research methology

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RESEARCH METHOLOGY I had done the research work from the secondary data of mutual funds, term plan and health insurance plan. I had collected the data from the specific site. MUTUAL FUND- In this I analysed the compounded annual growth of mutual funds of seven companies. Under this i studied about equity mutual funds, debt mutual fund, .and hybrid mutual funds EQUITY FUNDS Equity linked saving scheme- Since last one year all the seven companies are giving negative return, Reliance tax saver is giving lowest negative return of 1.88%.since last three year returns are positive and highest return is given by ICICI prudential tax plan that is 17.55% in dividend plan and 17.80% in growth plan. Last five years returns are positive and the highest return is given by Franklin tax shield i.e. 7.03% in dividend plan and 8.46 % in growth plan. Since inception the highest return is given by dividend plan of Birla tax relief 96 that is 22.79% and growth plan of Franklin tax shield that is 25.82%. Large and Mid cap-Since last one year highest return has been given by Birla sun life frontline equity i.e. 5.68% in dividend plan and0% on growth plan . For last three year the highest return is provided by ICICI prudential dynamic plan

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Page 1: Research methology

RESEARCH METHOLOGY

I had done the research work from the secondary data of mutual funds, term plan and health insurance plan. I had collected the data from the specific site.

MUTUAL FUND- In this I analysed the compounded annual growth of mutual funds of seven companies. Under this i studied about equity mutual funds, debt mutual fund, .and hybrid mutual funds

EQUITY FUNDS

Equity linked saving scheme- Since last one year all the seven companies are giving negative return, Reliance tax saver is giving lowest negative return of 1.88%.since last three year returns are positive and highest return is given by ICICI prudential tax plan that is 17.55% in dividend plan and 17.80% in growth plan. Last five years returns are positive and the highest return is given by Franklin tax shield i.e. 7.03% in dividend plan and 8.46 % in growth plan. Since inception the highest return is given by dividend plan of Birla tax relief 96 that is 22.79% and growth plan of Franklin tax shield that is 25.82%.

Large and Mid cap-Since last one year highest return has been given by Birla sun life frontline equity i.e. 5.68% in dividend plan and0% on growth plan . For last three year the highest return is provided by ICICI prudential dynamic plan