Date post: | 11-Nov-2014 |
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Education |
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PROJECT ON INDUSTRIAL TRAINING
Mutual funds
• A mutual fund is an institution that invests the pooled funds of public to create a diversified portfolio of securities.
• Mutual fund cannot guarantee a fixed rate of return.
• It depends on the fund manager expertise knowledge.
• Mutual funds are governed by SEBI (Mutual Funds) regulations, 1996.
Working of Mutual Fund
Your Savings
Professional
Fund Manager
AMC
Investment in Securities - Bonds / Equity
Returns - Growth
Or Dividend
ORGANISATION OF A MUTUAL FUND
TYPES OF MUTUAL FUND SCHEMES
• By Structure– Open ended– Close ended– Interval
• By Investment– Growth– Income– Balance– Money Market
• Others– Special– Tax saving– Index– Sector specific
History of Indian mutual fund industry
• Phase 1— July 1964 to November 1987 • Phase 1— November 1987- October 1993 • Phase 3-- October 1993- February 2003 • Phase 4-- since February 2003
STATE BANK OF INDIA - MUTUAL FUND
• A partner for life• Proven Skills in wealth generation• Exploiting expertise, compounding growth• Fund house expertise• Research - the backbone of Performance
AWARDS AND ACHIEVEMENTS
SBI- MUTUAL FUND PRODUCTS
• EQUITY SCHEMES• DEBT SCHEMES• BALANCED SCHEMES
TITLE
AWARENESS AND PREFERENCE OF
MUTUAL FUNDS AMONG ENTREPRENEURS
IN CHANDIGARH
Objectives
• To know why Entrepreneurs invest or do not invest in Mutual Funds.
• To find out the preference towards investment option by entrepreneurs.
• To find out the preference towards portfolios.
Research Methodology
• Research Design– Descriptive.
• Data Collection– Primary Source– Secondary Source
• Sampling Technique– Convenience– Snow ball
• Sample Unit– Since the study is restricted only to Chandigarh
hence the sampling unit is all the Entrepreneurs in Chandigarh whether they invest or not invest in mutual fund.
• Sample Size– 100
figure 4.1: Estimated annual Net Worth of concerned Business.
96
4
Estimated annual Net Worth
Less than 1 croreBetween 1-10 croreMore than 10 crore
Figure 4.2 Awareness about Mutual Fund
88%
12%
Awareness about Mutual Fund
YesNo
Figure 4.3: Investment in Mutual Fund
76%
24%
Investment in Mutual Fund
YesNo
Figure 4.4: Reasons for not investing in Mutual Fund
Fixed Deposits Shares/Debentures Real Estate Insurance Others0
5
10
15
20
25
30
27
8
27 27
11