8/14/2019 Deepika Interimm Ppt
1/11
AN INTERIM REPORT
ONA DETAIL STUDY ABOUT COMMON
INVESTORS AWARENESSREGARDING THE DIFFERENTCONCEPTS & TERMINOLOGY OFMUTUAL FUNDS WITH SPECIAL
REFERENCE TO RELIGARE.
PREPARED BY
DEEPIKA LAMBA
8/14/2019 Deepika Interimm Ppt
2/11
ACKNOWLEDGEMENT
I want to acknowledge the opportunity givenby Sir Mr. M.L. Sabharwal, principal of INC; Ialso want to thank Mrs. Sonia Gambhir forher constant guidance.
I am very much indebted to Branch Managerof Religare, Dehradun who associated mewith complete information.
Lastly, I want to thank God, my parents andfriends for their constant support.
8/14/2019 Deepika Interimm Ppt
3/11
OBJECTIVE
SPECIFIC OBJECTIVE:
To study about common investors awareness regardingthe different concepts and terminology of mutual funds.
GENERAL OBJECTIVES:
To study the terms and concepts used in mutual funds. To see effect of financial literacy on the profitability to
the customers.
To know the effect of financial literacy on profitability andmarket share of the company.
To know the effect of financial literacy on the profitabilityof the brokers.
8/14/2019 Deepika Interimm Ppt
4/11
METHODOLOGY
Primary Data:-
Questionnaire
Secondary Data
SAMPLING
SAMPLING TECHNIQUE: Random sampling
SAMPLE SIZE: Sample size will be fifty.
8/14/2019 Deepika Interimm Ppt
5/11
INTRODUCTION
COMPANY PROFILE
A diversified financial services group
Operates from seven domestic regional
offices, 43 sub-regional offices, and has apresence in 498* cities and towns
Launched India's first wealth managementjoint venture under the brand name 'Religare
Macquarie Private Wealth'
8/14/2019 Deepika Interimm Ppt
6/11
RESEARCH PLANNED FOR
To know literacy levels throughquestionnaire.
To go through the secondary data.
Combine analysis of primary andsecondary data.
8/14/2019 Deepika Interimm Ppt
7/11
PROGRESS OF THE REPORT
Secondary Data Analysis:
Awareness about concept andterminology plays a great role in growth
of returns.
Primary Data Analysis:
30 investors out 50 are interviewed
through questionnaire method.
18 invested with knowledge
12 invested without any knowledge
8/14/2019 Deepika Interimm Ppt
8/11
PROGRESS..
18 investors got higher returns than 12investors.
Reasons:
Having more knowledge about the funds andtheir terminology.
More awareness about the exit and entryloads on the funds.
Having more experience in investment.
Having knowledge of stock market.
8/14/2019 Deepika Interimm Ppt
9/11
LIMITATIONS
Time constraint
Data sources
Confined to Religare mutual Fund
Sampling error
8/14/2019 Deepika Interimm Ppt
10/11
CONCLUSION
Till date the secondary data andprimary data shows that awareness
about the terms and concepts ofmutual funds has given benefit to theinvestor in terms of higher returns.There is a statistically significant,
positive relationship betweenfinancial literacy and the likelihood ofinvesting .
8/14/2019 Deepika Interimm Ppt
11/11
Knowledge is key to the power.