Professional Documents
Culture Documents
INTRODUCTION
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Let’s suppose you’re just getting started as an investor and have $5000 to
invest and you have three important goals you want to achieve. First you don’t want to lose
your money in a risky venture so you want to lose your money in a rissky venture so you
want security, like that found in a certificate of deposit or other fixed income investment. But
you also want to make the most money you can, so you want the prospect for growth
potential, too, finally, since you don’t have the time or knowledge to actively manage your
money, you want professional money management – occasionally diversifying your
investments into promising new oppurtunities. That sounds like a very good plan, but where
can you invest your money and have a chance to meet all three criteria? Certificates of
deposit and other fixed income investments offer security, but often wit low rates of interest
and a fixed potential for growth.
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COMPANY PROFILE
KARVY COPORATE FINANCIAL SERVICES COMPANY
OVERVIEW
Karvy is a premier integrated financial services provider, and ranked among the
top five in the country in all its business segments, services over 16 million individual
investors in various capacities, and provides investors to over 300 corporate, comprising the
who is corporate india. Karvy cover the entire spectrum of financial services such as stock
brocking, depository participants,distribution of financial products – mutual funds, bonds,
fixed deposit, equities,insurance brokering =, commodities broking, personal finance
advisory services merchant banking & corporate finance,placement of equity, ipo’s, among
others. Karvy has a professional management team and ranks among the best in
technology,operations and research of varous industral segments.
HISTORY
Karvy group is one of the leading financial services conglomerate. Headquatered
in hyderebad, it offers a range of financial services including stock brokering, distribution of
financial products, depsitory participant, commodities broking, wealth management, and
more.
KARVY – CREDO
OUR FOCUS OUR CLIENTS
Personalized service, professional care,proactiveness are the values that help us nuture
enduring relationship with our clients
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ACHIVEMENTS
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METHODOLOGY OF STUDY
A) STATEMENT OF PROBLEM
The mutual funds in india have been quite wrongly promoted aTs an
alternative to equity industry.
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B) REVIEW OF LITERATURE:
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The need of study arises for learning the vehicles available that distinguish the
mutual fund of two companies.
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The main purpose is to study whether mutual fund is investors best choise or not.
To examine mutual funds investment with equity shares and also related to nifty and
sensex.
To assist the company at large in deciding which investment provides best return
considering various points at a time.
To study the performance of selected mutual fund companies and their performance in
one year.
To reveal the current situation of mutual funds and equities as well as index in last
one year in india
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RESESRCH METHODOLOGY
2) DATA COLLECTION METHODS: The key for creating usefull system are
selectively in collection of data and linking that selectively to the analysis and decision issue
of the action to be taken. The accurcy of collected data is of great significance for drawing
correct and valid conclusions from the investigation.
The following are the main steps in data collection process
a) Type of information required in the investigation.
b) Establishing the facts that are available at present and additional facts required.
c) Identification of sources from where the information can be available.
d) Selection of appropriation information i.e. collection method.
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The study covers the concept and details of mutual funds and introdution on equity.
The study also includes returns of equity, mutual funds and relative index of different
sectors.
The analysis part includes the present value of the mutual fund company.
The study includes the information regarding the seletion of portfolio for different
funds in theory part
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LIMITATIONS
The data of mutual fund companies and equity companies is taken only for 3&6
month and one year due to non availability of data.
Due to limition of time all sectors are not studied, only selected sectors have been
studied.
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