about mutual funds and its types

1. INTRODUCTION
Meaning of MF and its Types
Objectives
Findings
Suggestions
Conclusion

2. Meaning and its types
A mutual fund is a trust that pools the savings of a number of investors
who share a common financial goal

3. Objective
 Awareness of mutual fund in Udaipur among ICICI-
direct existing customers.
 Demonstrate the benefit of Mutual fund.
 To identify the mode of investment they prefer.
 To identify the reason for not investing in Mutual
fund.

4. Findings
60%
40%
Awareness about Mutual
funds:
Yes No
99%
1%
Preference mode of
investment
Online Offline

5. 23%
23%34%
20%
Reason of not investing in Mutual Funds:
Need assistance to invest in MF Need more knowledge on MF
Not interested/ other brokers Do not invest in MF
67%
0%
8%
0%
0%
0%
25%
Investment through ICICI-direct.com in last 12 month
Equity FO MF insurance FD Deb/Bonds None

6. Suggestions
 Customer education
 Confidence building
activities
 Provide market
information regularly
 Build Relationship
 Better schemes for
broking charges.

7. Conclusion
 Huge opportunities of mutual fund
exist in the Udaipur
 competition is cut to throat
 Mindsets of the investors
 wrong perception

8. For paying attention