ANALYZING THE INVESTOR’S

PERCEPTION TOWARDS
SUNDARAM BNP PARIBAS
MUTUAL

Submitted By Presented to
Manpreet Kaur Ms.Rekha honda
94052235308 (lect. In mgt. dept. )
INTRODUCTION
SUNDARAM BNP PARIBAS MUTUAL

Sundaram BNP Paribas Mutual Fund investments are managed by

Sundaram BNP Paribas Asset Management Company Limited. The
sponsor of the fund is SUNDARAM Finance, one of India’s leading
financial services companies. The Asset Management Company was
started in 1996 as a joint venture between SUNDARAM Finance (61%)
and Newton Investment Management (39%). After the acquisition of
Newton by US-based Mellon Financial Corporation, SUNDARAM Finance,
in 2002, acquired the 39% stake of Newton in the AMC.
Sundaram BNP Paribas Mutual offers innovative mutual fund products to
its wide pool of customers spread across fifty cities on India. This Chennai
based financial company provides a wide range of investment options.
Sundaram Finance is one of India's largest non-
banking companies with an asset base in excess of
Rs 3,000 crore and annual revenues of over Rs350
crore. BNP Paribas is one of the largest European
banks with a total asset base of €1.2 trillion and
market capitalization of around €57 billion.
The Sundaram BNP Paribas Mutual Fund, the
erstwhile Sundaram Mutual Fund is one of the fast
growing mutual funds in India.
VISION MISSION
To be a significant To provide people
player in the Indian best experience in
asset management accessing financial
space and be one of markets.
the top ten asset
managers.
PHILOSOPHY
• Respect others, their needs and sentiments.
• Develop and maintain trust of the customer.
• Communicate freely
• Be on time always
• Never ever take short cuts
• Admit and share mistakes.
STRUCTURE FOR MUTUAL FUND
BUSINESS
 Investor
Sponsors

Sundaram Finance
Limited
BNP Paribas Asset
TRUSTEEManagement Investment
manager
Sundaram BNP Sundaram BNP Paribas
Paribas Asset Management
Company Limited
Trustee Company
Limited Transfer
Mutual
agent
fund
Sundaram BNP CAMS/
Paribas Mutual KARVY
Fund
Custodians
Standard Chartered/HDFC
Bank /HSBC

SEBI
 MUTUAL FUND
A Mutual Fund is a body
corporate registered with the
Securities and Exchange
Board of India (SEBI) that
pools up the money from
individual/corporate investors
and invests the same on
behalf of the investors/unit
holders, in Equity shares,
Government securities,
Bonds, Call Money Markets
etc, and distributes the
profits.
Working of Mutual Fund
TYPES OF MUTUAL FUNDS
REVIEWS OF LITERATURE
AUTHOR YEAR Reliance Mutual Fund
FINDINGS

Gressis et al. 1980 Conducted the study and

suggested that several people
have attempted to evaluate
the performance of mutual
funds.

Kaminsky et al. 2001 Examined that international

mutual funds are key
contributors to the
globalization of financial
markets and one of the main
sources of capital flows to
emerging economies.

Bergstresser et al. 2009 Analyzed that many investors

purchase mutual funds
through intermediated
channels, paying brokers or
financial advisors for fund
selection and advice.
 NEED
The need of the study arises because the
studies that are conducted earlier are
based on the relation between a fund’s
performance, the fund manager’s choice
of portfolio risk, growth of the mutual fund
industry and the impact of contractual
incentives on the performance of mutual
funds. As we want to know the investor’s
perception towards mutual funds, that’s
why we had conducted this research.
•To study the perception of investors toward
investment Sundaram mutual funds.

•To study the investor’s awareness and

confidence toward Sundaram mutual funds.

•To study the factors influencing the decision of

investment in Sundaram mutual funds.

•To study the satisfaction level of investors from

the investment through Sundaram mutual funds.

•To know the problems faced by investors by

investing through Sundaram mutual funds.
RESEARCH METHODOLOGY
 UNIVERSE
Theoretical
Accessible
Target Population

SAMPLI SAMPLE UNIT

SAMPLE SIZE
NGDESI Consumers of
100 Respondents
GN Ludhiana

SAMPLING
TECHNIQUE
Convenience
Sample
 SECONDARY
METHODS DATA

OF DATA
COLLECTI
ON PRIMARY
DATA
Awareness Level of Sundaram Mutual

All
respondents
i.e. 100% had
invested in
Sundaram
Mutual

nv
Investment In Sundaram Mutual Fund Out of Total Investment
Equity Fund of Sundaram BNP
Paribas Mutual
Time Horizon to Keep Investment in Mutual
Fund
 Main Objectives of Investment in Sundaram
Mutual
Factors Rank 1 Rank 2 Rank 3 Rank 4 Rank 5 Weighted
Average Score

Quality of Service 28 22 14 19 17 275

Fund Performance 36 36 12 13 3 211
Cooperation of Staff 27 21 12 18 22 287

Time taken for 2 11 38 26 23 357

Dividend Payout

Brand Equity 7 10 24 24 35 370

Total 100 200 300 400 500 1500
Returns from Investment in
Sundaram Mutual Funds
Frequency of Monitoring Fund
Performance
 Preference of The Respondents
RANKS → Rank1 Rank2 Rank3 Rank4 Rank5 Total
Source of reliability
↓

Advertisement 26 6 49 16 3 264

Brokers/ Professional 56 21 6 9 8 192

Consultants
Recommendations from 9 31 26 26 8 293
friends and relatives
Financial advisors 66 9 10 6 9 183

News papers/Magazines 3 18 26 39 14 343

Total 160 170 351 384 210 1275

Preference of Respondents to Invest
in Various Mutual Funds Scheme
Satisfaction Level of Mutual Fund
Investors
Reasons for the Dissatisfaction Among the
Mutual Fund Investors
Problems Faced by Investors in
Mutual Funds
Solutions for the Problem
Potential for Sundaram Mutual Fund
Market in Future
CONCLUSION
1. The Customer follow up should be timely
so that the customer may not have problem
in getting any information regarding the
company and about the new products.

2. Market surveys should be conducted

regularly so that to know about customer
demands and changing needs. The
Company should know about the customers
changing needs and demands by
conducting market surveys which are
helpful in innovating a product which suits
the customer’s requirement.
 4.Once a while seminar should be
organized by the company to create
awareness and should timely send the
update regarding seminars to the
customers.
5. The documents should be timely
dispatch to the investors for the
convenience of the investor.
E. .
NT INU
CO 6. Past performance should be checked as
regards returns of the financial instruments
before investing.

7. Better cooperation from the staff side of

the company will also enhance the
company’s image.