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( C )Keen selection of stocks based on potential for value unlocking based on key events.
SWATIKA INVESTMART:-
( A ) overweight on large cap stocks. However Quality mid cap stocks may also be
considered for investment.
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( A ) The portfolio strives at all times to achieve an 70% allocation to large cap
companies.
( B ) The portfolio strives to limit the exposure to any sector to less than 25% of the portfolio
size.
( C ) The portfolio strives to limit the exposure to any sector to less than 10% of the portfolio
size.
( B ) Additionally the funds lying idle would be deployed in arbitrage between cash and
future and /or place in low maturity debt funds and low risk F&O Strategies.
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ORGANISATIONAL STRUCTURE
Chair man
General Manager
Labors
Helpers
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MAJOR LEARNING
RESEARCH DESIGN
Research in common parlance refers to a search for knowledge. The advanced learner’s
dictionary of current English lays down the meaning of research as “a careful investigation of
enquiry especially through search for new facts in any branch of knowledge.”
The systematic approach concerning generalization and the formulation of a theory is also
research. The purpose of research is to discover answers to questions through the application
of scientific procedures.
1. To find out the Preferences of the investors for Asset Management Company.
2. To know the Preferences for the portfolios.
3. To know why one has invested or not invested in Swatika Investmart
4. To find out the most preferred channel.
5. To find out what should do to boost Mutual Fund Industry.
METHODOLOGY
“A research design is the arrangement of conditions for collection and analysis of data in a
manner that aims to combine relevance to the research purpose with economy in procedure.”
- JOHN.W.BEST
Research may be defined as “any organized inquiry designed and carried out to provide
information for solving a problem”.
- EMORY
- ROBERT ROSS
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DESCRIPTIVE RESEARCH DESIGN
Descriptive research design studies are those studies, which are concerned with describing
the character of a group.
Data sources:
Research is totally based on primary data. Secondary data can be used only for the reference.
Research has been done by primary data collection, and primary data has been collected by
interacting with various people. The secondary data has been collected through various
journals and websites and some special publications of MUTUAL FUND COMPANY.
Sampling:
Sampling procedure:
The sample is selected in a random way, irrespective of them being investor or not or availing
the services or not. It was collected through mails and personal visits to the known persons,
by formal and informal talks and through filling up the questionnaire prepared. The data has
been analyzed by using the measures of central tendencies like mean, median, mode. The
group has been selected and the analysis has been done on the basis statistical tools available.
Sample size:
The sample size of my project is limited to 200 only. Out of which only 135 people attempted
all the questions. Other 65 not investing in MFs attempted only 2 questions.
Sample design:
Data has been presented with the help of bar graph, pie charts, line graphs etc.
RESEARCH INSTRUMENT
Questionnaire
“A questionnaire is simply a set of questions designed to generate the data necessary for
accomplishing a research project’s objectives” (Parasuraman, 1991, p.363).
SAMPLE DESIGN:
POPULATION
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It covers the 120 unit of population.
SAMPLE PROCEDURES
In this study convenient sampling method was adopted. First each organization was divided
into different departments like Operations, Customer Services, Human Resources, Internet
Marketing and under writing departments. From this department, the respondents were
selected on the basis of convenience.
INTERVEIW SCHEDULE
The interview schedule has been used to collect the data. Information can be
gathered even when the respondents happen to be literate or illiterate.
TABULATION
Formula:
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Total No of Sample Size
Time limitation.
Research has been done only in one city.
Some of the persons were not so responsive.
Possibility of error in data collection.
Possibility of error in analysis of data due to small sample size.
DATA COLLECTION
1. Primary data
2. Secondary data
Primary data
The primary data are those, which are collected a fresh and for the first time happen to
be original in character. It has been collected through a Questionnaire and personal interview.
Only the primary data is not the sufficient to get information about the complete topic so both
primary and secondary data is collected.
Secondary data
Secondary data are those which have already been collected by someone else and
which have already been passed through the stratified process. It has collected through the
books, journals & Internet.
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