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EFFICENCY OF MUTUAL

FUND IN INDORE
FINANCIAL MARKET
By:
Santosh Kumar
SIP Details
ØOrganization :RELIANCE MUTUAL FUND
ØCompany Project Guide : Mr. Shailendra Dave
ØDesignation :Relationship Manager
ØFaculty Guide :Prof. Pooja Kushwaha
INTRODUCTION

 Mutual Fund can be


defined as a trust that
pools the savings of a
number of investors
who share a common
financial goal.
Cycle of Mutual Fund
Objective of all mutual funds
ØProvide better returns to investors
ØMinimizing the risk associated with capital market
investment
ØProviding a steady flow of income
ØProviding high capital appreciation
ØProviding capital appreciation with income
ØProviding income or capital appreciation with tax
benefits
HISTORY

ØMutual Fund originated in


1870
ØFirst investment trust in
Scotland in 1890
ØDiscovered in Scotland by Mr.
Robert Fleming
ØUTI in the year 1963 in India
Phase of Mutual Fund
ADVANTAGES OF MUTUAL
FUND
Drawbacks of Mutual
Funds
ØNo Guarantees
ØFees and commissions
ØManagement risk
Objective of the Project

ØEfficiency of
Mutual Fund in
Indore Financial
Market.
METHODOLOGY
ØPreparation of appropriate
tool to be used which would
include
ØSurvey
ØQuestionnaires (Open
ended and Close
ended).
ØStatistical Techniques
ØInterviews
Limitations of the Study

ØThe project is limited to Indore city.


ØThe research will be based on the
primary and secondary data gathered
by me.
ØSample size of 100 is taken for the
questionnaire
ØThe research has been done in a
manner that it can be free from
sampling errors like Systematic error
respondent error.
Investment in Financial
Product
The avenue of investor
CHART- 2
Satisfaction level of investors
Mutual Fund Company
prefer by investors
Reason to invest in Mutual
Fund
SUMMARY OF FINDINGS &
CONCLUSION
ØLow risk and discipline
investment has been found
to be the main factor for
efficiency.
ØIn general people are
interested in investment in
financial instrument .
Conclusion

ØMutual fund Industry is


very growing industry
ØDue to recession the
number of investment
have gone down , but it is
growing and performing .

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