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Repot on Mutual Fund Investment

Repot on Mutual Fund Investment

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Published by Mitesh Shah

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Published by: Mitesh Shah on Apr 21, 2010
Copyright:Attribution Non-commercial


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1 |Page 
Submitted in partial fulfillment for
Program of 
Submitted by: Submitted to:
Nirav Patel Dr. Himani JoshiMitesh Shah Academic Coordinator,Hiren Darji Stevens Business SchoolPunit LaheruBhupendra ZalaKeyur Savalia
2 |Page 
It is indeed an opportunity to prepare a report on Mutual fund and consumer behaviortowards the investment in Mutual fund. Preparation of such type of report calls forintellectual nourishment, professional help and encouragement from many areas.We would like to thank Stevens Business School for the compulsion of this mostwonderful aspect of our MBA curriculum without which knowledge of managementstudies is incomplete and futile.We would like to thank and express my gratitude to Dr. Himani Joshi for providing usher guidance and co- operation.Further, we are thankful to all the respondents of our questionnaire who spared there timefrom their busy schedule and obliged us by giving their co-operation and the informationwe neededLastly, we would like to thank to all those who had helped us directly or indirectly incompleting this project successfully.
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In few years Mutual Fund has emerged as a tool for ensuring one’s financial well being. Mutual
Funds have not only contributed to the India growth story but have also helped families tap intothe success of Indian Industry. As information and awareness is rising more and more people areenjoying the benefits of investing in mutual funds. The main reason the number of retail mutualfund investors remains small is that nine in ten people with incomes in India do not know thatmutual funds exist. But once people are aware of mutual fund investment opportunities, thenumber who decide to invest in mutual funds increases to as many as one in five people. Thetrick for converting a person with no knowledge of mutual funds to a new Mutual Fund customeris to understand which of the potential investors are more likely to buy mutual funds and to usethe right arguments in the sales process that customers will accept as important and relevant totheir decision.This Project gave me a great learning experience and at the same time it gave me enough scopeto implement my analytical ability. The analysis and advice presented in this Project Report isbased on market research on the saving and investment practices of the investors and preferencesof the investors for investment in Mutual Funds. This Report will help to know about the
investors’ Preferences in Mutual Fund
means Are they prefer any particular Asset ManagementCompany (AMC), Which type of Product they prefer, Which Option (Growth or Dividend) theyprefer or Which Investment Strategy they follow (Systematic Investment Plan or One time Plan).This Project as a whole can be divided into two parts.The first part gives an insight about Mutual Fund and its various aspects, the Company Profile,Objectives of the study, Research Methodology. One can have a brief knowledge about MutualFund and its basics through the Project.

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