• HOME
  • Search & Results
  • Full Text
  • Thesis Details
 
Page: 322
 
Full Screen

  • TITLE
  • CERTIFICATE
  • DECLARATION
  • ACKNOWLEDGEMENT
  • CONTENTS
  • LIST OF TABLES
  • LIST OF FIGURES
  • LEGEND
  • I. INTRODUCTION
  • 1.1 INTRODUCTION
  • 1.2 MUTUAL FUNDS
  • 1.3 SBI MUTUAL FUNDS
  • 1.4 STATEMENT OF THE PROBLEM
  • 1.5 OBJECTIVES OF THE STUDY
  • 1.6 HYPOTHESES
  • 1.7 METHODOLOGY
  • 1.8 PERIOD OF STUDY
  • 1.9 SIGNIFICANCE OF THE STUDY
  • 1.10 LIMITATIONS OF THE STUDY
  • 1.11 REVIEW OF LITERATURE
  • 1.12 CHAPTER SCHEME
  • II. MUTUAL FUNDS - AN OVERVIEW
  • 2.1 INTRODUCTION
  • 2.2. HISTORY OF MUTUAL FUNDS
  • 2.1 Structure of Mutual Fund Industry in USA
  • 2.3 CONCEPT OF MUTUAL FUND
  • 2.4. SIGNIFICANCE OF MUTUAL FUND IN THE INVESTMENT SCENARIO
  • 2.5 ROLE OF MUTUAL FUNDS IN ECONOMIC DEVELOPMENT
  • 2.6 MUTUAL FUNDS IN INDIA
  • 2.1 Net Assets of the Indian Mutual Fund Industry (UTI) from 1964 to 1987
  • 2.2 Composition of Financial savings of Household Sector
  • 2.3 Cumulative Resources mobilized by Public sector Mutual Funds (1987-1993)
  • 2.4 Cumulative Resources mobilized by Mutual Funds (1993-96)
  • 2.5 Cumulative Resources mobilized by all MF from 1991-2000
  • 2.2 Cumulative Resources mobilized by MFs. From1991-2000
  • 2.6 Outstanding position of MF Assets at 31s March 2000
  • 2.7 Status of Mutual Fund Investors in India
  • 2.3 Distribution of Investors in Mutual Fund schemes
  • 2.4 Distribution of Investors in Mutual Funds by Region-wise
  • 2.5 Constituents of a Mutual Fund
  • 2.7 TYPES OF MUTUAL FUND SCHEMES
  • 2.8 Classification of Mutual Fund Industry in India
  • 2.8 GROWTH OF MUTUAL FUNDS IN INDIA
  • 2.9 Resources mobilized by Mutual Funds (1996-97)
  • 2.10 Resources mobilized by Mutual Funds (1997-98)
  • 2.11 Resources mobilized by Mutual Funds (1998-99)
  • 2.12 Resources mobilized by Mutual Funds (1999-2000)
  • 2.6 Gross Resources mobilized by the MFs during 1999-2000
  • 2.13 Status of Mutual Funds for the period April 2000-March 2001
  • 2.7 Resources mobilized by Mutual Fund industry 2000-01
  • 2.14 Indian Mutual Funds at a glance as on 315T March 2000
  • 2.9 MUTUAL FUND AS AN INVESTMENT ALTERNATIVE
  • 2.15 Comparison of Investment options under return, volatility, liquidity and convenience
  • 2.16 The Investor perspective: Fund Vs Other products
  • 2.10 INDIAN MUTUAL FUND INDUSTRY IN THE PRESENT SCENARIO
  • 2.17 Table showing Total Assets under management of Indian MF Industry from 3110312000 to 3110312002
  • 2.18 Types of Schemes and their fund mobilization for last three years.
  • III. PROFILE OF STATE BANK OF INDIA MUTUAL FUND
  • 3.1 ORIGIN AND GRONTH OF STATE BANK OF INDIA (S.B.I.)
  • 3.2 ORGANISATIONS AND STRUCTURE OF SBI
  • 3.1 Key performance indicators of SBI
  • 3.2 Ownership pattern of SBIs share
  • 3.3 Market price data (closing values) from April 2000-March 2001
  • 3.4 Working of SBI for the year 1996-2000-01
  • 3.3. SBI AS A NEW GENERATION BANK
  • 3.4 NPA MANAGEMENT
  • 3.5 Net Non-Performing Asset Ratio of 1999 to 2001 March
  • 3.1 Net NPA Ratio of SBI from 1999 to 2001
  • 3.5 SBI MUTUAL FUND --AN OVERVIEW
  • 3.6 SBI MUTUAL FUND SCHEMES
  • 3.6 Scheme-wise distribution of SBI MF as on 2000-2001
  • IV. FUNCTIONING OF SBI MUTUAL FUND
  • 4.1 INTRODUCTlON
  • 4.2 PERFORMANCE EVALUATION OF SBI MUTUAL FUND
  • 4.3 PERFORMANCE EVALUATION OF SBI MUTUAL FUND SCHEMES BYUSING PERCENTAGE CHANGE IN NAV METHOD
  • 4.1 Scheme-wise Performance of SBI Mutual Fund for the year 1992.
