Professional Documents
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It is bound to adapt the rich books, journals, periodicals, reports, etc. to measure
with quantity of collections. Lots of books, national and international level
magazines, websites are referred for the study. The previous research studies are
also be used as a guideline in preparing and designing the research work. Dr. N. K.
Sathya Pal Sharma in his Research Article titled ANALYSIS OF THE RISK AND
RETURN RELATIONSHIP OF EQUITY BASED MUTUAL FUND IN INDIA published in the
International Journal of Advancements in Research & Technology, Volume 2, Issue 8,
and August-2013. Using CAPM one can calculate the expected rate of return for a
portfolio, given its risk. The objective of the study is to bring out a comparison
between the performance of equity based mutual funds of public and private
sectors in India. So, in this paper the first task is to calculate the risk associated with
a mutual fund. This is denoted by beta in CAPM. The research article found few
things like; the overall analysis finds that Reliance and UTI have been the best
performers, Kotak an average performer and SBI the worst performer which gave
below-expected returns on the risk-return relationship. It is concluded with the point
that, though the stock market is subjected to high risk, by using derivatives the loss
can be minimized to an extent.
Occupation
Age group
Period of investment preferences
Investment option( through risks)
Their expected returns.
DATA SOURCES The present study is totally based on the primary data. Secondary
data only used for the reference. The data has been collected by interacting with
various people i.e. the sources of information were collected from the investors of
age group of 18-60 above (people both with and without knowledge about mutual
funds) and also collecting feedbacks against a well-designed questionnaire.
SAMPLING
SAMPLING PROCEDURE: The sample is selected in a random way, irrespective of
them being investor or not or availing the services or not. It was collected through
personal visits to the known persons, by formal and informal talks and through
filling up the questionnaire prepared. The data has been analyzed by using the CHISQUARE test and CAPM method. The group has been selected and the analysis has
been done on the basis statistical tools available.
SAMPLE SIZE: The sample size of my report was limited to 75 respondents only. Out
of which only 50 respondents have invested in mutual fund. Other 20 have no
inclinations towards mutual fund.
SAMPLE DESIGN: Data has been presented with the help of various graphs and
table values required for doing CHI-SQUARE TEST.
LIMITATIONS OF THE STUDY