MutualFunds –Its Influence and Impact on Bangalore Market Segment

Synopsis Submitted In Partial FulfilmentOf the Requirement For The Award Of The Degree Of

MASTER OF BUSINESS ADMINISTRATION

Of

BANGALORE UNIVERSITY

By

AMARNATH.B

Reg. No. 12YACMA018

Under the guidance of

Dr.VENKATARAMAN R

Professor, Presidency College

CENTER FOR MANAGEMENT STUDIES

Presidency College, Kempapura, Bangalore 560024

2013-2014

LITERATURE REVIEW:

1. “Mutual Funds for Tax Savings”, viewed on 27/03/2014 in the timesofindia

website,http://timesofindia.indiatimes.com/business/mf-news/Mutual-Funds-for-Tax-

Savings/articleshowhsbc/25984020.cms

2. “Best funds to buy”, viewed on 24/03/2014 in the

www.amfiindia.comwebsite,http://www.moneycontrol.com/mutualfundindia/

3. “MF analysis, the Crisilway”, viewed on 27/03/2014 in thekarvy

website,http://www.karvy.com/articles/crisilmf.htm

4. “Mutual funds garner Rs 1.6 lakh crore in Apr-Jan”, viewed on 27/03/2014 in the

businesstodaywebsite,http://businesstoday.intoday.in/story/mutual-funds-sebi-

investors-tax-benefits/1/203830.html

5. “Mutual funds' assets under management touches record high”, viewed on 27/03/2014 in the economictimes website,http://economictimes.indiatimes.com/mutual-funds/mf-news/mutual-funds-assets-under-management-touches-record-high/articleshow/31798009.cms

NEED FOR THE STUDY

People are unaware about mutual funds, which are higher return investment option

because of the enormous flow of foreign exchange investment avenues in the country.

The study helps in understanding the attitude of the various investors towards the

mutual fund and also helps in knowing the market potential for mutual funds. It gives

various suggestions and recommendations for improving the market standing of

mutual fund as an investment option.

OBJECTIVES:

1. To understand what percentage of income respondents save and what percentage of

their saving will they invest and what is their investment criterion.

2. To identify where the respondents invest their savings.

3. To know the trends of investment pattern in people for mutual funds and in which

scheme they have invested-equity diversified, Equity-ELSS<income funds, gilt funds,

liquid funds, balanced fund, MIP’s.

4. To know which asset management company is the most preferred by the investors.

5. To identify and understand the grievances that the investors have within this industry

and to understand the future expectations of the investors with the asset management

companies.

6. To suggest and recommend the actions that can improve the market standing of mutual fund as an investment option.

SCOPE OF THE STUDY:

The study is focused primarily at Bangalore and in potential individual investors. This study

seeks to explain a practical approach to mutual fund investments and portfolio management.

It would serve as a guide for Investment Advisors in advising investors regarding the Mutual

Fund Investments, the returns they would fetch for the risk a client is willing to take.

METHODOLOGY:

The type of research used in the study is primary analytical research design. Survey

method of data collection was adopted.

The research instrument used for collection of primary data was a questionnaire. The

secondary data was obtained from various company journals, annual reports, books from the

library and websites.

DATA COLLECTION METHOD:

Data was collected from both primary and secondary sources.

Primary Data

An interview schedule that is a questionnaire was designed, pre-tested and administrated on

the individual potential investors.

Secondary Data

It is collected from a wide array of research papers, capital market, finance journals, various

websites and company’s database.

TOOLS OF DATA COLLECTION

Purpose based questionnaire have been designed seeking relevant information. Furthermore,

past history of investors and market watch is also used. Data has also been collected through

specific search engines over the Internet.

SAMPLE SIZE

A sample of 75 is targeted for the study. The sample consists of individual investors in

Bangalore city.

CHAPTER SCHEME:

Chapter 1 - Introduction.

Chapter 2 - Review of Literature & Research Design.

Chapter 3- Profile of the Organisations.

Chapter 4- Results, Analysis & Discussions.

Chapter 5- Summary of Findings, Conclusions & Suggestions.

Student’s Signature: Guide’s Signature:

Date : Date :