A PRESENTATION ON

FINANCIAL AWARENESS OF MUTUAL FUND

Presented by
SUNIDHI KUMARI

ASHOKA INSTITUTE OF
TECHNOLOGY
AND MANAGEMENT
SUNDARAM
FINANCE
 INTRODUCTION
Sundaram finance was incorporated in
11 august 1954.
Founder was T.s santhanam.
The Objective of financing the
purchase of commercial vehicles and
passenger cars.
The company was started with the a
paid-up capital of Rs 2 lakhs and later
went public 1972.
 MUTUAL FUND
A mutual is a pool of money from
numerous investors who wish to save
or make money just like you.
It is a professionally managed
investment fund that pools money
from many investor to purchase
securities.
TYPES OF MUTUAL FUND
Closes ended fund
Open-ended fund
 THROW SWOT ANALYSIS
Strengths
Weaknesses
Strong brand name
Outstanding performance track record NO meaningful
passive presence

Opportunity Threats
Organic growth of target date funds technological
problems
Diversified franchise on a global basis government
regulation
 OBJECTIVES OF STUDY

To evaluate the growth of mutual fund.

To examine the return from selected mutual
fund.
To minimize risk and remove the
unsystematic risk.
To identified systematic risk.
To identify return variance.
to evaluate the overall performance of
mutual fund.
 DATA ANALYSIS
A) Research design: descriptive design
B) Data collection method: survey method
C) Universe: varanasi
D) Sampling method: non probability
convenience sampling method
E) Sample size: 100 respondents
F) Sample unit: Businessmen, Government
servant, Retired individual
G)Data source: primary data
H) Data collection instrument: structured
questionnaire
 1) Do you invest your saving in
mutual fund?
Investment Willingness

Investment Number Of Respondents

Yes 68
No 32
Total 100

Yes
No
 FINDING
We know you probability dont want
to spend hours learning about the
intricacies of mutual fund investing
even if you have cleared you
calendar for some quality fund study
time we dont need to dominate your
afternoon with this topic.
Morningstar fund report.
Value line fund report.
 SUGGETIONS
There is need to build awareness of the
new funds among the investors with
constantly being in contact with them.
Some of investors have asked for
periodical market report about stock
market so that they can get the knowledge
properly.
The company should advertise their tax
saving plan more so that they can gain
more customer.
 CONCLUSION
The mutual fund investor prefer of the equity fund as
they want more return on their money. They avoid going
in the debt fund because they can get same amount of
return on their banks that is also without taking any risk.
Usually people proffered to invest in mutual fund doing
NFO rather than seeing the performance of mutual fund
scheme. Sometimes due to back of detailed awareness
about mutual fund scheme the investor seek advise of
distributors.
People will not accept the entry load if the company
would any such type load during NFO because during
NFO the investor were not sure whether the given
scheme can really give them better return or not.
 ANNEXURE
Name:- Age:-..
Marital status of:-. Gender:-..
E-mail ID:-.. Contact NO:-
Residential address:-
State:- country:-

Working as:-
Q1) what kind of investment you prefer most?
ANS) (a) liquidity( ) (b) low risk( )
(c) high risk( ) (d) company reputation ( )
Q2) Have you ever invested your money in mutual fund?
ANS) YES.. NO
Q3)How do you come to know about mutual fund?
ANS) (a) Advertisement( ) (b) Peer group( )
(c) Bank( ) (d) Financial advisors( )
(e) None of these( )
Q4) Which features of mutual fund allure you most?
ANS) (a) Diversification( ) (b) Better return & safety( )
Q5)IN which mutual fund you have invest?
ANS) (a) SBIMF( ) (b) UTI( )
(c) HDFC( ) (d) RELIANCE( )
(e)OTHERS SPECIFY( )
Q6) When you invested in mutual fund which mode of investment will you prefer?
ANS) (a) One time investment( )
(b) Systematic investment plan(SIP)( )
(c) One time + SIP( )
Q7) What is your monthly investment?
ANS) (a) Up to RS. 10,000( )
(b) RS 10,000 to 15,000( )
(c) RS 15,000 to 20,000( )
(d) RS 20,000 to 30,000( )
(e) RS 30,000 and above( )

Feedback

..