sip project on karvy
TRANSCRIPT
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KARVY STOCK BROKINGLTD
GEN Society’s
GLOBAL BUSINESS SCHOOL, HUBLI
( Approved by AICTE & Afliated to Karnataka University )
Project Report On
“A STUDY ON FACTORS AFFECTING CHOICE OF INVESTORS WITH RESPECT TO
SELLECTION OF SYSTEMATIC INVESTMENT PLAN V/S RECURRING DEPOSIT SCHEMES IN
BIJAPUR CITY”
IN
“KARVY STOCK BROKING LIMITED, BIJAPUR”
A Report Submitted In Partial Fulfillment of the Award For the Degree
MASTER DEGREE IN BUSINESS ADMINISTRATION
201!201"
S#$%&''() B*+
M- GURAPPA S ATHANI
REG- NO MBA100.022
MBA IISEM
INSTITUTE GUIDE+ COMPANY GUIDE+
PROF- MAHESH BENDIGERI M- SAYED MEHBOOB UDARI
Faculty OF GBS (BRANCH MANAGER) OF
(FINANCE) KARVY STOCK BROKING LTD,BIJAPR
Submitted in partial fulfillment of the requirement for
MBA D((( C#( 3 KARNATAK UNIVERSITY, DHARWAD
GLOBAL BUSINESS SCHOOL HUBLI -25 Page 1
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KARVY STOCK BROKINGLTD
GLOBAL BUSINESS SCHOOL,
HUBLI
Afi!te" to #!rn!t!$ Uni%ersity &'!r!", Appro%e" y
AIC*E Ne &e'i
CERTIFICATE
This is t !e"ti#$ that the S%&&e" I'()a't P"*e!t 2+15
e'tit)e, +A S*U& ON -AC*ORS A--EC*ING CHOICE O- IN.ES*ORS /I*H
RESPEC* *O SELLEC*ION O- SS*E0A*IC IN.ES*0EN* PLAN .1S RECURRING
&EPOSI* SCHE0ES IN BI2APUR CI*3 is the 'a.,e "e!", #
"esea"!h /"0 ,'e $ 0r4GURAPPA4S4A*HANI US No:
MBA1!!"!## %',e" &$ s%(e"isi' s%&itte, t Ka"'ata0
U'ie"sit$ Dha"/a, #" the (a"tia) #%).))&e't #" the a/a", #
the Deg"ee # 0!ster o5 B6siness A"7inistr!tion a', that
the ("*e!t has 't ("ei%s)$ #"&e, the asis #" the a/a", #
a'$ ,eg"ee ,i()&a Ass!iateshi( 3e))/shi( " tit)e4
Plac!" Hu#l$ P%&' Ma!* B!+$-!%$
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Date
Instit6tion G6i"e
D(4566'&7
I,M%GURAPPA S ATHANI !%!#y !cla%! tat t! P%&.!ct !+t$tl! “A STUDY
ON FACTORS AFFECTING CHOICE OF INVESTORS WITH RESPECT TO
SELLECTION OF SYSTEMATIC INVESTMENT PLAN V/S RECURRING
DEPOSIT SCHEMES IN BIJAPUR CITY” 8KARVY STOCK BROKING LTD9
*u#/$tt! #y /! $+ 0a%t$al 'ul'$ll/!+t &' t! %!1u$%!/!+t '&% t! a2a% &' t!
!-%!! “M6'( 3 B#&7( A)%&7&'6'&7” #y Ka%+ata3 +$4!%*$ty,
Da%2a, $* /y &%$-$+al 2&%3 a+ $* +&t *u#/$tt! !l*!2!%! '&% t! a2a% &'
a+y &t!% !-%!! &% $0l&/a
Dat!" Gu%a00a S Ata+$
Plac!" Hu#l$ MBA IIS!/
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KARVY STOCK BROKINGLTD
AC#NO/LE&GE0EN*
N& 2&%3 $* *a$ t& #! c&/0l!t! 2$t&ut ta+3$+- t! 0!&0l! 2& a4! !l0!
/! $+ /a3$+- t$* 0%&.!ct *ucc!**'ul S& t$* ac3+&2l!-!/!+t $* '&% t&*! 2&
a4! 0lay! t!$% %&l! $+ c&/0l!t$&+ &' t$* 0%&.!ct T! 0%&.!ct 2&ul +&t a4!
#!!+ c&/0l!t! 2$t&ut t! 3$+ c&5&0!%at$&+, a**$*ta+c! 6 -u$a+c! &' t!*!
