RESEARCH PROJECT REPORT

ON
FACTORS AFFECTING MUTUAL FUNDS
INVESTMENTS WITH SPECIAL REFERENCE TO
ICICI PRUDENTIAL
Submitted in partial fulfillment of the requirement for the award
of degree of Master of Busiess A!"iistratio
fromUttar Pra!es# Te$#i$a% Ui&ersit'( Lu$)o*
Su+"itte! +'
A"it ,u"ar -II
Ro%% o. /0/01233/1
MBA 4Bat$# 03/0-/15( 1
t#
Se"ester
U!er t#e 6ui!a$e of
Mr7 ,7 A+u"ai
Asso$iate Professor
ICCMRT

INSTITUTE OF CO-OPERATIVE 8 CORPORATE MANAGEMENT(
RESEARCH AND TRAINING
0/91:2( RING ROAD( INDIRA NAGAR( LUC,NOW-00:3/:

Date..
CERTIFICATE
This is to certify that Mr7 A"it ,u"ar II( a student of Master of Business
Administration (MBA !rogramme (batch "#$"%$& at this institute has conducted a
research pro'ect titled (FACTORS AFFECTING MUTUAL FUNDS
INVESTMENTS WITH SPECIAL REFERENCE TO ICICI PRUDENTIAL )
under my guidance during the &
th
semester. The report has been prepared towards
partial fulfillment for the award of MBA degree from *ttar !radesh Technical
*ni+ersity. The research pro'ect report is the original contribution of the student.

The research pro'ect report is hereby recommended and forwarded for e+aluation.
4,7 A+u"ai5
Asso$iate Professor
DECLARATION
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6nstitute of 7o%operati+e & 7orporate Management0
8esearch and Training
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60 Amit Kumar 0 a student of Master of Business Administration (MBA !rogramme
at the Istitute of Co- o;erati&e 8 Cor;orate Maa6e"et Resear$# a!
Traii6( Lu$)o* hereby declare that all the information0 facts and figures used in
this research pro'ect titled <FACTORS AFFECTING MUTUAL FUNDS
INVESTMENTS WITH SPECIAL REFERENCE TO ICICI PRUDENTIAL <
ha+e been collected by me.
6 also declare that this pro'ect report has been prepared by me and the same has ne+er
been submitted by the undersigned either in part or in full to any other *ni+ersity or
6nstitute or published earlier.
This information is true to the best of my ;nowledge and belief.
Date. (A"it ,u"ar5
AC,NOWLEDGEMENT
6t is the matter of <reat !leasure and !ri+ilege to be able to present this 8esearch
!ro'ect 8eport on (FACTORS AFFECTING MUTUAL FUNDS INVESTMENTS
WITH SPECIAL REFERENCE TO ICICI PRUDENTIAL
My first of foremost gratitude goes to Dr7 A=a' Pra)as#0 !rincipal0 6nstitute of
7o%=perati+e > 7orporate Management0 8esearch And Training for the assistance
e3tended by him for the successful completion of this pro'ect wor;.
6 am e3tremely grateful > than;ful to Mr7 ,7 A+u"ai0 Associate !rofessor0 6nstitute
of 7o%=perati+e > 7orporate Management0 8esearch and Training for her able
guidance and support.
6 also e3tend my heartfelt gratitude to my friends> family members who has e3tended
their support at e+ery step. :ast0 but not the least 6 e3press my profound gratitude to
the <od Almighty for the successful completion of this pro'ect.
(A"it ,u"ar 5
PREFACE
The pro'ect includes a brief description of M*T*A: 2*9D 6ndustry and perception of
in+estors and ad+isors about mutual fund.
A mutual fund is a scheme in which se+eral people in+est their money for a common
financial cause. The collected money in+ests in the capital mar;et and the money0 which
they earned0 is di+ided based on the number of units0 which they hold. The mutual fund
industry started in 6ndia in a small way with the *T6 Act creating what was effecti+ely a
small sa+ings di+ision within the 8B6. =+er a period of "4 years this grew fairly
successfully and ga+e in+estors a good return0 and therefore in $1?10 as the ne3t logical
step0 public sector ban;s and financial institutions were allowed to float mutual funds and
their success emboldened the go+ernment to allow the pri+ate sector to foray into this area.
A sur+ey was conducted to get the primary data to 'udge the factors that in+estor and
ad+isor ;eep in mind before dealing in mutual fund i.e.
.Safety% .8eturn%.fle3ibility%.:iquidity%.Schemes
At present there are many Schemes being offered by +arious M*T*A: 2*9D
companies. @ach AM7s is competing with each other by :aunching new products or
relaunching old ones.
M*T*A: 2*9D industry today is facing a huge competition not only from with in
the industry but also from other financial products li;e 6nsurance !olicies. 6n
the pro'ect 6 tried my best to study things which 6 obser+ed during my training
period .My analysis and conclusion is based on actual research of the Topic.
TABLE OF CONTENTS
S%7 NO7 CHAPTER PAGE NO7
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