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Transcript of Sunil Samrat Sip
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(A report submitted in partial fulfillment of the requirements of PGDM-IB Program ofISBS)
BY: SUNIL KUMAR SAMRAT
ROLL NO:52
PGDM-IB
Faculty Guide:Prof
Manmohan vyas
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Company Name: HDFC AMC Ltd.
Title Name: A STUDY OF BUYING BEHAVIOUR OF
MUTUAL FUNDS INVESTERS
Role: Sales
Time Period: 60 Days
INTRODUCTIONINTRODUCTION
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OVERVIEWOVERVIEW
The Indian mutual fund industry has evolved from a single
player monopoly in 1964 to a fast growing, competitive
market on the back of a strong regulatory framework.
The Assets under Management (AUM) have grown at a
rapid pace over the past few years.
AUM Base and Growth Relative to the Global Industry
Share of Mutual Funds in Household Financial Savings
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Continued.Continued.
HDFC Mutual Fund was setup on June 30, 2000
Zurich India Mutual Fund have migrated to HDFC Mutual Fund onJune 19, 2003
HDFC Bank commenced operations as a Scheduled Commercial
Bank in January 1995
HDFC Mutual Fund is well-established fund house and is
sponsored by the HDFC Group
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Mutual Fund Operation Flow ChartMutual Fund Operation Flow Chart
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OBJECTIVEOBJECTIVE
To find out the various factors determining the buying behavior of mutual
fund investors in Sigra,Varanasi.
To find out the most preferred mutual fund among the investors and the
reasons behind the preference.
To know the investor view point regarding mutual fund as an investment
avenue in comparison to other investments.
To gauge the investor satisfaction level regarding their investments in
mutual funds.
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RESEARCH METHODOLOGYRESEARCH METHODOLOGY
Method of Research: Observation
Type of Research: Exploratory research
Data Type: Primary and Secondary Data
Sample design: Data has been presented with the help
of bar graph,
pie charts, line graphs etc.
Sample size : 200
Research Tool : By interacting with various people and through
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Age distribution of the InvestorsAge distribution of the Investors
AgeGroup
50
No. ofInvestors
20 30 50 40 34 26
More than 35 years of
age prefer investing inmutual fund
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Educational Qualification of investors
EducationalQualification
Graduate/PostGraduate
UnderGraduate
Others Total
Number ofInvestors
146 42 12 200
Graduate investing
more compare to
others
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Occupation of the investors
Occupation Govt.Service
Pvt.Service
Business Agriculture Others
No. ofInvestors
58 76 50 6 10
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Monthly Family Income of the Investorsof Varanasi
Income
Group
30,000
No. ofInvestors
8 20 46 72 54
Income Group
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Reason for investing in HDFC
Data InterpretationData Interpretation
Reason No. of Respondents
Brand Name 92
Better Return 56
Agents Advice 52
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Preference of factors whileinvesting
Factors Liquidity Low Risk High Return Trust
No. ofRespondents
40 60 64 36
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atisfaction with the service offered by the HDFC mutual funatisfaction with the service offered by the HDFC mutual fun
CompaniesCompanies
Response No. of respondents
Yes 160
No 40
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Source of information for customers aboutMutual Fund
Source ofinformation
Advertisement
Peer Group Bank FinancialAdvisors
No. of
Respondents
34 44 50 72
o e o n estment Pre erre
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o e o nvestment Pre erre ythe Investors
Mode of Investment One time Investment SystematicInvestment Plan(SIP)
No. of Respondents 130 70
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Preferred Portfolios by theInvestors
Portfolio Equity Debt Balanced
No. ofInvestors
92 34 74
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CONCLUSION
Age group ,income and education of investor haveimpact on buying behavior.
Brand plays important role for the investment.
Distribution channels are also important for the
investment in mutual fund.
Financial advisors are good influencer.
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LIMITATIONS
Some of the persons were not so responsive.
Sample size is limited .
Some respondents were reluctant to divulge personal information whichcan affect the validity of all responses.
The research is confined to a certain part of Varanasi.
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RECOMMENDATIONSRECOMMENDATIONS
Focus on Brand awareness because people faith in brand or
well know with them.
Motivation should be given to financial advisor .
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THANK YOU!!THANK YOU!!