STUDY OF MARKETING OF

MUTUAL FUND

SUMMER INTERNSHIP PROGRAMME-2008

Under the Guidence of:-

Dr.K.S.Harish
SSIM Secunderabad PRESENTED BY:-
ABDUL BASIT ANSARI
PGDBA,16061
 CONTENTS OF THE
PRESENTATION
 INTRODUCTION.
 COMPANY PROFILE.
 SCOPE OF THE STUDY.
 OBJECTIVES OF THE STUDY.
 LEARNING FROM THE PROJECT.
 RESEARCH METHODOLOGY.
 LIMITATIONS.
 OBSERVATIONS AND FINDING.
 SUGGESTION .
 CONCLUSION .
 INTRODUCTION
About Mutual Fund:
- Mutual Fund is the investment vehicle for
investors.
- To raise Money
- Capital market instruments
- It is a body corporate registered with SEBI
(Securities Exchange Board of India).
- Ideal investment vehicle for today’s scenario.
-Steady returns, capital appreciation and a
low risk.
-It is collected from investor, is invested
according to certain investment objectives.
 RUN CHART
It represents the flow of money in
Mutual Funds.
COMPANY PROFILE

SHARE KHAN

YOUR GUIDE TO THE

FINANCIAL JUNGLE
 COMPANY PROFILE
 Share khan is online stock trading
company of SSKI group.
 Provider of India-based investment
banking and corporate finance service.
 largest stock broking houses in the
country.
 There is 510 offices of Share Khan in 170
cities around the country.
 3,68,000 customer and still growing,
3,000 employees, Online business is 47%,
Unique brand and high recall.

Online Business is 47%

 Scope of the study
 This study will help the company to know
its market share in Twin cities.
 By the Study the company will be able to
learn and get a feedback what can be
done to be competitive in the market.
 Help in knowing which is the most
preferred mutual funds in the region and
who are their competitors.
OBJECTIVES OF THE STUDY.
 Investors preferences in investments
regarding low risk financial Product.
 Agents opinion regarding company’s
services provided to them.
 LEARNING FROM THE PROJECT

 The project helped me to understand the

corporate communication.
 I learned about mindset of different
customers.
 Patience.
 I gain valuable knowledge about opinion
and perceptions of customers.
 I was able to understand the corporate
much better in the time given to me.
RESEARCH METHODOLOGY
 Method of Data collection:
a.Primary Data
b.Secondary Data

Sample Size: 82
Tolls for Data Analysis:
Data are processed with the help of Ms excel using
pie charts and bar charts.

Period of study: 2 Months

 REVIEW OF LITERATURE
Article1: Awareness and Perception of People towards Mutual
funds.
 Obj.:- To know the differing perception of people towards
Mutual Funds and its companies.
 To analyze the investor awareness level and factors
affecting towards investment.

Article2:Performance Appraisal of Mutual Funds

Obj.:-To measure and analyze investment performance of
sampled mutual fund schemes and to see the extent to which
fund characteristics have influenced their performance.
Article3:- Mutual Funds : A Viable Alternative
Obj.:-How to get the best on the road to financial
well being ?

Article4:-Advantages Mutual Funds

Obj.:-To understand the market of Mutual Funds.
To understand how and when to invest in Mutual Fund.

Article5:-Different Types of Mutual Funds

Obj.:-Where to invest and how to invest.
DATA ANALYSIS
 R
eg

10
15
20
25
30
35
40
45

0
5
ul
ar
r et
ur
n

S
af
C et
y
ap
ita
la
pp
re
M c
ee ia
tf t io
ut n
ur
e
ap
pr
ec
D ia
iv t io
er n
si
fie
d
Fund.

in
ve
st
m
en
t
Series1
Series2
Series3
Purpose of Investment in Mutual
 Percentage of Income invested
in Mutual Fund
50
45
40
35
30
25 No. of respondent
20 No. of respondent
15
10
5
0
More than 30 to 50% 10 to 30 % less than
50% 10%
Reasons for the current low acceptability of
Mutual fund schemes in India.

40
35
30
25 Series1
20 Series2
15 Series3

10
5
0
Lack of Low returns Poor servicing Others
awareness
 Consumer’s preference of
Mutual Fund Companies.
25

20
Series4
15 Series3
10 Series2
Series1
5

0
on

e
es

ur
nc
M

ta
PM
ni

pl

ct
Ko
ia
FC
m
pa

ru
DS
el
Te
om

st
HD

ra
in
C

nf
kl
F

an

II
M

SB
Fr
Interest to Invest in Mutual Fund

90
80
70
60
50 Series1
40 Series2
30
20
10
0
1 2 3 4 5
 Criteria for choosing Mutual
Funds.
60

50

40

30
Respondent
20

10

0
Market Financial Economic Credit
value Soundness scenario Rating
 Time taken by the respective
company for the delivery of Services.

No. of respondent

4% 0%
24%
Average
good
Excellent

72%
Delivery of fact sheets, application forms and other
documents on way of investing in Mutual Fund

120

100

80

60 Series1

40

20

0
FREQUENCY PERCENT
Updates of products information
and details.
90
80
70
60
50 PERCENT
40
30
20
10
0
GOOD A V ERA G E
 FINDINGS
- The majority of the companies are average as far as the delivery of
services is concerned. It is 72%.

- Franklin Templon is the consumer’s preference of Mutual Fund

Companies. It shares 38% .

- Lack of awareness is the main reason for the low acceptability of

Mutual Fund Schemes.

- Delivery of fact sheet, application and other documents were only

average according to the total respondents who were at
consenusus.
- Updates of products should be made more
than average as it is constituting 82%.
- For choosing mutual fund,credit rating
constitute the least no. of respondent it is
only 2 out of 82.
- The life of Mutual Fund may be good if
properly delivered.
 LIMITATIONS
 STUDY RESTRICTED TO TWIN CITIES ONLY.
 SMALL SAMPLE SIZE.

 TIME CONSTRAINTS.

 UNFAVORABLE RESPONDENTS.

 TRAVELLING EXPENSES.
 SUGGESTION
 The awareness among the people should be
increased in order to get the maximum investors.
This can be done by proper advertising,
campaign and opening service centre's to clarify
the doubt of the investors.

 The service like document and other file sheet

should be filled up at the earliest so that the
customer can realise the service they are being
rendered is best.
 ACHIEVEMENT
- Successfully able to get the target of
meeting different kinds of agents.
- Despite not getting the direct or rude
answers, I never turned back from there
and so was able to get their feedback.
 CONTRIBUTION
- I was able to present some of the feedback
to the company which could be helpful for
improving its service and come up with a
much better service.
 BIBLIOGRAPHY
 Sharekhan.com
 google.com
 Economics Times.
 stockmarket. com
Thank You