scholarly journals Mutual fund investors perception in India-a study

2017 ◽  
Vol 7 (1.1) ◽  
pp. 60
Author(s):  
R. Udhayasankar ◽  
K. Maran
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Financial Risk ◽  
Fund Raising ◽  
Factors Affecting ◽  
Derivative Instruments ◽  
Different Types ◽  
Small Investors ◽  
Investment Option ◽  
Short Span

Mutual fund is four decades old in India.  It was started by UTI during the year 1964 with few schemes for small investors. During this short span of time it has made tremendous growth in Indian small investors. But now a day’s its volume of investors and sources of investment also growing tremendous level. Moreover mutual fund scheme have added new dimension to overcome financial risk of small investors and also in fund raising capacity of corporate sectors. Mutual fund investors can diversify even more by purchasing different kind of stocks which will helps to spreading out investors’ money across different types of derivative instruments and hence it reduces the risk tremendously up to certain extent and it is automatically diversify in a predetermined category of investments. This serves bridge work between small investors and corporate sectors likewise considering those points in this paper is an attempt to know the investors’ perceptions towards selected mutual funds. This paper makes an attempt to identify various factors affecting perception of investors regarding investment in mutual funds. The findings will helpful to identify the investors’ interest base and factors clearly and it reveals that the investors consider mutual funds as flexible investment option and it creates interest of investment among small investors.

scholarly journals Customer Perception on Mutual Fund Product: A Technical Analysis

2010 ◽  
pp. 33-36
Author(s):  
Jayabrata Banerjee ◽  
Swarnendu Roy
Keyword(s):  
Interest Rates ◽  
Mutual Funds ◽  
Mutual Fund ◽  
Secondary Market ◽  
Close Monitoring ◽  
Indian Market ◽  
Customer Perception ◽  
Fund Managers ◽  
Different Types ◽  
Small Investors

In this context, prioritization, preference building and close monitoring ofmutual funds are essentials for fund managers to make this the strongest and mostpreferred instrument in Indian capital market for the coming years. With the decline inthe bank interest rates, frequent fluctuations in the secondary market and the inherentattitude of Indian small investors to avoid risk, it is important on the part of fundmanagers and mutual fund product designers to combine various elements of liquidity,return and security in making mutual fund products the best possible alternative for thesmall investors in Indian market. Researchers have attempted to study various need expectations of small investorsfrom different types of mutual funds available in Indian market and identify the riskreturn perception with the purchase of mutual funds(1). Various sophisticated multivariatetechniques are applied to identify important characteristics being considered by theIndian investors in the purchase decision, the paper also suggests a product design of anoptimum mutual fund and track the positioning gap available in Indian mutual fund market. SPSS version 17 is used for data analysis.

Growth of Mutual Fund Industry in India

2018 ◽  
Vol 1 (2) ◽  
pp. 43-52
Author(s):  
Dr.Mukund Chandra Mehta ◽  
Prof Harmeet Kaur
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Growth Pattern ◽  
Small Investors ◽  
Investment Option ◽  
Fund Industry ◽  
Mutual Fund Industry ◽  
Large Corpus ◽  
Blue Chip ◽  
Diversified Portfolio

Mutual funds are defined as a vehicle that pools the savings from number of small investors having predetermined investment objective and make large corpus of these savings and invest the same in a diversified portfolio. The income earned or the appreciation in the capital is then shared among the unit holders in proportion of their contribution in the corpus.Hence it is the most suitable investment option for small investors who do not have sufficient capital, as it enables them to invest in blue chip companies. Over the years SEBI has taken various measures to re-energize the growth of mutual fund industry. This paper attempts to analyze the growth pattern of mutual fund industries in India. Moreover it endeavors to study the response of investors to the wide variety of mutual fund schemes

scholarly journals FACTORS INFLUENCING THE INVESTORS TO INVEST IN MUTUAL FUNDS: AN EMPIRICAL ANALYSIS

2020 ◽  
Vol 6 (9) ◽  
pp. 45-52
Author(s):  
Bishwajit Rout ◽  
Sangeeta Mohanty
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Exchange Traded Funds ◽  
Equity Fund ◽  
Index Funds ◽  
Money Market Funds ◽  
Wide Range ◽  
Different Types ◽  
Fund Industry ◽  
Mutual Fund Industry

