Beruflich Dokumente
Kultur Dokumente
ON
COMPARATIVE STUDY IN INDIA WITH SPECIAL
REFERENCE TO SYSTEMATIC INVESTMENT
PLAN(SIP)
PRESENTED BY –
POOJA SHARMA
PGDM
OBJECTIVE OF THE STUDY
SOURCES:
Primary Data is collected through interviews the
investors directly.
Secondary data which is used just for reference, is
collected through magazines, FACTSHEET of different
AMC’s
RESEARCH DESIGN
68% of investors
invest again after the
initial investments.
ANALYSIS
50
I have analyzed that
45 the allocation criteria
40
of investment is 45%
Investment in %
35
30
25
in the range Rs.1000
20 to Rs.3000
15
10
5
0
Less than 1000 1000 - 3000 3000-5000 Above 5000
Alocation criteria in Rs
ANALYSIS
INVESTMENT DESCRIPTION
INSTUMENTS
Mutual Fund Sip Flexible over any instrument
Insurance Heavy premiums
Fixed deposits One time pay gives bigger commitment for
investing and inflexible
Rbi relief funds Percentage of return is lower than the debt
funds
Provident fund Not easy withdrawal and rate of interest is less
FINDINGS
Mutual Funds have given a new direction to the flow of
personal saving and enable small and medium investors in
remote rural and semi urban areas to reap the benefits of the
stock market investment
Karvy is not able to provide sufficient services to the
investors due to unawareness among advisors regarding
services.
The awareness level of investor is low in advisors are
interested in dealing in mutual fund.
Very less advisors are knowing about services provided by
karvy.
Strength : Weakness :
SWOT
A well-known name in Financial Companies. No access to rural market.
Wide Experience in this field. No direct link between investors & the AMC.
Dedicated Employees.
Tie up with many financial institutions.
Ever growing distribution network.
Good Infrastructure.
Experienced Fund Managers.
Easy access to the branch.
Opportunity : Threat :
Positive outlook of people towards mutual funds. Highly volatile and uncertain market conditions.
Untapped market. Large number of financial giants present in this field.
LIMITATION