RESEARCH REPORT ON

A Study on Investor Preferences towards Various Mutual Funds

SUBMITTED IN PARTIAL FULFILMENT OF MASTER IN BUSINESS ADMINISTRATION 2010-2012

RESEARCH GUIDE:
Mrs. Dipti Thaman

SUBMITTED BY:
Manjeet Kumar rd MBA 3 Sem
SVBS

Roll No.105332251073

SWAMI VIVEKANAND BUSINESS SCHOOL, BANUR

CERTIFICATE BY THE FACULTY GUIDE

This is to certify that the project report entitled A study on investor preference towards various mutual funds is a bonafide record of work done by Manjeet Kumar and submitted in partial fulfillment of the requirements of MBA program of SWAMI VIVEKANAND BUSINESS SCHOOL, BANUR.

Mrs. DiptiThaman

FACULTY GUIDE

SELF DECLARATION
I, hereby state that this project report onA study on investor preference towards various mutual funds submitted by me in partial fulfillment of requirement of the MBA is an original research work carried out by me under the guidance and supervision of Mrs.DiptiThaman, my faculty guide.

(Manjeet Kumar)

ACKNOWLEGEMENT
Thanks to the Almighty for showing his blessing on me. No great endeavor in any field is possible in solitude. So, I must preface our report by expressing sincere and deep gratitude towards those who made it possible for me to complete my Project reporton A study on investor preference towards various mutual funds First of all I would like to thank the Almighty GOD who is always there with me. Secondly I would like to present my special thanks to my college for according me the permission to complete my project. I also wish to serve a warm and special note of thanks to my project guide Mrs. Dipti Thaman, whose support and guidance helped me to complete this report successfully. Last but not least I would heartful and soulful thanks to my parents and all my teachers for their social and moral support in my life and accomplishment of this project work. It is because of all of them that I am what I am today.

(Manjeet Kumar)

EXECUTIVE SUMMARY
The topic of the research isA study on investor preference towards various mutual funds. The objectives of my research are TO STUDY INVESTORS NEEDS i.e. how much risk can they afford, how much returns they expect on their investment, for what time can they invest and based on their profile, to study, what kind of funds should they invest in. To analyze different funds on the basis of their of their risk, returns they give over different time periods & their return-risk ratio, so as to find out which kind of funds (Equity, debt or sectoral funds) are suitable to investors.

TABLE OF CONTENTS

Serial no.

Chapter

Page no.

1 2 3 4 5 6 7 8 9 **
**

Company Profile Introduction to Topic Research Methodology Objectives of the study Data Analysis & Interpretation Findings of the study Suggestions & Recommendations Limitations of the study Conclusion Bibliography Annexure

1-11 12-32 33-35 36-37 38-48 49-50 51-52 53-54 55-57 -----

BIBLIOGRAPHY

y y y y

MUTUAL FUND HAND BOOK OUTLOOK MONEY FACT SHEET AND STATEMENT NEWS PAPERS

y www.moneycontrol.com y www.onlineresearchonline.com y www.amfiindia.com y www. mutualfundsindia.com

QUESTIONNAIRE Personal Detail: Name......................... Qualification............................................ Address.................................................. Contact number...................................... Q. what is your occupation? a) Agriculture c) Service Q. what is your annual income? a) 1L-2L c) 3L-4L

b) business d) retired

b) 2L-3L d) 4L and above

Q. what proportion of your income do you invest? a) 5%-20% b) 20%-35% c) 35%-50% d) 50% and above Q. By which medium do you come to know about schemes of Reliance Mutual Fund? a) Advertisement b) friends c) Financial adviser d) banks Q. When you invest in Mutual Funds which mode of investment will you prefer? a) One time investment b) Systematic investment plan (SIP) Q. Among the equity oriented schemes listed bellow which one you prefer the most? a) Contra fund b) multiplier plus c) Mid cap fund c) tax gain scheme e) Blue chip f) balance fund Q. what is the reason behind that you have chosen above scheme? a) High returns b) less risky c) Less charges d) if any other please mention..................................

Q. do you ever change your portfolio as per market conditions? a) Yes b) no Q. During recession period which scheme do you prefer? a) Contra fund b) multiplier plus c) Midcap fund d) tax gain scheme e) Blue chip f) balance fund Q. During boom period which scheme do you prefer? a) Contra fund b) multiplier plus c) Midcap fund d) tax gain scheme e) Blue chip f) balance fund Q. Write your suggestion regarding schemes of Reliance mutual fund? ........................................................................................................

Signature