Presented by: Under the supervision

of
Davneet Kaur (16MBAA27) Mr. Atul Gupta
Diwakar Varshney (16MBAA35) (Deputy Manager)
 Contents

S. no. Topic
1. Company profile
2. Working of company
3. Mutual Fund
 SIP
 PORTFOLIO INVESTMENT
4. Objective of Study
5. Research Methodology and Data
Analysis
6. Findings and Conclusion
Company profile
 Karvy group was formed in 1983 at Hyderabad,
India.
 It ranks among the top stock brokers in India as
well as in almost all the fields in which it
operates
 Top mutual fund mobilizer with over Rs.5000
crores under management.
 It has 575 offices over 375 locations across
India.
Objectives of the training:

To know market status of mutual funds.

 RESEARCH
METHODOLOGY
• Research design-Exploratory research.
- Research type- Qualitative nature.
• Sample Design- Convenience Sampling
Method
• Sample Size- 50 units
• Sources of data- Primary Source and
Secondary Source.
Data Analysis
 MUTUALFUND OTHER OPTIONS

36.00%

64.00%
2. Please indicate the reason for choosing options other than mutual funds

low risk high risk

28.07%

71.93%
3. If a service person who pays income tax wants to invest, which option would you sugg

Mutual fund Others

44.44%

55.56%
 yes no

29.91%

70.09%
friends relatives media newspaper

18.52%
29.63%

14.81%

37.04%
only one two three more than three

9.35%
5.61%
38.32%

46.73%
 open ended close ended interval

31.71%

48.78%

19.51%
8. Are you sure about the risk related to the scheme?

sure to an extent

31.91%

68.09%
 yes no

43.18%

56.82%
 yes no

38.46%

61.54%
11.Would you like to work with Karvy securities limited for dealing in mutual fund?

yes no
27.27%

72.73%
12. If no, then the reason would be

no time lack of knowledge

no expansion plans not answered

13.10% 8.28%

56.55%
22.07%
 FINDINGS
Karvy has not tapped higher market share in Aligarh as that of other brands.
 CONCLUSION
Allocation of scarce resources.
Spread awareness.
LIMITATIONS
 REFERENCES
• www.mutualfundsindia.com
• www.amfiindia.com
• www.themanagementor.com
• www.dewb-vc.com
• www.karvy.com
• www.indiacorporateadvisor.com
• www.nsdl.co.in
• www.incometaxdelhi.nic.in
• www.incometaxindia.gov.in
• David J. Luck & Ronald S. Rubin, “Marketing Research”,Ed.-7 (ISBN)
• D.C. Anjaria & Dhaivat Anjaria, “AMFI Workbook”,
THANK YOU