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

Type :

Theses

Pages :

34 pages

Format :

.doc

Published date :

03/05/2009

Category :

Economics & finance

Sub category :

Finance

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Summary :

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.
Objectives.
Methodology.
Limitations.
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.
Theoretical background of topic.
Explanation & analysis of risk & return of selected schemes.
Conclusions.
Findings.
Recommendations.
Bibliography.

Abstract

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.