2. To understand the basic concepts of mutual
fund.
Distinguish among the four major objectives of
mutual funds.
Classify mutual funds by portfolio.
List the unique benefits of mutual funds.
3. Every work has its own limitation. Limitations are extent to which the
process should not exceed. Limitations of this project are:
Duration of Project was not enough to make a conclusion on such a vast
subject time constraint has become a big limitation.
The sample size being taken for drawing a conclusion was too small to get
an accurate result.
To know the mindset of people for investing in a particular financial
product is a very difficult task.
4. open-end investment company combining funds
of investors who have purchased shares in a
diversified portfolio of securities.
MUTUAL FUND . . .
5. A pool of money
Managed by a professional investor
Manager works for an investment firm
Each fund has a specific objective
Over 6,000 funds to choose from
6.
7. Diversification
funds of many investors are pooled and used
to purchase a variety of investments
Professional management
who is the fund’s manager?
managers can change
Convenience
phone
mail
16-3
8. New/more types of funds
Few or no sales charges
Some performed better than common stock
Selection is easier
9. Closed end fund (10% of funds)
limited number of shares issued initially
then can only purchase shares from another investor
willing to sell theirs
Open end fund (90% of funds)
no limitations on the number of shares the investment
company can issue
shares are issued and redeemed by the investment
company
11. Investors certainly look for the best returns on
different options. However, to determine which
option is better, the comparison should be done
in terms of other benefits that the investor ought
to look for in any investment
12.
13. PRIMARY SOURCES :
To fulfill the objectives of the study, the primary data was collected, by conducting a
survey with the help of a questionnaire. Primary data is the first hand information
collected directly from the respondents. This data was later used for analysis.
SECONDARY SOURCES:
The main source secondary data is information collected through internet, books, and
the most important is the Valuable information given by the guides both internal and
external forms is the key points.
RESEARCH INSTRUMENTS:
The research instrument was a structured questionnaire. The questionnaire was useful
to know opinion of the investors and their investment needs, preferences, behaviors,
expectation and some other parameters from their investment.
SAMPLE SIZE:
The sample size selected for the study was 80 respondents from the entire segment.
17. A Mutual Fund is a trust that pools the savings of a number of
investors who share a common financial goal. There are a wide
variety of Mutual Fund schemes that cater to your needs, whatever
your age, financial position, risk tolerance and return expectations.
Mutual Fund schemes can help you meet your financial goals.
All mutual funds involve investment risk, including the possible
loss of principal.
Even Mutual funds is good to make saving and investing simple,
accessible, and affordable. The advantages of mutual funds include
professional management, diversification, variety, liquidity,
affordability, convenience, and ease of recordkeeping—as well as
strict government regulation and full disclosure.