The Awareness, Perception And Adoption Of SWP Of Mutual Fund

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STATEMENT OF PROBLEM

TOPIC: Systematic Withdrawal Plan (SWP)

v Management Problem:

It involves decision regarding how to increase sales of SWP of Mutual Fund.

v Research Problem:

To examine awareness, perception and adoption of SWP of Mutual Fund.

RESEARCH OBJECTIVES

To know the awareness and perception of the investors regarding SWP and also adoption of the same.

To know the actual effect of independent variable on different-different variables those are related with investing in SWP.

To get an idea about actual key advantages and disadvantages of investing in SWP.

RESEARCH METHODOLOGY

Research methodology is a practice to analytically solve problem. It may be implicit as study how research is done systematically. In research methodology, we can learn various steps which usually adopted by researcher in studying the research dilemma along the logic behind it. The scale of research methodology is broad than research method.

Research Design:

This research is descriptive in nature. Intend of the research is to recognize the retailers of company and retailers satisfaction towards sales promotion schemes.

This research is based on primary and secondary data collected by conducting various methods like, observation, discussion and questionnaire for the survey. Through the response of the retailers, it can clearly identify about retailers’ point of views regarding company’s products.

Sampling Method:

Sampling method: Convenient Sampling Method

Sample unit: Investors and retirees.

Sample Size: 220

Data Collection:

I. Primary Data:

To collect primary data, Questionnaire survey and also telephonic survey is used.

II. Secondary Data:

To collect secondary data, website of company, brochure, newspapers etc have been considered.

DATA COLLECTION AND ANALYSIS

Q.1 (A) Gender

Q.1(A) Gender

Particulars Frequency Percentage

Male 139 63.18%

Female 81 36.82%

Total 220 100.00%

Table 11 – Gender

Interpretation:

From the above table and chart it can be seen that out of total sample size, 63.18% (139 in numbers) are Males and rest are Females.

Q.1 (B) Age

Q.1 (B) Age

Particulars Frequency Percentage

18-30 Years 143 65%

31-45 Years 44 20%

46-60 Years 25 11%

61-75 Years 8 4%

Total 220 100.00

Table 12 – Age

Interpretation:

From the above table and chart it can be seen that out of total sample size of 220, 65% of respondents belongs to 18-30 Years age group, 20% belongs to 31-45 years age group, 11% belongs to 46-60 Years age group and rest in 61-75 Years age group. Out of 220 respondents 143 respondents are 18-30 Years old.

Q.1 (C) Marital Status

Q.1 (C) Marital Status

Particulars Frequency Percentage

Married 86 39.09%

Unmarried 126 57.27%

Separated 8 3.64%

Total 220 100.00%

Table 13 – Marital Status

Interpretation:

From the above table and chart it can be seen that out of total sample size of 220, 57.27% (126 in numbers) are Unmarried and out of other 42.73%, there are 86 respondents who are married and rest are separated.

Age, Gender, Marital Status Analysis Marital Status Total

Married Unmarried Separated

Gender Gender Gender

Male Female Male Female Male Female

Age 18-30 Years 27 13 58 45 0 0 143

31-45 Years 17 10 8 5 2 2 44

46-60 Years 10 3 8 2 2 0 25

61-75 Years 5 1 0 0 2 0 8

Total 59 27 74 52 6 2 220

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Age, Gender and Marital Status Frequency Analysis

Table 14 –Age, Gender, Marital Status Analysis

Interpretation:

From the above table it can be clearly identified that out of 139 males 58 are unmarried as well as 18 to 30 years old and in case of females out of 81 females 45 are unmarried as well as 18 to 30 years old. Out of 86 married respondents 59 were Male and 27 were Female. It can said that 25 respondents are nearer to the retirement.

Q.1 (D) Occupation

Q.1 (D) Occupation

Particulars Frequency Percentage

Businessman 57 25.91%

Professional 37 16.82%

Government Employee 28 12.73%

Private Employee 59 26.82%

Other 39 17.73%

Total 220 100.00%

Table 15 – Occupation

Interpretation:

From the above table and chart it can be seen that out of total sample size of 220, 59 are private employees and 57 are businessman and rest are government employees, professional and others.

Q.1 (E) Yearly Income (₹)

Q.1 (E) Yearly Income (₹)

Particulars Frequency Percentage

Less Than ₹ 3,00,000 91 41.36%

₹ 3,00,000 to ₹ 5,00,000 64 29.09%

₹ 5,00,000 to ₹ 7,00,000 34 15.45%

₹ 7,00,000 to ₹ 10,00,000 19 8.64%

More than ₹ 10,00,000 12 5.45%

Total 220 100.00%

Table 15 – Yearly Income

Interpretation:

From the above table and chart it can be seen that out of total sample size of 220, 91 have yearly income less than ₹3 Lakhs, 64 have yearly income ₹3 to ₹5 Lakhs, 34 have ₹5 to ₹7 Lakhs, 19 have ₹7 to ₹10 Lakhs and only 12 respondents have yearly income more than ₹10 Lakhs.

Q.1 (F) Education

Q.1 (F) Education

Particulars Frequency Percentage

SSC 6 2.73%

HSC 14 6.36%

Graduate 98 44.55%

Masters 64 29.09%

Professional 27 12.27%

Others 11 5.00%

Total 220 100.00%

Table 17 – Education

Interpretation:

From the above table and chart it can be seen that out of total sample size of 220, 73.64% of respondents have completed their graduation or masters. There are also professionals who have higher degrees and they are total of 27 respondents.

Q.1 (G) Family Members

Q.1 (G) Family Members

Particulars Frequency Percentage

Less than 3 61 27.73%

3 to 5 127 57.73%

5 to 7 24 10.91%

More than 7 8 3.64%

Total 220 100.00%

Table 18 – Family Members

Interpretation:

From the above table and chart it can be seen that out of total sample size of 220, there are almost 73% have total family members above 3. Nearly 4% have total family members more than 7.

Q.2 (A) Do you save your money?

Q.2 (A) Do you save your money?

Particulars Frequency Percentage

Yes 180 81.82%

No 40 18.18%

Total 220 100.00%

Table 19 – Do You Save your Money?

Interpretation:

From the above table and chart it can be seen that out of total sample size of 220, 180 respondents (i.e. nearly 82%) do save their money regularly. Rest 18% do not save money.

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