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Mutual funds and other investment opportunities: Franklin Templeton Investments

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  1. Introduction
  2. Industry profile
  3. Company profile
    1. Vision
    2. Organizational structure
  4. Product profile
  5. Mutual Funds vs other investment opportunities
  6. Mutual Funds in general
    1. Organization of a Mutual Fund company
    2. Advantages
    3. Types
  7. Other investment options in general
  8. Research methodology
    1. Primary and secondary objectives
    2. Data collection methods
    3. Pilot survey
  9. Analysis of the study and interpretation
  10. Recommendations and findings
  11. Bibliography
  12. Annexure
  13. Conclusion

Savings form an important part of the economy of any nation. With the savings invested in various options available to the people, money acts as the driver for growth of the country. Indian financial scene too presents a plethora of avenues to the investors. Though certainly not the best or deepest of markets in the world, it has reasonable options for an ordinary man to invest his savings. Investment goals vary from person to person. While somebody wants security, others might give more weight age to returns alone. Somebody else might want to plan for his child's education while somebody might be saving for the proverbial rainy day or even life after retirement. With objectives defying any range, it is obvious that the products required will vary as well. In India, About 47% of the total savings are mobilized by the Banks through various types of deposits and schemes. The study mainly concentrates on comparing Mutual Funds with the other available Investment options such as Bank deposits, Company fixed deposits, stock market, RBI saving bonds and Life Insurance. The key objective of the study was to find out the popularity of Mutual Funds among other Investment opportunities. The research is been done under the guidance of Franklin Templeton Asset management pvt ltd, Bangalore. The questionnaire was prepared for which the respondents were people who earn more than Rs. 8000 per month. The research is descriptive in nature with a sample size of 100 earning and retired individuals. The sample type was random as well as convenient sample.

[...] In addition, as my objective is to compare Mutual Funds with other investment options, this basic question plays an important role. Let's study the following data and try to analyze it by keeping focus on the objective of the study. Table 4.3 Respondent's Motive behind the Investment Total No. Of % Of Investors (having a Specific Returns Purpose Maximization Education/Marriag e Chart 4.3 Respondent's Motive behind the Investment Majority of the respondents invest their money for their children's education and marriage[4]. [...]

[...] Chapter 2 An Insight into Mutual Funds and the Other Investment Opportunities 2.1 Mutual Funds in General A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realized is shared by its unit holders in proportion to the number of units owned by them. [...]

[...] Chapter 6 Conclusion Though Mutual Funds are comparatively new in the market than other investment options, yet it has covered schemes for every category of investor. Most of the schemes are attractive but the problem is lack of awareness among investors. Due to low level of awareness it has not been able to uproot itself in all the sectors of the market especially the Domestic segment & where people are less educated. Frequent use of different communication channels to raise the level of awareness & an effort to remove the stereotype due to some of the past bad experiences among investors especially in the domestic market will boost the overall performance of Mutual Funds. [...]

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