HIRACHAND NEMCHAND COLLEGE

OF COMMERCE, SOLAPUR
(Autonomous College)

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A STUDY ON CUSTOMER PREFERENCES ON MUTUAL
FUND INVESTMENT IN HDFC BANK AND ICICI BANK

Presented By,
Apurva Balla (3203)
Madhavi Bura (3207)
Priyanka Gajul (3215)
Pranoti Khot (3230)
Shital Limbole (3237)
Dhanashri Mamdyal (3240)
Pavankrishna Yemul (3266)
Vivekanand Yemul (3267)
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CONTENTS

Introduction

Objectives of the study

Research Methodology:

Research Design
Introdution
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A mutual fund is a common pool of money into which investors place their contributions that are to be
invested in different types of securities in accordance with the stated objective.
-An equity fund would buy equity assets - ordinary shares, preference shares, warrants etc.
-A bond fund would buy debt instruments such as debenture bonds, or government securities/money
market securities.
-A balanced fund will have a mix of equity assets and debt instruments.
-Mutual Fund shareholder or a unit holder is a part owner of the fund's asset.
- The value of a share of the mutual fund, known as the net asset value per share (NAV) is calculated
daily based on the total value of the fund divided by the number of shares currently issued and
outstanding.
HDFC Mutual fund

Human
HDFC Asset
resources
Management
slide
ICICI
Prudential
Company Ltd (AMC) was
incorporated under
Companies Act, 1956,and was
approved to act as an Asset
Management Company for the
HDFC Mutual Fund by SEBI vide
its letter dated July 3, 2000.
 HDFC Mutual Funds:
1. HDFC Small Cap Fund
2. HDFC Large and Mid Cap Fund
3. HDFC Mid-Cap Opportunities
Fund
4. HDFC Balanced Advantage Fund
5. HDFC Index S&P BES Sensex
Fund
6. HDFC Flexi Cap Fund
ICICI Mutual fund
3
Asset
Management Company Ltd. is a
the leading asset management
company (AMC) in the country
focused on bridging the gap
between savings & investments
and creating long term wealth
for investors through a range of
bbbbHDFC
simple Small Cap
and relevant Fund
investment
solutions.
 ICICI Mutual Funds:
1. ICICI Prudential Bluechip
Fund
2. ICICI Prudential Equity
and Dept Fund
3. ICICI Prudential Balanced
Advantage Fund
4. ICICI Prudential S&P BSE
Sensex Index Fund
Objectives of the study
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To calculate and find out the risk and
return of selected mutual funds of
HDFC VS ICICI and make a
comparative analysis.

To analyze the concept and

parameters of mutual fund.

To know the investment performance

in mutual fund.

To find out which scheme is doing

well and which bank performs
well in the market.
 Research Methodology:
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Research is creative and systematic work undertaken to increase the stock of knowledge. It involves

the collection, organization, and analysis of information to increase understanding of a topic or

issue.
Research methodology is specification of methods and procedure for acquiring the information

needed for solving a problem.

It not only refers to the research method but also consider the logic behind the method used in the

context of research study and explain why a particular method or technique issued instead of the
other method so as to justify that the research results are capable of being evaluation by
researchers.
 Data Types
Human
A. Secondary Data:
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Any data which has been gathered earlier/ previously by someone, readily available for researcher

for reference is known as Secondary data.

There are various sources of secondary data like Books, Publications, Internet/website, earlier

research reports etc.

B. Primary Data :
 The first-hand information or fresh data collected by researcher specifically for solving research

problem is known as Primary Data.

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There are various sources to obtain the primary data as mentioned below.

1) Personnel interview
2) Observation
3) Case study
4) Questionnaire

 The source of primary data is using survey method. A questionnaire is a research device
consisting of a series of questions for the purpose of gathering information from respondents.
 The questionnaire is based on the objectives of the study. The questionnaire will be sent to
respondents and they have to answer the questions on their own.
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PERSONNEL
CASE STUDY
INTERVIEW

QUESTIONNAIRE
OBSERVATION

Sources of Primary
data
Research Design
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A. Problem Defining:
 In a competitive situation with multiple mutual funds operating in Indian market, it is necessary to

know about the performance of different mutual funds as the performance of mutual fund
decides about the future of Mutual Fund Company.
 In this study my focus is upon performance of investors regarding HDFC &ICICI.

B. Literature Survey:
We have used newspapers, magazines related to business &finance & apart from websites.
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C. Type of research:
The research is qualitative & descriptive in nature.
Qualitative research is that talk about the quality of the subject to be researched
Descriptive research is one that describes things as exists in present.
Descriptive research design is a type of research design that aims to systematically obtain

information to describe a phenomenon, situation, or population. More specifically, it helps answer

the what, when, where, and how questions regarding the research problem rather than the why.
 A researcher can conduct this research using various methodologies. It predominantly employs

quantitative data, although qualitative data is sometimes used for descriptive purposes.
It is important to note that in the descriptive research method, the researcher does not control or

manipulate any variables, unlike in experimental research. Instead, the variables are only identified,
observed, and measured.
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Sample Size:

 Sample size means the number of respondents

considered for collecting data. The sample size for the
study is 77 respondents.

Sample Method:

 Sampling method is the plan to obtained sample from

population or sampling frame for studying it can be
probability and non probability sampling. The sample
method used in this survey is probability method and in
that random sampling method
 DATA INTERPRETATION
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Thank You