A PRESENTATION ON DATA ANALYSIS & INTERPRETATION

TOPIC NAME: A study on factors affecting investors perception of mutual fund investment. Prepared by: Priti K.Kalathiya(2021) Bhumika G.Patel (2059)

INTRODUCTION

DATA ANALYSIS & INTERPRETATION

Gender:
Gender

25%

Male Female

75%

Cont

Age in completed years:

Age in completed years

15% 36% Below 30 31-40 41-50 25% Above 50 24%

4

Cont..

Occupation:
Occupation

15% 29% Professional Salaried Business 25% 31%

5

Retired

Cont

Annual income in Rs:

Annual income in Rs.

20%

15% Below Rs. 1,00,000 Rs. 1,00,001 - 3,00,000 Rs.3,00,001 - 5,00,000 Above Rs. 5,00,000

30%

35%

Cont.

How much do you save annually?

Annual Saving

20% 38% Less than 50,000 Rs. 50,001 - 1,00,000 Above Rs.1,00,000 42%
7

Cont.

Objective of your savings is:

Objective of Saving

26%

22% To provide for retirement To meet contingencies For childern's education For tax reduction

24%

28%

Cont

What is your current preference of Savings Avenue?

Current preference of saving avenue

14% 18%

11% 15%

Currency Shares Bank Deposits Gold Real estate 20% Mutual Fund Pension And Provision Fund

10%

12%

Cont

Do you prefer investment in Mutual Fund to other savings avenue in future?

Investment in Mutual fund to other savings avenue in future

29% Yes No 56% 15% Not sure

10

Cont..

Generally you prefer:

Preference of scheme

35% Open-ended scheme close-ended scheme 65%

11

Cont

If open-ended, then which scheme do you prefer?

Schemes

12% 21% Growth scheme Balanced scheme Income scheme 19% 13% Moneymarket scheme

12

Cont

If close-ended, then which scheme you prefer?

schemes

5%

7% Growth scheme Balanced scheme Income scheme

11% 12%

Moneymarket scheme

13

Cont

What is your current attitude towards the following financial investment, in the Indian capital market?
Current attitude towards investment

20%

26% Shares Debentures Mutual fund Bond 17%

37%

14

Cont

You prefer investment in Mutual Fund due to the:

Reasons for investment in mutual fund

11% 14% 33%

Safety Good Return Capital appreciation Liquidity Diversification benefit

16% 5% 21%

Tax benefit

15

Cont

How did you come to know about mutual fund investment schemes?
Sources of knowledge about mutual fund scheme

16%

5% 34% Reference Group Newspaper Finance Magazines Television Mail 16%

29%

16

Cont

Do you think Mutual Fund investing is the best alternative to equity investing?
Mutual fund investing is best to equity investing

7% 26% Yes No Don't Know 67%

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CONCLUSION

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Bibliography

http://www.wisdomtimes.com/best-mutual-fundin-india/ http://economictimes.indiatimes.com/personalfin ance/mutualfunds/articlelist/359241701.cms http://www.moneycontrol.com/mf/dispdata.php

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THANK YOU..

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