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INVESTORS BEHAVIOR
TOWARDS MUTUAL FUND.
Table of Contents
COMPANY PROFILE
MUTUAL FUNDS : CONCEPT & MEANING
OBJECTIVE OF THE STUDY
RESEARCH AND METHODOLOGY
FINDING OF THE STUDY
CONCLUSION
RECOMMENDATION
BIBLIOGRAPHY
Company Profile
SBI Funds Management Pvt. Ltd. is one of
the leading fund houses in the country
MUTUAL FUNDS :
CONCEPT & MEANING
Mutual fund is the pool of the money, based on the trust
who invests the savings of a number of investors who
shares a common financial goal.
Key Characteristics
Investors invest money and get the units as per the unit value which we
called as NAV (net assets value).
Most suitable investment for the common man as it offers an
opportunity to invest in diversified portfolio
Money is invested through mutual Indian stock as well as
the foreign market.
The most common features of the mutual fund unit are
low cost
Research Methodology
Research Design-Exploratory+ Descriptive research
design
Research Method- Survey method and secondary
data studies
Data collection- Both primary and secondary data is
collected. Primary data is collected by sample survey.
Secondary data is collected from miscellaneous
sources
Sampling Area-Investors of Agra
Sampling Technique-Convenience Sampling
Research Methodology
Sample size: Sample size is 100.
Data analysis technique used
Tally marks,
Mean score,
Percentage method
Rank method
Z-test
Findings continued
Investors need tax benefits and returns, so they invest in
mutual fund.
Mutual funds are more preferred than other investments.
Mutual funds provide more profit then any other
investment.
It helps in diversification of risk and can be more
rewarding.
Investor are earning high profits and increasing there
investments in mutual funds
Investor gets information through different media such as
TV, Radio, and Magazines & Journals and helps them in
taking decision of what to purchase.
Conclusion
Mutual
Recommendation
Mutual funds are still an urban
phenomenon.
Salaried class should be motivated to
purchase mutual funds for investments.
need to educate investors about
various schemes and benefits by
investing in mutual fund.
company should provide motive and
objective of scheme in advertisements.