“a Study on Comparative Analysis of Mutual Fund and Other Investment Options

Topics: Investment, Mutual fund, Hedge fund Pages: 5 (932 words) Published: November 14, 2011

Title of the project:-
“A Study on Comparative Analysis of Mutual Fund and Other Investment Options”

Working title-
“A Study on Comparative Analysis of Mutual Fund and Other Investment Options”

The main purpose of doing this project was to know about mutual fund and itsfunctioning. This helps to know in details about mutual fund industry right from itsinception stage, growth and future prospects.It also helps in understanding different schemes of mutual funds. My study depends upon prominent funds in India and their schemes like equity, income, balance as well as thereturns associated with those schemes.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

“To compare the investment options, its performance and risk & return relationship for better investment decision”.

It is necessary to specify the objectives of the study. This is because of specification of objectives will enable us to study various areas and aspects with clarity. • To know the purpose and performance and of investment in mutual fund • To know the purpose and performance and of investment in other investment • To study the risk and return relationship with reference to mutual fund and other investment s • To know the form of return on investment

Key Questions-
1)Do you invest in Mutual Funds?
2)If not, then what other option(s) do you prefer to invest? 3)In which sector do you prefer to invest your money?
4) Which factor do you consider before investing in mutual fund or Ulips? 5) How often do you monitor your investment?


Null hypothesis -
• Ho – As a result of derivatives there will be no difference in the investment risk reduction

Alternative hypothesis -
• HA– As a result of derivative market their will be a significant risk reduction in investment

Research Methodology-


Sample Unit: Investors and Non-Investor
Sample Size: This study involves 50 respondents.
Sampling Type: The sample size has been taken by non-random convenience samplingtechnique



Data will be collected both from primary as well as secondary sources as described below:

Approach constitutes of both

I.Primary data.
II.Secondary data.

Questionnaire Analysis (ENCL.)

It refers to those data that was already being corrected by and analyzed by someone else. Thisdata is collected from Journal Reports
Newspapers and books

Statistical tools-
Correlation, Graphical analysis, Regression analysis

Literature review and case studies

Plan for data analysis

:Analysis of data is planned with the help of
Analysis of variance.


The study will aim at understanding and analyzing the types Mutual Fund and other investment options •I will analyze the funds depending on their schemes like equity, income, balance •Subject matter is related to the investor’s approach towards mutual funds and other investment options in Indian market •The research will be conduct in the geographical area of 1 cities- Bangalore (Karnataka),

•Define the information needed:-
This first step states that what is theinformation that is actually required. Information in this case we require isthat what is the approach of investors while investing their money in mutualfunds and other investment options, e.g. what do they consider while decidingas to invest in which of the two i.e. Mutual funds or other investment options.Also, it studies the extent to which the investors are aware of the various coststhat one bears while making any investment. So, the information sought andinformation generated is...
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