$+$4$ual*
At &ut*!t I 2&ul l$3! t& ac3+&2l!-! /y *$+c!%! -%at$tu! 6 ta+3* t& &u%
c&/0a+y -u$! M- S6*() M #)6& '&% -%at$+- /! t! 0!%/$**$&+ t& 2&%3 $+
t!$% !*t$/at! &%-a+$7at$&+ 6 '&% $* c&+*ta+t *u00&%t 6 -u$a+c!, 2$c 2a*
a+ $+*0$%$+- 'act&% t&2a%* *ucc!**'ul c&/0l!t$&+ &' /y 0%&.!ct
I !80%!** /y $//!+*! -%at$tu! t&2a%* D- U)6* 5:6'( 8D&(4'9, GBS '&%
#!$+- /&%! *u00&%t$4! $+ t! acc&/0l$*/!+t &' /y 0%&.!ct
I !80%!** /y !a%t'!lt -%at$tu! t&2a%* /y $+t!%+al -u$! P3- M6;(;B(7)&(& '&% $* c&+t$+u&u* *u00&%t, -u$a+c!, a**$*ta+c! t%&u- t! 0%&.!ct
9$t&ut 2&/ t! 0%&.!ct 2&ul +!4!% a4! #!!+ c&/0l!t! *ucc!**'ully My
*$+c!%! -%at$tu! t& &u% 0lac!/!+t
F$+ally I ta+3 /y /&*t #!l&4! 0a%!+t* 6 #%&t!% 2& a4! #!!+ al2ay* a
/&%al *u00&%t '&% #&&*t$+- c&+'$!+c!
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*ABLE O- CON*EN*SSLNO Contents PAGE NO
8 E9ec6ti%e s677!ry 8:;
< &esi=n o5 t'e st6"y >:?
; Rese!rc' 0et'o"oo=y @:@
> -in"in=s S6==estions :
? Co7p!ny proDe :88
@&!t! An!ysis Interpret!tion 8
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E
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INTRODUCTION+
T! 0%&.!ct t$tl! $* ?@ at
Hy!%a#a T! c&/0a+y 2a+t* t& 3+&2 2!%! 0!&0l! t& $+4!*t t!$% !a%+$+-*
a+ *!l!ct$&+ &' *y*t!/at$c I+4!*t/!+t Pla+ V:S R!cu%%$+- D!0&*$t Sc!/!*
T$* *tuy 2$ll !l0 t! c&/0a+y t& u+!%*ta+ $+$4$ual $+4!*t/!+t #!a4$&%
a+ t! 0a%a/!t!%* t!y l&&3 $+ 2$l! $+4!*t$+- $+ SIP 6 RD Sc!/!*
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INTRODUCTION OF SYSTEMATIC INVESTMENT PLAN+
SIP $* a+ $+4!*t/!+t c&+c!0t &''!%! #y Mutual Fu+* t& $+4!*t %!-ula%ly
SIP al*& &''!%* t! 'l!8$#$l$ty &' c&&*$+- t! $+4!*t/!+t a/&u+t, at! a+ 0!%$&
a* 0!% &+!* %!1u$%!/!+t
SIP #!$+- a %!-ula%: P!%$&$c $+4!*t/!+t 2&%3* &+ t! C&/0&u+$+- a+
Ru0!! c&*t A4!%a-$+- 2$c %!+!%* $t t! a#$l$ty t& !l$4!% $-!% %!tu%+* $+ a
L&+- t!%/ T$* ca+ #! u*! a* a+ a0t a+ $/0&%ta+t %!t$%!/!+t 0la++$+-$+*t%u/!+t
It $* #!!+ $*cu**! /a+y t$/!* a+ 2! #!l$!4! /&*t u+!%*ta+ &2 SIP
(Sy*t!/at$c I+4!*t/!+t Pla+) 2&%3* H&2!4!%, t! c&+c!0t a+ %!l!4a+c! &' SIP
*t$ll /a3!* $t a -&& %!a SIP $* a+ !8c!ll!+t $+4!*t/!+t t&&l t& 0la+ /&+!y '&%
c!%ta$+ -&al* &% a* %!t$%!/!+t 0la++$+- 2$t&ut #!$+- t&& !a4y &+ t! 0&c3!t* &'
t! $+4!*t&%
T;( 474(=' 3 SIP (>5>( 6#7) ': >(* $6&4 $#' (33(4'&>( =&74&=5(+
> R#=(( C' A>(6&7" S$+c! t! $+4!*t/!+t $* *ta--!%! a+ *0%!a ac%&**
t! !+t$%! $+4!*t/!+t t!+u%! at %!-ula% $+t!%4al*, t! c&*t &' 0u%ca*! &' /utual
'u+ u+$t* $* a4!%a-! I+ t! !+t$%! $+4!*t/!+t &%$7&+, t! /a%3!t* /ay -& u0
&2+ *!4!%al t$/!*, a+ $+4!*t&% #uy* at all l!4!l* tu* t! +!t $+4!*t/!+t c&*t $*
a4!%a-! &' all t! 0u%ca*!*
P:( 3 C%=#7)&7" T! 0&2!% &' c&/0&u+$+- $* u+l!a*! (4$*$#l!) $+
ca*! &' l&+- t!%/ $+4!*t/!+t a+ tu* $t $* $/0&%ta+t '&% &+! t& *ta%t !a%ly T!
