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Investment Behavior of the Indian Retail Mutual Fund Investors


Affiliations
1 Assistant Professor, Indira Institute of Management Pune, India
2 Associate Professor,Indira Institute of Management Pune, India
 

This research study provides insights into effect of the recent marketing trends and investment behavior of retail mutual fund investors of the India. Purpose of the study is to observe the changes in Asset Under Management, number of folios, contribution done by retail investors in the mutual fund industry and preference towards equity fund among different types of mutual funds. The research study is descriptive type of research, based on secondary data; last ten financial years are considered for the study. The research data is collected from the research reports of Association of Mutual Fund India (AMFI). Average AUM of the industry has been increased by 154 % whereas Avg. AUM of retail investors has been increased by 125 %. Equity funds are popular funds and most preferred type of mutual fund of retail investors because maximum of their investment is in equity funds. The outcome of this research will be helpful to financial marketers, managers, financial consultants, management students and investors, to know more about change in pattern and investor’s behavior about mutual fund investments

Keywords

Asset Under Management (AUM), Folios, Mutual Fund, Mutual Fund Industry Retail Investors
Notifications

  • Arathy B, Nair A & etal, (August 2015)”A Study on Factors Affecting Investment on Mutual Funds and Its Preference of Retail Investors” International Journal of Scientific and Research Publications, Volume 5, Issue 8, August 2015 ISSN 2250-3153, P.No.1-4
  • Prabhavathi, Y, Kishore, N, T, K (November 2013) “Investor’s preferences towards Mutual Fund and Future Investments: A Case study of India” International Journal of Scientific and Research Publications, Volume 3, Issue 11, 1 ISSN 2250-315, P.No.1-3
  • Kandavel, D., “Factors Influencing the Retail Investors to Prefer Investment in Mutual Funds in Puducherry : An Empirical Study” IJEMR – December 2011-Vol 1 Issue 7 - Online - ISSN 2249 – 258, P. No. 1-10
  • Kandavel, D (2011) “Perception of Retail Investors towards Investment in Mutual Funds in Ponducherry”. International journal of research in commerce & management ,Volume no. 2, Issue no. 11 (November) ISSN 0976-2183 p.no.85-87
  • Dasa K.K, Ali S, (2020) “The role of digital technologies on growth of mutual funds industry: An impact study” International journal of research in business and social science 9(2) P.No.171-176
  • https://www.amfiindia.com

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  • Investment Behavior of the Indian Retail Mutual Fund Investors

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Authors

Sachin Bhanudas Hapase
Assistant Professor, Indira Institute of Management Pune, India
Dr. Nitin R. Zaware
Associate Professor,Indira Institute of Management Pune, India

Abstract


This research study provides insights into effect of the recent marketing trends and investment behavior of retail mutual fund investors of the India. Purpose of the study is to observe the changes in Asset Under Management, number of folios, contribution done by retail investors in the mutual fund industry and preference towards equity fund among different types of mutual funds. The research study is descriptive type of research, based on secondary data; last ten financial years are considered for the study. The research data is collected from the research reports of Association of Mutual Fund India (AMFI). Average AUM of the industry has been increased by 154 % whereas Avg. AUM of retail investors has been increased by 125 %. Equity funds are popular funds and most preferred type of mutual fund of retail investors because maximum of their investment is in equity funds. The outcome of this research will be helpful to financial marketers, managers, financial consultants, management students and investors, to know more about change in pattern and investor’s behavior about mutual fund investments

Keywords


Asset Under Management (AUM), Folios, Mutual Fund, Mutual Fund Industry Retail Investors

References





DOI: https://doi.org/10.17697/ibmrd%2F2022%2Fv11i2%2F172614