The main aim of this study is to know the investment behaviour of investors in mutual fund according to different age group.

1. SUBMITTED TO: SUBMITTED BY:
Dr.Savita choudhary shafaq arif
(associate prof. DMS, SKIT)

2.  It is an Indian multinational, public sector bank.
 Its headquarters in Mumbai.
 On 1st April,2017 SBI merged with five of its associate banks (state bank
of Bikaner & Jaipur, State bank of Hyderabad, state bank of Mysore, state
bank of Patiala and state bank of Travancore) and with the bharatiya
mahila bank.
 It was founded in 1806 as bank of Calcutta then in 1921 as Imperial
bank of India then in 1955 as State bank of India and at 1956 its got
nationalized.
 Its operating income is Rs.50,848 crore.
 Around 278872 employees are working in state bank of India.
 Mr.Rajnish kumar is the chairman of State bank of India.

3.  It pools the money of several investors and invest
this in stocks,bonds,money market instruments
and other type of security.
 The owner of a mutual fund gets a proportional
share of funds’s gains,losses,income and
expenses.
 The mutual fund industry in India is regulated by
Association of Mutual Funds in India (AMFI). The
mutual fund industry in India is of 493,287 crores
approx

4.  To know the awareness of mutual funds among people.
 To see the interest of people in investing in mutual funds.
 To know the investment behaviour of investors in mutual fund
according to different age group.
 To know the investors preferred financial product for investment.
 5 fund houses as mentioned for comparison:
SBI Mutual Fund
Birla
Reliance
Prudential ICICI
Franklin Templeton

5.  Sample size-100
 Area – Jaipur
 Research Instrument- Questionnaire & Internet
 Type of Questionnaire – Open ended & Close
ended.
 Sampling Technique- Random Sampling.

6.  PRIMARY DATA-:
1. Observation Method
2. Interview Method
3. Questionnaires
 SECONDARY DATA:-
1. Internet
2. Newspaper
3. Magazines
4. Books
5. Journals

11.  RELIANCE
 ICICI
 HDFC
 SBI
 BIRLA
 UTI

12. STRENGTH:
 Being the 7th biggest AMC,SBI Mutual Fund has a cutting
edge over other AMC’s
 The name SBI is also associated with one of the largest public
 sector bank in India,and hence people show more faith in SBI
Mutual Fund.
 SBI Mutual Fund is one of the oldest AMC’s in private sector
and schemes which are matured enough pull new investors
because of high returns.

13. WEAKNESS:
 Lack of promotional material ,dispensers ,banners.
 Proper training not being provided to bank officials.
OPPORTUNITIES:
 Untapped rural market offers huge potential.
 More focus on PSU’s may enhance business.
 Training provided to investors may lead to more
investments.

14. THREATS:
 Competitors like Reliance AMC,ICICI prudential are catching
up fast on the market share.
 Share market slump may see downfall in investments.
 Ongoing recession may impose adverse effects.

15.  The future of primary market is growing at a very high pace. Taking
this thing into consideration, there are lots of opportunities for the
SBI Munds Management Pvt Ltd to tap the golden opportunities from
the Indian market.
 SBI Funds Management Pvt Ltd has emerged a very strong player in
the field of distribution of financial product.
 There is little awareness about mutual fund in India; people have
accepted it as a one of the major investment avenue
 The only thing, which it needs to focus on, is that they should have a
strong network so that prompt services and availability of forms is
made available to the investor at a short notice