Study on investor attitude toward

Uti mutual funds

Presented by :Inamdar.b.pawar

WHAT IS MUTUAL FUNDS ....????

A mutual fund is a trust that pools the savings of a The collected money is invested in various instruments like debentures, shares, etc. According to SEBI Regulation 1996 :
It is a fund establishment in the form of a trust to raise money through the sale of units to the public or a section of the public under one or more schemes for investing in securities, including money market instruments."

number of investors with common financial goals.

MUTUAL FUND OPERATION FLOW CHART

UTI Mutual fund

TOP MOST OPERATING MUTUAL FUND COMPANY IN INDIA

SBI MUTUAL FUND TATA MUTUAL FUND HDFC MUTUAL FUND ICICI MUTUAL FUND DSP BLACKROCK FUND UTI MUTUAL FUND RELIANCE MUTUAL FUND KOTAK MUTUAL FUND FRANKLIN TEMPLETION MUTUAL FUND BIRLA SUNLIFE MUTUAL FUND L&T FINANCE MUTUAL FUND BHARTI AXA MUTUAL FUND HSBC MUTUAL FUND

UTI MUTUAL FUND

Vision
To be the most Preferred Mutual Fund.

Our mission is to make UTI Mutual Fund

The most trusted brand, admired by all stakeholders The largest and most efficient money manager with global presence The best in class customer service provider The most preferred employer The most innovative and best wealth creator A socially responsible organization known for best corporate governance

SIGNIFIACNCE THE STUDY

The main purpose of doing this project was to know about mutual fund and its functioning. This helps to know in detail about mutual fund industry. It also help in understanding different schemes of mutual funds. Like equity , income , balance as well as returns associated with those schemes.

OBJECTIVE OF THE STUDY UTI MUTUAL FUND Find out the attitude of customers towards UTI Mutual funds. Find out the proportion of various schemes invested in UTI Mutual funds. Find out the main usages of UTI mutual funds. And measure the level of customer satisfaction in UTI Mutual funds.

RESEARCH METTHODLOGY

Sources of data : Primary data Secondary data

 UTI MUTUAL FUND BRAND : UTI Mutual fund has the highest TOM ( top of mind ) recall and total awareness of 98% among all mutual fund investor. Trusted by over 10 million investor.

Best Indian Mutual Funds

UTI Mutual Fund is one of the Top mutual funds in India catering to diverse investment needs of investors through a suite of mutual fund schemes. UTI Mutual Fund is promoted by the four of the largest Public sector Financial Institutions as sponsors, viz., State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank with each of them presently holding a 18.5% stake in the paid up capital of UTI AMC.

 UTI Mutual Fund is one of the premier Mutual Fund Investment Companies in India that serving investors through a suite of acclaimed mutual fund schemes. UTI Mutual Fund is also one of the Top Rated Mutual Funds in India offering the best options for saving through mutual funds.

UTI Mutual Fund Products

chopra.rajiv@icai.org

UTI MUTUAL FUND SCHEMES

UTI Mutual Fund offers a number of useful schemes to its customers. Some of the popular products launched by the mutual fund organization have been listed below. UTI Asset Fund UTI Index Funds UTI Balanced Fund UTI Contra Fund

Assets under Management

UTIAMC presently manages a corpus of over Rs 5781734.00 lakhs as on December 31st 2011(source: www.amfiindia.com)

FUND PERFORMANCE

chopra.rajiv@icai.org

ANALYSIS AND INTERPRETATION

Interpretation refers to the task of drawing inferences from the collected facts after an analytical and /or experimental study. The factors are analyzed under the following broad phases: PHASE I :

Personal Factors :- This phase includes the personal details of the

investors. The factors considered are age, gender, qualification and work status.
PHASE II:

Investment Factors :- In this particular phase the responses for the

various investment related factors that have been considered in the questionnaire have been analyzed. The investors attitude and satisfaction related factors have been analyzed in this phase.

AWARDS WON 2010

chopra.rajiv@icai.org

chopra.rajiv@icai.org

chopra.rajiv@icai.org