Topic:-PERFORMANCE EVALUATION OF MUTUAL FUND AND

COMPREHENSIVE STUDY OF RELIANCE MUTUAL FUND

Presented By;-
Daniel Peter
Reg,no.3020070192
Bba-Mba(Intg)
Introduction
Mutual Fund Operation
Flow Chart
PROFILE
History of Mutual Funds
TYPES OF SCHEMES
By investment
My Work
Reliance Infrastructure fund
 Sampling technique

In this study the population is spread to the large

area to jalandhar so only five area of jalandhar
selected as the representation of whole population.
Area of sampling
Collection of data
Objective
First Analyses How frequently do you invest your money

Response(Time) No of Respondents

Monthly 54

Semi-Annually 26

Annually 20
 Con….

Above finding shows that out of 100 respondents, 54

respondents invest in monthly,26 respondents invest
semi-annually and rest of the respondent’s i.e.20
has invested in annually.
 2.Number of fields or avenues in which the investor can invest:-
Response No of respondents
In v e s tm e n t A v e n u e s
Stock Market

9 35
30
Mutual Funds 25
20
15 B a n k s3 ,2
23 M u tu a l
10 S to c k F u n d s2 ,3 R e a l P o s ta l S a v i n g
5 M a r k e9t, E s ta te1 ,6 S e r v i c e2s0,
Banks
0

ofR
espndt N
32 S t o c k M a rk
M eu t u a l F u n d Bs a n k s R e a l E s t aPt eo s t a l S a v in g
S e rv ic e s
Real Estate
A venu es
16

Postal Saving Services

20

 The evident from above finding showed that out of 100 respondents,
9 respondents are invested in stock market, 23 in mutual funds, 32 in
the banks, 16 in the real estate and 20 in postal saving services.
 3.Investment period of the investor
Period No of Respondents
In v e s tm e n t P e rio d

60
Less than 1 year 24 50
40

No of Respondents
30 1 -5 ye a rs, 5 6

1-5 years 56 20
L e ss th a n 1, M o re th a n 5,
10 24 20
0
Le s s th a n 1 1-5 y e ars M ore tha n 5
T im e p e rio d
5 years & above 20

 From the above graph it is clear that most of respondents preferred

to invest their money for 1-5 years i.e. 56 respondents, 24 invested in
less than 1 year, 20 respondents invest in 5 years and above.
Awareness of mutual fund
Response No of Respondents A w a re n e s s

60
50
40
Yes 45 30 N o ,5 5
20 y e s4 5

10

ofR
N
0

Espndet
Y es No
No 55 Resp onse

 Above evident shows that as most as 55 of the total

respondents does not have full knowledge of mutual
fund, 45 respondents have knowledge of mutual fund.
 The factors influenced while invested in mutual funds

Factor influenced No of Respondents F a c to rs in flu e n c e d

40
35
Goodwill 30 30

No of respondents
25
20
R e tu rn , 35
Return 35 15 G o o d w ill, 30
S a fe ty, 25
10
B e tte r
Safety 5 S e rvice , 10
0
25 G oodw ill R eturn S afety B etter S ervic e
F a cto rs

Better Service 10

 From the above graph it is clear that the Goodwill and Return are the
important factors which are preferred by respondents while taken
any mutual funds. Followed by the Safety and Better services.
 No. of responding in invest in reliance infrastructure fund

Response No of Respondents

Yes 25

No 75

 Above finding shows that out of 100 respondents, only

25 respondents invest in reliance infrastructure fund.
 Rank given to Reliance Mutual Funds:-

Rank No of Respondents R e lia n c e M u tu a l F u n d

60
Very Good 20
50

40

No of Respondents
Good 55 30 55
20
25
25 10 20

0
Average
V e ry G ood G ood A verage
R a n ks G ive n

 Rank of MF 20 respondents, very good,55 good

and 25 average
 LIMITATIONS

Time constraints.
Language barrier.
Peoples are not ready to fill the questionnaire.
 RECOMMENDATION

RMF should target the untapped market by proper

advertising and making the mutual fund more
familiar to the public.
RMF should try to boost direct selling.
Any
Questions