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Thesis( Mutual Fund

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Thesis( Mutual Fund
Study of working of mutual fund & identify the various factors considered by the customer while going for investment in Mutual Fund

A report submitted towards the partial fulfillment of the requirements of the two years full-time MBA

Under the Supervision of Mrs. Yashika Aggarwal Faculty LMTSOM Submitted by Sumit Gandhi MBA (Manufacturing) Roll No: 50702045

[2007-09]

[LM THAPAR

SCHOOL OF

MANAGEMNT]

Table of content
TOPIC EXECUTIVE SUMMARY ABSTRACT LIST OF FIGURE ACKNOWLEDGEMENT CERTIFICATE OBJECTIVE INTRODUCTION LITERATURE REVIEW RESEARCH METHODOLOGY ANALYSIS & FINDINGS CONCLUSION RECOMMENDATIONS LIMITATIONS REFERENCES BIBLIOGRAPHY ANNEXURE PAGE NO 3 4 5 6 7 8 9 11 23 29 36 37 38 39 41 42

2 L M Thapar School of Management | Dissertation

EXECUTIVE SUMMARY

The project talks about “the various factors considered by the customers while going for investment in mutual fund”. The first This is few pages talk about the introduction and objectives of the study. followed by literature review with details about mutual funds.

Next comes the survey, the purpose of which is to study the working of mutual funds, the characteristics of mutual funds that attract the investor and what an investor should consider for safe investment and better returns. The last part consists of analysis, finding, recommendations, , conclusion, limitations and bibliography. The questionnaire has been annexed to the report.

3 L M Thapar School of Management | Dissertation

ABSTRACT

Growth, both in terms of size and choice, in the mutual fund industry among emerging markets has been impressive. However, mutual fund research in emerging markets hardly exists. This paper intends to fill this gap. In particular, the paper surveys the relative importance of factors considered important in the selection of mutual funds by investors & financial advisors in emerging markets. Our survey focuses on Punjab (India) where the mutual industry started in the 1963 but only



References: [1] Addleman, S. (1962), ``Orthogonal main-effectplans factorialexperiments ' ', Technometrics, Vol. 4, February, pp. 21-46. for asymmetrical [2] Ang, J.S., Chen, C.R

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