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ANNAMALAI UNIVERSITY
PROFORMA FOR APPROVAL OF
PROJECT PROPOSAL
(Strike out whichever is not applicable)
Enrolment Number: 2491800003
1. Name and Address of the
Student
: ABHILASHA SINGH
RAMAIAH INSTITUTE OF
MANAGEMENT SCIENCES
NO 15, NEW BEL ROAD BANGALORE-
560054
2. Subject Area of the Project : FINANCE
3. Title of the Project
(In capital letters)
: A COMPARISION BETWEEN HDFC
SMALL-CAP FUND AND MIRAE
ASSETS LARGE-CAP FUND
4. Name and Official Address of
the Research Supervisor.
(Bio-Data should be enclosed)
: DR. RADHA R
RAMAIAH INSTITUTE OF
MANAGEMENT SCIENCES
BANGALORE-560054
Signature of the Student :
Date :
Signature of the Research Supervisor:
Name: DR. RADHA R
Academic Year :2018-20
Number of Candidates : … … … … …
…
(Number of candidates should not exceed Five
for a Research supervisor in an academic year)
Encl : 1. Synopsis
2. Bio- Data of the Research Supervisor
(for office use only)
Scrutinised by Approved / To Resubmitted
Head – Management Wing

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SYNOPSIS FOR PROJECT REPORT ON
“A COMPARISION BETWEEN HDFC SMALL-CAP
FUND AND MIRAE ASSETS LARGE-CAP FUND”
by
ABHILASHA SINGH
ENROLLMENT NO : 2491800003
For partial fulfillment of the requirements of final year MBA curriculum of
Two years Full time MBA (Industry Integrated) Programme.
Submitted to:
Through

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CONTENT
S.NO CHAPTERS SCHEMES PAGE NO.
1 STATEMENT OF PROBLEM 4
2 INTRODUCTION 4-5
3 OBJECTIVES 5
4 LITERATURE REVIEW 5-6
5 HYPOTHESIS 6
6 SCOPE OF THE PROJECT 7
7 RESEARCH
METHODOLOGY
7-8
8 PROPOSED PLAN OF WORK 9
9 REFRENCES 9

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“A COMPARISON BETWEEN HDFC SMALL-CAP FUND
AND MIRAE ASSETS LARGE-CAP FUND”
STATEMENT OF PROBLEM
Comparative study of the stability of two different types of mutual funds i.e, HDFC small-cap
fund and Mirae Assets large-cap fund from financial year 2016 to 2019
INTRODUCTION
MUTUAL FUNDS: Mutual funds is an investment money that is raised from many investors
to invest into equity, bonds, money market instruments, and other securities to share a common
investment objectives.
Each investors owns units which represents a portion of the holding of funds. The income
generated from this collective investment is distributed proportionately amongst the investors
after deduction some expenses.
Mutual funds is most easiest investment option for common man to invest with high return and
less risk.
It is managed by professional investment manager.
Small-cap fund: Small-cap equity funds are those which invest in equity shares of companies
which have smaller capitalization (capital less than rupees 500 crores) and listed under the 250th
rank of the underlying benchmark
Large-cap fund: Large cap funds are those funds which invest a larger proportion of their
funds in companies with large market capitalization ranging more than rupees 500 crores
HDFC Small-cap fund
This scheme is ranked no1 in small cap fund category by crisil
It was launched on 3rd
April 2008 and was known as MORGAN STANLEY A.C.E funds
investing across market caps. It was renamed as HDFC mid cap fund after acquisition of
Morgan Stanley’s scheme in 2014 by HDFC. Finally in September 2016 the investment
strategy came up with another change and it was renamed as HDFC small cap fund.

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Funds has 85.02% investment in indian stock of which 4.78%in large cap stock, 15.78% in mid
cap stock, 62.34% in small cap stocks. Fund has 2.88% investment in debt of which 2.88%
funds investment in very low risk securities.
MIRAE ASSETS Large-cap fund
It is an open ended equity scheme that invest across large cap stocks
It was launched on 4th
April 2008 under Nifty 100 TRI benchmark index. The funds will
predominantly invest in large cap companies, yet it has the flexibility to invest up to 20% in
mid and small cap companies aims to pick the best large cap companies which demonstrate
consistent long term growth.
The objective of investment scheme is to generate long term capital by capitalizing on potential
investment opportunities by continuously investing in equities in large cap companies.
Funds has 96.6% investment in Indian stocks of which 83.73%in large cap stocks, 3.53% in
small cap stocks.
OBJECTIVES:
 To study the nature of investment in HDFC small cap &Mirae Assets large cap funds
 To study the market capitalization in HDFC small cap &Mirae Assets large cap funds
 To study the comparative statement of HDFC small cap & Mirae Assets large cap fund
and to examine perception of risk averse investors
REVIEW OF LITERATURE:
1 DRB Nimalathasam, Mr R Kumar Gandhi “International journal of Multidisciplinary
Management Studies 2(3), 91-106 2012
They mainly focused on the performance analysis of mutual fund schemes mainly on equity
mid and small cap schemes of selected bank i.e, HDFC, State Bank of India, ICICI Bank
2 Sahil Jain, Aditi Gangopadhyaya IOSR Journal of business and management 2 (1), 01-04,
2012
They explained the performance of equity based mutual fund in India. They used risk return
relation shipped capital assets pricing model for analysis
3 R Nandagopal, Mr NG Venkateshwaran

