Comparative Analysis on Mutual Fund Scheme

With reference to Sundaram finance Ltd. ABSTRACT: A mutual fund is a form of collective investment. It is a pool of money collected from various investors which is invested according to the stated investment objective. The fund manager is the person who invests the money in different types of securities according to the predetermined objectives. The portfolio of a mutual fund is decided taking into consideration this investment objective. Mutual fund investors are like shareholders and they own the fund. The income earned through these investments and the capital appreciation realized by the scheme is shared by its unit holders in proportion to the number of units owned by them. The value of the investments can go up or down, changing the value of the investors holding. Mutual funds are one of the best investments ever created because they are very cost efficient and very easy to invest in. This project aims at the comparing of various mutual fund schemes provided by Sundaram Finance Ltd. undaram !"# #aribas Asset Management $ompany %td., and the investment managers of undaram !"# #aribas Mutual &und, is a joint venture between the undaram finance 'roup and the !"# #aribas asset management. The joint venture brings together the undaram &inance 'roup(s e)perience in the Indian market and !"# #aribas global e)perience. The performances of each mutual fund scheme is measured by measuring the risk and return.*arious tools such as beta, alfa, mean, Treynor+s inde), etc will be for analysis.