Professional Documents
Culture Documents
Under The Guidance Of:-Presented By: - Ms. Geeta Saini Shubham Bansal Mba 2 Year 2017038
Under The Guidance Of:-Presented By: - Ms. Geeta Saini Shubham Bansal Mba 2 Year 2017038
Under The Guidance Of:-Presented By: - Ms. Geeta Saini Shubham Bansal Mba 2 Year 2017038
Employees :- 501-1000
Customers.
Personal Interviews.
Telephone inquiries.
d) Sample size:
50 customers.
d) Target population:
Salaried people.
Government employees.
Return On the scheme Annual returns in%
HDFC 2018 2017 2016 2015
Qtr1 Qtr2
HDFC Top 100 Fund (g) -6.9 1.1 31.8 7.8 -6.2
ICICI
37%
17%
26%
SAFETY
HIGH RETURN
LIQUDITY
23% LESS RISKY
MARKETABLITY
17%
17%
17%
EQUITY FUND
50% DEBT FUND
HYBRID FUND
33%
20%
37%
HDFC
ICICI PRUDENTIAL
OTHERS
43%
13%
MONTHLY (SIP)
43%
17% ONCE IN SIX MONTH
ONCE IN YEAR
VERY RARE
27%
46% Yes
No
54%
World Savings Scenario in financial assets is drastically
improving compared to physical assets.
Assets of Mutual Funds in India constituted less than 5% of
GDP which is still low as compare to other countries.
When sector funds returns are compared to the related
benchmark of the stock index , mutual funds are performing
better , especially when the period of investment is more than
one year.
Lack of Awareness and Information.
Customer Relationship Management.
Disclosure of Risk.
Educating the agents.
Mutual funds are suitable to all age of
investors like business men , salaried person,
government employee.
Need of financial consultant.
Low cost of acquiring funds.
Tax benefits.
Better and preferable.