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“Interpretation 17 (27), 37 2015,”
They stated about the rapidly growth between 2002-2015 with a growth rate of 10%CAGR and
brought about substantial return to the investors and the public sector. In their article they
explained about Mirae assets large cap mutual fund and its growth.
4 Akhilesh Mishra, A student of MBA batch of 2008 did research on Mutual funds. He stated
mutual fund is the better investment plan with less risk and high return.
5 Rinkal Chauhan “ATMIYA Institute of Technology &Science”2108
A comparison study on HDFC mutual fund and Aditya Birla sum life
In his project he mentioned the preferences of Indian youngster to invest in mutual fund
All the schemes of HDFC is mentioned in this project
6 Meenakshi Garg “M M Institute of Management “ A study of performance evaluation of
selected mutual funds in India
In her project she stated the performance of difference schemes provided by the different
institution. Like mutual funds more cheaper and suitable to small investors and she did research
on mutual fund that have ability to weather the market fluctuation.
HYPOTHESIS:
H0: The investors will not prefer HDFC small cap fund compared to Mirae Assets large cap
fund
H1: The investors will prefer HDFC small cap fund compared to Mirae Assets large cap fund
H0: HDFC small cap fund will not be risky to invest compared to Mirae Assets large cap fund
H1: HDFC small cap fund will be risky to invest compared to Mirae large cap fund

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SCOPE OF THE STUDY:
Many schemes has been entered into mutual fund market. A big number of new schemes
entered into market and trying to gain market share in this continuously growing market.
1 The study will help to know the future performance of both the investment plan.
2 The study will help to know the Investment opportunities.
3 We can know the preferences of the customer
4 This will help to know that which company’s plan and mode of investment is profitable
5 The study will help to analyse the risk return factor
RESEARCH METHODOLOGY:
Assuming that returns follow a normal distribution the performance of both the funds can be
compared by doing “t” test. Also we can get the data by getting standard deviation, Alpha value
and Beta value to check the which funds is superior.
This report is based on primary as well as secondary data, but secondary data collection will
be given more importance since it is more effected in performances studies.
Sample size:
The sample size of my project will be limited to 100 to 150 people of age group from 25 to 35
new earning people and who are ready to take risk.
DATA COLLECTION:
Information will be collected from primary and secondary data
The data for these indices will be collected mainly from the HDFC small cap and Mirae Assets
large cap funds website.
An overall comparison would be made across these different categories using various statistical
measures to arrive at final conclusion with respects to the performances of these schemes.
Primary data
The data which is new and which are collected for the first time. The data will be collected
through personal interview through questionnaire

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Secondary data
The data which is already collected by someone else in previous time. The secondary data will
be taken from website, books, and journals, and magazines. Balance sheet and company
reports.
PROPOSED TOOLS TO BE USED
Tools of Analysis
 Mathematical tools
 Standard deviation
 Statistical tools
 Arithmetic mean
 Graphical representation – charts, graphs
Limitations:
HDFC small cap fund and Mirae Assets large cap fund are highly correlated, both are
moderately high risk in nature. Although HDFC small cap is far stable than the Mirae
Assets large cap fund
 Cots can be more
 Tax consequences
 High expenses ratios & sales charges
 Risk

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Proposed plan of Work
TIME PERIOD WORK TO BE DONE
1st
-2nd
WEEK INTRODUCTION
3rd
-4th
WEEK LITERATURE REVIEW
5th
-7th
WEEK COLLECTION OF DATA
8th
-9th
WEEK ANALYSIS OF DATA COLLECTION
10th
-11th
WEEK FINDINGS OF THE RESEARCH
12th
WEEK SUBMISSION OF REPORT
REFERENCES:
1 DRB Nimalathasam, Mr R Kumar Gandhi “International journal of Multidisciplinary
Management Studies 2(3), 91-106 2012
2 Sahil Jain, Aditi Gangopadhyaya IOSR Journal of business and management 2 (1), 01-04,
2012
3 R Nandagopal, Mr NG Venkateshwaran
“Interpretation 17 (27), 37 2015,”
4 Akhilesh Mishra, A student of MBA batch of 2008 did research on Mutual funds. He stated
mutual fund is the better investment plan with less risk and high return.
5 Rinkal Chauhan “ATMIYA Institute of Technology &Science”2108
6 Meenakshi Garg “M M Institute of Management “ A study of of performance evaluation of
selected mutual funds in India

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