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Mutual Fund Analyis

Autor:   •  July 22, 2016  •  Case Study  •  4,029 Words (17 Pages)  •  909 Views

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CHAPTER 4 – ANALYSIS AND INTERPRETATION

4.1 DATA COLLECTION

The data is collected using both primary and secondary data. The calculation of the data was done and interpreted was made.

Sources of primary data

Primary data was collected using the questionaire from the various retail investor and  mutual fund experts. It is to find the customer opinion towards the selection of the different investment plan and options.

Sources of secondary data

Secondary data was used to study the growth and performance of the different mutual funds.

  1. The calculation were done on the basis of the information gathered from the official website of the regulators and intermediatery of the mututal fund. Namely, AMFI,CRISIL and SEBI
  2. The growth of the mutual fund in india has been calculated from the data collected from the regulator of Indian financial system like SEBI(Securities and Exchange Board of India), NSE (National Stock Exchange)and BSE (Bombay Stock Exchange) etc.
  3. The secondary data for the performance of the schemes were collected using the AMC websites and calculation were made.
  4. Referring standard text and referred books collected osme of the information regarding theoritcal aspects.
  1. TABULATION

The data for various hypothesis are tabulated below and respective analysis are done on the basis of this core data. This data will be carried out to perform various calculations and interpretaion were made.

HYPOTHESIS 1: there is no significant growth of mutual fund in India from 2011 to 2016

HYPOTHESIS 2: there is no significant relationship between investor profile and investment options.

HYPOTHESIS 3: there is no significant relationship between investor attitude factors and investment options.

HYPOTHESIS 4: there is no significant relationship between

    Table showing the AUM of different schemes during the year

2011 to 2016 (in crores )

Column1

FY 2011

FY 2012

FY 2013

FY 2014

FY 2015

FY 2016

LIQUID/MONEY MARKET

74699.86

80048.58

93173.09

133279.92

162562.35

199403.71

Gilt

3507.28

3659.59

8074.19

6114.68

14614.43

16306.17

Debt Oriented

294217.42

291067.75

396787.82

460974.5

516951.12

567189.68

Equity Oriented

197562.8

182402.95

172651.76

191683.9

345138.94

386402.96

Balanced

17552.4

16455.98

16629.28

16792.62

26367.83

39145.81

Gold ETF

4400.2

9886.06

11647.82

8676.32

6654.87

6345.55

ETFs(other than Gold)

2516.43

1606.53

1476.67

4528.47

8059.93

16062.63

Fund of Funds investing Overseas

2520.4

2531.27

2053.21

3192.17

2407.96

1966.99

TOTAL

596976.79

587658.71

702493.84

825242.58

1082757.43

1232823.5

...

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