A

SYNOPSIS

ON
“MUTUAL FUND.”

STUDENTS NAME

Vivek Adkine

Roll no: 120

SUBMITTED TO

Prof. Ms. Priya Tiwari

Dr. D. Y Patil Unitech Society’s

Dr .D.Y . Patil Institute of Management & Research, Sant

Tukaram Nagar, Pimpri, Pune- 411018

BATCH 2018-20
 Title of Project: A STUDY OF MUTUAL FUND

Company Name: “KADAM CAPITAL PVT.LTD.

Objective:

• To find out the reason for investment.

• To assess the investment opportunities usually preferred by the investors.

• To study awareness of mutual fund among investors.

• To study whether the investors are considering Mutual Fund a better option or
not.

Research Methodology

Sources of data collection

Two sources of collecting data has been employed i.e. primary data and secondary data.

Primary data
A questionnaire is used as a tool for the systematic collection of relevant information.
A well questionnaire consisting of simple questions has been prepared & directed to the
respondents.
(Questionnaire is attached at the end of the projects)
The questionnaire prepared consists of closed-ended questions which includes
Multiple choices
Rating scale
The questionnaire also consists of open-ended questions.
The first section of questionnaire is prepared mainly for collecting the personal
information about the respondents.
The second section contains multiple choice questions. It is prepared to collect the
Information about customer perception.
The close- ended questions are very easy to answer from the questionnaire
Responded by the respondents.

Secondary Data
There are two sources of collecting Secondary data.
1. Published data
2. Unpublished data
Secondary data is collected from the company’s websites, fact sheet etc.
Sampling Procedure
Sample size: 200

PLANT OF DATA ANALYSIS

1. 1.Personal Details:
a) Name:-

b) Add: -

c) Age:-

d) Contact No:-

e) Qualification:-

Graduation/PG Under Graduate Others

f) Occupation. Pl tick (√)

Govt. Sec Pvt. Sec Business Agriculture Others

g) What is your monthly family income approximately? Pl tick (√).

Up to Rs. 10,001 to Rs. 15,001 to Rs. 20,001 to Rs. 30,001 and

Rs.10,000 15000 20,000 30,000 above

2. How do you come to know about Mutual Fund?

a) Advertisement
b) Peer Group
c) Banks
d) Financial Advisors

3. Have you ever invested your money in mutual fund?

Yes No
4. In which kind of mutual you would like to invest?
a) Public [ ]
b) Private [ ]

5. Which mutual fund scheme have you used?

Open-ended Close-ended
1. Liquid fund 1. Mid- Cap

2. Growth fund 2. Regular Income fund

3. Long-Cap 3. Sector fund

6. When you invest in Mutual Funds which mode of investment will you prefer?

a) One Time Investment b) Systematic Investment Plan (SIP)

7. Where from you purchase mutual funds? Pl tick (√)

a) Directly from the AMCs [ ]
b) Brokers only [ ]
c) Brokers/ sub-brokers [ ]
d) Other sources [ ]

8. Which AMC will you prefer to invest?

Assets Management Co. Pl tick (√)

a) a. SBIMF

b) b. UTI

c) c. Reliance

d) d. HDFC

e) e. Kotak

f) f. ICICI

g) g. JM finance
9. Which scheme do you prefer for investment?
Growth Income Balanced

10. What is your expected return?

Less than 10% 10-15% 15-20% Above 20%

11. Are you satisfied with your present holding?

Yes No

12. What strategy do you use when prices are falling?

More investment Redeeming