Synopsis

1. SYNOPSIS
Organisation: SBI Funds Management Pvt. Ltd.
Description: With 30years of rich experience in fund management, at SBI Funds
Management Pvt. Ltd. bring forward their expertise by consistently delivering value to
their investors. They have a strong and proud lineage that traces back to the State Bank of
India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI
(France), one of the world's leading fund management companies. With their network of
over 222 points of acceptance across India, they deliver value and nurture the trust of
their vast and varied family of investors. Excellence has no substitute. And to ensure
excellence right from the first stage of product development to the post-investment stage,
they are ably guided by our philosophy of ‘growth through innovation’ and their stable
investment policies. This dedication is what helps their customers achieve their financial
objectives.
Title: Analysis of Mutual Funds Industry in India with particular reference to SBI Mutual
Fund Pvt. Ltd.
Statement of the Problem: Liberalization and globalization, along with the expanded
distribution of the wealth among the middle class has evoked an interest of the common
man into the intricacies of capital market. Capital Market, once perceived to be a market
of only for the elite and speculators, but now also attracted the attention of the common
man. The stockbrokers were always influential and affluent, but a lot of transformation
has taken place in his image from pawnbrokers to a man of financial acumen. The
common man has now started learning the vocabulary of the capital market with terms
like “bull and bear” explored upon in newest dimensions. But the turbulence of the stock
market has made the common investor apprehensive that is why the common investor has
remained away from the industrial securities markets. Mutual funds, Act as a financial
intermediary between the common investors and the capital market. While on one hand
they ensures a smooth returns on the investment of the investor and on the other hand
they give them a much-desired security. SBI is one of the most reputed mutual funds in
INDIA. It will be privilege to have my project at SBI and got the opportunity to work on
“Analysis of Mutual Funds Industry in India with Particular reference to SBI Mutual

2. Fund”.
Why is particular topic chosen: Investors, these days, want to get higher returns against
their investments. For this, they are willing to take even higher risk. Mutual Funds, which
are managed by professionals, provide an opportunity to investors to take measured risks
in exchange for higher returns. Today, number of Schemes has been launched to attract
investors. This study will aim to know about the perception about Mutual Funds
Schemes. It will also aim at knowing about such Mutual Funds, Schemes, total funds
collected and profitability or otherwise from the point of view of the investors, etc.
Contribution: Mutual fund is a buzz in the market these days. The mutual fund industry
is burgeoning, it is completely untapped market. Only 5% of total potential of this
industry has been grabbed. Hence this industry has a lot of opportunities in it. That’s why
it is so much interactive. The study will contribute to look out for new prospective
customers who are willing to invest in Mutual Funds.
Objective: The following are the objectives of my research study: 1. The primary
objective of the research will be to study the growth of Mutual Funds in India, their types,
and advantages & disadvantages from the point of view of the investors. 2. To study
about SBI Mutual Funds. 3. To study about the benefits of SBI Mutual Funds.
Primary: This is those, which are collected afresh and for the first Time, and thus
happen to be original in character. The Managers and employees of both the SBI MF will
be consulted to get information about distribution channel of mutual fund. But the
method used by me for the primary data collection will be through questionnaires.
Secondary Data: These are those data, which are not collected afresh and are used
earlier also and thus they cannot be considered as original in character. There are many
ways of data collection of secondary data like publications of the state and central govt.,
reports prepared by researchers, reports of various associations connected with business,
Industries, banks etc. The tools that will be used in this project will be internet articles,
text book on Financial Management, SBI Mutual Fund Fact Sheets.
Chapter Description: Chapter 1: Introduction; Chapter 2: Literature Review; Chapter 3:
Methodology; Chapter 4: Data Collection; Chapter 5: Data Analysis; Chapter 6:

3. Findings; Chapter 7: Recommendations; Chapter 8: Conclusion; Appendices &
Annexure; Bibliography
Name of the organisation and place where project is to be conducted: SBI Funds
Management Pvt. Ltd., Ashoka Estate,5th Floor, 501, Barakhamba Rd, Fire Brigade
Lane, Barakhamba, New Delhi, Delhi 110001
Name and designation of Project Guide:
Scope: The scope of the study will helpful to SBI Mutal Fund Pvt. Ltd. chanelising funds
from productive purposes and also to protect the interests of small investors and too look
out for new prospective customers who are willing to invest in Mutual Funds.