STUDY OF MUTUAL FUNDS
AND STUDY OF INVESTORS
INVESTMENT IN MUTUAL FUNDS
INSTITUTE OF MANAGEMENT SCIENCE
UNIVERSITY OF LUCKNOW
SUBMITTED BY :
MBA FC III SEM
5. INDUSTRY PROFILE7
6. ABOUT MUTUAL FUND8
7. STRUCTURE OF MUTUAL FUND13
8. ASSET MANAGEMTN COMPANY18
9. HISTORY OF MUTUAL FUND25
10. TYPES OF MUTUAL FUND29
12. RESEARCH METHODOLOGY54
13. SCALING 57
“Expression of feelings by words makes them less significant when it comes to make statement of gratitude”
I take this opportunity to express my gratitude to all the people who have guided and helped me directly or indirectly in the course of completion of my project.
I feel immense pleasure to express a deep sense of gratitude to my Mentor Manish Agarwal who guided me through my internship in Dsb black rock Mutual Funds. I would also thankful to my Faculty Guide Prof.Vishakha Phadke and Prof. Rajiv Joshi for their constant support and guidance. His valuable suggestions and helping hands has helped me to complete my project successfully.
I am also very thankful to Mr. Shimul Dalal, Relationship Manager, Dsb black rock Mutual -Funds, for his cooperation in providing me all the necessary information for doing this project.
MBA is a stepping-stone to the management carrier and to develop good manager. It is necessary that the theoretical must be supplemented with exposure to the real environment.
Theoretical knowledge just provides the base and it’s not sufficient to produce a good manager that’s why practical knowledge is needed.
Therefore the research product is an essential requirement for the student of MBA. This research project not only helps the student to utilize his skills properly learn field realities but also provides a chance to the organization to find out talent among the budding managers in the very beginning.
Investing money where the risk is less has always been risky to decide. The first factor, which an investor would like to see before investing, is risk factor. Diversification of risk gave birth to the phenomenon called Mutual Fund.
The Mutual Fund Industry is in the growing stage in India, which is evident from the flood of mutual funds offered by the Banks, Financial Institutes & Private Financial Companies.
In accordance with the requirement of MBA course I have summer training Research project on the topic “A REPORT ON DESCRIPTIVE STUDY OF MUTUAL FUNDS AND STUDY OF INVESTORS PERCEPTION ABOUT INVESTMENT IN MUTUAL FUNDS”.
For conducting the research project sample size of 60 customers of Mutual Funds were selected. The information regarding the project research was collected through the questionnaire formed by me which was filled by the investors of Mutual Funds.
Indian Stock market has undergone tremendous changes over the years. Investment in Mutual Funds has become a major alternative among Investors. The project has been carried out to have an overview of Mutual Fund Industry and to understand investor’s perception about Mutual Funds in the context of their trading preference, explore investor’s risk perception & find out their preference over Top Mutual funds.
The methodology used was data collection using Schedule.
Secondary data was collected from Internet and Books. Primary Data was...