Customer Satisfaction

(UGC Autonomous)
mutual funds of SBI

A Project Report Submitted to
JAWAHARLAL NEHRU TECHNOLOGICAL UNIVERSITY,
ANNAMAYYA
In Partial Fulfillment
of the Requirements for the Award of the Degree of

MASTER OF BUSINESS ADMINISTRATION
By
G. REDDY VINITHA
REG. NO 21691E00J4
UNDER THE GUIDANCE OF
Dr SAIRA KHATOON
Assistant Professor
DEPARTMENT OF MANAGEMENT STUDIES
MADANAPALLE INSTITUTE OF TECHNOLOGY & SCIENCE (MITS)

(UGC – AUTONOMOUS)
(Affiliated to Jawaharlal Nehru Technological University, Annamayya)
MADANAPALLE – 517352,
ANNAMAYYA DISTRICT,
A.P 2022-2023
(UGC Autonomous)
CERTIFICATE
This is to certify that the mini project report entitled “MUTUAL

FUNDS IN SBI ”,submitted by G. REDDY VINITHA (Reg. No
21691E00J4) under the guidance of Dr SAIRA KHATOON, Assistant
Professor, MITS School of Business, for the award of the Degree of
MASTER OF BUSINESS ADMINISTRATION to Jawaharlal Nehru
Technological University, Annamayya, is a record of independent mini
project work undertaken by his under supervision and guidance and the
project has not been admitted either in part or whole for the award of any
other degree or Diploma of any university.
Dr SAIRA KHATOON Prof SREMMANT BASU

Assistant professor Ph.D- IIT kharagpur
Project Guide Dean- administration &international relations
Head of Department
DECLARATION
We declare that this report on the “MUTUAL FUND IN SBI” is a Bonafide

work done under the guidance of Dr SAIRA KHATOON, Assistant
Professor, Department of Management Studies, Madanapalle Institute of
Technology & Science, Madanapalle, as a part of MBA Curriculum is a
record of original work done by our student.
G.REDDY VINITHA
(Reg. No 21691E00JA)
ACKNOWLEDGEMENT
I would like to thank all persons who have contributed towards the successful completion
of the project work.
I have deep sense of gratitude to Dr SAIRA KHATOON, project Guide, MITS

School of Business, for his encouragement, guidance and valuable suggestions throughout
the Project.
I take this opportunity to thank Dr SAIRA KHATOON, Assistant professor,

MITS School of Business Dr. C. YUVARAJ, Principal, MITS, and Sri Dr. N. VIJAYA
BHASKAR CHOWDARY, Ph.D., Secretary & Correspondent, MITS for their
continuous support and encouragement.
My heartful thanks to my parents and My friends who were a moral support for us
from the very beginning of the project in all circumstances.
I am thankful to the administration and faculty of MITS School of Business, for

having required this project from us, as it has provided an invaluable experience to us. For
giving us an opportunity to undergo a Project in
“ MUTUAL FUNDS IN SBI”
G.REDDYVINITHA
(RollNo:21691E00J4)
Abstract:
The present study focuses on the performance evaluation of selected SBI Mutual Funds schemes
which have been playing a vital role in the Indian economy. A Mutual fund is an organization
which comes into existence through a sponsor. In India mutual funds come into existence in
1964 with the establishment of UTI through a separate Act in parliament.
Keywords: Debt, Equity, Financial Services, Financial System, Mutual Fund.
Executive Summary
In few years mutual funds has emerged as a tool for ensuring ones financial well being. Mutual
funds have not only contributed to the India growth story but have also helped families tap into
to the success of Indian industry has information and awareness is rising and more people are
enjoying the benefits of investing in mutual funds. The main reason the number of retile mutual
funds in the stock remines is that nine in ten people with incomes in India do not know the
mutual funds exist. but ones people are aware of mutual funds investment opportunities, the
number who decide to invest in mutual funds increases to as many as one in five people.
The trick for converting a person with no knowledge of mutual funds to a new mutual funds
customer is to understand which of the potential investors are more likely to buy mutual funds
and to use the right arguments in the sale process that customers will accept important and
relevant to their decisions .
This project gave me a grate learning experience and at the same time it gave me enough scope
to implement my analytical ability. The analysis and advice presented in this project report is
based on market research on the savings and investment practises of the investors and preference
of the investors for investment in mutual funds. This report will help to know about the investors
preferences in mutual funds means are their prefer any particular asset management company
(AMC), which type of product they prefer, which options (Growth or dividend) they prefer or
which investment strategy they follow (systematic investment plan or one time plane).
S.NO CONTENTS Page No
Title Sheet v
Certificate v
Declaration v
Abstract v
Contents page v
CHAPTER – 1 INTRODUCTION
1.1 Introduction 1
1.2 Literature Review 2-5
1.3 Statement of the problem 6-7
CHAPTER – 2 RESEARCH
METHODOLOGY
2.1 Research Methodology 8
2.2 Data Analysis techniques 9-11
CHAPTER-3 RESULTS,
FINDINGS, SUGGESTIONS &
CONCLUSION
3.1 Analysis & Results 12
Key Findings 13
3.3 Suggestions 14-15
3.4 Conclusion 16
4 References 17
5 Questionnaire 18-20

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(UGC Autonomous)

mutual funds of SBI

of the Requirements for the Award of the Degree of

MADANAPALLE INSTITUTE OF TECHNOLOGY & SCIENCE (MITS)

This is to certify that the mini project report entitled “MUTUAL

Dr SAIRA KHATOON Prof SREMMANT BASU

We declare that this report on the “MUTUAL FUND IN SBI” is a Bonafide

I have deep sense of gratitude to Dr SAIRA KHATOON, project Guide, MITS

I take this opportunity to thank Dr SAIRA KHATOON, Assistant professor,

I am thankful to the administration and faculty of MITS School of Business, for

“ MUTUAL FUNDS IN SBI”

1.2 Literature Review 2-5

1.3 Statement of the problem 6-7

2.2 Data Analysis techniques 9-11

3.3 Suggestions 14-15

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