gold and mutual fund study
TRANSCRIPT
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COMPARATIVE STUDY BETWEEN GOLD
ETF AND MUTUAL FUNDS
PRESENTED BY:AKASH PODDAR
12BSP2391
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INTRODUCTION
The Project has been divided into three parts:
1. On the Job Training:
2. Analysis of Gold ETF and Mutual Funds.
3. Perception of investors towards Gold ETF and Mutual
Funds.
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1. ON THE JOB TRAINING
About Company: My SIP was in Unicon Investment Solutions which is a
Broking Firm. It provides solutions in Equity, Commodity, Depository,
Property etc.
Objective: To understand the behavior of the investors about Unicon.
To understand the procedure of opening a Demat A/C.
Scope: Practical knowledge of interaction with investors.
Responsibility: To add clients by opening Demat A/C.
Procedure Of Selling Demat A/C: 7 steps of opening a Demat A/C.
Demat A/C:
A Demat A/C is an account wherein one can hold shares of variouscompanies in the dematerialised {electronic} form.
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2. ANALYSIS OF GOLD ETF AND MUTUAL FUND
Objective: To analyze the performance of Mutual Funds and Gold ETF.
To know on what grounds decisions are made in investing.
To analyze which plan is better and why?
SCOPE : This study will be helpful to know that which investment plan is
better and why. Where should one invest?
Method Of Data Collection: Secondary Data:
Data Analysis:- Ms Excel , correlation
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FACTORS AFFACTING GOLD PRICE
1. US DOLLAR
2. Repo Rate3. Inflation
4. Stock Market
-120.00%
-100.00%
-80.00%
-60.00%
-40.00%
-20.00%
0.00%
20.00%
40.00%
60.00%
80.00%
Jan/06
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%change in Gold
%change Sensex
% change in inflation Rate
%change in Repo-Rate
Correlation: Gold and Sensex: 8.68%, Gold and Repo Rate- (-.014), Gold andInflation: .144
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COMPARISON OF GOLD WITH MUTUAL FUND:
Time period Gold Birla Sun
life
AXIS HSBC HDFC RELIANCE
Apr 2010- Mar 2011 27.0% 9.7% 4.9% 9.5% 18.6% -5.1%
Apr 2011- Mar 2012 35.3% -2.0% -6.1% -8.6% -6.9% -9.6%
Apr 2012- Mar 2013 5.0% 6.1% 17.3% 4.7% 3.5% 9.4%
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3. INVESTORS PERCEPTION TOWARDS
MUTUAL FUNDS AND GOLD ETF
OBJECTIVE: To know the perception of investors towards Mutual
Funds and Commodity Market (Gold).
Hypothesis:
H0: People dont like to invest their Money in Commodity & MutualFund.
H1: People like to invest their Money in Commodity & Mutual Funds.
Data Collection : Secondary and primary.
Research Design: Exploratory and Descriptive
Data Analysis: IBM tool SPSS
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ANALYSIS
Sum of
Squares df
Mean
Square F Sig.
Regression 32.507 9 3.612 10.217 .000a
Residual 17.676 50 0.354
Total 50.183 59
Model
1
Standardized
Coefficients
B
Std.
Error Beta
Lower
Bound
Upper
Bound
1 (Constant) -0.968 0.679 -1.425 0.16 -2.333 0.397
INVEST__MONEY_SAVINGS_FIXED_DEPOSITS -0.38 0.236 -0.148 -1.611 0.113 -0.854 0.094
INVESTMENT_DECISION 0.124 0.212 0.051 0.586 0.561 -0.302 0.55
LONG_INVESTING 0.162 0.096 0.146 1.686 0.098 -0.031 0.355
MOST_PROFITABLE_INVESTMENT 0.635 0.076 0.737 8.393 0 0.483 0.787
CONSULT_EXPERT 0.352 0.127 0.242 2.774 0.008 0.097 0.607
FINANCIAL_2NFINANCIAL_INSTITUTION 0.487 0.117 0.392 4.168 0 0.252 0.722
MUTUAL_FUND__INVESTED 0.099 0.081 0.109 1.219 0.228 -0.064 0.263
YOUR__NVESTEMNT_MF 0.169 0.129 0.119 1.31 0.196 -0.09 0.429
ELECTRONIC_MEDIA_INVESTING -0.542 0.206 -0.237 -2.632 0.011 -0.956 -0.128
Model
Unstandardized
Coefficients
t Sig.
95.0% Confidence
Interval for B
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FINDINGS
When we compare the Gold return from 2006 to 2013 we find that ithas given a return of 278% which is greater than any other market.
Investing in Gold is better than investing in Mutual Funds.
Different investors look different aspects before investing , So to attractthem towards our side we have to be
Different factors play different roles in the price fluctuation of different
market.
While interacting with the investors we have to be very generic and
should have the full knowledge of that field.
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CONCLUSION
In a nutshell, a lot of investments are present in this world. Only the right
kind of investment, which suits the pocket of the person, should be
made. Also the investment should be in a good and well renowned
company, even if the return is a little less.Since the last decade, the Gold prices are on all time high, so it is better
to invest in Gold but at the same the investment in Gold requires a lot of
funds so it is not possible for an individual investor. So, the investment
should be made depending upon the pocket permit of the investors.
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THANK YOU