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7/25/2019 A Study on Customer Perception Towards SBI Mutual
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A Study on Customer perception towards SBI
Mutual Funds
Pradeep Johnson B
14MD073
PROJECT GUIDE
VIJAYAA!"#MI ME$O$%P
A""I"TA$T PRO&E""OR
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MUTUAL FUND
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Primary objectives
To s'(d) and ana*)se 'he +n,es'ors per-ep'+on o. +n,es'+n/ +n "BI
('(a* .(nds%
To +den'+.) 'he +n,es'ors p(rpose o. +n,es'en'%
Secondary objectives To +den'+.) 'he +n.*(en-e o. deo/raph+- .a-'ors s(-h as +n-oe
a/e /ender ed(-a'+on o--(pa'+on on +n,es'en' a,en(es%
To e,a*(a'e 'he a2areness o. -(s'oers 'o2ards ,ar+o(s ('(a*
.(nds% To de'er+ne 'he epe-'ed re'(rn and r+s +n,o*,ed +n +n,es'+n/
+n ('(a* .(nds%
Objectives of the study
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The resear-h des+/n adop'ed +n 'h+s s'(d) +s 5Des-r+p'+,e
Resear-h Des+/n6%
Des-r+p'+,e resear-h des-r+es da'a and -hara-'er+s'+-s ao('
'he pop(*a'+on e+n/ s'(d+ed%
!S!AC" M!#"O$O%&'
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!S!AC" M!#"O$O%O&'
$A#A CO%%!C#IO(
Bo'h pr+ar) and se-ondar) da'a 2as -o**e-'ed .or 'he s'(d)%
)*Primary $ata+
A s'r(-'(red 8(es'+onna+re 2+'h -*osed ended8(es'+ons 2as (sed .or 'he s'(d)% The +n.ora'+on 2as
-o**e-'ed d+re-'*) .ro 'he -(s'oers o. "BI M('(a*
&(nds%
,*Secondary $ata+The se-ondar) da'a 2as -o**e-'ed .ro 'he
-opan) repor's an(a*s and 2es+'e%
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"ap*e s+9e o. +n+( 110 persons are se*e-'ed
In 'h+s s'(d) -on,en+en-e sap*+n/ +s (sed .or -o**e-'+n/ da'a%
SAMPLING TECHNIQUES
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PILOT STUDY
Crona-h:s a*pha +s a eas(re o. +n'erna* -ons+s'en-)
2h+-h +s -ons+dered 'o e a eas(re o. s-a*e re*+a+*+')%
110 sap*es 2as 'aen .or re*+a+*+') ana*)s+s
Cronbachs alpha N of !"#s
.565 16
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DEMOG$APHIC P$OFILE
$!#!MI(A(#S (O*OF !SPO($!(#S-(.))/0 P!C!(#A&!-10
Gender Ma*e
&ea*e
77
33
70;
30;
A/e?@0 @1?30 31?40 41?0
1@@17
14;@4;47;1;
Ed(-a'+ona* (a*+.+-a'+on
Be*o2 Grad(a'e Grad(a'e Pos' Grad(a'e
@0711
1>;;17;
O--(pa'+on Go,' "e-'or Pr+,a'e "e-'or B(s+ness A/r+-(*'(re
O'hers
0@371>
@1
;@;34;1;
1;
Ann(a* In-oe 1*ah 1?4 *ahs ?> *ahs ?1@ *ahs F1@ *ahs
40770
3;@;;;0;
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"'a'+s'+-a* 'oo*s (sed .or 'h+s ana*)s+s are
Ch+? s8(are 'es'
Corre*a'+on
T?'es'
One 2a) Ano,a
S#A#IS#ICA% #OO%S
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(ull "ypothesis -"/0+There +s no asso-+a'+on e'2een
/ender and p(rpose o. +n,es'en'
Alternate "ypothesis -")0+ There +s asso-+a'+on
e'2een /ender and p(rpose o. +n,es'en'
Ch s%&ar" !"s!
