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PRESENTATION
ON
PRESENTED TO
S.V.INSTITUTE OF MANAGEMENT
PRESENTED BY
MRUNAL VAZA & SACHIN NANDHA
Research methodology
Research
objective (Primary)
To know investor’s behavior regarding mutual fund as an
investment avenue.
Sampling plan
Sample unit : All the investors who are occasionally or regularly
investing in financial assets.
Sample size : 100 investors
Area of sampling : Maninagar, satellite, navrangpura, S.G.highway
Contact method : personal interview
Sampling method : Non-probability, convenient sampling method
Analysis
Gender
Male 84
Female 16
Q-1 What is your age?
Q-2 What is your profession?
Q-3 Do you invest in mutual fund ?
investment in MF(%)
20%
YES
NO
80%
Q-4 If you are not investing in mutual fund then
mutual fund
35%
Insurance
21%
Equity market
Government schemes
Real estate
Commodities
32%
Portfolio of 80% investors who are investing in
mutual fund
Insurance
Equity market
24%
48%
Government schemes
Real estate
Commodities
17%
Q-5 Rank the company according to your preference
Sum of rank
800 745
700 644 648
605
600
500 583
395
400 342 359
394
300 353
200
200
100
0
Reliance Tata Hdfc Birla Sbi Icici Franklin Uti Lotus Sundaram Benchmark
Templeton
Q-7 If you are investing in mutual fund then you
invest in?
invest in MF
BOTH 13,75
CLOSE ENDED
SCHEME 33,75
OPEN ENDED
SCHEME
52,5
0 10 20 30 40 50 60
Q-8 Do you take any reference while investing in
mutual fund schemes if yes then from whom?
financial advisor
16%
0%
1%
EXT. IMPORTANT
1% IMPORTANT
6% NEUTRAL
UNIMPORTANT
EXT.UNIMPORTANT
NOT. RESPONDED
76%
EXT. IMPORTANT
Broker
24% IMPORTANT
41% NEUTRAL
UNIMPORTANT
28% EXT.UNIMPORTAN
1%
T
0% NOT. RESPONDED
6%
RELATIVES OR FRIEND
EXT. IMPORTANT
31% IMPORTANT
35%
NEUTRAL
5% UNIMPORTANT
EXT.UNIMPORTAN
1% 20% T
NOT. RESPONDED
8%
NEWSPAPER & MAGAZINE
EXT. IMPORTANT
34% IMPORTANT
35%
NEUTRAL
UNIMPORTANT
5%
EXT.UNIMPORTANT
16%
1% NOT. RESPONDED
9%
CO. WEBSITE
4% EXT. IMPORTANT
13%
5% IMPORTANT
NEUTRAL
6%
57% UNIMPORTANT
EXT.UNIMPORTANT
NEUTRAL
UNIMPORTANT
63%
EXT.UNIMPORTANT
19%
NOT. RESPONDED
Mean
YES
NO
94%
Q-10 which factors do you consider while investing
in mutual fund?
SAFETY
0% EXT. IMPORTANT
13%
1%
IMPORTANT
4%
NEUTRAL
UNIMPORTANT
13%
EXT.UNIMPORTANT
69%
NOT. RESPONDED
TAX SAVING
EXT. IMPORTANT
21%
IMPORTANT
1%
NEUTRAL
0% 44%
UNIMPORTANT
5%
EXT.UNIMPORTANT
NOT. RESPONDED
29%
0% RETURN
EXT. IMPORTANT
0%
1% 6%
IMPORTANT
NEUTRAL
24%
UNIMPORTANT
69% EXT.UNIMPORTANT
NOT. RESPONDED
0% LIQUIDITY
EXT. IMPORTANT
0%
4% 6%
IMPORTANT
NEUTRAL
24%
UNIMPORTANT
66% EXT.UNIMPORTANT
NOT. RESPONDED
Mean
QUARTELY
3%
HALF YEARLY
45% YEARLY
22% NEVER
NOT
RESPONDED
13% 3%
RISK FACTOR
11% MONTHLY
0% 20%
QUARTELY
HALF YEARLY
9% YEARLY
NEVER
47% 13% NOT
RESPONDED
PORTFOLIO OF SECURITIES
13% MONTHLY
13%
QUARTELY
6% 3%
HALF YEARLY
13% YEARLY
NEVER
NOT
RESPONDED
52%
PROFILE OF FUND MANAGER
3% 0% MONTHLY
5%
30% QUARTELY
YEARLY
NEVER
NOT
RESPONDED
41%
Q-12 Are the following information relevant to
analyze the performance of your investment?
MONTHLY RESULT
EXT. RELEVANT
20% RELEVANT
26%
NEUTRAL
10%
IRREVENT
9%
EXT.IRRELEVAN
14% T
21% NOT
RESPONDED
QUARTELY RESULT
EXT. RELEVANT
10%
RELEVANT
27% 10%
NEUTRAL
IRREVENT
EXT.IRRELEVANT
24%
13%
NOT
RESPONDED
16%
HALF YEARLY RESULT
EXT. RELEVANT
13%
RELEVANT
28%
11% NEUTRAL
IRREVENT
EXT.IRRELEVANT
8%
NOT
8% 32% RESPONDED
3% 0%
5%
ANNUALY
0% EXT. RELEVANT
3%
RELEVANT
NEUTRAL
IRREVENT
EXT.IRRELEVANT
NOT
RESPONDED
89%
NEWSPAPER EXT. RELEVANT
15%
RELEVANT
4%
0% NEUTRAL
8%
IRREVENT
62% EXT.IRRELEVANT
11%
NOT
RESPONDED
AMFI WEBSITE EXT. RELEVANT
8%
RELEVANT
37%
29% NEUTRAL
IRREVENT
EXT.IRRELEVANT
NEUTRAL
40% IRREVENT
13% EXT.IRRELEVANT
NOT
1% 8% RESPONDED
Mean
Monthly Quarterly Half Annual News Co’s Amfi
result result yearly report paper website website
result
5.3 5.55 5.33 2.95 3.78 5.57 5.16
Q-13 Do you check out the annual reports of your
scheme to evaluate the performance of your scheme?
13%
YES
NO
87%
Q-14 Objectives for investment in mutual fund schemes
(rank them from 1most preferred to 4 least preferred).
RE
T
0
100
200
300
UR
N/
DI
VI
DE
ND
151
AP
PR
EC
IA
TI
O
N
152
Mean chart
TA
X
231
LI
Q
UI
DI
TY
266
Q-15 In which MF scheme are you interested to
invest or investing?
Asian equity
2.05 Gold ETF
6.15
11.79 ELSS
3.59 gilt funds
schemes