Sbi Mutual Fund
Sbi Mutual Fund
Sbi Mutual Fund
RAKSHPAL BAHADUR MANAGEMENT INSTITUTE, Greater Noida (Affiliated to Mahamaya Technical University, Noida)
ACKNOWLEDGEMENT
It is my pleasure to be indebted to various people, who directly or indirectly contributed in the development of this work and who influenced my thinking, behavior, and acts during the course of study. I express my sincere gratitude to RBMI, worthy Principal for providing me an opportunity to undergo summer training at SBI. I am thankful to Mr. CA Sharad Chauhan for his support, cooperation, and motivation provided to me during the training for constant inspiration, presence and blessings. I also extend my sincere appreciation to Ms. Archana who provided his valuable suggestions and precious time in accomplishing my project report.
Lastly, I would like to thank the almighty and my parents for their moral support and my friends with whom I shared my day-to-day experience and received lots of suggestions that improved my quality of work.
DECLERATION
I hereby declare that this Project Report entitled THE MUTUAL FUND IS BETTER INVESTMENT PLAN in SBI Mutual Fund submitted in the partial fulfillment of the requirement of Master of Business Administration (MBA) of Rakshpal Bahadur management Institute, Greater Noida is based on primary & secondary data found by me in various departments, books, magazines and websites & Collected by me in under guidance of C.A. Sharad Chauhan.
DATE:
Preface
In few years Mutual Fund has emerged as a tool for ensuring ones financial well being. Mutual Funds have not only contributed to the India growth story but have also helped families tap into the success of Indian Industry. As information and awareness is rising more and more people are enjoying the benefits of investing in mutual funds. The main reason the number of retail mutual fund investors remains small is that nine in ten people with incomes in India do not know that mutual funds exist. But once people are aware of mutual fund investment opportunities, the number who decide to invest in mutual funds increases to as many as one in five people. The trick for converting a person with no knowledge of mutual funds to a new Mutual Fund customer is to understand which of the potential investors are more likely to buy mutual funds and to use the right arguments in the sales process that customers will accept as important and relevant to their decision.
This Project gave me a great learning experience and at the same time it gave me enough scope to implement my analytical ability. The analysis and advice presented in this Project Report is based on market research on the saving and investment practices of the investors and preferences of the investors for investment in Mutual Funds. This Report will help to know about the investors Preferences in Mutual Fund means Are they prefer any particular Asset Management Company (AMC), Which type of Product they prefer, Which Option (Growth or Dividend) they prefer or Which Investment Strategy they follow (Systematic Investment Plan or One time Plan). This Project as a whole can be divided into two parts.
The first part gives an insight about Mutual Fund and its various aspects, the Company Profile, Objectives of the study, Research Methodology. One can have a brief knowledge about Mutual Fund and its basics through the Project.
The second part of the Project consists of data and its analysis collected through survey done on 100 people. For the collection of Primary data I made a questionnaire and surveyed of 100 people. I also taken interview of many People those who were coming at the SBI Branch where I done my Project. I visited other AMCs in New Delhi to get some knowledge related to my topic. I studied about the products and strategies of other AMCs in New Delhi to know why people prefer to invest in those AMCs. This Project covers the
topic THE MUTUAL FUND IS BETTER INVESTMENT PLAN. The data collected has been well organized and presented. I hope the research findings and conclusion will be of use.
Table of Content
S.N.
Chapter
Page no.
1 2 3 4 5 6 7 8 9 10 11 12
Introduction Objective of study Scope of study Company Profile Research Methodology Used Interpretation Result & Finding Conclusion Limitation of Study Suggestion and Recommendation Bibliography Appendix