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‘‘A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS’’ A Thesis Submitted to ADITYA COLLEGE FOR MANAGEMENT STUDIES AND RESEARCH Affiliated to Bangalore University In partial fulfilment of the requirements for the Award of the Degree of MASTER OF BUSINESS ADMINISTRATION BY NANDEESHA UNIVERSITY REG NO : 092TCMA012 UNDER THE GUIDANCE OF Mrs . M . JUBI,Dcp. ,M. com. ,M. phil. , HOD of Commerce ADITYA INSTITUTE OF MANAGEMENT SCIENCE & RESEARCH KOGILU MAIN ROAD YEHALANAKA 560062 2010-2011 “A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS OF FORTUNE EQUITY BROKER INDIA LTD AT BANGALORE” Dissertation submitted to

ADITYA INSTITUTE OF MANAGEMENT STUDIES AND RESEARCH Affiliated to Bangalore University In partial fulfillment of the requirements for the Award of the Degree of MASTER OF BUSINESS ADMINISTRATION BY NANDEESHA UNIVERSITY REG NO : 092TCMA012 Under the Guidance of Mrs. M. JUBI,DCp. M. Com,M. Phil. Research Guide Asst. Professor [pic] MAY – 2011 DEPARTMENT OF MANAGEMENTADITYA INSTUTE OF MANAGEMENT STUDY AND RESERCH KOGILU CROSS, BANGALORE 560064 DECLARATION I hereby declare that this project report entitled “A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS OF FORTUNE EQUITY BROKER INDIA LTD AT BANGALORE” has been prepared by me nder the guidelines and overall supervision of Ms. M. JUBI, Asst. Professor, Department Of Management, AIMS, Yelahanka, in the partial fulfillment for award of Master of Business Administration of the Bangalore University, Bangalore. I also declare that this project is the result of my sincere efforts and that this report has not been submitted to any other university or institution for the award of any Degree / Diploma / Certificate or Published any time before.

Place: SIGNATURE Date (NANDEESHA) CERTIFICATE FROM THE GUIDE This is to certify that the Dissertation entitled “A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS OF FORTUNE EQUITY BROKER INDIA LTD AT BANGALORE” is a bonafide record of research work done by NANDEESHA (Reg. o 092TCMA012) during 2010-2011,submitted to the ADITYA INSTITUTE OF MANAGEMENT STUDIES AND RESEARCH, BANGALORE UNIVERSITY in partial fulfillment of the requirement for the award of Degree of MASTER OF BUSINESS ADMINISTRATION and that the dissertation has not previously formed the basis for the award of any other Degree, Diploma, Associateship, Fellowship or other title and that the dissertation represents independent and original work on the part of the candidate under my guidance.

Signature of the Signature of the Guide Principal CERTIFICATE FROM THE COLLEGE This is to certify that the Dissertation entitled “A STUDY ON INVESTORS PREFERENCE TO WARDS MUTUAL FUNDS OF FORTUNE EQUITY BROKER INDIA LTD AT BANGALORE” is a bonafide record of research work done by NANDEESHA (Reg. o 092TCMA012) during 2010-2011,submitted to the ADITYA INSTITUTE OF MANAGEMENT STUDIES AND RESEARCH, BANGALORE UNIVERSITY in partial fulfillment of the requirement for the award of Degree of MASTER OF BUSINESS ADMINISTRATION and that the dissertation has not previously formed the basis for the award of any other Degree, Diploma, Associateship, Fellowship or other title and that the dissertation represents independent and original work on the part of the candidate under my guidance.

Signature of the Signature of the Guide Principal Signature of the External Examiner ACKNOWLEDGEMENT I was advised and guided by a lot of person during the course of project work I am indeed grateful to all the persons for enabling the successful completion of this project. I sincerely thanks Mr. Mohan Kumar for his kind co-operation and valuable guidance towards the successful completion of this project work. guidance towards the successful completion of this project work. I wish to thanks V. GANESAN. M. om,Phd (principal of MBA department) For granting permission my project work. I am indebted to Mrs. JUBI of management department for their valuable advice and kind co-operation, being my guide and motivator. Place: Date: NANDEESHA |SL NO |CHAPTERS |PAGE | | | |NO. |1 |INTRODUCTIUON |1-11 | | | | | | |1. 1 Meaning | | | |1. 2 Definition | | | |1. Origin of the Fund | | | |History of the mutual fund industry | | | |Difference b/t Fund unit & share of the company | | | |Commercial bank and mutual fund | | |2 |RESEARCH DESIGN |12-18 | | | | | | |2. 1 statement or problem | | | |2. 2 objective of the study | | | |2. scope of the study | | | |2. 4 Review of literature | | | |2. 5 operational definition | | | |2. 6 sampling | | | |2. 7 Methodology | | | |2. 8 source of data collection | | | |

2. plan of analysis | | | |2. 10 Limitation of study | | |3 |PROFIL OF THE ORGANIZATION |19-68 | | | | | | |3. 1 Concept | | | |3. 2 Organization of Mutual Fund | | | |3. Advantage of Mutual Fund | | | |3. 4 Structure of Mutual fund | | | |3. 5 History of Mutual Fund in India & Role of SEBI in | | | |Mutual Fund Industry | | | |3. 6 Association of Mutual Fund in India | | | |3. 7 Types of Mutual Funds | | | |3. Importance of Mutual Funds | | | |3. 9 General Guidelines of Mutual fund | | | |3. 10 Risks & Facilities available to Investors | | | |3. 11 Investor rights and selection of a fund | | | |3. 12 Eligible Investors | | | |3. 3 Tax benefits of mutual funds | | | | | | |4 | |69-76 | | |REASONS FOR SLOW GROWTH & | | | |FUTURE OF MUTUAL FUNDS | | |5 | |77-89 | | |ANALYSIS & INTERPRETATION OF DATA | | |6 |FINDINGS, SUGGESTIONS & CONCLUSTION |90-99 | | | | | | |BIBILOGRAPHY, ANNEXURES. |100-115 | List of The Table & Graphs |Sl. No |Title of the Table & Graphs |Page No. | |1 |Educational Qualification of the Unit holders |79 | |2 |Age group of respondents |81 | |3 |Occupational status of the Mutual Fund holders 82 | |4 |Monthly income of the unit holders |83 | |5 |Different types of Funds preferred |84 | |6 |Invested amount of unit holders |85 | |7 |Details of saving in income tax the investors |86 | |8 |Years of investment in mutual funds |87 | |9 |Preference to mutual funds |88 | |10 |Sex wise classification of respondents |89 | |11 |Satisfaction about mutual funds |90 |

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