sip presentation

1. “RESEARCH REPORT ON AFFECT OF INVESTMENT STYLE ON
MUTUAL FUND PERFORMANCE“
Under the guidance of
@ KataToli, LalPur And PiskaMore
Presented By : Pratap Kumar
Enrolment No. 2016PGDM0021
Rajeev Ranjan
(Cluster Manager, Karvy)
Dr. Athar Hussain Ansari
( A s s o c i a t e P r o f e s s o r )

2. Introduction :
 Karvy Consultants Limited was established in 1982 at Hyderabad.
 It was established by a group of Hyderabad based practicing 5 Chartered Accountants.
 At initial stage it was very small in size and started with a capital of ₹ 1, 50,000.
 Today, company gains 35 year of experience with 230 branch offices in 164 cities all over the India. The
company adds 5 new offices every month to the company’s ever growing national network in every nook
and Corner of the country. The company service over 16 million individual investors, 180 corporate and
handle corporate expenditure that exceed ₹ 2500 Crores.

3. How mutual fund work

5. Public sectors & Private sector also in mutual fund market

6. RESEARCH OBJECTIVE
“Research Report On Affect Of Investment Style On Mutual Fund
Performance“
To meet the above objective the following were important as well:
»» To Analyze The Perception Of Investors Towards Mutual Funds
& Other Investment.
»» To study the factors considered by the investors and those
which ultimately influence while investing.

7. Research Methodology
Research type :- Descriptive research (convince sampling)
Sampling :- 100 respondents
Scope of the study:- To sale the mutual fund on behalf of Karvy Stock Broking Ltd
:- Find the reason which factor is affect to invest in mutual funds
Limitation of the study :-
Different perception about the mutual fund investment opinions.
The non – availability of time to them
Many investors think mutual funds and share markets is both are equal.

8. Data Analysis
Sources of Data Collection:
Primary: Schedule data collection.
Secondary: Internet, Karvy books and reports.
Presentation of Data : Graphs (Pie and Bar Charts)

9. »» To Analyze The Perception Of Investors Towards Mutual Funds
& Other Investment.

10. Q. Do you invest in mutual fund?
55
45
0
10
20
30
40
50
60
yes no
Frequency
Sample
yes
no

11. Q. Reason for not investing in mutual fund?
55%
5%
9%
4%
13%
7%
7% invest in mf
Never heard mf
awareness
Lack of saving
Risky
Not interest in mf
Invest in other avenues

12. Q. Education qualification of the respondents
5
22
36
30
7
0
5
10
15
20
25
30
35
40
Below high
school
High school Bachelor
degree
Master degree above Master
Frequency
Sample
Below high
school
High school
Bachelor degree
Master degree
above Master

13. Q. What kind of investment option you prefer? (Choose more than one)
48
41
56 57 56
64
0
10
20
30
40
50
60
70
mutual
fund
equity
market
fixed
deposit
gold insurance other
frequency
sample
mutual fund
equity market
fixed deposit
gold
insurance
other

14. Q. Why do you prefer Q5 option? (Choose more than one)
65
51
64
34
0
0
10
20
30
40
50
60
70
frequency
sample
assured return
safety & security
profitability
tax exemption
other

15. Q. How long would you like to invest?
9
27
64
less than 1yr.
between 2yr. To 5 yr.
more than 5yr.

16. Q. How much risk you can take to own investment?
24
20
38
18
0
5
10
15
20
25
30
35
40
low minimum moderate high risk
frequency
sample
low
minimum
moderate
high risk

17. Q. How much money you can invest?
17
36
30
17
0
5
10
15
20
25
30
35
40
5,000 5,000-15,000 15,000-25,000 more than
25,000
frequency
sample
5,000
5,000-15,000
15,000-25,000
more than 25,000

18. Q. Are you satisfied from your investment?
58
42
0
10
20
30
40
50
60
70
yes no
frequency
sample
yes
no

19. Cont.
58
8
16
12
6
0
10
20
30
40
50
60
70
frequency
sample
no answer
surplus
calculation
late respond
low margin

20. Q. Choose the following services you preferred most comfortable? (More than one)
69
46
39
51
0
10
20
30
40
50
60
70
80
telephone
service
online service mobile app
service
personal service
frequency
sample
telephone service
online service
mobile app service
personal service

21. »» To study the factors considered by the investors and
those which ultimately influence while investing.

22. Q. Whom suggest to select your investment plans?
33
26
21 20
0
5
10
15
20
25
30
35
own financial
advisor
friends others
Frequency
Sample
own
financial advisor
friends
others

23. Q. You can invest your money to full fill ………………………… need?
17
27
34
22
0
5
10
15
20
25
30
35
40
personal financial help future planning other
frequency
sample
personal
financial help
future planning
other

24. Finding

25. ~ The trend for investment is changing rapidly besides the traditional pattern of
investment and people today they are ready to undertake risk and also bear the volatility
of changing mutual fund market scenario. (according to slide no.11)
~ Today’s scenarios is more bright for the mutual fund because Nifty cross 10,014 (on 29-
07-2017) and Sensex goes 32,309.88 (on 29-07-2017) which recorded higher in the
Indian history.
~ Qualification and knowledge plays an important role investing decision. According to
this survey around 36% of investors have degree of bachelor degree.
~ According to survey fixed deposit, gold, insurance and other investment are affect the
market of mutual fund by 56, 57, 56, and 64 respectively.

27.  Regional Languages: The fact books may be printed also in regional languages so that penetration in rural
areas may be achieved.
 Educating the public and the investors: Workshops or seminars explaining the importance and risk factor
associated with different classes of assets may be conducted from time to time for the existing investors. At the
same time awareness programmes more in all areas and more in number should be conducted for the public.
Understand the purpose of investment: The first point to analyse before investing in a fund is to find out
whether the objective matches with the scheme. It is necessary, as any mismatch of the same would directly
affect the prospective probable returns.
Awareness of fund manager: The investors who are aware of professionalism of Fund Managers, it is
advisable to follow them by shifting over to those funds to get good returns.
Track Record: Before invest investors should go through the scheme's track record.
Period of Investment: One should look at covering the volatility exposure which can be done by holding
onto the investment for longer periods.
Continuous Monitoring: Investors should continuously monitor their portfolio and revise their funds by
updating according to the market position.

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