ANALYZING THE INVESTOR’S PERCEPTION TOWARDS SUNDARAM BNP PARIBAS

8/8/2019 ANALYZING THE INVESTORS PERCEPTION TOWARDS SUNDARAM BNP PARIBAS

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Submitted By Presented to

Manpreet Kaur Ms.Rekha honda

94052235308 (lect. In mgt. dept. )

ANALYZING THE INVESTORS

PERCEPTION TOWARDS

SUNDARAM BNP PARIBASMUTUAL


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INTRODUCTION


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SUNDARAM BNP PARIBAS MUTUAL

Sundaram BNP Paribas Mutual Fund investments are managed by

Sundaram BNP Paribas Asset Management Company Limited. The

sponsor of the fund is SUNDARAM Finance, one of Indias leading

financial services companies. The Asset Management Company was

started in 1996 as a joint venture between SUNDARAM Finance (61%)and Newton Investment Management (39%). After the acquisition of

Newton by US-based Mellon Financial Corporation, SUNDARAM Finance,

in 2002, acquired the 39% stake of Newton in the AMC.

Sundaram BNP Paribas Mutual offers innovative mutual fund products to

its wide pool of customers spread across fifty cities on India. This Chennai

based financial company provides a wide range of investment options.


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Sundaram Finance is one of India's largest non-banking companies with an asset base in excess of

Rs 3,000 crore and annual revenues of over Rs350crore. BNP Paribas is one of the largest European

banks with a total asset base of 1.2 trillion and

market capitalization of around 57 billion.

The Sundaram BNP Paribas Mutual Fund, theerstwhile Sundaram Mutual Fund is one of the fast

growing mutual funds in India.


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VISION

To be a significantplayer in the Indian

asset management

space and be one of

the top ten assetmanagers.

MISSION

To provide peoplebest experience in

accessing financial

markets.


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PHILOSOPHY

Respect others, their needs and sentiments. Develop and maintain trust of the customer.

Communicate freely

Be on time always

Never ever take short cuts

Admit and share mistakes.


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STRUCTURE FOR MUTUAL FUND

BUSINESS


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Investor

Sundaram FinanceLimited

BNP Paribas AssetManagement

Sundaram BNP ParibasAsset ManagementCompany Limited

Sundaram BNPParibas

Trustee CompanyLimited

Sundaram BNP

Paribas MutualFund

C A M S /

KARVY

Standard Chartered/HDFCBank /HSBC

SEBI

Transferagent

Mutualfund

Custodians

Investmentmanager

TRUSTEE

Sponsors


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MUTUAL FUND

A Mutual Fund is a body

corporate registered with the

Securities and Exchange

Board of India (SEBI) that

pools up the money fromindividual/corporate investors

and invests the same on

behalf of the investors/unit

holders, in Equity shares,Government securities,

Bonds, Call Money Markets

etc, and distributes the

profits.


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Working of Mutual Fund


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TYPES OF MUTUAL FUNDS


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REVIEWS OF LITERATURE


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The need of the study arises because the

studies that are conducted earlier are

based on the relation between a funds

performance, the fund managers choice

of portfolio risk, growth of the mutual fund

industry and the impact of contractualincentives on the performance of mutual

funds. As we want to know the investors

perception towards mutual funds, thats

why we had conducted this research.

NEED


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To study the perception of investors toward

investment Sundaram mutual funds.

To study the investors awareness andconfidence toward Sundaram mutual funds.

To study the factors influencing the decision ofinvestment in Sundaram mutual funds.

To study the satisfaction level of investors fromthe investment through Sundaram mutual funds.

To know the problems faced by investors by

investin throu h Sundaram mutual funds.


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RESEARCH METHODOLOGY


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SAMPLINGDESIGN

UNIVERSE

Theoretical

Accessible

Target Population

SAMPLE UNITConsumers of

Ludhiana

SAMPLINGTECHNIQUE

ConvenienceSample

SAMPLE SIZE

100 Respondents


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A L l f S d M t l


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Awareness Level of Sundaram Mutual

A

ll

re

spond

e

nt s

i.e. 1

00%

h ad

in

vested

in

S

un daram

M

ut ual

nv


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Equity Fund of Sundaram BNP

Paribas Mutual


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Time Horizon to Keep Investment in Mutual

Fund


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Main Objectives of Investment in Sundaram

Mutual

Factors Rank 1 Rank 2 Rank 3 Rank 4 Rank 5 Weighted

Average Score

Quality of Service 28 22 14 19 17 275

Fund Performance 36 36 12 13 3 211

Cooperation of Staff 27 21 12 18 22 287

Time taken for

Dividend Payout

2 11 38 26 23 357

Brand Equity 7 10 24 24 35 370

Total 100 200 300 400 500 1500

R I i


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Returns from Investment in

Sundaram Mutual Funds


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Frequency of Monitoring Fund

Performance


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Preference of The Respondents

RANKS

Source of reliability

Rank1 Rank2 Rank3 Rank4 Rank5 Total

Advertisement 26 6 49 16 3 264

Brokers/ Professional

Consultants

56 21 6 9 8 192

Recommendations from

friends and relatives

9 31 26 26 8 293

Financial advisors 66 9 10 6 9 183

News papers/Magazines 3 18 26 39 14 343

Total 160 170 351 384 210 1275


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Preference of Respondents to Invest

in Various Mutual Funds Scheme


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Satisfaction Level of Mutual Fund

Investors


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Reasons for the Dissatisfaction Among the

Mutual Fund Investors


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Problems Faced by Investors in

Mutual Funds


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Solutions for the Problem

P t ti l f S d M t l F d


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Potential for Sundaram Mutual Fund

Market in Future

CONCLUSION


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CONCLUSION


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1. The Customer follow up should be timely

so that the customer may not have problem

in getting any information regarding the

company and about the new products.

2. Market surveys should be conducted

regularly so that to know about customer

demands and changing needs. The

Company should know about the customers

changing needs and demands by

conducting market surveys which are

helpful in innovating a product which suits

the customers requirement.

4 Once a while seminar should be


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4.Once a while seminar should be

organized by the company to create

awareness and should timely send the

update regarding seminars to thecustomers.

5. The documents should be timely

dispatch to the investors for the

convenience of the investor.

6. Past performance should be checked as

regards returns of the financial instruments

before investing.

7. Better cooperation from the staff side of

the company will also enhance the

companys image.

CONTINU

E..


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ANALYZING THE INVESTOR’S PERCEPTION TOWARDS SUNDARAM BNP PARIBAS

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