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Review of Literature

S.no Topic Author’s Publication Methodology Objectives Observations


Name Details
1. Investors Kavitha
Data = Primary 1. To examine the investor’s 1. Around 40% people think
awareness Ranganathan Data awareness and perception that this is a profitable option.
International
and (Questionnaire) towards mutual fund 2. Main reason for the
Journal of
perception Dr. Neelam investment. investment is tax benefit.
Advanced Sample Size – 105
towards Dhall 3. 71% respondents like to
Research (IJAR) 2. To identify reasons for
mutual invest in open ended schemes
Ms. Rashika Educated investor’s preference for
funds as it provides more liquidity.
Malik individual of Delhi- mutual fund investment.
investment 4. The respondents believe
NCR
– An Ms. Nitya that the investment of mutual
3. To study the relationship
exploratory Chawla funds in public sector is more
between demographic
Study secured
variables such as investor’s
5. Many respondents have a
gender and age with regard
view that the close ended
to their perception towards
funds are risky in nature and
mutual funds.
provide less security
2. An empirical Binod Kumar
Research gate
Data = Primary 1.To know about the 1. It is believed by
study on Singh Data awareness of mutual fund respondents that mutual fund
publication (Questionnaire) is safe .
awareness Ashutosh Kr. 2.To know about the
and Jha Sample Size – 150 acceptability of mutual fund 2. The factor behind the
acceptability (Quota Sampling) investment in mutual fund is
of mutual 3.To know about the factor wealth creation, tax planning
fund. behind the investment in and it provides steady
mutual fund income.
4.To study the factors which 3.Security ,liquidity and high
will be considered by return are the factors
investors before investing considered before
investment.
5.To study about awareness
of the systematic investment
plan
3. Study on the Neha Google Scholar Data – Primary a) To measure the 1: There is no significant
awareness Choudhary Publication Data awareness level of the retail difference in the awareness
level of (Questionnaire) investors about mutual fund level about mutual fund
investment. investment among the various
investors Convenience b) To see whether there age groups.
about method of exists any difference in the
mutual fund Sampling was awareness level among the 2: There is no significant
investment used. investors with different difference in the awareness
demographic profile. level about mutual fund
Sample Size – 119 investment between male
respondents and female

3: There is no significant
difference in the awareness
level about mutual fund
investment among the
investors belonging to
different academic
background.

4: There is no significant
difference in the awareness
level about mutual fund
investment among the
investors belonging to
different academic
background.
4. Awareness Dr. B. Ravi International Data – Primary  To project Mutual 1. Most of the investors
of mutual Kumar Journal of Data Fund as the prefer investing in Bank
fund Applied and (Questionnaire) “productive avenue‟ Deposit.
R. Padma Advanced Secondary Data for investing activities. 2. Most of the investors
investment Malini Scientific (Journals, invested their savings in
 To show the wide
among the Research (IJAASR) websites) range of investment Equity.
investors – options available in 3. Most of the investors
An empirical Sample Size: 100 Mutual Funds by are unaware of mutual
study respondents elucidating its various funds.
schemes. 4. Majority of the
 To help an investor investor’ s came to
make a right choice of know about mutual
investment, while funds through Brokers.
considering the
inherent risk factors.

5. Analysis of
H. R.
International Data -Primary Data 1. To analyse the investors 1. Investors prefer to
investment Journal of (Questionnaire) awareness and perception invest in both private
Manjuntha Scientific regarding investing in and public sector.
strategies of Secondary Data
Development and mutual fund. Majority of the
investor Rajesh R J,
Research (IJSDR) (Books, journals 2. To know investment respondents prefer to
towards and magazines) preference and knowledge invest in private sector..
Chandra
mutual level of investors. 2. Majority of the
shekarappau Sample Size: 100
funds. 3. To evaluate fund qualities respondents come to
respondents
that affects the selection of know about the Mutual
mutual fund. Fund investment
through Financial
Advisor.
3. Majority of the
respondents’
investment objective is
long term growth
4. Mutual Fund is safety
and more liquidity.
5. Mutual Fund scheme
can give tax benefit.
6. Respondents use to
depend on Past
performance (NAV)
before investing in a
particular mutual fund.
7. Majority of the
respondents redeemed
their investment in
mutual fund due to
non- performance of
the fund.
8. Majority of the
investors can tolerate
average risk in the
relative ability to accept
measurable losses in
the short term in
exchange for expected
higher returns long
term.

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