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    Name: Joshi Parth Amitbhai Roll No:-120 TYBBA (Finance)

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    shree nath
    The document discusses a research topic on the effect of the BSE Sensex share market on the performance of mutual funds in India. It provides background on the Sensex, mutual funds, and the objectives to understand mutual fund performance during ups and downs in the stock market. Secondary data will be collected from websites on the mutual fund and stock markets. The importance of the study is that equity and balanced mutual funds are affected by share market movements as their NAV is tied to the stocks they invest in, which move with the overall market. However, the correlation is not always direct as sector and other focused funds may not mirror the Sensex.

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    Name: Joshi Parth Amitbhai Roll No:-120 TYBBA (Finance)

    Uploaded by

    shree nath
    17 views5 pages
    The document discusses a research topic on the effect of the BSE Sensex share market on the performance of mutual funds in India. It provides background on the Sensex, mutual funds, and the objectives to understand mutual fund performance during ups and downs in the stock market. Secondary data will be collected from websites on the mutual fund and stock markets. The importance of the study is that equity and balanced mutual funds are affected by share market movements as their NAV is tied to the stocks they invest in, which move with the overall market. However, the correlation is not always direct as sector and other focused funds may not mirror the Sensex.

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    The document discusses a research topic on the effect of the BSE Sensex share market on the performance of mutual funds in India. It provides background on the Sensex, mutual funds, and the objectives to understand mutual fund performance during ups and downs in the stock market. Secondary data will be collected from websites on the mutual fund and stock markets. The importance of the study is that equity and balanced mutual funds are affected by share market movements as their NAV is tied to the stocks they invest in, which move with the overall market. However, the correlation is not always direct as sector and other focused funds may not mirror the Sensex.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    17 views5 pages

    Name: Joshi Parth Amitbhai Roll No:-120 TYBBA (Finance)

    Uploaded by

    shree nath
    The document discusses a research topic on the effect of the BSE Sensex share market on the performance of mutual funds in India. It provides background on the Sensex, mutual funds, and the objectives to understand mutual fund performance during ups and downs in the stock market. Secondary data will be collected from websites on the mutual fund and stock markets. The importance of the study is that equity and balanced mutual funds are affected by share market movements as their NAV is tied to the stocks they invest in, which move with the overall market. However, the correlation is not always direct as sector and other focused funds may not mirror the Sensex.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 5

    NAME: JOSHI PARTH AMITBHAI

    Roll no :- 120
    TYBBA(Finance)

    Research Topic
    “THE EFFECT OF SHARE MARKET(BSE) ON THE
    PERFORMANCE OF MUTUAL FUND”

    Jainam Share Consultants Pvt Ltd


    Introduction Of Research Topic:-

     The BSE SENSEX is a free-float market-weighted stock market index of 30


    well-established and financially sound companies listed on Bombay Stock
    Exchange. The 30 component companies which are some of the largest and
    most actively traded stocks, are representative of various industrial sectors of
    the Indian economy. The base value of the SENSEX was taken as 100 on 1
    April 1979 and its base year as 1978–79.

     As of 25th September 2017, the full market capitalization of SENSEX was


    about ₹54,637.0878 billion (US$760 billion) (37% of GDP) while its free-
    float market capitalization was ₹30,094.2286 billion (US$419 billion).

     A Mutual Fund is a trust that pools the savings of a number of investors


    who share a common financial goal. The money thus collected is then
    invested in capital market instruments such as shares, debentures and other
    securities.

     The mutual fund industry in India has come a long way. Significant spurts
    in size were noticed in the late 80s, when public sector mutual funds were
    first permitted, and then in the mid-90s, when private sector mutual funds
    commenced operations. In the last few years, institutional distributors
    increased their focus on mutual funds.
    Objectives:-
    The Main objective is to determine the Effect of the share market on the
    performance of mutual funds.

    1. To understand the Performance of mutual fund During Ups and Down in


    stock market.

    2. To understand the mutual fund industry as well as the stock market of india.

    Types and Sources of data:-

     TYPE OF DATA:- SECONDARY

     Sources of Secondary data :- Secondary data for the project will collect
    from various websites like,

    www.amfiindia.com
    www.bseindia.com
    www.mutualfundsindia.com
    www.moneycontrol.com
    www.valueresearchonline.com
    Need and Importance of study:-

     There are literally a thousand of mutual fund schemes in India. Only equity
    and balanced funds get affected by share market. Debt funds work according
    to bond and money markets. Some equity funds are index based like SBI
    blue chip and Kotak select focus. These funds will perform along the lines of
    sensex and Nifty. Also you have sector funds which are sector specific. So if
    sensex is rising but the pharma sector is not, then pharma funds will not give
    similar retuns.

     So depending on movement of which all shares a particular MF is invested


    in the NAV of that fund goes up or down, irrespective of Sensex and Nifty.
    Based on their investment style most funds performance is measured by their
    own benchmarks.

     Equity mutual funds invest in stocks. Every stock has a correlation with the
    market - indicated by the stock’s beta. So when Sensex/Nifty goes up/down
    then the stocks also go up/down to the extent of their beta. When the stocks
    go up/down then NAV of the mutual funds that are invested in those stocks
    also goes up/down because NAV is nothing but sum total of all the assets
    that the fund may be invested in, net of liabilities.
     It’s not that Sensex/Nifty affect NAV of mutual funds. Actually, both -
    Sensex/Nifty and mutual funds - go up/down with the markets. And markets
    go up/down based on many factors, ranging from liquidity to fundamentals
    to events.

     There are also other categories of funds like Mid cap funds, small cap funds
    which are not directly correlated with large caps, and hence SENSEX, but
    still they are influenced by movements in index (SENSEX), from time to
    time. When markets swing in positive / negative directions, Mid cap index
    and small cap index also swings mostly in same direction, so there would be
    some correlation between SENSEX movement and also Mid cap funds,
    small cap funds.

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