  • 4.2 Scheme-wise Performance of SBI Mutual Fund during 1993-94
  • 4.3 Scheme-wise Performance of SBI Mutual Fund during 1994-95
  • 4.4 Scheme-wise Performance of SBI Mutual Fund during 1995-96
  • 4.5 Scheme-wise Performance of SBI Mutual Fund during 1996-97
  • 4.6 Scheme-wise Performance of SBI Mutual Fund for the year 1997-98
  • 4.7 Scheme-wise Performance of SBI Mutual Fund for the year 1998-99
  • 4.8 Scheme-wise Performance of SBI Mutual Fund for the year 1999-2000
  • 4.9 Scheme-wise Performance of SBI Mutual Fund for the year 2000-01
  • 4.4 PERFORMANCE EVALUATION OF SBI MUTUAL FUND SCHEMES BYUSING INTERNAL RATE OF RETURN (IRR)
  • 4.10 IRR percentage of SBI Mutual Fund schemes as on 31/03/2001
  • 4.5 TREND ANALYSIS AND CURVE FITTING OF SBI MUTUAL FUNDSCHMES BY USING METHOD OF LEAST SQUARES
  • 4.11 The trend values of SBI MF Scheme MMIS-91
  • 4.1 Trend value of SBI Mutual Fund scheme MMIS-91
  • 4.12 The trend values of SBl Mutual Fund scheme MTPL-91
  • 4.2 Trend value of SBI Mutual Fund scheme MTPL-91
  • 4.13 The trend values of SBI Mutual F and scheme MELS-91
  • 4.3 The trend value of SBI MF schemeMELS-91
  • 4.14 The trend values of SBI Mutual Fund scheme MGIFTS-92A
  • 4.4 The trend value of SBI MF scheme MGIFTS-92A
  • 4.15 The trend values of SBI Mutual Fund scheme MGIFTS-92B
  • 4.5 The trend value of SBI MF scheme MGIFTS-92B
  • 4.16 The trend values of SBI Mutual Fund scheme MGF-94
  • 4.6 The trend value of SBI MF scheme MGF-94
  • 4.17 The trend values of SBI Mutual Fund scheme MRIS-93
  • 4.7 The trend value of SBI MF scheme MRIS-93
  • 4.18 The trend values of SBI Mutual Fund scheme MEX-91
  • 4.8 The trend value of SBI MF scheme MEX-91
  • 4.19 The trend values of SBI Mutual Fund scheme MMPS-93
  • 4.9 The trend value of SBI MF scheme MMPS-93
  • 4.20 The trend values of SBI Mutual Fund scheme MMS-90
  • 4.10 The trend value of SBI MF scheme MMS-90
  • 4.21 The trend values of SBI Mutual Fund scheme MTGS-93
  • 4.11 The trend value of SBI MF scheme MTGS-93
  • 4.22 The trend values of SBI Mutual Fund scheme MTPS-94
  • 4.12 The trend value of SBl MF scheme MTPS-94
  • 4.23 The trend values of SBI Mutual Fund scheme MELS-95
  • 4.13 The trend value of SBI MF scheme MELS-95
  • 4.24 The trend values of SBI Mutual Fund scheme MELS-96
  • 4.14 The trend value of SBI MF scheme MELS-96
  • 4.25 The trend values of SBI Mutual Fund scheme MMIS-91, MTPL-91, MELS-91, MGIFTS-92A and MGIFTS-92B
  • 4.15 The Comparison of trend value of MMIS-91, MTPL-91, MELS-91 MGIFTS-92A and MGIFTS-92B
  • 4.6 COMPARISON OF SBI MUTUAL FUND RETURN WITH OTHERALTERNATIVES
  • 4.26 Comparison of return on SBI Mutual Fund scheme MMIS-91 with Bank and Post office deposit return
  • 4.27 Comparison of return on SBI Mutual Fund scheme MRIS-93 with Bank and Post office deposit return
  • 4.28 Comparison of return on SBI Mutual fund scheme MTPL-91 with Bank and Post office deposit return
  • 4.29 Comparison of return on SBI Mutual fund scheme MMS-90 with Bank and Post office deposit return
  • 4.30 Comparison of return on SBI Mutual fund scheme MEX-91 with Bank and Post office deposit return
  • 4.31 Comparison of return on SBI Mutual fund scheme MMPS-93 with Bank and Post office deposit return