Indian mutual fund industry started with traditional products like equity fund, debt fund and balanced fund and later significantly increased it’s product base. Today, the industry has introduced a wide range of products such as money market funds, sector specific funds, index funds, gilt funds, insurance linked funds, exchange traded funds, and marching towards reality funds. The different types of schemes offered by the Indian mutual fund industry provide several options of investment to common man. What is noteworthy is that bulk of the mobilization has been by the private sector mutual funds rather than bank sponsored mutual funds. Through this paper the author has attempted to focus on the the factors that motivate the investors to invest in mutual funds.

scholarly journals Retail investors‟ satisfaction towardsmutual funds in tamil nadu

2013 ◽  
Vol 1 (1) ◽  
pp. 163-170
Author(s):  
Prathap G ◽  
Rajamohan A
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Return On Investment ◽  
Tamil Nadu ◽  
Limited Resources ◽  
Professional Advice ◽  
Lack Of Information ◽  
Retail Investors ◽  
Corporate Securities ◽  
Small Investors

Among various financial instruments, i.e., shares, bonds and debentures. Mutual Fund is a special type of financial instrument that pools the funds of investors who seek to maximize return on investment. Stocks provide high total returns with commensurate level of risk, while bonds may provide lower risks along with regular income. Small investors face a lot of problems in the share market, limited resources, lack of professional advice, lack of information etc. Mutual funds have come as a much needed help to these investors. It is a special type of institutional device or an investment vehicle through which the investors pool their savings which are to be invested under the guidance of a team of experts in wide variety of portfolios of corporate securities in such a way, so as to minimize risk, while ensuring safety and steady return on investment.

scholarly journals PERSISTENSI KINERJA REKSA DANA SAHAM DI BURSA EFEK INDONESIA

2016 ◽  
Vol 3 (1) ◽  
pp. 13
Author(s):  
Dimas Rahmat Wijaya ◽  
Dedi Rusdi
Keyword(s):  
Mutual Funds ◽  
Capital Markets ◽  
Mutual Fund ◽  
Stock Exchange ◽  
Research Use ◽  
Global Crisis ◽  
Crisis Period ◽  
The Public ◽  
Investment Option

Investors are required to be more prudent in determining the investment option since many choices For investing in a mutual funds are popped . So some research is needed to review the performance of mutual funds that active in Stock exchange to be a reference in predicting the performance of mutual funds next year. This research use data from the beginning of the period 2007 until the end of 2012 or from the beginning of the global crisis period and during the crisis period is underway , it is expected to provide accurate results as a benchmark to invest in mutual funds . Because nowaday, the development of the capital markets is used by firms to raise funds from the public . The results of this study showed the presence of persistence in the performance of quarterly, semi annually, annually and biennial mutual fund shares at the Indonesia Stock Exchange . While the monthly and triennial performance of mutual fund shares in Indonesia Stock Exchange did not persistence.

scholarly journals Exchange-traded funds as an alternative investment option

2019 ◽  
pp. 7-37
Author(s):  
António Afonso ◽  
Pedro Cardoso
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Exchange Traded Funds ◽  
Price Efficiency ◽  
Index Funds ◽  
Equity Mutual Funds ◽  
Asset Value ◽  
Net Asset Value ◽  
Tracking Ability ◽  
Investment Option

