A

Major Project Report

On
“Mutual Funds is the Better Investment Plan With
Reference to the SBI Mutual funds”

Submitted for partial fulfillment of requirement for the award of

degree
Of
Master of Business Administration

Of
CHHATTISGARH SWAMI VIVEKANAND TECHNICAL
UNIVERSITY, BHILAI (C.G.)
Session 2009-11
Supervision By Submitted by
Dr. R.K.Agrawal Himanshu Bhoi
Associate Professor Roll No: 5053609058
Department of Management Enrollment No:0901198
MBA 4th Semester

2011

DEPARTMENT OF MANAGEMENT
DISHA INSTITUTE OF MANAGEMENT AND TECHNOLOGY
(Disha Education Society)
Satya Vihar, Vidhansabha-Chandrakhuri Marg, Mandir Hasaud,
Raipur (C.G.)492007
 DECLARATION

I the undersigned solemnly declare that the report of the project work
entitled Mutual Funds is the Better Investment Plan With Reference to the
SBI Mutual funds, is based my own work carried out during the course of my
study under the supervision of Dr. R.K. Agrawal

I assert that the statements made and conclusions drawn are an outcome of
the project work. I further declare that to the best of my knowledge and belief
that the project report does not contain any part of any work which has been
submitted for the award of any other degree/diploma/certificate in this Institute
or any other Institute.

HIMANSHU BHOI
MBA 4th
Roll No. 5053609058
Unique ID No.:0901198
 CERTIFICATE BY GUIDE

This to certify that the report of the project submitted is the outcome of the project
work entitled Mutual Funds is the Better Investment Plan With Reference to
the SBI Mutual funds carried out by Himanshu Bhoi bearing Roll No.
5053609058 & Unique ID : 0901198 carried by under my guidance and
supervision for the award of Post Graduate Diploma in Management of Disha
Institute of Management & Technology,

To the best of the my knowledge the report

i) Embodies the work of the candidate him/herself,

ii) Has duly been completed,
iii) Fulfils the requirement of the ordinance relating to the MBA degree of
the University and
iv) Is up to the desired standard for the purpose of which is submitted.

_______________________

(Signature of the Guide)

Name: Dr.R.K.Agrawal

Designation: Assistant Professor

Department: Faculty of management

DIMAT RAIPUR

The project work as mentioned above is hereby being recommended and forwarded
for examination and evaluation.
 CERTIFICATE BYTHE EXAMINERS

This is to certify that the project entitled Mutual Funds is the Better Investment
Plan With Reference to the SBI Mutual funds Submitted by Himanshu Bhoi Roll
No.: 5053609058.

Has been examined by the undersigned as apart of the examination for the award of
Post Graduate Diploma in Management of Disha Institute Of Management &
Technology Raipur (G.G.)

________________ __________________

________________ __________________

Name & Signature of Name & Signature of

Internal Examiner External Examiner

Date: Date:

Forwarded by

Academic Head

Department of Management
 ACKNOWLEDGEMENT

With regard to my Project with Mutual Fund I would like to thank each and every
one who offered help, guideline and support whenever required.

I am highly indebted to Mr. SATYENDRA KUMAR, Branch Manager, who

provided me with the necessary information and also for the support extended out
to me in the completion of this report and his valuable suggestion and comments
on bringing out this report in the best way possible.

So in the same sequence at very first, I would like to acknowledge my parents

because of whom I got the existence in the world for the inception and the
conception of this project. Later on I would like to confer the flower of
acknowledgement to Dr. R.K. Agrawal and other faculty members who Taught
me that how to do project through appropriate tools and techniques.

PREFACE
OBJECTIVES

• The main objective of this project is concerned with getting the opinion of
people regarding mutual funds and what they feel about availing the services
of financial advisors.
• I have tried to explore the general opinion about mutual funds. It also covers
why/ why not investors are availing the services of financial advisors.
• Along with it a brief introduction to India’s largest financial intermediary,
SBI has been given and it is shown that how they operate in mutual fund
dept.

Declaration ii

Certificate by Guide iii

Certificate by Examiner iv

Acknowledgement v

Preface vi

TABLE OF CONTENT

Chapter Title Page No

I INTRODUCTION 8

II INTRODUCTION TO MUTUAL FUND 10

III COMPANY PROFILE 20

IV OBJECTIVES AND SCOPE 26

V RESEARCH METHODOLOGY 29

VI DATA ANALYSIS & INTERPRETATION 31

VII FINDINGS 51

VIII Recommendations and limitation of the study 54

CONCLUSION 57

BIBLIOGRAPHY