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A PROJECT BY:
VEERANNA F N
MBA09006057
INVESTOR PERCEPTION TOWARDS MUTUALINVESTOR PERCEPTION TOWARDS MUTUAL
FUNDFUND
WELCOME TO THE PRESENTATION ON MAJOR CONCURRENT
PROJECT REPORT
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CONTENTS
Introduction About Mutual Fund
Company profile
Management, Research Problem Objective, Purpose & Scope of the study.
Methodology
Results of Analysis
Findings
Suggestion
Conclusion
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COMPANY PROFILE
Name of the company: Ventura Securities LTD.
Started in the year :1994,
Type of Company : Stock Broking
Chairman / MD : Dharaprasad R, Ramesh B
Board of Directors :Sajid Malik, Hemant Majethia
Head Quarter : Mumbai.
Branch : Gadag
Branch manager :Mr.V.V.Nalwad
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STATEMENT OF THE PROBLEM
STATEMENT OF THE PROBLEM:
A study on Investor perception towards Mutual Funds.
MANAGEMENT PROBLEM
After having detailed discussion with Mr.V.V.Nalwad proprietor of the Ventura
securities ltd., he said that they would like to know the investor perception towards
mutual funds and organization in Gadag.
RESEARCH PROBLEM.
Hence based on the above mentioned management problem research is conducted to
find the customer perception and investigate measures to improve the customer base.
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OBJECTIVES OF THE STUDY
1. To study the consumer /Investors awareness regarding Mutual Funds
2. To have a vivid picture of major players in Mutual Fund Industry in India
3. Evaluate Perception towards risk involved in mutual funds in comparison to other
financial avenues.
4. To assess how effectively these players are able to reach their customers.
5. To study the preferences of the stock brokers towards various Mutual Funds.
6. To evaluate the satisfaction level of investor at Ventura Securities LTD.
7. To suggest Ventura Securities LTD on various marketing strategies that can adopt (if
any) in the future.
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FINDINGS
Of the 100 sample questioned, 76% said that there are interested in investment and
24% declined to say so
Of the Total 76 respondents who said they were interested in investment, 15
respondents opined that they prefer investing in fixed deposits, people interested in
property are 19, people interested in mutual fund are 6, people interested in
insurance are 20 and people interested in shares are 16
Out of 76 respondents, 60 respondents are satisfied with the investment decisions
taken by Ventura securities ltd.
53% of the total respondents preferred investing in Retirement plans followed bychildren education plans.
46% of the total respondents preferred investing in SBI Mutual funds followed by
Reliance mutual fund.
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Cont..
In investment 67% of the respondents expected return between 10% to 30% and
19% respondents expect less than 10% return and remain 10% respondents expected
above 13% return.
In risk factor 68% people take minimum risk in investment and 21% people take
moderate risk only 11% people take high risk for more return on investment.
In Survey 67% of people invested Rs 5000 and 21% people invested Rs5000-25000
only 12% people invested Rs above 25000.
According to this survey I found that 42% of people are not aware of mutual funds
so educating on a mutual funds is needed.
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CONCLUSION
The end of millennium marks 44 years of existence of mutual funds in this country.
The ride through these 44 years is not been smooth .Investors opinion is stilldivided .while some are for the mutual funds others are against it.
Mutual Funds (MF) have become one of the most attractive ways for the average
person to invest his money. It is said that Bank investment is the first priority of
people to invest their savings and the second place is for investment in MutualFunds and other avenues. A Mutual Fund pools resources from thousands
of investors and then diversifies its investment into many different holdings such as
stocks, bonds, or Government securities in order to provide high relative safety
and returns. . Also generate leads of the prospective investors in Mutual Funds for
the Asset Management Company (AMC)
There are many improvements pending in the field and it has to happen as soon as
possible so as to call the MF industry as an Organized and well-developed sector.
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