A PRESENTATION ON

Summer Internship Project

Presented By:
Nikita Anand
BBA V/B
A31406415047
 SBI MUTUAL FUND

 The mutual fund industry in India originally began in 1963 with

the Unit Trust of India as a Government of India and the Reserve
Bank of India initiate.
 Launched in 1987, SBI MF became the first non-UTI mutual fund
in India.
 Amundi picked up 37% stake in SBI funds management in May
2011.
 SBI Mutual Fund is a joint venture between SBI and Societe
Generate Asset management of France.
 Chairman- Smt. Arundhati Bhattacharya
 Fund Manager- Sohini Andani
 OBJECTIVES
 To understand and implement the theories related to Mutual
Funds.
 To become familiar with the Office Life.
 To gain a knowledge of growth and development.
 To gain knowledge of assessment and documentation of
Mutual Funds.
 To begin transition from student to professional.
 To gain knowledge of the administration of Mutual Funds.
 To gain professional attitude, growth, maturity and judgment.
 To gain experience working independently and as a team
member providing knowledge about various schemes to
Customers.
 MUTUAL FUNDS

 Mutual Funds are investment products.

 They collect money from a large group of investors, pool it
together and invest it in various securities/instruments.
 They are an alternative to investing directly in stocks.
 Falling into two broad categories- Equity and Debt.
 They have a team of skilled people who identify the right
stocks and debt instruments and construct a portfolio that
promises to deliver the best possible returns at the minimum
possible cost.
 The ownership in Mutual Fund is represented by Unit.
 The value of Share in Mutual Fund is known as NAV(Net
asset value).
 RESEARCH METHODOLOGY

Sources of Data Collection

a) Primary Data
Questionnaire Method
Questionnaire has been filled in by the respondents.
Personal Interview Method
b) Secondary Data
 The Secondary data has been mainly collected from different books,
magazines, Journals, company’s Literature, Newspapers, Internet and from
the company personnel.
 Sample Size: - 50
 Sample Area : Patna
Types of Research :
The project has been based on Descriptive Research type.
Sampling Technique : This project has been based on the non-probability,
purposive, quota sampling.
Tools for analysis
 Bar chart
 Pie-chart
 KYC(Know your Customer)

 As per the rule of SEBI from Jan 1,2011, all those who would want to invest
in MFs are required to be compliant with Know-your-customer(KYC)
norms.
 Documents needed along with KYC application:
 Recent passport size photograph
 Proof of Identity, such as copy of UID(Aadhar), passport, voter ID or
driving licence.
 Proof of address, such as Copy of PAN Card,
passport, driving license.
 SBI DUAL ADVANTAGE FUND SERIES XXII
 NFO PERIOD 8TH May to 22nd May 2017

 1100 days scheme.

 FD-Category Fund

 Get more than FD.

 No TDS on Maturity

 Beneficial for Retired and low-risk investors

 Minimum investment money is Rs 5000

 Matured amount would be transferred automatically to your account.

 FINDINGS

 Respondents belongings to age group 18-50 yrs basically more

interested in investing in mutual funds.
 Respondent who were govt. employees and private job seekers are
more interested in mutual funds investment.
 60% Respondents were unaware about the Systematic Investment
Planning in Mutual Funds.
 Most preferred scheme is BlueChip as it is under best mutual fund
schemes in INDIA.
 Mutual Funds are tax effective.
 It is helpful in achieving future goals.
 SIP is certainly a disciplined investment.
 LEARNING FROM INTERNSHIP
 Filling KYC to open an account in Mutual Fund.

 Some of the knowledge regarding schemes of Mutual Fund.

 Knowledge of Mutual fund and How to selling the Funds scheme?

 Why people more interested in SIP.

 Why people not taking Risk.

 Scheme- SBI Dual Fund Series XXII.

 Working experience in SBI office.

 With interacting with customer improving my communication skills.

 RECOMMENDATIONS

 Mutual Fund offers a lot of benefits there are many people who just see it as
another option. Therefore the advisor should target more of the young
investors.
 Mutual Fund Company should give a training to individual Financial
advisors about the fund/scheme because they are the main source to
influence the investors.
 The advisor should focus on the balanced portfolios and should encourage
customers to make the investment.
 Increase the speed of grievances redressal facilities and make it accessible
to the investors.
 Make aggressive sales promotion by advertisements.
 Companies should try to make people initiative towards risk.
CONCLUSION

• To conclude:

• we can say that mutual fund is a very much profitable tool for investment
because of its low cost of acquiring fund, tax benefit, and diversification of
profits & reduction of risk.

• Many investors who have invested in SBI mutual fund have better returns
than other investments.

• There is also an affect of age on mutual fund investors like; old people &
widows want more returns that capital appreciation.

• Companies can adopt new techniques to attract more & more investors.
 BIBLIOGRAPHY

 www.sbimf.com

 Creating your wealth(factsheet)

 www.wikipedia.com

 www.google.co.in

 www.moneycontrol.com

 www.mutualfundsindia.com
THANK -YOU