Study of Marketing of Mutual Fund

8/14/2019 Study of Marketing of Mutual Fund

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STUDY OF MARKETING OFSTUDY OF MARKETING OF

MUTUAL FUNDMUTUAL FUND

SUMMER INTERNSHIP PROGRAMME-2008SUMMER INTERNSHIP PROGRAMME-2008

Under the Guidence of:-

Dr.K.S.Harish

SSIM Secunderabad PRESENTED BY:-PRESENTED BY:-ABDUL BASIT ANSARIABDUL BASIT ANSARI

PGDBA,16061PGDBA,16061


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CONTENTS OF THECONTENTS OF THE

PRESENTATIONPRESENTATION INTRODUCTION.INTRODUCTION. COMPANY PROFILE.COMPANY PROFILE. SCOPE OF THE STUDY.SCOPE OF THE STUDY.

OBJECTIVES OF THE STUDY.OBJECTIVES OF THE STUDY. LEARNING FROM THE PROJECT.LEARNING FROM THE PROJECT. RESEARCH METHODOLOGY.RESEARCH METHODOLOGY. LIMITATIONS.LIMITATIONS.

OBSERVATIONS AND FINDING.OBSERVATIONS AND FINDING. SUGGESTION .SUGGESTION . CONCLUSION .CONCLUSION .


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INTRODUCTIONINTRODUCTION

About Mutual Fund:About Mutual Fund:

- Mutual Fund is the investment vehicle forMutual Fund is the investment vehicle forinvestors.investors.

- To raise MoneyTo raise Money- Capital market instrumentsCapital market instruments

- It is a body corporate registered with SEBIIt is a body corporate registered with SEBI(Securities Exchange Board of India).(Securities Exchange Board of India).

- Ideal investment vehicle for todays scenario.Ideal investment vehicle for todays scenario.


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-Steady returns, capital appreciation and a-Steady returns, capital appreciation and a

low risk.low risk.

-It is collected from investor, is invested-It is collected from investor, is investedaccording to certain investment objectives.according to certain investment objectives.


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RUN CHARTRUN CHART

It represents the flow of money inIt represents the flow of money in

Mutual Funds.Mutual Funds.


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COMPANY PROFILECOMPANY PROFILE

SHARE KHANSHARE KHAN

YOUR GUIDE TO THEYOUR GUIDE TO THE

FINANCIAL JUNGLEFINANCIAL JUNGLE


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COMPANY PROFILECOMPANY PROFILE

Share khan is online stock tradingShare khan is online stock trading

company of SSKI group.company of SSKI group.

Provider of India-based investmentProvider of India-based investment

banking and corporate finance service.banking and corporate finance service.

largest stock broking houses in thelargest stock broking houses in the

country.country.

There is 510 offices of Share Khan in 170There is 510 offices of Share Khan in 170

cities around the country.cities around the country.


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3,68,000 customer and still growing,3,68,000 customer and still growing,

3,000 employees, Online business is 47%,3,000 employees, Online business is 47%,

Unique brand and high recall.Unique brand and high recall.

Online Business is 47%


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Scope of the studyScope of the study

This study will help the company to knowThis study will help the company to know

its market share in Twin cities.its market share in Twin cities.

By the Study the company will be able toBy the Study the company will be able tolearn and get a feedback what can belearn and get a feedback what can be

done to be competitive in the market.done to be competitive in the market.

Help in knowing which is the mostHelp in knowing which is the mostpreferred mutual funds in the region andpreferred mutual funds in the region and

who are their competitors.who are their competitors.


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OBJECTIVES OF THE STUDY.OBJECTIVES OF THE STUDY.

Investors preferences in investmentsInvestors preferences in investments

regarding low risk financial Product.regarding low risk financial Product.

Agents opinion regarding companysAgents opinion regarding companys

services provided to them.services provided to them.


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LEARNING FROM THE PROJECTLEARNING FROM THE PROJECT

The project helped me to understand theThe project helped me to understand thecorporate communication.corporate communication.

I learned about mindset of differentI learned about mindset of different

customers.customers. Patience.Patience. I gain valuable knowledge about opinionI gain valuable knowledge about opinion

and perceptions of customers.and perceptions of customers. I was able to understand the corporateI was able to understand the corporate

much better in the time given to me.much better in the time given to me.


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RESEARCH METHODOLOGYRESEARCH METHODOLOGY

Method of Data collection:Method of Data collection:

a.Primary Dataa.Primary Data

b.Secondary Datab.Secondary Data

Sample Size:Sample Size: 8282

Tolls for Data Analysis:Tolls for Data Analysis:Data are processed with the help of Ms excel usingData are processed with the help of Ms excel using

pie charts and bar charts.pie charts and bar charts.

Period of study:Period of study: 2 Months2 Months


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REVIEW OF LITERATUREREVIEW OF LITERATURE

Article1: Awareness and Perception of People towards MutualArticle1: Awareness and Perception of People towards Mutual

funds.funds.

Obj.:-Obj.:- To know the differing perception of people towardsTo know the differing perception of people towards

Mutual Funds and its companies.Mutual Funds and its companies.

To analyze the investor awareness level and factorsTo analyze the investor awareness level and factorsaffecting towards investment.affecting towards investment.

Article2:Performance Appraisal of Mutual FundsArticle2:Performance Appraisal of Mutual Funds

Obj.:-Obj.:-To measure and analyze investment performance ofTo measure and analyze investment performance of

sampled mutual fund schemes and to see the extent to whichsampled mutual fund schemes and to see the extent to whichfund characteristics have influenced their performance.fund characteristics have influenced their performance.


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Article3:-Article3:- Mutual Funds : A Viable AlternativeMutual Funds : A Viable Alternative

Obj.:-How to get the best on the road to financialObj.:-How to get the best on the road to financial

well being ?well being ?