*&&+!% &+! *ta%t*, t! $-!% t! a/&u+t &+! ca+ -!t
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KARVY STOCK BROKINGLTD
DESIGN OF THE STUDY
T&'5( 3 ';( =?(4'+
(
19 T& 3+&2 t! 'act&%* a''!ct$+- c&$c! &' $+4!*t/!+t *c!/!*
29 T& 3+&2 t! l!4!l &' a2a%!+!** 2$t %!*0!ct$4! t& SIP a+ RD *c!/!*
@9 T& 3+&2 t! !8t!+t t& u+!%*ta+$+- &+ $''!%!+t '!atu%!* &' SIP MF 0la+ a+
RD 0la+
9 T& 3+&2 t! %!a*&+ '&% $+4!*t$+- $+ SIP a+ R!cu%%$+- D!0&*$t *c!/!*
"9 T& 3+&2 t! 0%!'!%%! c&$c!* &' $+4!*t/!+t
9 T& 3+&2 t! 0!%c!+ta-! &' *a4$+- &+ /&+tly #a*$*
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S4=( 3 ';( '#)*+
>) T! *tuy 2$ll !l0 t! c&/0a+y t& u+!%*ta+ t! #!a4$&% &' $+$4$ual 2$l!
$+4!*t$+- $+ Sy*t!/at$c I+4!*t/!+t Pla+ 6 R!cu%%$+- D!0&*$t Sc!/!*
) T! *tuy 2$ll !l0 t! c&/0a+y t& 3+&2 t! !80!ctat$&+ &' $+$4$ual '%&/
t!$% $+4!*t/!+t $+ Sy*t!/at$c I+4!*t/!+t Pla+ 6 R!cu%%$+- D!0&*$t Sc!/!*
) T! *tuy 2$ll !l0 t! c&/0a+y t& /a3! *t%at!-$!* t& $/0%&4! t!$% *!%4$c!* t&
/!!t t!$% $+4!*t&%* !80!ctat$&+*) T! *c&0! &' t! *tuy $* %!*t%$ct! &+ly t& B$.a0u% c$ty
LIMITATIONS OF THE STUDY+
>) T$/! $* &+ly l$/$t!
) It $* +&t a+ !8act *c$!+c!, *& 2! ca++&t !80!ct > %!*ult*, *& &+ly .u*t$'$!
*&lut$&+* a%! -$4!+
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RESEARCH METHODOLOGY
D6'6 S#4(+
P&%6* )6'6+ P%$/a%y ata 2a* c&ll!ct! #y 1u!*t$&++a$%! It $* *y*t!/at$c
c&ll!ct$&+ &' $+'&%/at$&+ $%!ctly '%&/ t! %!*0&+!+t* T! #a*$c 0u%0&*! &'
c&ll!ct$+- 0%$/a%y ata $* t& 3+&2 t! $+4!*t/!+t 0%!'!%!+c!* 2$l! $+4!*t$+-
S(47)6* )6'6+ S!c&+a%y ata* a%! c&ll!ct! '%&/ Ka%4y St&c3 B%&3$+-
9!#*$t!, Ka%4y St&c3 B%&3$+- +!2* 0a0!%*
S6%=5&7+
Sa/0l$+- *$7! " ?c&+4!+$!+t *a/0l!*
A%!a &' %!*!a%c " B$.a0u% c$ty
R!*!a%c a00%&ac " Su%4!y /!t&
R!*!a%c I+*t%u/!+t" ;u!*t$&++a$%!
