A STUDY ON MUTUAL FUNDS OF INDIA WITH REFERENCE TO SHAREKHAN PRIVATE LIMITED, MANGALORE.

A Project Report submitted to the Mangalore University in partial Fulfillment and completion of SIXTH SEMESTER BACHELOR OF BUSINESS MANAGEMENT By

K MOHAMMED MOHSIN Reg. No. 082300118

UNDER THE VALUABLE GUIDANCE OF Mr. Thilakraj G. Lecturer and Project Guide

S D M COLLEGE OF BUSINESS MANAGEMENT MANGALORE 575003 2010 2011

SHRI DHARMASTHALA MANJUNATHESHWARA COLLEGE OF BUSINESS MANAGEMENT MANGALORE 575003

CERTIFICATE This is to certify that Mr. K Mohammed Mohsin of final year B.B.M Degree, bearing the register number 082300118 has successfully completed the project work titled A study on Mutual funds of India With reference to Sharekhan Private Ltd, Mangalore. This is done in partial fulfillment of the requirement of Bachelors of Business Management Degree of Mangalore University and that he has worked under my guidance and direction. The views expressed and suggestions made are entirely his own and based on his empirical study. ACCEPTED AND FORWARDED TO THE PRINCIPAL FOR APPROVAL
Place: MANGALORE Date: Mr. Thilakraj G Lecturer & Project Guide ACCEPTED AND FORWARDED TO MANGALORE UNIVERSITY Place:MANGALORE Date: Dr. Devaraj K. Principal Maximum Marks: Minimum Marks: Signature of the Examiner

DECLARATION

I hereby declare that The Project Report on A Study On Mutual Funds of India with reference to Sharekhan Private Limited has been written by me during the academic year 2010-2011 under the valuable guidance of Mr. Thilakraj G, Lecturer, S.D.M. College of Business Management, Mangalore in partial fulfillment for the completion of Sixth Semester Bachelor Of Business Management Examination requirement of

Mangalore University. I also declare that this Project Report is the result of my sincere efforts and that it has not been submitted to any other university before.

Register Number : 082300118 Date : Place : Mangalore

K.M.MOHSIN.

ACKNOWLEDGEMENT

I wish to place on record my gratitude and thanks to everyone who has helped in the preparation of this project report. My appreciation goes out to everyone for their efforts and help. Let me take this opportunity to thank our respected Principal Dr. Devaraj K. without whose words of immense wisdom this Project report would not have come true. I am in debt to Mr. Thilakraj G, Lecturer and my project guide who inspired me to work with vigor every time. I am indeed very grateful to Sharekhan Private Ltd for permitting me to do my project study. I wish to place on record my gratitude towards Mr. Adarsh Kumar, The General Manager for his professional guidance without which it would have been impossible to complete this project report. I would like to thank the respondents for their co-operation and my friends without who this report would not have been a reality.

K.M.MOHSIN Place : Mangalore Date :

CONTENTS
CHAPTER NO. LIST OF TABLES LIST OF CHARTS I II III IV V INTRODUCTION INDUSTRY PROFILE COMPANY PROFILE CONCEPTUAL STUDY DATA ANALYSIS AND INTERPRETATION VI FINDINGS , SUGGESTIONS AND CONCLUSION. 74 - 78 1-5 6-8 9 - 23 24 - 57 58 73 TITLE PAGE NO.

ANNEXURE QUESTIONNAIRE BIBLIOGRAPHY

LIST OF TABLES

TABLE NO.
5.1 5.2 5.3

LIST OF TABLES

PAGE NO
59 60 61

Table showing, the age of the respondents. Table showing, the sex of the respondents. Table showing, the educational qualification of the respondents. Table showing, the occupational status of respondents. Table showing the monthly income Table showing whether respondents invested in mutual funds Table showing why mutual fund as an investment avenue. Table showing the amount invested in mutual funds Table showing investment strategy of respondents Table showing the means of market information Table showing the risk preference in mutual funds among respondents

5.4

62

5.5 5.6

63 64

5.7

65

5.8 5.9 5.10 5.11

66 67 68 69

5.12

Table showing the preference of mutual fund company among respondents. Table showing the investing period among respondents Table showing type of funds Table showing the type of schemes

70

5.13

71

5.14 5.15

72 73

LIST OF CHARTS

TABLE NO
5.1 5.2 5.3 5.4

LIST OF CHARTS
Chart showing, the age of the respondents. Chart showing, the sex of the respondents. Chart showing, the educational qualification. Chart showing, the respondents occupational status Chart showing the monthly income Chart showing whether respondents invested in mutual funds Chart showing why mutual fund as an investment avenue Chart showing the amount invested in mutual funds Chart showing the investment strategy of respondents Chart showing the means of market information Chart showing risk preference in mutual funds among respondents Chart showing preference of mutual fund company among respondents Chart showing the investment period among respondents Chart showing type of funds. Chart showing the type of schemes.

PAGE NO
59 60 61 62

5.5 5.6

63 64

5.7 5.8

65 66

5.9

67

5.10 5.11

68 69

5.12

70

5.13

71

5.14 5.15

72 73