21Q61E00A1

MUTUAL FUNDS ANALYSIS
A Project report submitted in Partial fulfillment of the requirements

For the award of the degree of
MASTER OF BUSINESS ADMINISTRATION
Submitted By
P. PRASANNA RATNA TEJA

21Q61E00A1
Under the guidance of
DR NARASIMHARAO
AVANTHI INSTITUTE OF ENGINEERING AND

TECHNOLOGY
(Approved By AICTE – New Delhi, Affiliated To JNTUH – Hyderabad)
Gunthapally, Near Ramoji Film City, Hyderabad
2021-2023
CERTIFICATE
This is to certify that the project report entitled “MUTUAL FUNDS ANALYSIS”
is a bonafide work carried out by P. PRASANNA RATNA TEJA with the registered no
21Q61E00A1 under the guidance of DR NARASIMHA RAO, in partial fulfillment of the
requirements for the award of degree of MASTER OF BUSINESS ADMINISTRATION
by Jawaharlal Nehru Technological University, Hyderabad during the academic year 2021-
2023.
SIGNATURE OF THE GUIDE SIGNATURE OF THE HOD
SIGNATURE OF THE INTERNAL SIGNATURE OF THE
EXAMINER EXTERNAL EXAMINER
SIGNATURE OF THE PRINCIPAL

DECLARATION
I, P. PRASANNA RATNA TEJA student declare that the project work titled “MUTUAL
FUNDS ANALYSIS” is submitted in partial fulfillment of the requirements for the award
of BACHELOR OF BUSINESS ADMINISTRATION, to the DEPARTMENT OF
BUSINESS ADMINISTRATION from AVANTHI INSTITUTE OF ENGINEERING
AND TECHNOLOGY. This project work is a result of my own efforts and has not been
submitted to any other University or institution for any other Degree or Diploma.
I take full and complete responsibility for all errors of facts, analysis and interpretation of
the report.
DATE P. PRASANNA RATNA TEJA
21Q61E00A0
ACKNOWLEDGEMENT
It is well established fact that behind every achievement lays an unfathomable sea of
gratitude to those who have extended their support and without whom the project would
ever have come into existence.
I would like to express my gratitude to Mr. AJMAL HUSSAIN, principal for giving me
an opportunity to do this project.
I acknowledge with a deep gratitude to the continual support and guidance given by my
project guide DR NARASIMHA RAO, Avanthi Institute of Engineering and Technology.
I also thank madam, for her valuable guidance and enthusiastic encouragement in
motivating me to take up the project by providing valuable ideas and suggestions to carry
the project in this endeavor.
P. PRASANNA RATNA TEJA

ABSTRACT
Mutual funds play a significant role in modern investment portfolios, offering individuals
and institutions a diversified and professionally managed approach to investing in financial
markets. This analysis delves into the intricacies of mutual funds, focusing on their
structure, benefits, risks, and performance evaluation methods. The structure of mutual
funds involves pooling funds from multiple investors to create a diversified portfolio of
assets, managed by professional fund managers. This allows investors to access a wide
range of investment opportunities without directly owning the underlying assets. The
benefits of mutual funds include diversification, liquidity, professional management, and
accessibility, making them an attractive choice for both novice and experienced investors.
However, mutual funds also come with inherent risks, such as market risk, interest rate risk,
and management risk. Investors must carefully assess their risk tolerance and investment
goals before choosing the most suitable mutual funds. Performance evaluation methods
include analyzing historical returns, risk-adjusted measures, expense ratios, and comparing
funds against relevant benchmarks. In recent years, technological advancements and the
rise of robo-advisors have influenced the mutual fund landscape, providing investors with
new avenues for accessing and managing their investments. Additionally, environmental,
social, and governance (ESG) considerations have gained prominence, leading to the
growth of ESG-focused mutual funds that align with investors' ethical and sustainability
preferences. This analysis concludes that mutual funds remain a valuable tool for investors
seeking diversification and professional management in their portfolios. However,
thorough research, due diligence, and a clear understanding of one's investment objectives
are essential when selecting mutual funds. As financial markets continue to evolve, staying
informed about industry trends and regulatory changes is crucial for making informed
investment decisions regarding mutual funds.
.
INDEX
S.NO CHAPTER PG.NO
INTRODUCTION 1-11
1
12-18
2 REVIEW OF LITERATURE
INDUSTRY PROFILE & COMPANY 19-36

3 PROFILE
37-71
DATA ANALYSIS AND INTERPRETATION
4
5 FINDINGS, SUGGESTIONS AND 72-76

CONCLISION
77
BIBLIOGRAPHY
78-84
QUESTIONNAIRE

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MUTUAL FUNDS ANALYSIS

A Project report submitted in Partial fulfillment of the requirements

MASTER OF BUSINESS ADMINISTRATION

P. PRASANNA RATNA TEJA

Under the guidance of

AVANTHI INSTITUTE OF ENGINEERING AND

Gunthapally, Near Ramoji Film City, Hyderabad

21Q61E00A1 under the guidance of DR NARASIMHA RAO, in partial fulfillment of the

requirements for the award of degree of MASTER OF BUSINESS ADMINISTRATION

SIGNATURE OF THE GUIDE SIGNATURE OF THE HOD

SIGNATURE OF THE INTERNAL SIGNATURE OF THE

EXAMINER EXTERNAL EXAMINER

SIGNATURE OF THE PRINCIPAL

of BACHELOR OF BUSINESS ADMINISTRATION, to the DEPARTMENT OF

BUSINESS ADMINISTRATION from AVANTHI INSTITUTE OF ENGINEERING

DATE P. PRASANNA RATNA TEJA

ever have come into existence.

an opportunity to do this project.

project guide DR NARASIMHA RAO, Avanthi Institute of Engineering and Technology.

the project in this endeavor.

P. PRASANNA RATNA TEJA

S.NO CHAPTER PG.NO

INDUSTRY PROFILE & COMPANY 19-36

5 FINDINGS, SUGGESTIONS AND 72-76

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