T$/! " t &' May t& t Ju+! >
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FINDINGS
19 &' t! %!*0&+!+t* 2!%! #!t2!!+ t! a-!* &' 5y!a%*
29 @ &' t! %!*0&+!+t* 2!%! 2&%3$+-, &' t! %!*0&+!+t* 2!%! *!l'
!/0l&y! a+ &' t! %!*0&+!+t* 2!%! %!t$%!
@9 @ &' t! %!*0&+!+t* 2!%! +/a%%$!, &' t! %!*0&+!+t* 2!%! /a%%$!,
&' t! %!*0&+!+t* 2!%! D$4&%c! a+ > &' t! %!*0&+!+t* 2!%!
9$+&2!
9 @ &' t! %!*0&+!+t* 2!%! Mal! a+ &+ly &' t! %!*0&+!+t* 2!%!
F!/al!"9 > &' t! %!*0&+!+t* 2!%! #!t2!!+ t! a++ual $+c&/! &' R* 5
a+ &' t! %!*0&+!+t* 2!%! #!t2!!+ t! a++ual $+c&/!* &' R* 5
9 @ &' %!*0&+!+t* /&+tly *a4$+- %a+-!* '%&/ >5
.9 &' %!*0&+!+t* 0%!'!% t& $+4!*t $+ F$8! D!0&*$t
9 &' %!*0&+!+t* c&+*$!% *a'!ty a* t&0 /&*t $/0&%ta+t 'act&% '&% $+4!*t$+- $+
-$4!+ $+4!*t/!+t &0t$&+
9 &' %!*0&+!+t* a%! 0a%t$ally a2a%! &' SIP Mutual 'u+ Sc!/!* a+ >
&' %!*0&+!+t* a%! +&t a2a%! &' SIP Mutual 'u+ Sc!/!*109 @ &' t! %!*0&+!+t* a%! a2a%! &' RD *c!/!* $+ Ba+3*:P&*t &''$c!
119 ? &' %!*0&+!+t* c&&*! t& $+4!*t $+ RD Sc!/! $+ Ba+3:P&*t &''$c! a+
&+ly > &' t!/ *!l!ct! Sy*t!/at$c I+4!*t/!+t Pla+ $+ Mutual Fu+ '&%
$+4!*t/!+t
129 &' %!*0&+!+t* '!!l tat t!%! $* $''!%!+c! a/&+- t2& $+4!*t/!+t*
*u--!*t! a+ @ '!!l t!%! $* +& $''!%!+c! #!t2!!+ t! *c!/!*
1@9 > &' %!*0&+!+t a-%!! tat $+4!*t/!+t $+ SIP $* %$*3y a+ > &' 0!&0l! '!!l
tat c&/0a%! t& R!cu%%$+- D!0&*$t SIP -$4!* $-!% %at! &' %!tu%+
19 > &' %!*0&+!+t* a-%!! tat $+4!*t/!+t $* RD *c!/! $* *a'!, %at! &' %!tu%+ $*
'$8!, a+ /$+$/u/ a/&u+t t& &0!+ acc&u+t $* R* > a+ 0ay/!+t ca+ #!
/a! t%&u- ca*, c!1u! &% aut& !#$t
1"9 &' t! %!*0&+!+t* a4! $+4!*t! $+ RD '&% a 0!%$& &' y!a%*
19 &' t!/ *a$ t! %!a*&+ '&% $+4!*t/!+t $+ SIP $* t& ac$!4! *&%t t!%/
'$+a+c$al -&al a+ *a$ t& ta3! a4a+ta-! &' $+c&/! ta8 #!+!'$t
1.9 &' %!*0&+!+t *a$ t! %!a*&+ '&% $+4!*t/!+t $+ RD $* t& ac$!4! *&%t t!%/
'$+a+c$al -&al a+ > t& 0ay a++ual $+*u%a+c! 0%!/$u/
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SUGGESTION
19 S$+c! t!%! $* +& *t%&+- %!lat$&+ #!t2!!+ all t! 'act&%* 6 &4!%all
*at$*'act$&+ C&/0a+y a* t& 0%&4$! *!%4$c! %!-a%$+- -$4$+- a4$c! 6
c&+uct$+- *!/$+a% &+ SIP 6 RD Sc!/!* '&% t! $+4!*t&%* 2& 2a+t t&
$+ SIP 6 RD
29 A* t!%! $* +& %!lat$&+ #!t2!!+ a-!, a++ual $+c&/! 6 $+4!*t/!+t
0%!'!%!+c! C&/0a+y ca+ $+t%&uc! +!2 *c!/!* '&% all t! a-! -%&u0* 6
t& $''!%!+t $+c&/! 0!&0l!