  • 4.32 Comparison of return on SBI Mutual fund scheme MGF-94 with Bank and Post office deposit return
  • 4.33 Comparison of return on SBI Mutual fund scheme MELS-91 with Bank and Post office deposit return
  • 4.34 Comparison of return on SBI Mutual fund scheme MGIFTS-92A with Bank and Post office deposit return
  • 4.35 Comparison of return on SBI Mutual fund scheme MGIFTS-92B with Bank and Post office deposit return
  • 4.36 Comparison of return on SBI Mutual fund scheme MTGS-93 with Bank and Post office deposit return
  • 4.37 Comparison of return on SBI Mutual fund scheme MTPS-94 with Bank and Post office deposit return
  • 4.38 Comparison of return on SBI Mutual fund scheme MELS-95 with Bank and Post office deposit return
  • 4.39 Comparison of return on SBI Mutual fund scheme MELS-96 with Bank and Post office deposit return
  • 4.7 PERFORMANCE EVALUATION OF SBI MUTUAL FUND SCHEMES ONTHE BASIS OF AVERAGE ANNUAL GROWTH
  • 4.40 Average Annual Growth Rate of SBI MF-Income Scheme
  • 4.41 Average Annual Growth Rate of SBI MF-Growth Scheme
  • 4.42 Average Annual Growth Rate of SBI MF-Tax Saving Scheme
  • 4.8 IMPLEMENTED OBJECTIVES OF SBI MUTUAL FUNDS - EVALUATION
  • 4.43 Average Annual Growth Rate of SBI MF-industry Specified Scheme
  • 4.44 Portfolio composition of various SBI MF schemes as on 31.12.1992
  • 4.45 Portfolio composition of various SBI MF schemes as on 31.03.2001
  • 4.9 FUND SIZE AND PERFORMANCE ANALYSIS
  • 4.46 Fund size and fund performance of analysis of SBI MF scheme for the year 1996-97
  • 4.47 Fund size and fund performance of analysis of SBI MF scheme for the year 1997-98
  • 4.48 Fund size and fund performance of analysis of SBI MF scheme for the year 1998-99
  • 4.49 Fund size and fund performance of analysis of SBI MF scheme for the year 1999-2000
  • 4.50 Fund size and fund performance of analysis of SBI MF scheme for the year 2000-01
  • V. SBI MUTUAL FUND IN KERALA
  • 5.1 ECONOMIC PROFILE OF KERALA
  • 5.2 CAPITAL MARKET ENVIRONMENT IN KERALA
  • 5.1 Shareholders Density in Kerala
  • 5.3 MAJOR MUTUAL FUNDS IN KERALA
  • 5.2 Mutual funds functioning in Kerala
  • 5.4 PERFORMANCE OF SBI MUTUAL FUND IN KERALA
  • 5.3 District-wise profile of SBI Mutual fund Investors
  • 5.4 Area-wise profile of SBI Mutual fund Investors
  • 5.5 Age-wise profile of SBI Mutual fund Investors
  • 5.6 Gender-wise profile of SBI Mutual fund Investors
  • 5.7 Marital status profile of SBI Mutual fund Investors
  • 5.8 Educational profile of SBI Mutual fund Investors
  • 5.9 Occupation-wise profile of SBI Mutual fund Investors
  • 5.10 Income profile of SBI Mutual fund Investors
  • 5.11 Monthly family savings of SBI Mutual fund Investors
  • 5.12 Family size profile of SBI Mutual fund Investors
  • 5.13 Nature of investment wise distribution of SBI MF Investors
  • 5.14 Motives behind investment 9n SBI MF
  • 5.15 Grouping of SBl MF Investors based on money set aside for Emergency needs
  • 5.16 Tax payer or Not division of SBI MF Investors
  • 5.17 Grouping of SBI MF investors based on tax range
  • 5.18 Distribution of SBl MF investors based on source of information
  • 5.19 Distribution of investors based on their mode of purchase of SBI MF. .