Article4:-Article4:-Advantages Mutual FundsAdvantages Mutual Funds

Obj.:-To understand the market of Mutual Funds.Obj.:-To understand the market of Mutual Funds.

To understand how and when to invest in Mutual Fund.To understand how and when to invest in Mutual Fund.

Article5:-Different Types of Mutual FundsArticle5:-Different Types of Mutual Funds

Obj.:-Where to invest and how to invest.Obj.:-Where to invest and how to invest.


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DATA ANALYSISDATA ANALYSIS


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Purpose of Investment in MutualPurpose of Investment in Mutual

Fund.Fund.

05

1015

202530354045

Regular

return

Safety

Capital

app

recia

tion

Mee

tfuture

app

recia

tion

Diversi

fiedinv

estm

en

Series3

Series2

Series1


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Percentage of Income investedPercentage of Income invested

in Mutual Fundin Mutual Fund

0

5

10

15

20

25

30

35

40

45

50

More than

50%

30 to 50% 10 to 30 % less than

10%

No. of respondent

No. of respondent


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Reasons for the current low acceptability ofReasons for the current low acceptability of

Mutual fund schemes in India.Mutual fund schemes in India.

0

5

10

15

2025

30

35

40

Lack of

awareness

Low returns Poor servicing Others

Series1Series2

Series3


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Consumers preference ofConsumers preference of

Mutual Fund Companies.Mutual Fund Companies.

0

5

10

15

20

25

MF

Com

panie

s

FranklinT

emplo

n

HD

FCMF

Relian

ce

D

SPML

Kotak

SBII

nfrastru

cture

Series4

Series3

Series2Series1


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Interest to Invest in Mutual FundInterest to Invest in Mutual Fund

0

10

20

30

40

50

60

70

80

90

1 2 3 4 5

Series1

Series2


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Criteria for choosing MutualCriteria for choosing Mutual

Funds.Funds.

0

10

20

30

40

50

60

Market

value

Financial

Soundness

Economic

scenario

Credit

Rating

Respondent


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Time taken by the respectiveTime taken by the respective

company for the delivery of Services.company for the delivery of Services.

No. of respondent

72%

24%

4%0%

Average

good

Excellent


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Delivery of fact sheets, application forms and otherDelivery of fact sheets, application forms and other

documents on way of investing in Mutual Funddocuments on way of investing in Mutual Fund

0

20

40

60

80

100

120

FREQUENCY PERCENT

Series1


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Updates of products informationUpdates of products information

and details.and details.

0

1 0

2 0

3 0

4 0

5 0

6 0

7 0

8 0

9 0

G O O D A V ER A G E

PERCEN


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FINDINGSFINDINGS

-- The majority of the companies are average as far as the delivery ofThe majority of the companies are average as far as the delivery ofservices is concerned. It is 72%.services is concerned. It is 72%.

- Franklin Templon is the consumers preference of Mutual FundFranklin Templon is the consumers preference of Mutual FundCompanies. It shares 38% .Companies. It shares 38% .

- Lack of awareness is the main reason for the low acceptability ofLack of awareness is the main reason for the low acceptability ofMutual Fund Schemes.Mutual Fund Schemes.

- Delivery of fact sheet, application and other documents were onlyDelivery of fact sheet, application and other documents were onlyaverage according to the total respondents who were ataverage according to the total respondents who were at

consenusus.consenusus.


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- Updates of products should be made moreUpdates of products should be made more

than average as it is constituting 82%.than average as it is constituting 82%.

- For choosing mutual fund,credit ratingFor choosing mutual fund,credit rating

constitute the least no. of respondent it isconstitute the least no. of respondent it is

only 2 out of 82.only 2 out of 82.

- The life of Mutual Fund may be good ifThe life of Mutual Fund may be good if

properly delivered.properly delivered.


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LIMITATIONSLIMITATIONS

STUDY RESTRICTED TO TWIN CITIES ONLY.STUDY RESTRICTED TO TWIN CITIES ONLY.

SMALL SAMPLE SIZE.SMALL SAMPLE SIZE.

TIME CONSTRAINTS.TIME CONSTRAINTS.

UNFAVORABLE RESPONDENTS.UNFAVORABLE RESPONDENTS.

TRAVELLING EXPENSES.TRAVELLING EXPENSES.


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SUGGESTIONSUGGESTION

The awareness among the people should beThe awareness among the people should beincreased in order to get the maximum investors.increased in order to get the maximum investors.This can be done by proper advertising,This can be done by proper advertising,campaign and opening service centre's to clarifycampaign and opening service centre's to clarify

the doubt of the investors.the doubt of the investors.

The service like document and other file sheetThe service like document and other file sheetshould be filled up at the earliest so that theshould be filled up at the earliest so that the

customer can realise the service they are beingcustomer can realise the service they are beingrendered is best.rendered is best.


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ACHIEVEMENTACHIEVEMENT

- Successfully able to get the target of- Successfully able to get the target of

meeting different kinds of agents.meeting different kinds of agents.

- Despite not getting the direct or rude- Despite not getting the direct or rude

answers, I never turned back from thereanswers, I never turned back from there

and so was able to get their feedback.and so was able to get their feedback.


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CONTRIBUTIONCONTRIBUTION

- I was able to present some of the feedback- I was able to present some of the feedback

to the company which could be helpful forto the company which could be helpful for

improving its service and come up with aimproving its service and come up with a

much better service.much better service.


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BIBLIOGRAPHYBIBLIOGRAPHY

Sharekhan.comSharekhan.com

google.comgoogle.com

Economics Times.Economics Times. stockmarket. comstockmarket. com


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Thank YouThank You

Documents

Study of Marketing of Mutual Fund