A Study on Comparative Analysis of Mutual Funds and Investor Perception in Livwealthy, Bengaluru

Abstract

The project took place at LivWealthy Ltd, Bangalore, entitled “A Study of Comparative Analysis of Mutual funds and Investor Perception in LivWealthy”. The main purpose of this study is to analyze the performance of the joint fund. In the current economy scenarios interest rates are falling and share market fluctuations have put investors in the confusion. Such a mutual fund is one of the profitable investment routes available to investors. The study mainly deals with identifying better collective investments in 3 different categories and by considering various other parameters such as forms, NAV and risk analysis etc, and also the perception of individual respondents for investing in mutual fund in LivWealthy Ltd. The study was conducted for the 6 week period. Large cap mutual funds, equity variability and co-cash middle and small caps are selected for the study. The aim of the study was to understand the risk and returns of selected mutual funds and also to study the perception of investors towards mutual funds. A sample of 30 investors was selected to understand their perception of mutual funds. The data collected was analysed using various statistical tool and techniques to draw meaning full inferences. It was found from the study that majority of the investors are professional like Doctor, CA, majority of the respondents prefer mutual funds as their savings and safety preference and majority of the investors took self-decision to invest in mutual funds.