@9 T!%! $* %!lat$&+ #!t2!!+ &ccu0at$&+ a+ *a4$+-* &' %!*0&+!+t*
c&/0a+y a* t& $+t%&uc! +!2 *c!/!* '&% all cla** &' 0!&0l!
9 A* t!%! $* %!lat$&+ #!t2!!+ !80!ct! %at! &' %!tu%+ 6 0!%$& &'
$+4!*t/!+t t! c&/0a+y a* t& $+t%&uc! /&%! *c!/!* 2$t l$/$t!
0!%$& 6 -&& %at! &' %!tu%+
"9 T!%! $* %!lat$&+ #!t2!!+ a++ual $+c&/! a+ 0!%$& &' $+4!*t/!+t, *&
c&/0a+y *&ul ta%-!t t! $+c&/! -%&u0 #!t2!!+ la3* t& >la3*
9 I+4!*t&%* a%! !80!ct$+- -&& *!%4$c! '%&/ t! #%&3!%a-! c&/0a+y, *&
c&/0a+y a* t& *u--!*t a+ a4$c! t!/ $+ /a3$+- $+4!*t/!+t !c$*$&+
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COMPANY PROFILE
O67&6'&7 P3&5(+
T! KARVY -%&u0 2a* '&%/! $+ >?@ at Hy!%a#a, I+$a Ka%4y %a+3*
a/&+- t! t&0 0lay!% $+ al/&*t all t! '$!l $t &0!%at!* Ka%4y c&/0ut!%* *a%!*
LTD $* I+$a* la%-!*t R!-$*t!% a+ T%a+*'!% A-!+t 2$t a cl$!+t #a*! &' +!a%ly
#lu! c$0* c&%0&%at! /a+a-$+- &4!% c&%! acc&u+t* Ka%4y St&c3 B%&3$+-
Lt, /!/#!% &' Nat$&+al St&c3 E8ca+-! &' I+$a 9$t &4!% ,, act$4!
acc&u+t*, $t %a+3* a/&+- t! t&0 D!0&*$t&%y Pa%t$c$0at! $+ I+$a, %!-$*t!%!
2$t NSD a+ CDSL Ka%4y COM t%a!, M!/#!% &' NCDE a+ MC %a+3*
a/&+- t! t&0 c&//&$ty #%&3!%* $+ t! c&u+t%y Ka%4y I+*u%a+c! #%&3!%* a%!
%!-$*t!%! a* a B%&3!% 2$t IRDA a+ %a+3* a/&+- t! t&0 $+*u%a+c! a-!+t $+
t! c&u+t%y
Ka%4y a* &''$c!* &4!% l&cat$&+* ac%&** I+$a &4!%*!a* at Du#a$
a+ N!2 Y&%3 O4!% ?, $- 1ual$'$! 0!&0l! *ta'' Ka%4y
K6>* E65* D6*+
Ka%4y t! +a/! c&/!* '%&/ t! +a/!* &' t! $%!ct&%*"
K 5 M% K%$*+a P%a*a
A 5 M% A%u+
R 5 M% Raa K%$*+a
V5 M% V!+3at K%$*+a
Y5 M% Y&-!+!%
T! #$%t la*t &' Ka%4y 2a* &+ a /&!*t *cal! $+ >?? It #!-a+ 2$t t!
4$*$&+ a+ !+t!%0%$*! &' a */all -%&u0 &' 0%act$c$+- Ca%t!%! Acc&u+t* 2&
'&u+! t! 'la-*$0 c&/0a+y Ka%4y *ta%t! 2$t c&+*ult$+- a+ '$+a+c$al
acc&u+t$+- a+ ca%4! $+%&a* $+t& t! '$!l* &' %!-$*t%y a+ *a%! acc&u+t$+- #y
>?@ S$+c! t!+, Ka%4y a4! ut$l$7! $t* !80!%$!+c!* a+ *u0!%lat$4! !+t!%0%$*!
t& -& '%&/
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St%!+-t t& St%!+-t T& #!tt!% $t* *!%4$c!*, t& 0%&4$! +!2 &+!*, t&
$++&4at$4!, $4!%*$ty a+ t! 0%&c!**, !4&l4! Ka%4y a* &+! &' I+$a* 0%!/$*!
