Final ppt

Final ppt

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  PALANISAMY.M M.B.A
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  M.Ganeshamoorthy Regd off: No95# First Floor, N.S.R Road, "S" Bend, Saibaba Colony, Coimbatore-641011 Tel: +91422 - 4221022 Mobile: +91 - 9600512124 Email: [email protected] iTrade Capital Markets Private Limited. CIN No: U74999TZ2013PTC019767 iTrade Capital Markets Private Limited. NSE Authoried Person. Regn No: AP0030002313 for segments CMFOCD
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  Today, iTrade CapitalMarket is also one of the top financial franchise business providers. One key factor in the growth of this company is its franchise concept which helped us to open our franchise centers in different parts of the country. iTrade Provide Special – ZERO DEPOSIT FRANCHISE Highest Revenue Sharing in the Industry They have two branch office  Salem  Erode
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   EQUITY  COMMODITY CURRENCY  MUTUAL FUND  INSURANCE
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   There area lot of investment avenues available today in the financial market for an investor with an investable surplus.  He can invest in Bank Deposits, Corporate Debentures, and Bonds where there is low risk but low return.  He may invest in Stock of companies where the risk is high and the returns are also proportionately high.
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   The recenttrends in the Stock Market have shown that an average retail investor always lost with periodic bearish tends.  Thus we had wealth management services provided by many institutions.  However they proved too costly for a small investor. These investors have found a good shelter with the mutual funds.
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   My studygives an overview of mutual funds – definition, types, benefits, risks, limitations, history of mutual funds in India, latest trends, global scenarios. I have analyzed a few prominent mutual funds schemes and have given my findings.
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   The mainpurpose of doing this project was to know about mutual fund and its functioning. This helps to know in details about mutual fund industry right from its inception stage, growth and future prospects. It also helps in understanding different schemes of mutual funds.  The project study was done to ascertain the asset allocation, entry load, exit load, associated with the mutual funds. Ultimately this would help in understanding the benefits of mutual funds to investors.
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   The studywas carried out to find the behavioral aspects of the investors of the mutual fund industry. The same study can be replicated in other sectors of financial aspect such as fixed deposited, insurance etc…,  2. The study was carried out in Coimbatore and can be done in the domiciles of Tamil Nadu with some additional factors .
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   1. Toexamine the performance of selected equity schemes of mutual fund.  2. To analyze the level of risk associated with the selected equity schemes.  3. To find the return on the selected equities of the mutual fund.  4. To study the volatility of the selected mutual fund schemes.  5. To study the various product schemes of the mutual fund.
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   The simplerandom sampling technique was employed in the selection of the sample.  Sample size  The number of items selected from the population constitutes the sample size. The study covers the customer in the city if Coimbatore. Total sample for the study is 125.
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   PRIMARY DATA SECONDARY DATA
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   The dataare analyzed through statistical method. There are various statistical tools to analysis.  1. SIMPLE PERCENTAGE METHOD  2. CHI SQUARE METHOD  3. WEIGHTED AVERAGE METHOD RESEARCH PLAN  Data source : primary and secondary  Research instrument: Questionnaire  Sample size : 125
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   The studywas conducted to a customer randomly who are investors of mutual fund. The data was collected from 125 respondents using the questionnaire which contains 24 questions . The collected data is analyzed using the statistical tools like percentage analysis , weighted average and chi square tests.
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   The malerespondents are 62% and female respondents are 38%.  The self employed respondents are 43% and salaried respondents are 57%.  The income above 2-3 lacks are 33%; 1-2 lacks are 41% and greater than 3 lacks are 9% & below less than 1 lacks are 17%.  73%of respondents have invested in equity fund and 26%of respondents invested in debt fund,1%of respondents have invested in hybrid fund.  42% of respondents have been with the company for medium term 1-3 years as investors,28%of the respondents have been with the company for short term 0-1 year as investors ,15% of the respondents have been with the company for less than 3 month as investors and 15% of the respondents long term more than 3 years as investors.  39%of the respondents having high awareness ,26% of the respondents having medium awareness ,23%of the respondents having low awareness,10% of the respondent having very low awareness and 2%of the respondents having high awareness about the mutual fund.
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   Female groupof the investors have to be targeted and better awareness level have to be created. By doing so the number of mutual fund investors can be increased.  2. The retired group of people has to be ensured about the risk diversification concept in mutual fund. The investors who are above 60 year of age are a good source of lump sum investment.  3. To increase the market share professionals and self-employed people should be  Targeted.  4. Moderate income group should be continued contacted. The reason for high income group not going for mutual fund investment should be analyzed for evolving suitable strategy for bringing then also under the fold of mutual fund.  5. The performance of mutual funds should be increased which acts as a influencing factor and the asset management companies should concentrate more on the advertisement so that it can reach the customer easily.
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   The studyhelped in bringing out the various investment opportunities available for the investors.  Among all the investments, there were very specific reasons to why people preferred investing in one mode of investment. The dominating factor as far as Mutual fund investment was considered is the very low risk due to diversification.  As far as Asset management companies were considered there was clarity among the investors as to which company’s products should be selected for investing.  The demographic factor played vital role in their decision making process. For those Asset management companies that have not captured the attention of the investors should go on with more advertisements and research so that they get more support from the client side.  Thus this study helped to understand the perception of investors.
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  THANK YOU