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MUTUAL fund

Mutual Fund is a trust that pools the savings . Money thus collected is then invested in capital

market.
Mutual Fund is the most suitable investment.

Mutual Fund Operation Flow Chart

Introduction of the Industry


The mutual fund industry in India started in
1963 with the formation of Unit Trust of India (UTI), at the initiative of the Government of India and Reserve Bank of India (RBI).

History of Mutual Munds


First Phase (1964-87) Second Phase (1987-93) Third Phase (1993-2003) Fourth Phase (since 2003)

Introduction Of The Company


Reliance Mutual Fund (RMF), a part of the Reliance -

Anil Dhirubhai Ambani Group, is India's leading Mutual Fund, with Assets Under Management .
Reliance Mutual Fund (RMF) has been

established as a trust under the Indian Trusts Act, 1882 with Reliance Capital Limited (RCL) .

Reliance Mutual Fund offers investors a well

rounded portfolio of products to meet varying investor requirements. Reliance Mutual Fund has a presence in 300 cities across the country and constantly endeavors to launch innovative products and customer service initiatives to increase value to investors. Reliance Mutual Fund schemes are managed by Reliance Capital Asset Management Ltd., a wholly owned subsidiary of Reliance Capital Ltd.

Objective
The project aim at studying in detail about Mutual funds and to check there performance. This project has following main objective:
To check the performance of reliance mutual funds.
To know the factors that should be considered by

investors while investing in mutual funds.

To check the risk free return of Reliance mutual fund. To check excess return over risk beared. To study how the performance of mutual fund is

checked in Reliance capital. To understand the awareness level of Reliance mutual funds To know the perception of customer regarding the quality of Reliance Mutual funds. To know the investment pattern of investors or customers.

Mutual fund returns are directly linked to the stock

market.
Mutual fund returns fluctuate with the ups and down

in the stock market.


Growth of mutual fund is not one or only method to

check its performance even there are many more ratio related to mutual fund which analyze risk and risk free return in mutual fund.

Research methodology
Research methodology is a way to systematically solve

the research problem. The research methodology included various methods and techniques for conducting a research.
Marketing Research is a systematic design, collection,

analysis, and reporting of data and finding relevant solution to a specific marketing situation or problem.

Research is thus, an original contribution to the

existing stock of knowledge marketing for its advancement, the purpose of research is to discover answers to the questions through the application of scientific procedure.
Research is thus, an original contribution to the

existing stock of knowledge marketing for its advancement, the purpose of research is to discover answers to the questions through the

What is MF
A Mutual Fund is an investment tool that allows small investors access to a well-diversified portfolio of equities, bonds and other securities. Each shareholder participates in the gain or loss of the fund. Units are issued and can be redeemed as needed. The fund's Net Asset Value (NAV) is determined each day.

What is NAV?
Net Asset Value (NAV) is the actual value of one unit of a given scheme on any given business day. The NAV reflects the liquidation value of the fund's investments on that particular day after accounting for all expenses. It is calculated by deducting all liabilities (except unit capital) of the fund from the realisable value of all assets and dividing it by number of units outstanding.

What is SIP?
This is an investment technique where you deposit a fixed, small amount regularly into the mutual fund scheme (every month or quarter as per your convenience) at the then prevailing NAV (Net Asset Value), subject to applicable load. Reliance SIP Benefits to the investor The benefit of Systematic Investment Plan: Inculcates Savings Habit Rupee Cost Averaging & Eliminates the need to time the market

Schemes offered
The schemes offered by Reliance MF includes
Equity Debt Gold

Featured Schemes
Reliance Gold Savings Fund Reliance Gilt Securities Fund Reliance Income Fund Reliance Regular Savings Fund Debt Option Reliance Short Term Fund Reliance Dynamic Bond Fund Reliance Floating Rate Fund Short Term Plan Reliance Monthly Income Plan

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