  • 5.20 Distribution of investors based on amount invested in SBI MF
  • 5.21 Distribution of investors invest other than SBI MF
  • 5.22 Distribution of SBI MF investors based on the amount invested in other MFs
  • 5.23 Factors influencing SBI Mutual fund Investment
  • 5.24 Factors influencing SBI MF investors preference
  • 5.25 Distribution of SBI MF investors based on schemes
  • 5.26 Level of importance that influence the Investors
  • 5.27 Investors opinion based on Investor services
  • 5.28 Distribution of Investors based on investment year
  • 5.29 Distribution of investors based on their opinion on listing
  • 5.30 Distribution of investors based on various income schemes
  • 5.31 Distribution of Investors based on various growth schemes
  • 5.32 Distribution of Balanced scheme Investors
  • 5.33 Distribution of Investors based on various tax saving scheme investment
  • 5.34 Distribution of Investors based on various industry specified schemes
  • 5.35 Investors comment on the return on investment
  • 5.36 Cross tabulation of Investors opinion on return from SBI schemes and their Location of residence
  • 5.37 Relationship between investors opinion on return on Investment and age
  • 5.38 Relationship between investors opinion on return on Investment and sex
  • 5.39 Relationship between investors opinion on return on Investment and marital status
  • 5.40 Relationship between investors opinion on return on Investment and Education
  • 5.41 Relationship between investors opinion on return on Investment and occupation
  • 5.42 Relationship between investors opinion on return on Investment and Monthly family income
  • 5.43 Investors comment on decision- making information provided by SBI Management
  • 5.44 Distribution of Investors based on comparison of alternatives on investment
  • 5.45 Distribution of investors based on satisfaction of return
  • 5.46 Investors comment on encouraging others on investment in SBI MF
  • 5.47 Investors willingness in future investment in SBI MF
  • 5.48 Relationship between Investors opinion on information provided by SBI MF and place of residence
  • 5.49 Relationship between Investors opinion on information provided by SBI MF Management and Age
  • 5.50 Relationship between Investors opinion on information provided by SBI MF and Sex
  • 5.51 Relationship between Investors opinion on information provided by SBI MF and Marital status
  • 5.52 Relationship between Investors opinion on information provided by SBI MF Management and Education
  • 5.53 Relationship between Investors opinion on information provided by SBI MF Management and Occupation
  • 5.54 Relationship between Investors opinion on information provided by SBI MF Management and monthly family income
  • 5.55 Relationship between Investors opinion on Comparison of alternative In investment and place of residence
  • 5.56 Relationship between Investors opinion on Comparison of alternative in investment and age group
  • 5.57 Relationship between Investors opinion on Comparison of alternative In investment and sex
  • 5.58 Relationship between Investors opinion on Comparison of alternative in investment and marital status
  • 5.59 Relationship between Investors opinion on Comparison of alternative in investment and education
  • 5.60 Relationship between Investors opinion on Comparison of alternative in investment and occupation
  • 5.61 Relationship between Investors opinion on Comparison of alternative in investment and monthly family income
  • 5.62 Relationship between Investors satisfaction on investment and place of residence
  • 5.63 Relationship between Investors satisfaction on investment and age.
  • 5.64 Relationship between Investors satisfaction on SBI MF and sex
  • 5.65 Relationship between Investors satisfaction and marital status
  • 5.66 Relationship between Investors satisfaction on investment and education
  • 5.67 Relationship between Investors satisfaction on investment and occupation
  • 5.68 Relationship between Investors satisfaction on return on investment and monthly family income
  • 5.69 Relationship between Investors comment on encouraging others for investing in SBI MF and place of residence
  • 5.70 Relationship between Investors comment on SBI MF investment by others and age
  • 5.71 Relationship between Investors comment on SBl MF investment by others and sex
  • 5.72 Relationship between investors comment on SBI MF investment by others and marital status
  • 5.73 Relationship between Investors comment on encouraging others For investing in SBI MF and education
  • 5.74 Relationship between Investors comment on encouraging others For investing in SBI MF and occupation
  • 5.75 Relationship between Investors comments on encouraging others for investing in SBI MF and monthly family income
  • 5.76 Relationship between Investors willingness in future investment and place of residence
  • 5.77 Relationship between Investors willingness in future investment in SBI MF and age
  • 5.78Relationshrp between lnvestors willingness in Future Investment and Sex
  • 5.79 Relationship between investors Willingness in Future Investment and Marital Status
  • 5.80 Relationship between Investors willingness in Future Investment and Education
  • 5.81Relationship between Investors willingness in future investment and occupation
  • 5.82 Relationship between Investors Willingness in Future Investment and Monthly Farnily Income
  • VI. SUMMARY OF FINDINGS AND RECOMMENDATIONS
  • CONCLUSIONS AND FINDINGS
  • Strength of SBI Mutual Funds
  • Weaknesses of SBI Mutual Fund
  • Opportunities of SBI Mutual Funds
  • Threats of SBI MFs
  • GENERAL FINDINGS
  • Findings on the basis of Analysis of Data
  • RECOMMENDATIONS
  • APPENDIX I INTERVIEW SCHEDULE
  • APPENDIX II BIBLIOGRAPHY