: Calculating each scheme return, risk at a particular point of time. [...]

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