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Summer Training Project Prepared By: Deepak Bansal “ Comparative Study of Various Schemes of HDFC Mutual Fund through Sharpe Ratios and Treynor Index”
INTRODUCTION ,[object Object]
History of INDIAN Mutual Fund Industry ,[object Object],Phases of  INDIAN MUTUAL FUND First Phase (1964-87) Second Phase (1987-93) Third Phase 1993-2003 Fourth Phase (Since 2003)
Categories of Mutual Fund Categories Based on Structure Based on Investment Open-Ended Close-Ended Equity Fund Debt Fund Balanced (Hybrid) Fund
INVESTMENT Strategies ,[object Object],[object Object],[object Object]
About HDFC ,[object Object],[object Object],www.hdfc.com
HDFC and Associate Companies HDFC Mutual Fund HDFC STANDARD Life  Insurance HDFC Securities HDFC ERGO General  Insurance HDFC Bank HDFC
About HDFC Mutual Fund ,[object Object],[object Object],[object Object],[object Object],www.hdfcfund.com
Sponsors of HDFC Mutual Fund ,[object Object],[object Object],[object Object],[object Object]
VISION Statement of HDFC Mutual Fund ,[object Object],www.hdfcfund.com
SWOT Analysis of HDFC Mutual Fund
STRENGTH ,[object Object],[object Object],[object Object],[object Object]
WEAKNESS ,[object Object]
OPPORTUNITY ,[object Object],[object Object],[object Object]
THREAT ,[object Object]
Organization Chart Branch and Cluster Head Relationship Manager Client Services Head Sales Manager Executive Client Representative 1 Client Representative 2 Area Executive 1 Area Executive 2
Title of the Project ,[object Object]
Objectives of Research ,[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Research Methodology
Contd…. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introduction to Project
Sharpe Ratios ,[object Object]
Comparative Analysis through  Sharpe Ratios
HDFC Top 200 Fund
HDFC Equity Fund
HDFC Capital Builder Fund
HDFC Core & Satelite Fund
HDFC Premier Multi-Cap Fund
HDFC Prudence Fund
HDFC Tax Saver Fund
HDFC MIP-LTP Fund
HDFC MIP-STP Fund
HDFC High Interest Fund
HDFC High Interest-STP Fund
HDFC Cash Management-Retail Fund
HDFC Cash Management-Wholesale Fund
Treynor Index ,[object Object]
Comparative Analysis through  Treynor Index
HDFC Top 200 Fund
HDFC Equity Fund
HDFC Capital Builder Fund
HDFC Core & Satelite Fund
HDFC Premier Multi-Cap Fund
HDFC Prudence Fund
HDFC Tax Saver Fund
HDFC MIP-LTP Fund
HDFC MIP-STP Fund
HDFC High Interest Fund
HDFC High Interest-STP Fund
HDFC Cash Management-Retail Fund
HDFC Cash Management-Wholesale Fund
Facts and Findings ,[object Object],[object Object],[object Object],[object Object]
Contd… ,[object Object],[object Object]
Conclusion ,[object Object],[object Object]
 
 

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