MF DATA ANALYSIS.docx - DATA ANALYSIS INTERPRETATION A SURVEY ON DISTRIBUTORS PERCEPTION ON MUTUAL FUNDS WITH SPECIAL EMPHASIS ON RELIANCE MUTUAL FUNDS

MF DATA ANALYSIS.docx - DATA ANALYSIS INTERPRETATION A...

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DATA ANALYSIS & INTERPRETATION A SURVEY ON DISTRIBUTORS PERCEPTION ON MUTUAL FUNDS WITH SPECIAL EMPHASIS ON RELIANCE MUTUAL FUNDS QUESTION 1: Here the distributors were asked about the investment solutions that they offer to the clients? Choices Insurances Bonds Post office savings scheme (poss.) Mutual funds (Mfs)
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IPO’S Others Investment options %level of preferences MF 95.8 BONDS&IPOS 79.16 POSS 45.83 INSURANCE 75 OTHERS 54.16 MF BONDS&IPOs POSS INSURANCE OTHERS 0 20 40 60 80 100 120 % level of preferences % level of preferences CONCLUSION: Most of the distributors offer mutual funds as one of their best investment options to their clients. They were opted by around 95.835%, followed by bonds and insurance around 79.16%, followed by insurance by 75%, followed by Poss.45.83, and Others by 54.16%. QUESTION 2: Distributors were asked to give the unbiased and impartial responses as to which Amc comes on top of their mind.
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Name of the Amc Percentage Templeton 45.83 Reliance 33.33 Hdfc 29.16 Hsbc 12.5 Birla, Tata, Zurich 8.33 Kotak 4.16 PERCENTAGES Templeton Reliance HDFC HSBC Birle, Tata, Zurich Kotak Conclusion: As per responses of the sample survey Templeton takes the first place followed by Reliance, Hdfc, Hsbc, Tata Birla&, Zurich, kotak.
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QUESTION 3: No for walk in per day. Range 0-9 10-19 20-29 30-39 40-49 50-59 Value 14 4 1 1 1 3 0 2 4 6 8 10 12 14 16 value value
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QUESTION 4: Here distributors were asked to list any 5 Amc which they recommend to their clients. Response: The following were listed the whole sample. Reliance, Hdfc, Birla, Dspml, Tata, Templeton, Kotak, Standard character, Pruicic, Hsbc, Allianz, Jm, Sundaram, Principle & Ingvysya. The table below indicates the percentages weight age given to each of the companies and rankings is given on the basis. AMC %weight age Rank Reliance 75 2 Hdfc 75 2 Birla 62.5 3 Dspml 33.3 5 Tata 20.8 7 Templeton 83.3 1 Kotak 8.33 9 Jm 8.33 9 Standard character 12.5 8 Principal 12.5 8 Allianz 12.5 8 Pruicic 29.16 6 Hsbc 37.5 4 Sundaram 4.16 10 Ingvysya 4.16 10
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Reliance HDFC Birla DSPML Tata Templeton Kotak JM Standard Charter Principal Allianz PruICICI HSBC Sundaram ING Vysya 0 10 20 30 40 50 60 70 80 90 %WEIGHTAGE %WEIGHTAGE QUESTION 5: The distributors were asked about the appropriate no. of applications they receive for MFs in a week. Name of the distributors No of Applications Rank Karvy 10 10 Icici 100 2 Allianz 10 10 Matrix 25-30 7 Il&fs 25-30 7 Uti securities 25-30 7 Ecs 25-30 7 Bajaj capital 20 8 Integrated 75-100 3 Way 2 wealth 50 6 Kotak 5 11 Ingvysya 250 1 Hsbc 15 9 Vistar 75-100 3 Blue chip 60 5 Bsdl 75 4 QUESTION 6:
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Here Distributors were asked to rank Reliance Mutual fund taking into consideration the following parameters?
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