PROJECT REPORT ON
A study on people preference towards mutual
Funds as investment tools.
SUBMITTED BY
Sindhu krishnan
TYBBI SEMESTER – VI
2021-22
UNDER THE GUIDANCE OF
MS. Sindhu krishnan.
SUBMITTED TO UNIVERSITY
OF MUMBAI
VIDYALANKAR SCHOOL OF INFORMATION TECHNOLOGY
(AFFILIATED TO UNIVERSITY OF MUMBAI) VIDYALANKAR MARG,
WADALA (E), MUMBAI 400 037
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VIDYALANKAR SCHOOL OF INFORMATION TECHNOLOGY
(Affiliated to Mumbai University)
Certificate
This is to certify that
Mr./Ms. of B.Com. in
Banking & Insurance,/Bachelor in Management studies/ B.Com.
in financial
Markets Semester has undertaken & completed
the project work
titled
during the academic year under the
guidance of Mr./Ms. submitted on
to this college in fulfilment of the curriculum of
B.Com. in Banking & Insurance /Bachelor in Management
studies/ B.Com. in financial Markets University of Mumbai.
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This is a Bonafede project work & the information
presented is True & original to the best of our knowledge and
belief.
PROJECT COURSE EXTERNAL PRINCIPAL
GUIDE CO-ORDINATOR EXAMINER
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ACKNOWLEDGMENT
I hereby acknowledge all those who directly or indirectly helped
me in drafting of this project report. It would not have been
possible for me to complete the task without their help and
guidance.
First, I would like to thank to the principal Dr. Rohini Kelkar, the
Vice-Principal Mr. Vijay Gawde, and our Project in-charge Mr.
Sagar Gaikwad who gave me the opportunity to do this project
work. They also conveyed the important instructions from the
university time to time. Secondly, I am very much obliged of Ms.
Chitra More for giving guidance for completing the project.
Last but not the least; I am thankful to the University of Mumbai for
offering the project in the syllabus. I must mention my hearty
gratitude towards my family, other faculties and friends who
supported me to go ahead with the project.
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DECLARATION
Vidyalankar School of Information Technology
(Affiliated to University of Mumbai)
Vidyalankar Marg, Wadala (E),
Mumbai 400 037
I monika kumkar student of T.Y.B.Com. Banking &
Insurance/Bachelor in Management studies/ B.Com. In financial
Markets Semester VI, Vidyalankar School of Information
Technology, hereby declare that I have completed the project
on A study on people preference towards a mutual Funds as
investment tools year 2021-22.
The information submitted is true and original to the best of my
knowledge.
Signature of student
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MONIKA.KUMKAR.
Executive Summary
This project is based on Financial investments include shares, other equity
investment, as well as bonds which are the different type of invest preferred
now a days. These financial assets are then expected to provide income or
positive future cash flows, as well as may increase or decrease in value giving
the investor/depositor capital gains or losses. My topic for the study is "A
study of investor preferences towards investment in mutual funds". In this
project both primary and secondary information are collected with the help of
surveys and internet.
In this study my objectives are to find out the Preferences of the investors
for Asset Management Company and know the Preferences for the
portfolios, Other To find out the most preferred channel. For the research
about the topic we have used the primary data
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INDEX
SR.NO PARTICULARS PAGE
NO.
1. List of Tables/Figures 7
2. Scope of Study 8
Ch .1 Introduction to the Study 9
1.1. Objective of the Study 10
1.2. Limitations of the Study 22
1.3. Methodology& Sources of data 24
Ch.2 Introduction to the Topic 69
Review of literature 74
Ch.3
Analysis & findings 82
Ch.4
Findings 84
Ch.5
Questionnaire (Blank Copy)
Ch.6 86
Bibliography
Ch.7 89
