This document contains information about Waquar Khan, a student of PPI 4th semester at St. Xavier's College in Ranchi. It provides his name, class roll number, exam roll number and thanks various people who helped him complete his project, including his HOD Prof. Gautam Rudra and project guide R.K. Dixit. It also contains sections on the history of mutual funds in India, objectives of the project, importance of mutual funds, types of mutual fund investors, survey results of mutual fund investors, types of mutual funds available, SWOT analysis of mutual funds and recommendations to improve the industry.

1. Name: waquar khan
Class: PPI
Class Roll no.: 1228
Exam Rol no: 13vppi024226

2.  I Waquar khan student of ST XAVIER’s
College Ranchi PPI 4th sem have made a
sincere effort to complete this project.
 I would like to extend my thanks to my HOD
Proff.Gautam Rudra for the completion of
this project.
 I express my sincere gratitude to my project
guide R.K. Dixit sir and at last I would like to
thanks my friends.

3.  The first introduction of mutual fund in
India occurred in 1961 , when the
government of India launched the unit
trust of India (UTI) until 1987.
 Mutual fund is a professionally managed
trust that pools the savings of many
investors and invest them in securities
like stocks , bonds , short term money,
market instruments and commodities.
 Investors in a mutual fund have a
common financial goal.

4.  To examine the establishment and historical
operation of MF in world wide.
 To evalute the benefit of MF to investors in
general and small investors in particular.
 To study regulations of MF in the intrest of
brief study.
 To determine the strategies made by unite
holder to achieve specific goal.
 To evalute its importance in the growth of
industries.

5.  Important role in developing the capital
market.
 It enhance the liquidity and stability of India’s
stock.
 Growth of Indian economy with the help of
regulatory authority.
 The concept of MF based on sharing of risk
reward income and appreciation.
 These are essential for a long term sucess for
capital market activity.

6.  Minimum return not assume to their investors
 It consist of market risk.
 Lock-in period in some scheme.
 Liquidity open-ended scheme offer a facility
of repurchase.

7.  CORPORATE INVESTORS
 BANKS AND FINANCIAL INSTITUTIONS
 FOREIGN INSTITUTIONAL INVESTORS
 RETAIL INVESTORS
 INDIVIDUAL INVESTORS

8. SEX GROUP NUMBER PERCENTAGE
MALE 475 88%
FEMALE 65 12%
TOTAL 540 100%

9. AGE 0-30 31-40 41-50 ABOVE 60 TOTAL
NO OF
RESPONDE
NT
85 221 149 16 540
PERCENTA
GE
15.74% 40.93% 27.59% 2.94% 100%

11.  Growth fund
 Income fund
 Balanced fund
 Sector fund
 Index fund
 Bond fund
 Equity fund
 Money market fund
 Precious metal fund
 Gilt fund
 Speciality fund

12. STRENGTH:-
 Diversification
 Rise in no. of scheme fund
 Merges and acquisition have dominating the
emerging scenario
WEAKNESSES:-
 There has been a conservative investment
approach towards investment.
 It is a long term vehicle.
 Poor return in equity scheme.
 Lack of proper marketing and low level of
awareness.

13. OPPORTUNITIES:-
 Budget session laid favourable policies and gave
tax rebate.
 Setting up the specific fund for various sector.
 Introduction of estate fund and precious metal
fund.
THREATS:-
 Arrival of private and more foreign player.
 Liberalisation has been competitive.
 Companies selling out and getting acquired by
strong foreign players

14.  Investor education and awarness
 The industry leaders have flourished through
learning the hard way
 Since there is not a safe haven for investors in
case of cheating them of their hard earned
income.

15. THANKS