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7/27/2019 SYNOPOPSIS http://slidepdf.com/reader/full/synopopsis 1/5 SYNOPOPSIS TITTLE- “A STUDY OF DIFFERENT CATEGORIES OF MUTUAL FUNDS . AND CUSTOMER RESPONSE TO THEM IN THE MARKET”. SUBMITTED BY – Bapu Sampat Ghandat SPECIALIZATION- Marketing PROJECT GUIDE- Prof. Mrs. Preeti Kulkarni INTRODUCTION-  A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by them. Those securities are  professionally managed on behalf of the shareholders, and each investor holds a pro rata share of the portfolio -- entitled to any profits when the securities are sold, but subject to any losses in value as well. For the individual investor, mutual funds provide the benefit of having someone else manage your investments, take care of recordkeeping for account, and diversify money over many different securities that may not be available or affordable to otherwise. COMPONEY PROFILE- ICICI Bank is India's second-largest bank with total assets of about Rs. 2,513.89 bn (US$ 56.3 bn) at March 31, 2006 and profit after tax of Rs. 25.40 bn (US$ 569 mn) for the year ended March 31, 2006 (Rs. 20.05 bn (US$ 449 mn) for the year ended March 31,

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Page 1: SYNOPOPSIS

7/27/2019 SYNOPOPSIS

http://slidepdf.com/reader/full/synopopsis 1/5

SYNOPOPSIS

TITTLE- “A STUDY OF DIFFERENT CATEGORIES OF MUTUAL FUNDS

. AND CUSTOMER RESPONSE TO THEM IN THE MARKET”.

SUBMITTED BY – Bapu Sampat Ghandat

SPECIALIZATION- Marketing

PROJECT GUIDE- Prof. Mrs. Preeti Kulkarni

INTRODUCTION-

  A Mutual Fund is a trust that pools the savings of a number of investors

who share a common financial goal. The money thus collected is then invested in capital market

instruments such as shares, debentures and other securities.

The income earned through these investments and the capital appreciation realized is shared by

its unit holders in proportion to the number of units owned by them. Those securities are

 professionally managed on behalf of the shareholders, and each investor holds a pro rata share of 

the portfolio -- entitled to any profits when the securities are sold, but subject to any losses in

value as well. For the individual investor, mutual funds provide the benefit of having someone

else manage your investments, take care of recordkeeping for account, and diversify money over 

many different securities that may not be available or affordable to otherwise.

COMPONEY PROFILE-

ICICI Bank is India's second-largest bank with total assets of about Rs.

2,513.89 bn (US$ 56.3 bn) at March 31, 2006 and profit after tax of Rs. 25.40 bn (US$ 569 mn)

for the year ended March 31, 2006 (Rs. 20.05 bn (US$ 449 mn) for the year ended March 31,

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2005). ICICI Bank has a network of 741 branches (including 48 extension counters) and over 

3300 ATMs in India and presence in 30 International locations. ICICI Bank offers a wide range

of banking products and financial services to corporate and retail customers through a variety of 

delivery channels and through its specialized subsidiaries and affiliates in the areas of investment

 banking, life and non-life insurance, venture capital and asset management.

OBJECTIVES OF PRODUCT

1) To understanding what is mutual fund?

2) A study of different Categories of mutual funds and customer response to them in the

market.

3) To know the customer attraction for a particular feature of mutual fund.

HYPOTHESIS

Hypothesis of project is the assumption made by the person doing the project before actually

starting project. The assumption be true or false is to be proved through completion of project.

The assumption I made are

H01-Most of mutual fund investor gain better amount of profit.

H02-People prefer to invest in mutual fund than other investment option.

RESEARCH METHODOLOGY

Business Research Planning

♦ Identifying the Objective.

♦ Developing the Methodology.

♦ Selecting the Best Suitable Methodology.

♦ Designing Questionnaire.

♦ Defining the Target Population.

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♦ Selecting the Area of Interview.

♦ Data Collection.

♦ Drawing Conclusions.

♦ Providing Recommendation.

Research Analysis

Descriptive Analysis.

Sampling Design

Sample Type - Probability sampling (Simple Random Sampling).

Sample Size -100.

Sample Area - Cidco, College Road , Nasik Road.

Data Collection Method

Data Type - Primary Data.

Data Source - door-to-door interview (using structured questionnaire).

Questionnaire Design

Closed Ended Questions- Multiple choice question.

Open Ended Questions-Customer’s point of view.

SCOPE OF THE STUDY

Every person wants to secure their saving and earns good returns on it. For that they invest

their saving in different was like as fixed deposits, saving bank a/c, insurance broking etc.

All these products are come under wealth management. Excluding all the above products,

there is another one products are comes under wealth management that is MUTUAL

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FUNDS. Now days it is very booming sector and one can say it is moderate tool to invest his

saving by expecting good return and security.

LIMITATIONS OF THE STUDY

Every study has got some or the other limiting factor 

Time constraint

Availability of resources.

 Nature of information sought related to mutual fund.

Unaware with the different schemes of mutual fund.

Research will be implemented in Indian Mutual Fund industry only.

Five Indian Equity and Balanced Mutual Funds have been taken for study, which are

open ended Data has been collected from Indian Mutual Fund industry. So, the

finding of this, with growth option.

Past performance of mutual fund may or may not sustain in the future.

Performance of funds is as on 1st

April 2006 to 31st

March 2007.

Data has been collected from Nasik only.

BIBLIOGRAPHY

Books

1. Mutual Fund in India by H. Sadhak 

2. Kothari C.R., (1999) Research Methodology, Wishwa Prakashan

3. Saxena Rajan, (1999) Marketing Management, Tata McGraw Hill

Websites:

1. www.sebi.com

2. www.nseindia.com

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3. www.bse.com

4. www.icicidirect.com