$+t!-%at! '$+a+c$al *!%4$c!*
GROWTH AND DEVELEPMENT OF KARVY+
O4!% t! la*t y!a%* Ka%4y 3a%4y a* t%a4!l! t! *ucc!** %&ut!, t&2a%*
#u$l$+- a %!0utat$&+ a* a+ $+t!-%at! '$+a+c$al *!%4$c!* 0%&4$!%, &''!%$+- a 2$!
*0!ct%u/ &' *!%4$c!* A+ t!y a4! /a! t! .&u%+!y #y ta3$+- t! %&ut! &'
1ual$ty *!%4$c!* Pat #%!a3$+- $++&4at$&+ $+ *!%4$c!*, 4!%*at$l$ty $+ *!%4$c! a+
'$+ally t&tal$ty $+ *!%4$c!*
T!$% $-ly 1ual$'$! /a+0&2!%, cutt$+-5!-! t!c+&l&-y, c&/0%!!+*$4!$+'%a*t%uctu%! a+ t&tal cu*t&/!%5'&cu* a* *!cu%! '&% u* t! 0&*$t$&+ &' a+
!/!%-$+- '$+a+c$al *!%4$c!* -$a+t !+.&y$+- t! c&+'$!+c! a+ *u00&%t &' a+
!+4$a#l! cl$!+t!l! ac%&** $4!%* '$!l $+ t! '$+a+c$al 2&%l
9$t t! !80!%$!+c! &' y!a% &' &l$*t$c '$+a+c$al #!$+ u* a+ y!a%* &' c&/0l!t!
!80!%$!+c! $+ t! $+u*t%y t& l&&3 '&%2a% t&, t!y a4! +&2 !/!%-! a* a
0%!/$!% $+t!-%at! '$+a+c$al *!%4$c!* 0%&4$!%
A+ t&ay, t!y ca+ l&&3 2$t 0%$! at t! '%u$t* &' t!$% /a*t!%y a+
!80!%$!+c! c&/0%!!+*$4! '$+a+c$al *!%4$c!* tat a%! c&/0!t!+tly *!-%!-at! t&
*!%4$c! a+ /a+a-! a $4!%*! %a+-! &' cu*t&/!% %!1u$%!/!+t*
AT PRESENT STATUS OF KARVY+
P%!*!+t Ka%4y $* a /!/#!% &' Nat$&+al St&c3 E8ca+-!(NSE), t! B&/#ay
St&c3 E8ca+-!(BSE), a+ t! Hy!%a#a St&c3 E8ca+-!(HSE) Ma%3!t
a+aly*$* a+ /a%3!t 0%!$ct$&+* a%! &+! #y 0%&'!**$&+al /a+a-!/!+t t!a/ KARVY a* c&4!%$+- t! *0!ct%u/ &' '$+a+c$al *!%4$c!* *uc a* *t&c3
#%&3$+- *!%4$c!*, A4$*&%y S!%4$c!*, St&c3 #%&3$+- , D!0&*$t&%y Pa%t$c$0a+t*,
D$*t%$#ut$&+ &' '$+a+c$al 0%&uct* /utual 'u+*, F$8! D!0&*$t*, E1u$t$!*,
I+*u%a+c! #%&3$+- c&//&$t$!* #%&3$+-, P!%*&+al F$+a+c! A4$*&%y S!%4$c!*,
M!%ca+t Ba+3$+- a+ C&%0&%at! F$+a+c!, Plac!/!+t F$+a+c!, Plac!/!+t &'
!1u$ty, IPO*, a/&+- &t!%
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KARVY STOCK BROKINGLTD
VISION OF KARVY+
T& ac$!4! a+ *u*ta$+ /a%3!t l!a!%*$0, Ka%4y *all a$/ '&% c&/0l!t!
cu*t&/!% *at$*'act$&+, #y c&/#$+$+- $t* u/a+ a+ t!c+&l&-$cal %!*&u%c!* t&
0%&4$! 2&%l cla** 1ual$ty *!%4$c!* I+ t! 0%&c!** Ka%4y *all *t%$4! t& /!!t
a+ !8c!! cu*t&/!%* *at$*'act$&+ a+ *!t $+u*t%y *ta+a%* T!$% 4alu!* a+ 4$*$&+ &' atta$+$+- t&tal c&/0!t!+c! $+ t!$% *!%4$c$+- a*
*!%4! #u$l$+- #l&c3 '&% c%!at$+- a -%!at '$+a+c$al !+t!%0%$*!, 2$c *ta+* *&l$
&+ t!$% '&%t%!**!* &' '$+a+c$al *t%!+-t t!$% 4a%$&u* c&/0a+$!*
MISSION OF KARVY
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KARVY STOCK BROKINGLTD
DATA ANALYSIS AND INTERPRETATION
T6$5( 1 ;:&7 (=7)(7' 6(
A( N- 3 R(=7)(7' =(4(7'6(
5y%* @
5y%* ?
