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A PROJECT BY:

VEERANNA F N

MBA09006057

INVESTOR PERCEPTION TOWARDS MUTUALINVESTOR PERCEPTION TOWARDS MUTUAL

FUNDFUND

WELCOME TO THE PRESENTATION ON MAJOR CONCURRENT

PROJECT REPORT

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CONTENTS

Introduction About Mutual Fund

Company profile

Management, Research Problem Objective, Purpose & Scope of the study.

Methodology

Results of Analysis

Findings

Suggestion

Conclusion

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COMPANY PROFILE

Name of the company: Ventura Securities LTD.

Started in the year :1994,

Type of Company : Stock Broking

Chairman / MD : Dharaprasad R, Ramesh B

Board of Directors :Sajid Malik, Hemant Majethia

Head Quarter : Mumbai.

Branch : Gadag

Branch manager :Mr.V.V.Nalwad

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STATEMENT OF THE PROBLEM

STATEMENT OF THE PROBLEM:

A study on Investor perception towards Mutual Funds.

MANAGEMENT PROBLEM

After having detailed discussion with Mr.V.V.Nalwad proprietor of the Ventura

securities ltd., he said that they would like to know the investor perception towards

mutual funds and organization in Gadag.

RESEARCH PROBLEM.

Hence based on the above mentioned management problem research is conducted to

find the customer perception and investigate measures to improve the customer base.

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OBJECTIVES OF THE STUDY

1. To study the consumer /Investors awareness regarding Mutual Funds

2. To have a vivid picture of major players in Mutual Fund Industry in India

3. Evaluate Perception towards risk involved in mutual funds in comparison to other

financial avenues.

4. To assess how effectively these players are able to reach their customers.

5. To study the preferences of the stock brokers towards various Mutual Funds.

6. To evaluate the satisfaction level of investor at Ventura Securities LTD.

7. To suggest Ventura Securities LTD on various marketing strategies that can adopt (if

any) in the future.

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FINDINGS

Of the 100 sample questioned, 76% said that there are interested in investment and

24% declined to say so

Of the Total 76 respondents who said they were interested in investment, 15

respondents opined that they prefer investing in fixed deposits, people interested in

property are 19, people interested in mutual fund are 6, people interested in

insurance are 20 and people interested in shares are 16

Out of 76 respondents, 60 respondents are satisfied with the investment decisions

taken by Ventura securities ltd.

53% of the total respondents preferred investing in Retirement plans followed bychildren education plans.

46% of the total respondents preferred investing in SBI Mutual funds followed by

Reliance mutual fund.

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Cont..

In investment 67% of the respondents expected return between 10% to 30% and

19% respondents expect less than 10% return and remain 10% respondents expected

above 13% return.

In risk factor 68% people take minimum risk in investment and 21% people take

moderate risk only 11% people take high risk for more return on investment.

In Survey 67% of people invested Rs 5000 and 21% people invested Rs5000-25000

only 12% people invested Rs above 25000.

According to this survey I found that 42% of people are not aware of mutual funds

so educating on a mutual funds is needed.

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CONCLUSION

The end of millennium marks 44 years of existence of mutual funds in this country.

The ride through these 44 years is not been smooth .Investors opinion is stilldivided .while some are for the mutual funds others are against it.

Mutual Funds (MF) have become one of the most attractive ways for the average

person to invest his money. It is said that Bank investment is the first priority of

people to invest their savings and the second place is for investment in MutualFunds and other avenues. A Mutual Fund pools resources from thousands

of investors and then diversifies its investment into many different holdings such as

stocks, bonds, or Government securities in order to provide high relative safety

and returns. . Also generate leads of the prospective investors in Mutual Funds for

the Asset Management Company (AMC)

There are many improvements pending in the field and it has to happen as soon as

possible so as to call the MF industry as an Organized and well-developed sector.

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