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Sbi mutual fund

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Sbi mutual fund

  1. 1. Query Handling and Benefits of investing in Mutual Funds EQUITY DEBT Submitted by: Jaidev Purkayastha
  2. 2. OBJECTIVE Awareness of mutual funds in Indian market & Investors investing decision
  3. 3. 45% 30% 25% ASSET MIX EQUITY MONEY MARKET DEBT SCOPE • To identify the consumer behaviour while selecting a fund • Reason why investors doesn’t often invest in debt schemes • To identify the consumer perception about mutual funds
  4. 4. METHODOLOGY Descriptive Research •Presently existing condition • Included survey & fact-finding enquiries of different kinds Research Method •Applied Research Analysis of documents Interview Survey Methods • Collection of primary data • Collection of secondary data
  5. 5. SAMPLING •120 respondents • Respondents were first surveyed, interviewed and asked various questions regarding the objectives • Analysis of each and every question was done and finally incorporated
  6. 6. ANALYSIS 48 33 39 Age Bracket 25 to 30 30 to 40 Above 40 53 27 28 12 Occupation Service Business Professional Others 6718 35 Investments Banks Share Market Insurance
  7. 7. FINDINGS • Servicemen: No proper knowledge of MF’s • Businessmen: have knowledge, invests frequently • Difference: Investment & Saving • Concerned about Tax Benefits rather then Return • Awareness : Big players in the market viz; SBI, ICICI, HDFC, UTI, etc
  8. 8. KEY LEARNINGS • Knowledge about Mutual Funds • Existence of Debt Market • Operations of a mutual fund company • How to operate CAMS software package
  9. 9. RECOMMENDATIONS & SUGGESTIONS • Awareness, Consumer Education • Government Intermediation • Publish interviews of successful investors • Sponsorship of events • Provide booklets free of cost in the leading dailies

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