INTERIUM REPORT ON

A DETAIL STUDY ABOUT COMMON

INVESTORS AWARENESS REGARDING THE
DIFFERENT CONCEPTS & TERMINOLOGY
OF MUTUAL FUNDS WITH SPECIAL
REFERENCE TO RELIGARE.

Submitted by
Dipika Lamba
MBA (III)
Enrollment No. 8NBDH007
 Acknowledgement
• I want to acknowledge the opportunity given by
Sir Mr. M.L. Sabharwal, principal of INC; I also
want to thank Mrs. Sonia Gambhir for her
constant guidance.
• I am very much indebted to Branch Manager of
Religare, Dehradun who associated me with
complete information.
• Lastly, I want to thank God, my parents and
friends for their constant support.
 OBJECTIVES OF STUDY
SPECIFIC OBJECTIVE:

• To study about common investors awareness regarding the different

concepts and terminology of mutual funds.

GENERAL OBJECTIVES:

• To study the terms and concepts used in mutual funds.

• To see effect of financial literacy on the profitability to the customers.

• To know the effect of financial literacy on profitability and market share of

the company.

• To know the effect of financial literacy on the profitability of the brokers

 METHODOLOGY
PRIMARY DATA:
 LIMITATIONS
• Time constraint

• Data sources

• Confined to Religare mutual Fund

• Sampling error
 INTRODUCTION
COMPANY PROFILE

• A diversified financial services group

• Operates from seven domestic regional offices,
43 sub-regional offices, and has a presence in
498* cities and towns
• Launched India's first wealth management joint
venture under the brand name 'Religare
Macquarie Private Wealth'
 RESEARCH PLANNED FOR
• To know literacy levels through
questionnaire.
• To go through the secondary data.
• Combine analysis of primary and
secondary data.
 PROGRESS OF REPORT
Secondary Data Analysis:
• Awareness about concept and terminology plays
a great role in growth of returns.
Primary Data Analysis:
• 30 investors out 50 are interviewed through
questionnaire method.
• 18 invested with knowledge
• 12 invested without any knowledge
 PROGRESS…..
• 18 investors got higher returns than 12 investors.
Reasons:
• Having more knowledge about the funds and
their terminology.
• More awareness about the exit and entry loads
on the funds.
• Having more experience in investment.
• Having knowledge of stock market.
 CONCLUSION
• Till date the secondary data and primary
data shows that awareness about the
terms and concepts of mutual funds has
given benefit to the investor in terms of
higher returns.
 THANKYOU

Knowledge is key to the power.