5y%*
A#&4! y%*
T'65 . 100
A(
25-65$"s 65-75$"s 75-55$"s Ae 55$"s+<
1+<
2+<
6+<
7+<
5+<
8+<
9+<
8+<
6+<
9<2<
(e"!e'tage
I7'(=('6'&7+
F%&/ t! ta#l! $t $* '&u+ tat &' t! %!*0&+!+t* a%! #!t2!!+ t! a-! 5y!a%*,
&' t!/ a%! $+ t! a-! -%&u0 &' 5y%* a+ a 4!%y l&2 0!%c!+ta-! a#&ut &' t!/ a%!
a#&4! y!a%*
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KARVY STOCK BROKINGLTD
T6$5( 2 ;:&7 O44#=6'&7 3 ';( (=7)(7'
O44#=6'&7
N- 3
R(=7)(7'
=(4(7'6
(
S!l' !/0l&y!
9&%3$+- @
R!t$%!
''65 . 100
Se)# e&()$e, ="0i'g Reti"e,+<
1+<
2+<
6+<
7+<
5+<
8+<
9+<
69<
5:<
7<
(e"!e'tage
I7'(=('6'&7+
It $* '&u+ tat @ &' %!*0&+!+t* a%! 2&%3$+- cla**, &' t! %!*0&+!+t* a%! S!l'
!/0l&y!, a+ &+ly &' %!*0&+!+t* a%! R!t$%! 0!%*&+*
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KARVY STOCK BROKINGLTD
T6$5( @ ;:&7 %6&'65 '6'#
M6&'65 S'6'# N- 3 R(=7)(7' =(4(7'6(
Ma%%$!
+/a%%$! @
D$4&%c!
9$&2! > >
T'65 . 100
>a""ie, U'&a""ie, Di"!e =i,/e,+<
1+<
2+<
6+<
7+<
5+<
8+<
79< 7:<
2< 1<
(e"!e'tage
I7'(=('6'&7+
It $* '&u+ tat &' t! %!*0&+!+t* a%! /a%%$!, @ &' t! %!*0&+!+t* a%! +/a%%$!,
&' t! %!*0&+!+t* a%! D$4&%c! a+ > &' t! %!*0&+!+t* a%! 9$&2!
GLOBAL BUSINESS SCHOOL HUBLI -25Page 1;
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KARVY STOCK BROKINGLTD
T6$5( ;:&7 G(7)(
M6&'65 S'6'# N- 3 R(=7)(7' =(4(7'6(
Ma%%$!
+/a%%$! @
D$4&%c!
9$&2! > >
T'65 . 100
G(7)(
>a)e 3e&a)e+<
1+<
2+<
6+<
7+<
5+<
8+<
9+<
:+<
;+<9:<
22<
(e"!e'tage
I7'(=('6'&7+
@ &' t! %!*0&+!+t* a%! Mal! a+ &' t! %!*0&+!+t* a%! F!/al!
