LipsaPriyadarshini15
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May 12, 2024
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Language: en
Added: May 12, 2024
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Performance Analysis of Indian Mutual Funds During
Covid-19
SUMMER INTERNSHIP PROJECT REPORT PRESENTATION FOR THE AWARD OF
THE DEGREE OF MBA
Presented By
Lipsa Priyadarshini
Reg No: 2261301181
External
Mr. Saurenda Dash
Relationship Manager
Reliance Smart Money
Internal
Ms, Rita Prusty
Professor,IBCS
Siksha O Anusandhan University
Under the Supervision of
INTRODUCTION
•Mutual funds are investment vehicles that pool money
from various investors to invest in a diversified portfolio
of stocks, bonds, or other securities. They are managed
by professional fund managers, who make investment
decisions on behalf of the investors.
•While mutual funds offer diversification, they still carry
risks. The value of investments can go up or down based
on market conditions, and past performance does not
guarantee future results.
•Investors should carefully consider their investment
objectives, risk tolerance, and time horizon before
investing in mutual funds. It's also advisable to read the
fund's prospectus and seek advice from financial
professionals if needed.
The Study-:
•The study aims to understand performance of mutual
funds during covid 19.
•The study was conducted by having a secondary data
and primary data by conducting survey.
•Statistical tools like correlation to find out the
relationship between the investor’s funds fluctuation and
how COVID-19 impacts on mutual funds with the help
of SPSS.
Company Profile-:
Reliance Capital, a constituent of MSCI Global Small Cap Index, is a
part of the Reliance Group. It is amongst India’s leading and most
valuable financial services companies in the private sector. Reliance
Capital has interests in life, general and health insurance;
commercial & home finance; equities and commodities broking;
wealth management services; distribution of financial products;
asset reconstruction; proprietary investments and other activities in
financial services.
Reliance Nippon Life Insurance and Reliance General Insurance are
amongst the leading private sector insurers in India. Reliance
Securities is one of the India’s leading retail broking houses and
distributors of financial products and services. Reliance Money and
Reliance Home Finance are one of the most rapidly expanding
businesses in the lending space.
Research objective-:
TostudythegrowthofmutualfundsinIndiainrecent
years.
ToscrutinizetheimpactofCOVID19onmutualfunds
andhowmuchinvestorsunderstandthemarketsituation
andimpactlevelontheirinvestment.
Todeterminetheinvestor'scurrentsituation.
Toevaluatetheawarenessofcustomerstowardsamarket
situation.
Methodology of Study-:
[A] Primary Data -obtained through communicating with
the investors and individuals in general. Communication
medium was survey.
[B] Secondary Data –Secondary data is the information
that is already collected previously by others and the data
that is obtained from Company manuals, brochures,
company website and various other websites.
Data Analysis
Descriptive Statistics
Mean Std.
Deviation
N
year of experience 1.9722 1.02779 36
which kind of funds gives higher returns during the
COVID-19 situation?
1.8200 .87342 50
DATA ANALYSIS
year of experiencewhich kind of
funds gives higher
returns during the
COVID-19
situation?
year of experience
Pearson Correlation 1 -.005
Sig. (2-tailed) .976
N 36 36
which kind of funds gives
higher returns during the
COVID-19 situation?
Pearson Correlation -.005 1
Sig. (2-tailed) .976
N 36 50
SUGGESTIONS
COVID-19's economic impact is unclear, so investors should
adopt precaution strategies and raise awareness. Long-term
investors with over 5-year investment plans are safe, as the
market will bounce back. Short-term investors, particularly
those in high-risk equity mutual funds, should diversify
their funds and seek advice from finance experts. Create a
contingency fund for emergencies like job loss or health
crises, covering at least 3 months. Individual cover, such as
health insurance, can help balance life and ensure investors'
safety during the pandemic.