INTRODUCTION

Meaning of MF and its TypesObjectivesFindingsSuggestionsConclusion

Meaning and its typesA mutual fund is a trust that pools the savings of a number of investors who share a common financial goal

Objective

Awareness of mutual fund in Udaipur among ICICI-direct existing customers.

Demonstrate the benefit of Mutual fund.To identify the mode of investment they

prefer.To identify the reason for not investing in

Mutual fund.

Findings

60%

40%

Awareness about Mutual funds:

Yes No

99%

1%

Preference mode of investment

Online Offline

23%

23%34%

20%

Reason of not investing in Mutual Funds:Need assistance to invest in MF Need more knowledge on MF

Not interested/ other brokers Do not invest in MF

67%

7%

25%

Investment through ICICI-direct.com in last 12 month

Equity FO MF insurance FD Deb/Bonds None

SuggestionsCustomer educationConfidence building

activitiesProvide market

information regularly Build RelationshipBetter schemes for

broking charges.

Conclusion

Huge opportunities of mutual fund exist in the Udaipur

competition is cut to throat Mindsets of the investors wrong perception

For paying attention