A Project Report

On

PERFOMANCE OF FIVE SELECTED MUTUAL FUNDS

-A COMPARATIVE ANALYSIS

DISSERTATION SUBMITTED IN PARTIAL FULFILLMENT OF

REQUIREMENT FOR THE DEGREE
OF
MASTER OF BUSINESS ADMINISTRATION

PREPARED BY:

PUJA KARMAKAR
Roll-504402 no. -16045
VU registration no: 00406 of the year 2016-18
Major specialization: FINANCE
Name of Institute: EIILM, Kolkata

UNDER THE GUIDANCE

OF
MR.SMARAJIT SENGUPTA
(Faculty)
&

Dr. SARMISTHA DAS

(Faculty)

SUBMITTED TO

Eastern Institute for Integrated Learning in Management

(Affiliated to Vidyasagar University)

March, 2018
 DECLARATION

I, DO HEREBY DECLARE THAT THIS DISSERTATION

ENTITLED “PERFORMANCE OF FIVE SELECTED MUTUAL
FUNDS-A COMPARATIVE STUDY” HAS BEEN DONE BY
ME ANS ALL THE INFORMATION PROVIDED IS CORRECT
AND TRUE TO MY KNOWLEDGE.
THIS DISSERTATION IS SUBMITTED BY ME FOR THE
PARTIAL FULFILLMENT OF THE AWARD OF THE DEGREE
IN ‘MASTER OF BUSINESS ADMINISTRATION’

THE DISSERTATION IS EXCLUSIVELY PREPARED BY ME

AND HAS NOT BEEN SUBMITTED TO ANY OTHER
INSTITUTION BEFORE.

DATE: PUJA KARMAKAR

PLACE: KOLKATA MBA, 4th SEMESTER

EIILM,KOLKATA
 ACKNOWLEDGEMENT
I express my sincere gratitude to Mr. Smarajit Sengupta (faculty),
& Mrs. Sarmistha Das (faculty) of EIILM who has provided me
with valuable suggestions and critical insights which enabled me to
complete my project and bring out the report.

I would like to thank Dr. R.P.Banerjee (Director, EIILM) and other

faculty member for their support and co-operation.

I am also thankful to my colleagues for their motivation and all

those who directly or indirectly helped me during the project.

Signature:

Name: Puja Karmakar

Date:
 Table of Content

Serial Particulars Page no.

no.
1 Introduction 1
2 History of mutual fund 2-3
3 Types of mutual fund 3-5
4 Advantages and Disadvantages of MF 6
5 Measurement of return by ratios 7-8
6 Objective 8
7 Research Methodology 8
8 Overview of MF 9-23
9 Data Analysis of MF’s 23-36

10 Performance in order of Ranking of the 36-38

Funds
11 Findings 39
12 Recommendation 40
13 Conclusion 41
14 Bibliography 42