SUMMER INTERNSHIP REPORT

On

“MUTUAL FUND BENEFITS & ASSET

ALLOCATION”

Submitted in partial fulfillment of requirements for

the award of the degree of Masters in Business Management

Session : 2018-2020
Under Supervision of: Submitted
by:
Mrs. Shilpa Taneja Vinay
Assistant Professor MBA
H.I.M.T., Rohtak Roll NO.

HINDU INSTITUTE OF MANAGEMENT & TECHNOLOGY

MAHARSHI DAYANAND UNIVERSITY, ROHTAK
 DECLARATION

I, Vinay, Roll No ……… of MBA Semester 3 of Hindu Institute of Management &

Technology, Rohtak, hereby declare that the project entitled Mutual Fund Benefits in
Name of company is an original work and the same has not been submitted to any other
institute for award of any other degree. The interim report was presented to the supervisor on
……………….and the pre-submission presentation was made on……………….. The
feasible suggestions have been duly incorporated in consultation with the supervisor.

Counter signed Signature of the Candidate

Mrs. Shilpa Taneja Vinay
HIMT

Director of the Institute

 ACKNOWLEDGEMENT

"Gratitude is not a thing of expression; it is more a matter of feeling."

There is always a sense of gratitude which one express for others for their help and
supervision in achieving the goals. We too express my deep gratitude to each and everyone
who has been helpful to us in completing the project report successfully.

We would like to thank almighty God for blessing showered on us during the completion of
Dissertation Report.

First of all, we are highly thankful to Dr. Monika (Director HIMT-ROHTAK) for allowing
us to pursue our Dissertation Report on "Mutual Fund Benefits & Asset Allocation Under
SMC INVESTMENT SOLUTIONS & SERVICES".

We give our regards and sincere thanks to Mrs. Shilpa Taneja (Project guide) who has
devoted her precious time in guiding us & helping us complete it within time.

We feel self-short of words to thanks our parents and friends who had directly or indirectly
instrumental in the completion of the project. We are indebted to all respondents for their
time passion during the long conversations.

Vinay
 PREFACE

After 1991, the new Industrial Policy, the Indian economy became more Liberal and global.
As a result of economic liberalization, Indian capital market has generated interest in equity
among Indian investors.however lack of adequate expertise to face bull and bear leave his
with little alternative to participate is equity.

The Indian investors have not proper knowledge of the capital market, thus they are not able
to take a wisely decisions. This research is motivated by the inquisitiveness expressed by
various people. Its main purpose is providing a wide knowledge to the various areas of the
mutual fund.

I believe that the funding of this project would be highly beneficial to investor in making
their investment decisions. They would be able to take a prudent decision according to their
respective objectives and financial goals.
 TABLE OF CONTENTS

TABLE OF CONTENTS

PREFACE
ACKNOWLEDGEMENT
DECLARATION
CERTIFICATE

CHAPTER TITLE PAGE NO.

CHAPTER-1 INTRODUCTION TO COMPANY 1-18

 INTRODUCTION
 APPROACHES
CHAPTER-2 INTRODUCTION TO PROJECT 19-35

 MUTUAL FUND
 ASSET ALLOCATION
 COMPITITORS
 LIMITATIONS
 LITERATURE REVIEW
CHAPTER-3 RESEARCH METHODOLOGY 36-43

RESEARCH METHODOLOGY
CHAPTER-4 DATA ANALYSIS & INTERPRETATIONS 43-61

 GROWH
CHAPTER-5 CONCLUSION & SUGGESTION
 SUGGESTION
 CONCLUSION

ANEXXURE
 BIBLOGRAPHY
 CHAPTER 1
INTRODUCTION OF THE
COMPANY
 CHAPTER 2
INTRODUCTION OF THE
PROJECT
 CHAPTER 3
RESEARCH
METHODOLOGY
 CHAPTER 4
ANALYSIS &
INTERPRETATION
CHAPTER 5
CONCLUSION
&
SUGGESTIONS
ANEXXURE