A STUDY ON INVESTORS’ PREFERENCE TOWARDS EQUITY MUTUAL FUNDS

Authors

  • Dr. Ashok V. Patel I/C Principal, MB Patel Rashtrabhasha Arts and Commerce College Ellisbridge, Ahmedabad, Gujarat, India Gujarat University

Keywords:

Equity Mutual Funds, Investors, Preference

Abstract

In an era marked by dynamic financial markets and diverse investment options, understanding investor preferences is paramount for financial institutions and advisors. This study investigates the investors' preferences in the domain of equity mutual funds. The primary data has been collected with a sample size of 172. Statistical tools have been used for the study such as Chi- square test, percentage analysis, frequency analysis with the help of Microsoft excel and SPSS. Business professionals and private employees show a marked inclination towards mutual funds, while graduates and post-graduates favor Systematic Investment Plans (SIP). ECS is leading among the age-groups for the payment of equity mutual funds.

References

I. AMFI. (2017). Introduction to Mutual Funds. Retrieved from Association of Mutual Funds in India: https://www.amfiindia.com/investor-corner/knowledge-center/introduction-to- mutual- funds.html#:~:text=A%20mutual%20fund%20is%20a,in%20stocks%20and%20bonds%2 0etc.

II. Bajracharya, R. B., & Mathema, S. B. (2017). A Study of Investors’ Preference towards Mutual Funds in Kathmandu Metropolitan City, Nepal. JOURNAL OF ADVANCED ACADEMIC RESEARCH (JAAR), 4(2), 130-138.

III. Bhuvaneswari, C. (2013). A Study on Investor’s Perception towards Equity/Tax Saving Mutual Funds. CARE Journal of Applied Research, 3(1), 18-21.

IV. Gandhi, R. P., & Joshi, M. C. (2018). Perception and Preference of Investor’s for Equity based Mutual Funds. Contemporary Issues in Marketing and Finance, 121-135.

V. Kakde, B. B., Linge, A. A., & Singh, S. (2022). Retail Investors’ Preferences towards Equity Mutual Funds: A Conjoint Analysis. High Technology Letters, 28(7), 177-193.

VI. Kumar, M., & Elahi, Y. A. (2018). Study of Customers’ Preference Towards Investment in Mutual Funds and Equity Shares with Special Reference to Lucknow. International Journal of Management Studies, 2(7), 96-103.

VII. Maroor, J. P. (2015). A Study of the attitude and preferences of the people towards Investment in Equity shares and Mutual funds. Asian Journal of Management, 6(4), 325-330.

VIII. Money, E. (n.d.). Equity Funds. Retrieved from ET Money: https://www.etmoney.com/mutual- funds/equity

IX. Murali, K., & Ramanaiah, G. (2018). A study on perception of investors towards equity mutual funds among M-Portfolio customers in Bangalore.

X. Sailaja, V. N. (2018). A STUDY ON INVESTORS AWARENESS TOWARDS MUTUAL FUNDS INVESTMENT. International Journal of Civil Engineering and Technology, 9(3), 376-382.

XI. Samdariya, P., & Goyal, V. (2022). An Analytical Study of Investors’ Perception towards Investing in Equity Mutual Funds during Covid-19 Situation. ECS Transactions, 107(1), 6865-6876.

XII. Trivedi, R., Swain, P. K., & Dash, M. (2017). A Study of Investor’s Perception Towards Mutual Fund Decision: An Indian Perspective. International Journal of Economic Research, 14(9), 209-219.

Additional Files

Published

15-06-2023

How to Cite

Dr. Ashok V. Patel. (2023). A STUDY ON INVESTORS’ PREFERENCE TOWARDS EQUITY MUTUAL FUNDS. International Education and Research Journal (IERJ), 9(6). Retrieved from http://ierj.in/journal/index.php/ierj/article/view/3142