Par!c&lars 'al&" Df As(#p)s*) +,-s."./
P"arson Ch-S%&ar" 2.93 3 0.403
L0"lhoo. $a!o 2.76 3 0.43
Ln"ar-b( Ln"ar
Assoca!on 1.409 1 0.235
N of 'al. Cas"s 110
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Interpretation
As /+,en +n 'he ao,e 'a*e 'he oser,ed ,a*(e o.
s+/n+.+-an-e +s 0%403%The a--ep'ed ,a*(e o.
s+/n+.+-an-e +s 0%0% The oser,ed ,a*(e +s /rea'er 'han a*'erna'+,e
h)po'hes+s 2h+-h +p*+es n(** h)po'hes+s +s a--ep'ed
and a*'erna'+,e h)po'hes+s +s reHe-'ed% #en-e +' -an e
-on-*(ded 'ha' 'here +s no asso-+a'+on e'2een /enderand p(rpose o. +n,es'en'%
CHI SQUA$E
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(ull "ypothesis -"/0+There +s no re*a'+onsh+p
e'2een Ann(a* +n-oe and Ta ene.+'
Alternate "ypothesis -")0+ There +s re*a'+onsh+p
e'2een Ann(a* +n-oe and Ta ene.+'
Corr"la!on anal(ss
Par!c&lars Ann&al Inco#"
Ta1
2"n"3!
Pearson Correlation 1 -0.138
Ann&al Inco#" Sig.(2-tailed) 0.561
N 20 20
Pearson Correlation -0.138 1
Ta1 b"n"3! Sig.(2-tailed) 0.561
N 20 20
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Interpretation
As /+,en +n 'he ao,e 'a*e 'he oser,ed ,a*(e o.
s+/n+.+-an-e +s ?%13> and 'he *e,e* o. s+/n+.+-an-e
-ons+dered +s 0%0%
The oser,ed ,a*(e +s *esser 'han 0%0 2h+-h +p*+es
a*'erna'e h)po'hes+s +s a--ep'ed and n(** h)po'hes+s +s
reHe-'ed% #en-e +' -an e -on-*(ded 'ha' 'here +s re*a'+on
e'2een Ann(a* +n-oe and 'a ene.+'%
CO$$ELATION ANALYSIS
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(ull "ypothesis -"/0+There +s no s+/n+.+-an'
d+..eren-e e'2een /ender and Ann(a* In-oe
Alternate "ypothesis -")0+ There +s s+/n+.+-an'
d+..eren-e e'2een /ender and Ann(a* In-oe
In."p"n."n! sa#pl" T !"s!
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Tale 2.4.2 s!o"ing #nde$endent Sa%$les Test
Pati&'larse*ene+s
Test ,or
'alit/ o,
arian&es t-test ,or 'alit/ o, eans
Sig. T ,
Sig. (2-
tailed)
ean
ieren&e
Std. rror
ieren&e
95
Conden&e#nter*al o, t!e
ieren&e
o"er $$er
nn'al
#n&o%e
'al
*arian&
es
ass'%e
d
4.741 .032 -.434 108 .665 -.074 .169 -.409 .262
'al
*arian&
es not
ass'%e
d
-.47274.08
5.638 -.074 .156 -.384 .237
In."p"n."n! sa#pl" T !"s!
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Interpretation
As /+,en +n 'he ao,e 'a*e 'he oser,ed ,a*(e o.
s+/n+.+-an-e +s 0%03@ and 'he *e,e* o. s+/n+.+-an-e
-ons+dered +s 0%0%
The oser,ed ,a*(e +s *ess 'han 0%0 2h+-h +p*+es
a*'erna'e h)po'hes+s +s a--ep'ed and n(** h)po'hes+s +s
reHe-'ed% #en-e +' -an e -on-*(ded 'ha' 'here +s
s+/n+.+-an' d+..eren-e e'2een /ender and ann(a*In-oe
I($!P!($!(# SAMP%! #2#!S#
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N&ll H(po!h"ss +H4/5T!ere is no
signi&ant dieren&e et"een ris le*elsand nn'al #n&o%e.
Al!"rna!" H(po!h"ss +H6/5T!ere issigni&ant dieren&e et"een ris le*elsand nn'al #n&o%e.
On" 7a( ANO'A
Tale 2.5.2 s!o"ing N:
nn'al
#n&o%e
S'% o,
S'ares ,
ean
S'are Sig.
