Dissertation of mutual fund

7/24/2019 Dissertation of mutual fund

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Dissertation Report on

A study on consumers preference and selection of various mutual fund

schemes

Submitted in partial fulfilment of the requirements for the award of the Degree of

MASTER OF BUS!ESS ADM!STRATO!

UNDER THE GUIDANCE OF:

DR. MATLOOB ULLAHKHAN

SubmSyed I

Rizvi


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Objectives o Resea!c"

To study and ana#yze va!ious $utua# und sc"e$e and consu$e!s %!ee!enceto&a!ds t"e$

To identiy t"e $ost %!ee!!ed sc"e$e and t"e !eason be"ind it

To identiy t"e acto!s t"at a'ect in se#ection %!ocess o va!ious $utua# undsc"e$es

SOURCES OF DATA:)!i$a!y data: T"is data "as been co##ected !o$ t"e ana#ysis o *uestionnai

LIMITATIONS:

T"e study is #i$ited to t"e $utua# Fund+

It studies about its !e#ations"i% and ta, savin-s+

T"e du!ation o t"e study is #i$ited+


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History o t!e I"di#" Mutu#$Fu"d I"dustry

First %!#se & '()*+,- UTI MONO%OL/0

Se1o"d %!#se & '(,-+'((2 E"try o %ub$i1 Se1tor Fu"ds0

T!ird %!#se & '((2+3442 E"try o %ri5#te Se1tor Fu"ds0

Fourt! %!#se & Si"1e Febru#ry 3442


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Int!oduction . T"e $utua# und indust!y in India be-an &it" t"e settin- u% o t"e Unit T!ust o India /UTI

Gove!n$ent o India+ Ti## t"e yea! 56667 UTI "as -!o&n to be a do$inant %#aye! in t"e in

assets o ove! Rs+ 83798 c!o!es as o ;a!c" 417 5666+ T"e UTI is -ove!ned by a s%ecia#

Unit T!ust o India Act7 1234+ In 12


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AD8ANTA6ES OF MUTUALFUND:

%ROFESSIONAL MANA6EMENT:

DI8ERSIFICATION:

CON8ENIENT ADMINISTRATION:

RETURN %OTENTIAL:

LO9 COST:

LIUIDIT/:

FLE;IBILIT/:

CHOICE OF SCHEME:

9ELL RE6ULATED:

TRANS%ARANC/:


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ANAL/SIS OF MUTUAL FUND

Bro#d$y t!e #"#$ysis 1#te


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T/%ES OF MUTUAL FUNDSCHEMES Mutu#$ Fu"d bro#d$y 1$#ssi>ed i"to T9O 1#te


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DO?S AND DONT?S 9HILESELECTIN6 A MUTUAL FUND:

DOS"

Check the track record of the asset management company.

See what is offered in terms of after-sales service.

Opt for an income or growth scheme on the basis of income requirements.

Consider your liquidity needs to choose between an open-or-close-ended funds.

Eamine redemption and re-purchase facilities.

DO!TS"

!ever "udge a mutual fund by the name of the group that is floating it.

Don#t invest in a mutual fund when the market is on an upswing.

Do not opt for a fund where the !$% independently on the Sense.

Do not view !$% independently of the Sense.

!ever but when the unit is quoted at a premium to !$%.


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va#ue c"ain o! a ty%ica# $utua#und

T"e >rst #1ti5ity is t!e i"5estme"t se$e1tio".

T"e "e@t #1ti5ity is tr#di"< #"d e@e1utio".

T"e t!ird item i" t!e 1!#i" is 1ustomer re1ord ee=i"< #"re=orti"

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Dissertation of mutual fund