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A Project Report

This document appears to be a student's project report on mutual funds submitted for a Master's degree. It includes an acknowledgements section thanking various people for their help and support. It then provides an executive summary highlighting that awareness of mutual funds is rising in India and more people are enjoying the benefits of investing in them. However, most retail investors still lack knowledge of mutual funds. The project involved surveying 200 people to analyze investors' preferences for different asset management companies, products, investment options, and strategies when investing in mutual funds. The report aims to provide insight into these investor preferences.

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hotrajat876650
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89 views4 pages

A Project Report

This document appears to be a student's project report on mutual funds submitted for a Master's degree. It includes an acknowledgements section thanking various people for their help and support. It then provides an executive summary highlighting that awareness of mutual funds is rising in India and more people are enjoying the benefits of investing in them. However, most retail investors still lack knowledge of mutual funds. The project involved surveying 200 people to analyze investors' preferences for different asset management companies, products, investment options, and strategies when investing in mutual funds. The report aims to provide insight into these investor preferences.

Uploaded by

hotrajat876650
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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´UNIVERSITY OF PUNEµ

IN PARTIAL FULFILLMENT OF THE REQUIREMENT

FOR THE AWARD OF THE DEGREE OF

MASTER OF BUSINESS ADMINISTRATION (MBA)

THROUGH

MAEER·S MIT-COE, CMSR

PUNE- 38

SESSION- 2007-2009
‘

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With regard to my Summer Project with SBI Mutual Fund
Patna, I would like to thank
each and every one who offered help, guideline and support
whenever required.
First and foremost I would like to express mu gratitude
to Mr. Santosh Kumar (Nodal Officer, Patna), Mr. Gopal
Krishna (Head of Investment Service Center, Patna) and other
staffs of Investment Service Center of SBI Mutual Fund for
their support and guidance in the Project work.
I extend my sincere gratitude to the following persons
of SBI Boring Canal Road Branch, Patna where I have
completed my research work: Mrs.Aarti Jha (Branch Manager),
Mrs. Neelam Shah (Customer Relations Officer), Mrs. Jayanti
Chatterji (Service Manager), Mrs. Neelam Sinha, and other
staffs.
I am extremely grateful to my college guide, c !"#
$ .
c
 %& for their valuable guidance and timely
suggestions. I would like to thank
all faculty members of c'
 (
 for the
valuable guidance.
I would also like to extend my thanks to my members
and friends for their support. And lastly, I would like to express
my gratefulness to the Lord Almighty for seeing me through it
all.
VIKASH

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In few years Mutual Fund has emerged as a tool for ensuring
one·s financial well being. Mutual Funds have not only
contributed to the India growth story but have also helped
families tap into the success of Indian Industry. As information
and awareness is rising more and more people are enjoying
the benefits of investing in mutual funds. The main reason the
number of retail mutual fund investors remains small is that
nine in ten people with incomes in India do not know that
mutual funds exist. But once people are aware of mutual fund
investment opportunities, the number who decide to invest in
mutual funds increases to as many as one in five people. The
trick for converting a person with no knowledge of mutual
funds to a new Mutual Fund customer is to understand which
of the potential investors are more likely to buy mutual funds
and to use the right arguments in the sales process that
customers will accept as important and relevant to their
decision.
This Project gave me a great learning experience and at the
same time it gave me enough scope to implement my
analytical ability. The analysis and advice presented in this
Project Report is based on market research on the saving and
investment practices of the investors and preferences of the
investors for investment in Mutual Funds. This Report will help
to know about the investors· Preferences in Mutual Fund
means Are they prefer any particular Asset Management
Company (AMC), Which type of Product they prefer, Which
Option (Growth or Dividend) they prefer or Which Investment
Strategy they follow (Systematic Investment Plan or One time
Plan). This Project as
The first part gives an insight about Mutual Fund and its
various aspects, the Company Profile, Objectives of the study,
Research Methodology. One can have a brief knowledge about
Mutual Fund and its basics through the Project.
The second part of the Project consists of data and its analysis
collected through survey done on 200 people. For the
collection of Primary data I made a questionnaire and
surveyed of 200 people. I also taken interview of many People
those who were coming at the SBI Branch where I done my
Project. I visited other AMCs in Patna to get some knowledge
related to my topic. I studied about the products and strategies
of other AMCs in Patna to know why people prefer to invest in
those AMCs. This Project covers the topic ´A STUDY OF
PREFERENCES OF THE INVESTERS FOR THE INVESTMENT
IN MUTUAL FUND.µ The data collected has been well
organized and presented. I hope the research findings and
conclusion will be of use

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