Ankush ppt

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Ankush ppt

  1. 1. PROJECT ON INDUSTRIAL TRAINING<br />
  2. 2. A mutual fund is an institution that invests the pooled funds of public to create a diversified portfolio of securities.<br />Mutual fund cannot guarantee a fixed rate of return.<br />It depends on the fund manager expertise knowledge.<br />Mutual funds are governed by SEBI (Mutual Funds) regulations, 1996.<br />Mutual funds<br />
  3. 3. Working of Mutual Fund<br />
  4. 4. Contd…<br />Returns - Growth <br />Or Dividend<br />Your Savings<br />AMC <br />Investment in Securities - Bonds / Equity<br />Professional <br />Fund Manager<br />
  5. 5. ORGANISATION OF A MUTUAL FUND<br />
  6. 6. By Structure<br />Open ended<br />Close ended<br />Interval<br />By Investment<br />Growth<br />Income<br />Balance<br />Money Market<br />TYPES OF MUTUAL FUND SCHEMES<br />
  7. 7. Others<br />Special<br />Tax saving<br />Index<br />Sector specific<br />Contd…<br />
  8. 8. Phase 1— July 1964 to November 1987<br />Phase 1— November 1987- October 1993<br />Phase 3-- October 1993- February 2003 <br />Phase 4-- since February 2003<br />History of Indian mutual fund industry<br />
  9. 9. A partner for life<br />Proven Skills in wealth generation<br />Exploiting expertise, compounding growth<br />Fund house expertise<br />Research - the backbone of Performance<br />STATE BANK OF INDIA - MUTUAL FUND<br />
  10. 10. AWARDS AND ACHIEVEMENTS<br />
  11. 11. Contd…<br />
  12. 12. EQUITY SCHEMES<br />DEBT SCHEMES<br />BALANCED SCHEMES<br />SBI- MUTUAL FUND PRODUCTS<br />
  13. 13. Strengths<br />Brand Name<br />Wide distribution Network<br />Government Owned<br />Diversified Portfolio<br />Weaknesses:<br />Minor Hindrances<br />Hierarchical management<br />Lags Modernization<br />SWOT Analysis<br />
  14. 14. Opportunities<br />Merger of Associate Banks with SBI<br />Opportunities for Public Sector Banks<br />New Branches and ATMs<br />Expansion on Foreign Soil<br />Threats<br />Advent of MNC Banks<br />CRM<br />Private Banks Venturing into the Rural<br />Employee Strike<br />Contd…<br />
  15. 15. TITLE<br />Awareness and Preference of Mutual Fund among Entrepreneurs in Chandigarh<br />
  16. 16. To know why Entrepreneurs invest or do not invest in Mutual Funds.<br />To find out the preference towards investment option by entrepreneurs.<br />To find out the preference towards portfolios.<br />Objectives<br />
  17. 17. Research Design<br />Descriptive.<br />Data Collection<br />Primary Source<br />Secondary Source<br />Sampling Technique<br />Convenience<br />Snow ball<br />Research Methodology<br />
  18. 18. Sample Unit<br />Since the study is restricted only to Chandigarh hence the sampling unit is all the Entrepreneurs in Chandigarh whether they invest or not invest in mutual fund.<br />Sample Size<br />100<br />Contd…<br />
  19. 19. Data Analysis<br /> and<br /> Interpretation<br />
  20. 20. figure 4.1: Estimated Annual Net Worth of concerned Business.<br />
  21. 21. Figure 4.2 Awareness about Mutual Fund<br />
  22. 22. Figure 4.3: Investment in Mutual Fund<br />
  23. 23. Figure 4.4: Reasons for not investing in Mutual Fund<br />
  24. 24. Figure 4.5: Other different investment options to Invest<br />
  25. 25. Figure 4.6: Preference regarding future investment in Mutual Fund<br />
  26. 26. Figure 4.7: Preferred AMC for Investment<br />
  27. 27. Figure 4.8: Source of Information about Mutual Fund<br />
  28. 28. Figure 4.9: Factors considered while investing<br />
  29. 29. Figure 4.10: Channels preferred for Investment<br />
  30. 30. Figure 4.11: Preferred Portfolios for investment<br />
  31. 31. Figure 4.12: Preferred option for getting return<br />
  32. 32. Figure 4.13: Type of Mutual Fund Investment preferred<br />
  33. 33. Figure 4.14: Future Preferences regarding SBI MF<br />
  34. 34. 88 respondents were aware of the mutual fund and out of those 67 respondents were investing in mutual fund.<br />Those who were not investing in mutual fund maximum of them were not aware about mutual fund schemes. Some of them thought that mutual provides low return and some had a bad experience of dealing with mutual fund.<br />Maximum investment was made in Fixed Deposits, Real Estate and Insurance Sector by the respondents who were not interested in mutual fund.<br />ICICI is considered as the preferred AMC to invest followed by SBI MF, RELIANCE, HDFC, KOTAK, UTI etc.<br />Findings<br />
  35. 35. Maximum respondents were getting information about mutual fund through Advertisement and Banks and they mostly prefer to invest through AMC and Banks.<br />Almost half of the respondents preferred Balanced Portfolio. Equity is opted by those who take more risk and Debt is adopted by persons who want minimum risk.<br />Maximum of respondents prefers Dividend Reinvestment option and Dividend Payout is given least preference.<br />Systematic Investment Option is preferred over One Time Investment.<br />Those who were not dealing in mutual funds would like to invest in mutual fund if better investment opportunity is provided to them.<br />Contd…<br />
  36. 36. There should be better marketing of mutual funds by specially targeting bank customers.<br />New schemes should be introduced which focus on minimizing the risk, better rate of return, liquidity and profitability.<br />Customer should be properly handled.<br />Suggestions<br />
  37. 37. Mostly entrepreneurs are getting information about mutual funds through advertisements and banks and they prefer to invest through banks and AMC. Mix of debt and equity is preferred and entrepreneurs prefer to invest through systematic investment plan rather than one time investment.<br />Conclusion<br />
  38. 38. Thank You<br />

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