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3.4 Comparative Analysis of Tata Equity Opportunities Fund ----------------- 574. Methodology -------------------------------------------------------------------------------- 614.1 Project Objective ----------------------------------------------------------------- 624.2 Literature Review ---------------------------------------------------------------- 634.3 Data & Data Sources -------------------------------------------------------------664.4 Factor Analysis -------------------------------------------------------------------- 674.5 Descriptive
Analysis --------------------------------------------------------------- 735. Scope for Growth of Mutual Funds in
India----------------------------------------------- 766. Recommendations & Conclusions--------------------------------------------------------- 817. Appendix-------------------------------------------------------------------------------------- 848. References-------------------------------------------------------------------------------------- 97

6
LIST OF TABLES
1.
Riskiness of Mutual Funds------------------------------------------------------- 26
2.
Investment Options----------------------------------------------------------------- 27
3.
Equity Products of Tata Mutual Fund-------------------------------------------- 50
4.
Debt Products of Tata Mutual Fund---------------------------------------------- 52
5.
Balanced Products of Tata Mutual Fund----------------------------------------- 53
6.
Asset Allocation of Tata Equity Opportunities Fund--------------------------- 57
7.
Profile of Tata Equity Opportunities Fund--------------------------------------- 57
8.
CAGR of Tata Equity Opportunities Fund--------------------------------------- 59
9.
Comparative Analysis of Tata Equity Opportunities Fund--------------------- 59
10.
KMO & Bartletts Test-------------------------------------------------------------- 68
11.
Communalities------------------------------------------------------------------------ 69
12.
Total Variance Explained------------------------------------------------------------ 69
13.
Component Matrix-------------------------------------------------------------------- 71
14.
Rotated Component Matrix---------------------------------------------------------- 71
15.
Variables & Factors------------------------------------------------------------------- 72
16.
Correlation Matrix--------------------------------------------------------------------- 89
17.
Rotated Component Matrix----------------------------------------------------------- 90
18.
Component Transformation Matrix-------------------------------------------------- 90
19.
Case Processing Summary------------------------------------------------------------ 91

720.
Case Summaries------------------------------------------------------------------------ 92
LIST OF FIGURES
1.
Working of Mutual Funds ------------------------------------------------------- 17
2.
Growth in Asset Under Management------------------------------------------- 20
3.
Structure of Mutual Funds-------------------------------------------------------- 21
4.
Risk Return Trade Off------------------------------------------------------------ 28
5.
Risk & Return----------------------------------------------------------------------- 29
6.
Advantages of Mutual Funds------------------------------------------------------ 37
7.
Distribution Channel---------------------------------------------------------------- 55
8.
Sectoral Allocation of Tata Equity Opportunities Fund------------------------ 58
9.
Scree Plot----------------------------------------------------------------------------- 70
10.
Bar Chart: Age Group of Investors----------------------------------------------- 73
11.
Pie Chart: Fund Preferences------------------------------------------------------- 74

812.
Pie Chart: Preferred Source of Information------------------------------------- 75
13.
Pie Chart: Expenses of Mutual Funds-------------------------------------------- 87

9
ABSTRACT
Mutual Fund industry is one of the fastest growing industries in India,
w i t h s o m a n y investment options around giving an investor a wide range of choices to
invest into; MutualFund offers a specialized service where the funds of the investors are professionally
managed by the fund managers with various schemes offering all kinds of investo rs a
product of their choice.The investors of the Mutual Funds are unique as a highly
heterogeneous group. Hence
their f u n d / s c h e m e s e l e c t i o n w i d e l y d i f f e r s . T h i s n e c e s s i t a t e s t h e M u t u a l F u n d C
o m p a n i e s t o understand the fund selection behavior of the investors to design suitable products to meet
thefinancial needs of the investors.T h i s r e p o r t h a s m a d e a n a t t e m p t t o e x a m i n e t h e
a s p e c t s o f f u n d s e l e c t i o n b e h a v i o r o f individual investor towards Mutual
Funds. On the basis of the findings; this report
alsoi n t e n d s t o p r o v i d e s o m e s u g g e s t i o n s r e g a r d i n g m a r k e t i n g o f a p p r o p
r i a t e M u t u a l F u n d schemes to the investors and targeting new customers.

10
CHAPTER 1
INTRODUCTION

of 101
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