presentation on analysis of the marketing strategies of hdfc mutual fund, at patna

(A report submitted in partial fulfillment of the requirements of MBA Program of Future Business School)

BY

SUMIT KUMAR

ROLL:

REGISTRATION NO:

Distribution List: Mr. Amitabh Prakash (Company Guide)

Prof. Anindita sen (Faculty Guide)

To Get an Idea of the present status of HDFC MUTUAL FUND in the area of East Patna

To know the satisfaction level of people with other mutual funds

To study the marketing aspect of the mutual fund

The Research (project) was mainly done through

collecting primary data

To prepare a plan to get the information needed

for the research

Data gathering involves usage of both primary

and secondary data

Surveys were mostly in-home(door-to-door) surveys

Locating the target customers is very time consuming

Sample size is limited due to the limited period

for the survey Lack of awareness about mutual fund among

respondents The survey is costly and tedious

HDFC Mutual Fund was setup on June 30, 2000

Zurich India Mutual Fund have migrated to HDFC Mutual Fund on June 19, 2003

HDFC Bank commenced operations as a Scheduled Commercial Bank in January 1995

HDFC Mutual Fund is well-established fund house and is sponsored by the HDFC Group

HDFC Growth fund HDFC Equity fund HDFC Top 200 schemes HDFC Capital Builder fund HDFC Index fund

AWARENESS OF MUTUAL FUND

Response No. of Respondents

Percentage

YES 102 93%

NO 08 7%

Awareness of Mutual Funds

93%

7%

yesNo

Factors No. of Respondents Percentage

Brand Image 36 32%

Product Price 28 26%

Service 25 23%

Quality of the Product 21 19%

AGE GROUP No. of Respondents Percentage

25-35 66 60

35-45 22 20

45-60 18 17

60 & above 04 3

RISK TAKEN IN PERCENTAGE

60%20%

17%

3%

25-35

35-45

45-60

60 & above

Response No. of respondents Percentage

YES 99 90%

NO 11 10%

Yes

No

Proper advertisement should be done HDFC mutual fund should establish its

branches in the rural areas Organisation should recruit more

advisors to sell the investment products The fund houses should invest in good

and attracting sectors to reduce standard deviation

Mutual funds have become a preferred investment vehicle in today’s times

Mutual funds offer various schemes and serve broadly to all types of investors

A lot of skills are required to convince a person in order to invest in Mutual Fund

THANK THANK YOU!!YOU!!

SUMITKSUMIT@GMAIL.COM