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PERAMETER DRIVING INVESTMENT DECISION:-

( A ) Blend of growth and value stocks.

( B )Investments in companies regardless of market capitalization.

( C )Keen selection of stocks based on potential for value unlocking based on key events.

( D )Focus on companies which display:-

- Scalable business potential.

- Large market opportunity.

- Beneficiary of favorable economic cycle.

- Valuation at steep discount to asset value.

 SWATIKA INVESTMART:-

The objective of the scheme is to generate capital appreciation in the medium to


long term through investments in equities and equity related instruments comprising
predominantly large cap companies.
Investment strategy:-

( A ) overweight on large cap stocks. However Quality mid cap stocks may also be
considered for investment.

( B ) the portfolio will however be overweight on large cap companies.

( C ) combination of top down and bottom up approaches. Portfolio. To comprise of a


combination of growth and value stocks.

D ) the portfolio strivers to insulate an investor from cyclical themes by investing in


sector offering secular growth outlook.

Parameters Driving Investment Decision:-

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( A ) The portfolio strives at all times to achieve an 70% allocation to large cap
companies.

( B ) The portfolio strives to limit the exposure to any sector to less than 25% of the portfolio
size.

( C ) The portfolio strives to limit the exposure to any sector to less than 10% of the portfolio
size.

SWATIKA INVESTMART GROWTH FUND:-

The objective of the scheme is to generate capital appreciation in the medium to


long term through investments in equities and equity related instruments comprising of
predominantly Mid-Cap and Small-Cap companies.
Investment strategy:-
( A ) focus on growth themes such as Infrastructure, services, manufacturing and
domestic Consumption.
( B ) overweigh on mid cap and small cap stocks. However Quality large cap stock may
also be considered for Investment depending on market condition.
( C ) Combination of top down and bottom up approaches. Portfolio to comprise of a
combination of growth and Value stocks.
Parameter driving investment decision:-
( A ) The portfolio strives to limit the exposure to any sector To less then 25% of the
portfolio size.
( B ) The portfolio strives to limit the exposure to any Stock To less then 10% of the
portfolio size.
EQUITIES AND DERIVATIVES:-

( A ) To generate moderate returns by deployment into Equity assets and partially


hedging the portfolio using options and futures & achieving this with a margin of safety.

( B ) Additionally the funds lying idle would be deployed in arbitrage between cash and
future and /or place in low maturity debt funds and low risk F&O Strategies.

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ORGANISATIONAL STRUCTURE

Chair man

General Manager

Accounts service Marketing


Departmen Departme
nt Departme
ts
nt

Manages Manages Manages

Assistant Assistant Assistant

Manages Manages Manages

Offices Offices Supervisor

Assistant Assistant Skilled

Labors

Helpers

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MAJOR LEARNING

RESEARCH DESIGN

Research in common parlance refers to a search for knowledge. The advanced learner’s
dictionary of current English lays down the meaning of research as “a careful investigation of
enquiry especially through search for new facts in any branch of knowledge.”

The systematic approach concerning generalization and the formulation of a theory is also
research. The purpose of research is to discover answers to questions through the application
of scientific procedures.

OBJECTIVES OF THE STUDY

1. To find out the Preferences of the investors for Asset Management Company.
2. To know the Preferences for the portfolios.
3. To know why one has invested or not invested in Swatika Investmart
4. To find out the most preferred channel.
5. To find out what should do to boost Mutual Fund Industry.

METHODOLOGY

“A research design is the arrangement of conditions for collection and analysis of data in a
manner that aims to combine relevance to the research purpose with economy in procedure.”

- JOHN.W.BEST

Research may be defined as “any organized inquiry designed and carried out to provide
information for solving a problem”.

- EMORY

“Research is essentially an investigation, a recording and an analysis of evidence for the


purpose of gaining knowledge”.

- ROBERT ROSS

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DESCRIPTIVE RESEARCH DESIGN

Descriptive research design studies are those studies, which are concerned with describing
the character of a group.

Data sources:

Research is totally based on primary data. Secondary data can be used only for the reference.
Research has been done by primary data collection, and primary data has been collected by
interacting with various people. The secondary data has been collected through various
journals and websites and some special publications of MUTUAL FUND COMPANY.

Sampling:

 Sampling procedure:
The sample is selected in a random way, irrespective of them being investor or not or availing
the services or not. It was collected through mails and personal visits to the known persons,
by formal and informal talks and through filling up the questionnaire prepared. The data has
been analyzed by using the measures of central tendencies like mean, median, mode. The
group has been selected and the analysis has been done on the basis statistical tools available.

Sample size:

The sample size of my project is limited to 200 only. Out of which only 135 people attempted
all the questions. Other 65 not investing in MFs attempted only 2 questions.

 Sample design:
Data has been presented with the help of bar graph, pie charts, line graphs etc.

RESEARCH INSTRUMENT

 Questionnaire
“A questionnaire is simply a set of questions designed to generate the data necessary for
accomplishing a research project’s objectives” (Parasuraman, 1991, p.363).

SAMPLE DESIGN:

POPULATION

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 It covers the 120 unit of population.

SAMPLE PROCEDURES

In this study convenient sampling method was adopted. First each organization was divided
into different departments like Operations, Customer Services, Human Resources, Internet
Marketing and under writing departments. From this department, the respondents were
selected on the basis of convenience.

INTERVEIW SCHEDULE

 The interview schedule has been used to collect the data. Information can be
gathered even when the respondents happen to be literate or illiterate.

TABULATION

 It is the arrangement of classified data in an orderly manner. This involves


creating table for recording the filled in interview schedule. These tables are of immense help
to analysis by using the statistics tools help to analysis by using the statistical tools.

TOOLS USED FOR ANALYSIS

Simple percentage analysis

 It is simple analysis tool. In this method, based on the opinions of the


respondents, percentage and bar chart is calculated for the respective scales of each factor.

Formula:

Simple percentage = No of Respondents x 100

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Total No of Sample Size

LIMITATION OF THE STUDY

 Time limitation.
 Research has been done only in one city.
 Some of the persons were not so responsive.
 Possibility of error in data collection.
 Possibility of error in analysis of data due to small sample size.

DATA COLLECTION

The study was based on questionnaire method.

There are two types of data collection:

1. Primary data
2. Secondary data

Primary data

The primary data are those, which are collected a fresh and for the first time happen to
be original in character. It has been collected through a Questionnaire and personal interview.
Only the primary data is not the sufficient to get information about the complete topic so both
primary and secondary data is collected.

Secondary data

Secondary data are those which have already been collected by someone else and
which have already been passed through the stratified process. It has collected through the
books, journals & Internet.

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