FINDINGS The study done was a tool to analyze the present setup and to know the investors perception

regarding investment in Mutual Funds . The study proved fruitful and many facts came to the light. The following were the findings of the study: People with less experience were inclined towards investment in the Mutual Funds. It attracted as a safer avenue as compared to share market. 48% respondents reflected confidence and optimism in the context of their investments. Mutual Funds are more of an investment option than the speculative avenue. People tend to gain through long investments rather than through short term. Income funds and ELSS are among the few top funds People are not willing to take much risk and bear loss. Brokers advice matters to as much as 32% of the people. Major part of people preferred self-evaluation as best. Most of the people look at the returns that are given by a Funds56% are in this favour and only 23% people are there who consider Fund name and current NAV of the fund before investing into a Mutual Fund

CONCLUSIONS
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 In a nutshell, I have learned various practical aspects of trading in the stock market. I have made about 50-100 calls per day in the initial days of training so as to generate maximum leads. In addition, I did personal meetings with clients in order to close the deals. I handled the queries of both the new & existing clients of the company pertaining to different issues like opening of accounts, trading procedures etc. I also assisted in executing trades from the existing clients so as to get brokerage for the company. I also took part in canopy activity at Reliance money, Visakhapatnam. I also took part in presentations at various banks.

QUESTIONNAIRE

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A study of investors perception about investment in mutual funds.

Personal Details: (a). Name:(b). Add: (c). Age:(d). Qualification:Phone:-

Graduation/PG

Under Graduate

Others

(e). Occupation. Pl tick ()

Govt. Ser

Pvt. Ser

Business

Agriculture

Others

(f). What is your monthly family income approximately? Pl tick ().

Up to Rs.10,00 0

Rs. 10,001 to 15000

Rs. 15,001 to 20,000

Rs. 20,001 to 30,000

Rs. 30,001 and above

(1) How do you know about mutual funds? Advice from Broker Current news Magazines Advice from Friends Others_________

Financial Self Evaluation

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(2) What is your Experience in the market? Less than a year years 1-4 years More than 4

(3) What is your Trading Preference? Speculation Investment Both

(4) What is your Average investment period? Less than 3 months. 9 months to 2 year.

3 to 9 months. More than 2 year.

(5) While investing your money, which factor will you prefer? Liquidity High Return Low Risk Trust

(6) How much Risk are you willing to take? High Low

Moderate

(7) What is your preference in Mutual Funds? Equity Income Market Funds Balanced Funds SIP

Money Others

(8) How much return do you expect from your Investments? up to 15% 15%-25% 25%-35% more than 35%

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(9)When you invest in Mutual Funds which mode of investment will you prefer? One Time Investment (SIP) (10) How much loss are you willing to take? High Low Moderate Systematic Investment Plan

(11) Which type of Mutual funds do you prefer? Open Ended Schemes Schemes Closed Ended

(12) Do you get influenced by the name of Company promoting Mutual Funds? Yes No

(13) Do you get influenced by the returns given by a fund or by the current NAV of a fund? By NAV By Returns Both

(14) Are you satisfying with mutualfunds?

Yes

No

(15) Any suggestions: ............................................ .............

BIBLIOGRAPHY
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Sites visited

1. 2. 3. 4.

www.reliancemoney .com www.mutualfundsindia.com www.amfiindia.com www.sebi.gov.in

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