•To study the Mutual funds industry in detail

•To study the Investment procedure in Mutual

funds
 
•To study in brief various Mutual funds promoted
by different AMC
 
•To study the investors Preference regarding
Investment in Mutual Funds
The analysis on the topic has been done two parts:-

 SECONADARY DATA:
The first part of the project comprises of an overall study of
whole Mutual fund industry.

 PRIMARY DATA:
The second part is dealt using a questionnaire. The investors
perception regarding their investment preferences about
investment in Mutual Funds has been carried out using a
questionnaire.
Do you invest in Mutual Funds?
Bar Chart

20 Investment in mutual
fund
yes
no

15
Count

10

0
Job Business Professional
Respondent's occupation
 Investment preference for mutual funds
Bar Chart

12 Investment prefrence
for mutual funds
1st prefrence
2nd prefrence
10 3rd prefrence
Count

0
Job Business Professional
Respondent's occupation

What is your Average investment period?

3 .3 9 %
Average investment period
L es s th an 6 m on ths
6 -1 2 m o nth s
3 0.5 1% 1 2 m o n ths - 2 yea r
More th an 2 ye ar

P ie s s h ow co u nts
4 0.6 8%

2 5.4 2%
 Bar Chart

20 Respondent's risk
taking ability
Low
Moderate
High

15
Count

10

0
22-30 30-40 More than 40
Respondent's age

Bar Chart

10 Prefrence in mutual
fund
Equity funds
Income funds
Money market funds
8 ELSS(TAX SAVER)
Balanced Fund
SIP
Count

0
Job Business Professional
Respondent's occupation
 6 .9 0 % Return expected in percentage
u p to 1 5 %
8 .6 2 % 1 5% -2 5 %
2 5% -3 5 %
3 1.0 3%
More th an 3 5%

Pie s s h ow co u nts

5 3.4 5%

Bar Chart

20 Type of funds prefer by

repsondents
Open ended schemes
Close ended Schemes

15
Count

10

0
Job Business Professional
Respondent's occupation
 5 .5 6 % Where do they purchase?
1 1.1 1%
D ire ctly fro m th e AMC s
1 1.1 1%
Bro kers on l y
Bro kers /su b b roke rs
o th e r s o urces

Pie s sh ow co u nts

7 2.2 2%

Bar Chart

20 Most suitable age for

investment
Young married age
Young married with
children stage
Married with older children
stage
15
Pre-retirement age
Count

10

0
Job Business Professional
Respondent's occupation
People with less experience were inclined towards investment in the
Mutual Funds. It attracted as a safer avenue as compared to share market.

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

Old age people are not willing to take much risk and bear loss.

Major part of the people preferred a broker’s advice for investment,

than around 38% who preferred self evaluation as best.

Experience was the main factor that made a person invest in mutual
funds.