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    Presented By: Under The Supervision of Davneet Kaur (16MBAA27) Mr. Atul Gupta Diwakar Varshney (16MBAA35) (Deputy Manager)

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    Syed Umair
    This document presents a study conducted on mutual funds by Davneet Kaur and Diwakar Varshney under the supervision of Mr. Atul Gupta of Karvy Group. The study analyzed data collected through a survey of 50 respondents regarding their preferences and perceptions of mutual funds compared to other investment options. The findings show that while most respondents were aware of mutual funds, a majority preferred other investment options due to perceptions of lower risk. The conclusion is that Karvy needs to increase awareness of mutual funds in the area and allocate resources to do so.

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    Presented By: Under The Supervision of Davneet Kaur (16MBAA27) Mr. Atul Gupta Diwakar Varshney (16MBAA35) (Deputy Manager)

    Uploaded by

    Syed Umair
    72 views30 pages
    This document presents a study conducted on mutual funds by Davneet Kaur and Diwakar Varshney under the supervision of Mr. Atul Gupta of Karvy Group. The study analyzed data collected through a survey of 50 respondents regarding their preferences and perceptions of mutual funds compared to other investment options. The findings show that while most respondents were aware of mutual funds, a majority preferred other investment options due to perceptions of lower risk. The conclusion is that Karvy needs to increase awareness of mutual funds in the area and allocate resources to do so.

    Original Description:

    SYSTEMATIC INVESTMENT PLAN WITH REFERENCE TO MUTUAL FUNDS

    Original Title

    summer training

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    This document presents a study conducted on mutual funds by Davneet Kaur and Diwakar Varshney under the supervision of Mr. Atul Gupta of Karvy Group. The study analyzed data collected through a survey of 50 respondents regarding their preferences and perceptions of mutual funds compared to other investment options. The findings show that while most respondents were aware of mutual funds, a majority preferred other investment options due to perceptions of lower risk. The conclusion is that Karvy needs to increase awareness of mutual funds in the area and allocate resources to do so.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    72 views30 pages

    Presented By: Under The Supervision of Davneet Kaur (16MBAA27) Mr. Atul Gupta Diwakar Varshney (16MBAA35) (Deputy Manager)

    Uploaded by

    Syed Umair
    This document presents a study conducted on mutual funds by Davneet Kaur and Diwakar Varshney under the supervision of Mr. Atul Gupta of Karvy Group. The study analyzed data collected through a survey of 50 respondents regarding their preferences and perceptions of mutual funds compared to other investment options. The findings show that while most respondents were aware of mutual funds, a majority preferred other investment options due to perceptions of lower risk. The conclusion is that Karvy needs to increase awareness of mutual funds in the area and allocate resources to do so.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Presented by: Under the supervision

    of
    Davneet Kaur (16MBAA27) Mr. Atul Gupta
    Diwakar Varshney (16MBAA35) (Deputy Manager)
    Contents

    S. no. Topic
    1. Company profile
    2. Working of company
    3. Mutual Fund
     SIP
     PORTFOLIO INVESTMENT
    4. Objective of Study
    5. Research Methodology and Data
    Analysis
    6. Findings and Conclusion
    Company profile
     Karvy group was formed in 1983 at Hyderabad,
    India.
     It ranks among the top stock brokers in India as
    well as in almost all the fields in which it
    operates
     Top mutual fund mobilizer with over Rs.5000
    crores under management.
     It has 575 offices over 375 locations across
    India.
    Objectives of the training:

    To know market status of mutual funds.


    RESEARCH
    METHODOLOGY
    • Research design-Exploratory research.
    - Research type- Qualitative nature.
    • Sample Design- Convenience Sampling
    Method
    • Sample Size- 50 units
    • Sources of data- Primary Source and
    Secondary Source.
    Data Analysis
    MUTUALFUND OTHER OPTIONS

    36.00%

    64.00%
    2. Please indicate the reason for choosing options other than mutual funds

    low risk high risk

    28.07%

    71.93%
    3. If a service person who pays income tax wants to invest, which option would you sugg

    Mutual fund Others

    44.44%

    55.56%
    yes no

    29.91%

    70.09%
    friends relatives media newspaper

    18.52%
    29.63%

    14.81%

    37.04%
    only one two three more than three

    9.35%
    5.61%
    38.32%

    46.73%
    open ended close ended interval

    31.71%

    48.78%

    19.51%
    8. Are you sure about the risk related to the scheme?

    sure to an extent

    31.91%

    68.09%
    yes no

    43.18%

    56.82%
    yes no

    38.46%

    61.54%
    11.Would you like to work with Karvy securities limited for dealing in mutual fund?

    yes no
    27.27%

    72.73%
    12. If no, then the reason would be

    no time lack of knowledge


    no expansion plans not answered

    13.10% 8.28%

    56.55%
    22.07%
    FINDINGS
    Karvy has not tapped higher market share in Aligarh as that of other brands.
    CONCLUSION
    Allocation of scarce resources.
    Spread awareness.
    LIMITATIONS
    REFERENCES
    • www.mutualfundsindia.com
    • www.amfiindia.com
    • www.themanagementor.com
    • www.dewb-vc.com
    • www.karvy.com
    • www.indiacorporateadvisor.com
    • www.nsdl.co.in
    • www.incometaxdelhi.nic.in
    • www.incometaxindia.gov.in
    • David J. Luck & Ronald S. Rubin, “Marketing Research”,Ed.-7 (ISBN)
    • D.C. Anjaria & Dhaivat Anjaria, “AMFI Workbook”,
    THANK YOU

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