Under The Guidance Of :- Presented By:-

Ms. Geeta Saini Shubham Bansal

MBA 2nd YEAR
2017038
 Name of the company : NJ India Invest Pvt. Ltd.

 Date of incorporation : 30 March 2000.

 Company Address : RAJ BHAVAN ROAD, Somajiguda,

Hyderabad 500082.

 Company Category : Company limited by Shares

 Activity : Study On mutual fund

provide a knowledge of Wealth Account
Broking Service.
 Headquarter :- Surat

 Employees :- 501-1000

 Authorised Capital :- ₹50000000

 Paid up capital :- ₹32450000

 Class of Company :- Private

 A mutual fund is trust that pools together the savings
of a number of investors who share a common
financial goal.

 The money thus collected is then invested in capital

market instruments such as shares , debenture &
other securities.
 Phase 1- 1964-87 : In 1963 ,UTI was set up by
parliament under UTI act & given a monopoly. the first
equity fund was launched in 1986.
 Phase 11- 1987-93 : Non-UTI, public sector mutual
funds.
Like –
SBI Mutual fund,
LIC mutual fund,
PNB mutual fund &
GIC mutual fund.
 Phase 111- 1993-1996 : Introducing private sectors
funds. As well as open-end funds.

 Phase 1V- 1996 : Inventory friendly regulatory

measures. Action taken by SEBI to protect the investor
& to enhance investor’s returns through tax benefits .
 A Systematic Investment Plan or SIP is a smart
mode for investing money in mutual funds.
 SIP allows you to invest a certain pre-
determined amount at a regular interval
(weekly, monthly, quarterly, etc.).
 A SIP is a planned approach towards
investments and helps you inculcate the habit
of saving and building wealth for the future.
 To know about the awareness among customers.
 To study about the factor considered while investing.
 To evaluate the more preferred mutual fund scheme.
 To find out most trustable company of mutual funds.
 To study about investment patterns followed by
customers.
 a) Primary sources of data:
 Executives.

 Customers.

b) Secondary sources of data:

 Websites.

 Journals and previous research papers.

c) Method of the data collection:

 Direct Observation.

 Personal Interviews.

 Telephone inquiries.

d) Sample size:
 50 customers.

d) Target population:
 Salaried people.

 Government employees.
Return On the scheme Annual returns in%
HDFC 2018 2017 2016 2015

Qtr1 Qtr2

HDFC Growth fund(g) -5.5 -0.7 34.9 5.9 0.6

HDFC Equity Fund (g) -8.2 -0.6 36.6 6.5 -0.6

HDFC Top 100 Fund (g) -6.9 1.1 31.8 7.8 -6.2

ICICI

ICICI prudential value -5.5 1.5 23.4 3.9 5.1

discovery fund (g)

ICICI prudential Top 100 -7.2 -1.2 29.02 9.7 -0.8

ICICI Prudential selected -5.9 3.8 23.1 9.9 -5.2

large cap
 20%

43% LESS KNOWLEDGE

MEDIUM
HIGH KNOWLEDGE

37%
 17%
26%
SAFETY
HIGH RETURN
LIQUDITY
23% LESS RISKY
MARKETABLITY
17%

17%
 17%

EQUITY FUND
50% DEBT FUND
HYBRID FUND

33%
20%

37%
HDFC
ICICI PRUDENTIAL
OTHERS

43%
 13%

MONTHLY (SIP)
43%
17% ONCE IN SIX MONTH
ONCE IN YEAR
VERY RARE

27%
46% Yes
No
54%
 World Savings Scenario in financial assets is drastically
improving compared to physical assets.
 Assets of Mutual Funds in India constituted less than 5% of
GDP which is still low as compare to other countries.
 When sector funds returns are compared to the related
benchmark of the stock index , mutual funds are performing
better , especially when the period of investment is more than
one year.
 Lack of Awareness and Information.
 Customer Relationship Management.
 Disclosure of Risk.
 Educating the agents.
 Mutual funds are suitable to all age of
investors like business men , salaried person,
government employee.
 Need of financial consultant.
 Low cost of acquiring funds.
 Tax benefits.
 Better and preferable.