;et"een
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Interpretation
As /+,en +n 'he ao,e 'a*e 'he oser,ed ,a*(e o.
s+/n+.+-an-e +s 0%> and 'he *e,e* o. s+/n+.+-an-e
-ons+dered +s 0%0%The oser,ed ,a*(e +s /rea'er 'han
0%0 2h+-h +p*+es n(** h)po'hes+s +s a--ep'ed and
a*'erna'e h)po'hes+s +s reHe-'ed% #en-e +' -an e
-on-*(ded 'ha' 'here +s no s+/n+.+-an' d+..eren-e
e'2een r+s *e,e*s and Ann(a* In-oe
On" 7a( ANO'A
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a>orit/ o, t!e &'sto%ers in&o%e "!o in*estedin S;# 't'al ,'nd lies in et"een 1-4 la!s
ost o, t!e res$ondents $re,erred ?ig! ret'rn ist!e reason ,or t!e $'r$ose o, in*est%ent
a>orit/ o, t!e res$ondents e@$e&ted ret'rn liesin et"een 10-30
T!e ,eat'res o, S;# 't'al ,'nds s'&! as $ast$er,or%an&eA sa,et/A $ort,olioA entr/Be@it load
are %ostl/ $re,erred / res$ondents a>orit/ o, t!e &'sto%ers are enetted ,ro%
S;# 't'al ,'nds
FINDINGS
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ost o, t!e res$ondents $re,er s!ort ter%in*est%ent in S;# 't'al 'nd
#nternet and ne"s$a$erB>o'rnals are t!e %a>orso'r&e t!at $ro*ide %ore in,or%ation ao't S;#
't'al 'nd a>orit/ o, t!e &'sto%ers !a*e a $lan to rein*est in
%'t'al ,'nd s&!e%es o, S;#T!e $er,or%an&e o, S;# 't'al ,'nd !as i%$ro*ed
,ro% its $ast a>orit/ o, t!e in*estors rate t!e o*erall e@$erien&e
as satis,a&tor/ in S;# 't'al 'nd and t!e/ alsore&o%%end ot!ers to in*est in S;# 't'al ,'nds.
FINDINGS
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M('(a* .(nd -opan+es he*p +n,es'ors ) pro,+d+n/ 'he 2+'h a
8(a*+.+ed .(nd ana/er% Th+s s'(d) /+,es a /rea' *earn+n/ eper+en-e
and a' 'he sae '+e +' /+,es eno(/h s-ope 'o +p*een' 'he ana*)'+-a*
a+*+')% The ana*)s+s and ad,+-e presen'ed +n 'h+s proHe-' repor' +s
ased on are' resear-h on 'he sa,+n/ and +n,es'en' pra-'+-es o.
'he +n,es'ors and pre.eren-es o. 'he +n,es'ors .or +n,es'en' +n M('(a*
&(nds% Th+s repor' 2+** he*p 'o no2 ao(' 'he +n,es'ors: pre.eren-es
+n M('(a* &(nd s(-h as pre.eren-es +n an) par'+-(*ar Asse'
Mana/een' Copan)
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In Ind+a .(nd ana/ers are a-8(+r+n/ /*oa* -er'+.+-a'+ons *+e C&A andMBA 2h+-h he*p 'he e a' 'he -(''+n/ ed/e o. 'he no2*ed/e +n 'he
+n,es'+n/ 2or*d% "+n-e ('(a* .(nd -opan) -o**e-' one) .ro +**+ons
o. +n,es'ors 'he) a-h+e,e e-ono+es o. s-a*e% The -os' o. r(nn+n/ a ('(a*
.(nd +s d+,+ded e'2een a *ar/er poo* o. one) and hen-e ('(a* .(nds are
a*e 'o o..er 'he +n,es'or a *o2er -os' a*'erna'+,e o. ana/+n/ 'he+r .(nds%
In Ind+a ('(a* .(nds are re/(*a'ed ) 'he "e-(r+'+es and E-han/e Board
o. Ind+a 2h+-h he*ps 'o pro,+de -o.or' 'o 'he +n,es'ors% "EBI .or-es
'ransparen-) on 'he ('(a* .(nds 2h+-h he*ps 'he +n,es'or ae an
+n.ored -ho+-e% "EBI re8(+res 'he ('(a* .(nds 'o d+s-*ose 'he+r por'.o*+os
a' *eas' s+ on'h*) 2h+-h he*ps 'he +n,es'ors eep 'ra- 2he'her 'he .(nd
+s +n,es'+n/ +n *+ne 2+'h +'s oHe-'+,es or no'%
concl&son
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Than )o(