SYNOPSIS

On
“A STUDY ON CUSTOMER PERCEPTION TOWARDS MUTUAL FUND
IN NJ INDIA INVEST PVT LTD”
Dissertation Submitted in partial fulfilment of the requirements for the award of the degree
Of

MASTER OF BUSINESS ADMINISTRATON

Of

BANGALORE UNIVERSITY

By
MANSI SINGH
P03PG21M0106
UNDER THE GUIDANCE OF
DR. SHARMILA FERNANDEZ
St. CLARET INSTITUTE OF MANAGEMENT

PROJECT WORK
MARKETING
MBA III SEMESTER
 THE ACADEMIC YEAR 2021-2022 AND ONWARDS

“A STUDY ON CUSTOMER PERCEPTION TOWARDS MUTUAL FUND

IN NJ INDIA INVEST PVT LTD”

1.Introduction
To many people, Mutual Funds can seem complicated or intimidating. We are
going to try and simplify it for you at its very basic level. Essentially, the money
pooled in by a large number of people (or investors) is what makes up a Mutual
Fund. This fund is managed by professional fund manager

It is a trust that collects money from a number of investors who share a common
investment objective. Then, it invests the money in equities, bonds, money
market instruments and/or other securities. Each investor owns units, which
represent a portion of the holdings of the fund. The income/gains generated
from this collective investment is distributed proportionately amongst the
investors after deducting certain expenses, by calculating a scheme’s NET
ASSET VALUE scheme . Simply put, a Mutual Fund is one of the most viable
investment options for the common man as it offers an opportunity to invest in a
diversified, professionally managed basket of securities at a relatively low cost.

2.Theoritical background of the study

2.1 Need of the study

To know what mutual fund and what knowledge and views customer having
regarding mutual fund in NJ Group.

2.2 Objective of study

➢ To enhance our knowledge about the subject.

➢ To study the marketing of mutual fund products in India.

➢ To study the consumer awareness regarding mutual funds.

➢To study the preferences of the distributers for mutual fund

2.3 scope of the study

1.This study will help in understanding the growing mutual fund

market in India and this will also help us to understand the fast
changes in nature of mutual fund.
2. This study is quite helpful in understanding the functioning of any
mutual fund company in recent loomy market condition.
3. this study will help in understanding the customer need and wants
regarding financial product and services like mutual fund.

2.4 Research methodology

A research design is simply a plan for study in collecting and analysing the data.
it helps the researcher to conduct the study in ana economical method and
relevant to the problem.
Research methodology is a systematic way to solve a research problem. The
methodology should combine economy with efficiency.

2.4.1 Type of research

This research is based on Empirical study of research. In this Empirical Study a
hypothesis is tested through empirical evidence, direct or indirect observation,
and experience in empirical research. The empirical method is a research model
that aims to obtain knowledge from the observation of reality. This is basically
about observation and gaining knowledge through observation.
2.4.2 sources of data
Primary data - The data or information used in this study is from the” NJ
GROUP” and as well as collected from other branch of” NJ GROUP”. The data
used in this study was collected for the purpose of this research. The method of
collecting data is through direct personal interview, Indirect oral interview,
Information from correspondence and mail questionnaire method apart from
that we also collected data some secondary sources like published and
unpublished sources of company.

2.4.3 Tools for data collection

Data is collected through schedule.

2.5 Literature review

The Indian mutual funds industry is witnessing a rapid growth as a result of
infrastructural development, increase in personal financial assets , and rise in
foreign participation. With the growing risk appetite, rising income, and
increasing awareness , mutual funds in India are becoming a preferred
investment option compared to other investment vehicles like fixed
Deposits(FDs) and postal savings that are considered safe but give
comparatively low returns, according to “Indian mutual fund Industry”

2.6 Limitation of study

* This study is restricted only through the specific area of the
Bangalore city.
* This study was limited to sample size of 35
* The time constraint of 1 month
* Non availability of past data, Balance sheet
* This study has been limited by time and cost factor
* This study has been made from the information given by NJ
GROUP office. Accuracy of the findings is dependent on the quality
of their response.

3. Plan of analysis

4. Chapteraisation scheme
Chapter 1

1. Introduction
2. Opportunity and challenges
3. Mutual fund industry in India
4. Types of mutual fund
5. Advantages of mutual fund
6. Basis of selection
7. Constituent of mutual fund
8. Marketing strategy
9. Marketing funds and challenges
10.SEBI guidelines

Chapter 2

1. Company profile
2. Objective of study
3. Scope of study
4. Limitation of study
5. Research methodology
6. Literature review
Chapter 3

Data analysis

Chapter 4

1. Findings
2. Suggestion
3. conclusion

Chapter 5

Bibliography

Chapter 6

QUESTIONNIRE

4. Bibliography
1. Anand S. and Murugesan V (2004),”Marketing of financial services:
strategic issues”, SCMC journal of Indian Management, July-sept, pp.
41-49
2. Bogle J C (1992), “Selecting Equity Mutual Fund”, The Journal of
Portfolio Management, Vol. 18 No.2, PP. 94- 100.
3. Design Gnana, Karasev S and Anusha L (2006),” Women Consumers
Perception Towards Investment: An empirical Study,” Indian Journal of
Marketing, April
6. Websites
* http://www.njgroup.in
* http://www.njwealth.in
* www.mutualfundsindia.com
* www.sebi.com
* www.mutualfund.com

Mansi Singh DR. Sharmila Fernandes

Signature of the Student Signature of the Guide