comparative analysis of systematic investment plan and lump sum investment

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Page 1: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

TOPICASYNOPSISSUBMMITTED TODEVI AHILYA UNIVERSITY, INDOREFOR THE PARTIAL FULFILLMENT OF AWARD OF THE DEGREEMaster of Business Administration                          Supervisor                                                                                                           SUBMMITTED BY                                   Name                                                                                                       Student’s Name Designation                                                                                                       Student MBA 3rd Semester     Institute: Shri VaishnavSM Institute of Technology & Science. 

Page 2: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

DECLARATION  I am ……………………… student of Shri Vaishnav School of Business Management, Shri VaishnavSM Institute of Technology & Science (SVITS), Indore (M.P.), have prepared synopsis for “ Major Research Project” on the topic “…………..TOPIC……………”.  I hereby declare that the work is authentic and the data collected is genuine. Student’s Name  Student MBA(Full Time) 3rd semester 

Page 3: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

CERTIFICATE  

This is to certified that Mr./Ms. …………………………… is a student of MBA (Full Time) 3rd semester, Shri Vaishnav School of Business Management, Shri VaishnavSM Institute of Technology & Science (SVITS), Indore (M.P.), has prepared his/her synopsis for Major Research Project on the topic “………………………… TOPIC……………………………..”.The synopsis was prepared under my supervision for the partial fulfillment of award of the post graduate degree: Master of Business Administration. Supervisor’s Name         (Supervisor)

Page 4: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

Table of content

S.no Topic Page No.

1 Introduction

2 Literature Review

3 Rationale of the Study

4 objectives

5 Research Methodology

6 Bibliography

Page 5: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

INTRODUCTION

Page 6: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

REVIEW OF LITERATURE

This chapter devoted to the review of literature available on the topic under study.The selection of the topic for the study has been undertaken after a brief review of literature available on the subject. The purpose of referring the research papers, project reports, articles & working papers was also to derive supporting evidence for some of the findings of the study. An attempt was made to refer some of the national as well as international journals & research projects. A few names may be mentioned here in:-

World development reports Journal of financial performance The intelligent investors, Mumbai Chartered accountant, ICAI, New Delhi Chartered secretary, ICAI, New Delhi Vikalpa, The journal for decision makers, IIM, Ahmadabad Management review, IIM, Bangalore

In literature various researchers have used profitability & growth as measurement of performance. Profitability has been used as measure of performance by Gort (1962), Rumelt (1974), McDougal and Round (1984), Paul (1985-86), Sambharya (1995), Tallman and Li (1996), Faejoun (1998).One of the financial indicators that give the utmost satisfaction to the investors is return that is generated by their investment but at the same time they are worried about the risk that is associated with investment.According to Erich L Kohlar, “ It is a general term applied to a part of all the conduct of activities of an organization over a period of time; often with reference to Past or Projected cost efficiency management responsibility or accountability or the like.”

Page 7: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

Objectives

1. To compare the schemes with the returns on investment. 2. To identify the level of risk involved in investing in same mutual

fund plan with these two strategies.3. How to use lumpsum & Systematic Investment Plan of mutual

funds.

Page 8: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment
Page 9: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment

BIBLIOGRAPHY

Website www.mutualfundsindia.com www.moneycontrol.com www.investopedia.com www.the-finapolis.com www.theeconomictimes.com www.valuesearchonline.com www.bseindia.com www.nseindia.com

journals & other reference

The Economics Times C.R Kothari, Research Methodology

Page 10: Comparative Analysis of Systematic Investment Plan and Lump Sum Investment