review 2 - Copy.pptx

8/8/2019 review 2 - Copy.pptx

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A COMPARATIVE STUDY OF ULIPS VS MUTUA AT SBI MUTUAL FUNDS

• Presented by

P.Reddy Raja Reddy .

Roll no:13691E0083,

Under guaidence of

r.!"ulasi #ris"na. #


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Review 2

DATA ANALYSIS AND

INTERPRETATIONS.

OBJECTIVES:

• To study the approach of investors towards mutual funds and ULIPS.

• To study the behavior of the investors whether they prefer mutual fund


3/21

response Frequency Percentage

Yes 19 62%

No 1 38%

total 50 100

1.o you !n"est !n #utual Funds$

N&'(P('&)&*N+

62% of t,e people !n"est !n mutual funds.


4/21

*pt!ons frequency percentages

F!-ed

depos!ts

11 5.83

Post off!ce

sc,emes

9 3/.5

(ecurr!ng

depos!ts! 16.66

&otal 2 100

23%

19%

8%

50%

Freque

2. f not t,en ,at ot,er opt!ons do you prefer to !n"est$


5/21

*pt!ons Frequency percentage

)d"ert!sements "" %

)gents 1" 2%

4em!nar # 1%

ors,op 9 18%

total 50 100

3.What is the mode of information that you use

for insurance companies?

a) Advertisement b) Agents c) Seminar

d) Workshops

22%

12%

#%

9%

50%

Freque!"

$%pected fre&uency' ()*!' 1".(


6/21

+hi s&uare' , -observede%pected-/ ' 1).0!

opt!ons Frequency o7ser"ed

e-pected

o7ser"ed

e-pected9

e-

)d"ert!sements "" 9.( 9)."(

)gents 1" .( ."(

4em!nar # (.( )."(

ors,op 9 .( 1"."(&otal 50 133

t de2ree of freedom3 df 45 '#.61(3 thus the calculated value is 2re

than the table value. 7ence3


7/21

22%

12%

#%

9%

50%

Freque!"

Advertisements

Agents

Seminar

Workshop

Total

nterpretat!on+ t means t,at all t,e modes of !nformat!on are not

t,e same. )d"ert!sement !s more popular


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.n ,!c, sector do you prefer to !n"est your money$

*pt!ons Frequency Percentages

>o"ernment

sector

"# 5

Pr!"ate

sector

" 6

total 50 100

2#%

23%

50%

Freque!"


9/21

>o"ern

ment

sector

2/ 2 0.16

Pr!"atesector

" " ! 0.16

total 50 2 8 0.32

+hi s&uare' , -observede%pected-/ ' )." $%pected

t df 4153 the table value is .6!1 which are 2reater than the calculated v

7ence


10/21

5.,!c, factor do you cons!der 7efore

!n"est!ng !n mutual fund or ?@P4 t!c

*pt!ons frequency percentages

4afety of

pr!nc!pal

1! 28

@o r!s 1( 30

returns

1! 28

#atur!ty

per!od

! 8

&erms and

cond!t!ons

6

&otal 50 100

1$%

15%

1$%

$%3%

50%

reque!"

*pt!ons frequency *7ser"ede-pected *7ser"ed o7ser"e


11/21

*pt!ons frequency *7ser"ede-pected *7ser"ed

e-pected9

o7ser"e

e-pected

4afety of

pr!nc!pal

1! ! 10 1.6

@o r!s 1( ( "( 2.5

#atur!ty per!od ! 0 0 3.6

&erms and

cond!t!ons

# !9 .;

total 50 12 1.2

+hi s&uare' , -observede%pected-/ ' 1!."

$%pected

t df 4!53 the table value is 9.!66 which is less than the calculated value.

7ence < !s re ected

I i l f l ! t, t ! t t f t 7 f


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Interpretation: people prefer lo r!s as t,e most !mportant factor 7efore

!n"est!ng !n mutual funds or ?@P4 .

*pt!ons frequency Percentages

Yes ! 68

No 10 32

total 50 100

6.Do you have any other investment/insurance policy?

3$%

1&%

50%

%reque!"

Interpretation8 06 of the people had bou2ht other investment policies.


13/21

/.(eason for !n"ested !n 4A#F and ?@P4.

(eason No. of

(espondents

)ssoc!ated !t, 4A (

Aetter (eturn (

)gents )d"!ce 1(

&

'

(&

('

)&

)'

*&

*'

%o+ o Respon

( f ! t d ! 4A#F d ?@P4


14/21

(eason for !n"ested !n 4A#F and ?@P4

nterpretat!on+

:ut of (( investors of S;I


15/21

8.4ource of !nformat!on for customers a7out #utual Funds and

4ource of

!nformat!on

No. of

(espondents

)d"ert!sement 16

Peer >roup "(

Aan )

F!nanc!al )d"!sors 0"Advertisement Peer Group ,an

&

(&

)&

*&

-&

'&

.&

/&

N'( ' Re)*'+e


16/21

4ource of !nformat!on for customers a7out #utual

Funds and ul!ps$

nterpretat!on+

=rom the above chart it can be inferred that the =inancial dvisor is the

most important source of information about


17/21

;.(eason for not !n"ested !n 4A#F and ?@P4$

(eason No. of

(espondents

Not )are "(

@ess (eturn 16

)gentBs )d"!ce ""%ot A!are ess Return

&

'

(&

('

)&

)'

%o+ o Responden


18/21

(eason for not !n"ested !n 4A#F and ?@P4$

nterpretat!on+

:ut of 0( people who have not invested in S;I


19/21

*pt!ons Frequency Percentages

15 years ""

510 years 1# 3

1015 years

1112

total 50 100

10.How long have you been investing in mutual funds

22%

1#%

11%

50%

Freque!"

*pt!ons Frequency *7ser"ed *7ser"ed o7ser


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*pt!ons Frequency *7ser"ed

e-pected

*7ser"ed

e-pected9

o7ser

e-pect

15 years 9 ".0# #.1"69 1.126

510 years # ).0# ).!!69 0.0/0;1015 years . 11.)669 1./51

total 1; 18.666/ 2.;/;

+hi s&uare' , -observede%pected-/ ' ".9!#9

$%pected

t df 4"53 the table value is (.991 which are 2reater than the calculated value.7ence3


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review 2 - Copy.pptx