We conduct an analysis of Exchange-traded Funds (ETFs), Index and Equity mutual funds and their respective benchmark during the 2010-2015 period for the Portuguese fund industry. For the period 2010-2017, we test ETFs for price inefficiency (existence of deviations between prices and the Net Asset Value) and persistence. We find that the studied ETF does not always outperform index funds in replicating the variations of the PSI 20 index, despite exhibiting better tracking ability when facing downside deviations of the benchmark and a better capacity of smoothing tracking deviations. Regarding ETFs price efficiency and its persistence, the study reveals that the examined ETF is priced at a low average discount with evidence of deviations persistence of at least two days. The investment schemes with the highest ability to track the PSI 20 Index were PSI20 (ETF), BBVA PPA Índice PSI20, and the equity mutual fund BPI Portugal.

scholarly journals A STUDY ON RISK & RETURN ANALYSIS OF SELECTED SECURITIES IN INDIA

2020 ◽  
Vol 5 (4) ◽  
pp. 79-86
Author(s):  
P. Subramanyam ◽  
Nalla Kalyan
Keyword(s):  
Mutual Funds ◽  
Risk Taking ◽  
Capital Market ◽  
Mutual Fund ◽  
Policy Reforms ◽  
Important Place ◽  
Risk Return ◽  
Interesting Insight ◽  
Small Investors ◽  
Insight Into

The main objective of the study is to give investors a basic idea of investing into the mutual funds and encourage them to invest in those areas where they can maximize the return on their capital. The research provided an interesting insight into awareness about the mutual funds, risk taking abilities of investors and investment options preferred etc. The Indian Capital has been increasing tremendously during the last few years. With reforms of economy, reforms of investing policy, reforms of public sector and reforms of financial sector, the economy has been opened up and many developments have been taking place in the Indian money market and Capital market. In order to help the small investors, mutual fund industry has come to occupy an important place. This study helps us to understand how the companies diversify themselves in different sectors and in different companies to maximize the returns and to minimize the risks involved in it.

scholarly journals The Performance of Sharia Equity Fund Investment Manager

2020 ◽  
Vol 1 (1) ◽  
pp. 81
Author(s):  
Anni Maftukhah
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Linear Regression Analysis ◽  
Fund Raising ◽  
Ratio Method ◽  
Equity Fund ◽  
Turnover Ratio ◽  
Investment Manager ◽  
Fund Investment ◽  
Fund Size

Sharia mutual funds are fund raising activities from investors to be managed by investment managers with sharia-based management, namely by not investing funds in companies whose types and scope of business are not in accordance with Islamic sharia. This study was conducted to determine the effect of turnover ratio, expenses ratio, fund size, managerial tenure, and fund selection skills on the performance of sharia mutual fund investment managers in Indonesia. The data used in this study are monthly Net Asset Value, BI rate, IHSG, annual turnover data, annual expenses ratio data, and prospectus of 9 sharia stock mutual funds from December 2014 to December 2018. Samples were taken based on the purposive sampling method during this research. The measurement of the performance of sharia equity fund investment managers uses the Sharpe Ratio method. The method used is multiple linear regression analysis and classic assumption tests using descriptive statistical tests, multicollinearity tests, and heteroscedasticity tests using EVIEWS 10 statistical software. The results of this study indicate that turnover ratio, fund size, fund selection skills significantly influence performance Islamic mutual fund investment manager. While expenses and managerial tenure ratios do not significantly influence the performance of investment managers in Islamic mutual funds.

A Study on Factors for Investor Dissatisfaction towards Mutual Funds in Bhopal City

2016 ◽  
Vol 5 (1) ◽  
Author(s):  
Ms. Pooja Gupta
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Investment Option ◽  
Fund Industry ◽  
Mutual Fund Industry ◽  
The Impact

Mutual fund as an investment option still needs to be accepted by the investors as an instrument in their basket of investment. Presence of the mutual fund industry has been more than 5 decades old and yet efforts are made, to strive hard, for its existence and survival in the market. Despite that more than 1300 schemes are marketed to meet the investor objectives by 44 AMC’s in India, yet the industry is unable to gain the trust and satisfaction of investors. This paper attempts to evaluate the factors that contribute to investor dissatisfaction in Bhopal city and also the impact of dissatisfaction on the tenure of investment in mutual funds.

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