GLOBAL BUSINESS SCHOOL HUBLI -25Page 2+
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KARVY STOCK BROKINGLTD
T6$5( " S;:&7 A77#65 &74%(
A77#65 I74%( N- 3 R(=7)(7'
=(4(7'6
(
5La3 0a ? >
5La3 0a
A#&4! La3
0a T'65 . 100
A77#65 I74%(
2-6La0h (4a 6-5La0h (4a Ae 5La0h (4a+<
1+<
2+<
6+<
7+<
5+<
8+<
9+<81<
68<
6<
(e"!e'tage
I7'(=('6'&7+
F%&/ t! *a/0l! &' ?, > &' t! %!*0&+!+t* a%! #!t2!!+ t! a++ual $+c&/! &' R*
5, &' t! %!*0&+!+t* a%! #!t2!!+ t! a++ual $+c&/! &' R* 5
a+ t! %!*0&+!+t* a%! #!t2!!+ t! a++ual $+c&/! &' A#&4! R*
GLOBAL BUSINESS SCHOOL HUBLI -25Page 21
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KARVY STOCK BROKINGLTD
T6$5( S;:&7 =(4(7'6( 3 &74%( 6>() 7 %7';5* $6&-
P(4(7'6( 3 S6>&7 N- 3 R(=7)(7'P(4(7'6
(
5>
>5 @
5 > >
a#&4! > >
T6$5( . 100
P(4(7'6( 3 &74%(
5-1+< 1+-2+< 2+-6+< ae 7+<+<
1+<
2+<
6+<
7+<
5+<
8+<
69<
7:<
16<
1<
Pe"!e'tage
I7'(=('6'&7+
GLOBAL BUSINESS SCHOOL HUBLI -25Page 22
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KARVY STOCK BROKINGLTD
F%&/ t! *a/0l! &' ?, t!%! a%! @ &' %!*0&+!+t* /&+tly *a4$+- %a+-!* '%&/ >5 6
&' %!*0&+!+t* /&+tly *a4$+- %a+-! '%&/ 5> a+ &+ly > &' %!*0&+!+t* a%!
*a4$+- a#&4! T$* *&2* tat t! *a4$+- a#$t* &' 0!&0l! a%! l&2
T6$5( . ;:&7 =(3(() 4;&4( 3 &7>('%(7' ='&7
#('&7 N- 3 R(=7)(7' =(4(7'6(
F$8! !0&*$t
R!cu%%$+- !0&*$t > @
G&l *c!/! >
C$t Fu+* > @
Mutual 'u+* > @
I+*u%a+c! ?
PPF
T'65 12 100
C;&4( 3 &7>('%(7' ='&7
+<
5<
1+<15<
2+<
25<
6+<
65<6+<
:<16<
:< :<
2;<
7<
(e"!e'tage
GLOBAL BUSINESS SCHOOL HUBLI -25Page 26
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KARVY STOCK BROKINGLTD
I7'(=('6'&7+
F%&/ t! *a/0l! &' ?, &' %!*0&+!+t* 0%!'!% t& $+4!*t $+ F$8! D!0&*$t, ? &'
%!*0&+!+t* 0%!'!% t& $+4!*t $+ I+*u%a+c!, > &' %!*0&+!+t* 0%!'!% t& $+4!*t $+ G&l
*c!/!, @ &' %!*0&+!+t* 0%!'!% t& $+4!*t $+ R!cu%%$+- !0&*$t, C$t Fu+*, Mutual 'u+*,
a+ &' %!*0&+!+t* 0%!'!% t& $+4!*t $+ PPF
T6$5( T6$5( ;:&7 364' 47&)(() 3 (5(4'&7 ';( &7>('%(7' ='&7
F64' N- 3 R(=7)(7' =(4(7'6(
Sa'!ty
R!tu%+
R$*3 > > T'65 . 100
I7>('%(7' ='&7
Sa#et$ Ret%"' Ris0+<
1+<
2+<
6+<
7+<
5+<
8+<
52<
65<
16<
(e"!e'tage
GLOBAL BUSINESS SCHOOL HUBLI -25Page 27
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KARVY STOCK BROKINGLTD
I7'(=('6'&7+
F%&/ t! *a/0l! &' ?, &' %!*0&+!+t* c&+*$!% *a'!ty a* t&0 /&*t $/0&%ta+t 'act&% '&%
$+4!*t$+- $+ -$4!+ $+4!*t/!+t &0t$&+ '&ll&2! #y &' %!*0&+!+t* c&+*$!% R!tu%+ a*
$/0&%ta+t 'act&% '&% $+4!*t/!+t a+ > &' %!*0&+!+t* c&+*$!% %$*3 'act&% 2$l! *!l!ct$+-
$+4!*t/!+t &0t$&+,
T6$5( ;:&7 6:6(7( 5(>(5 3 (=7)(7' ':6) S*'(%6'&4 I7>('%(7' P567 &7
M#'#65 3#7) S4;(%(
SIP &7 MF 4;(%(
N- 3
R(=7)(7' =(4(7'6(
A2a%!
Pa%t$ally A2a%!
+a2a%! >T'65 . 100
SIP &7 M#'#65 F#7) S4;(%(
A/a"e Pa"tia))$ A/a"e U'a/a"e+<
1+<
2+<
6+<
7+<
5+<
8+<
27<
58<
21<
(e"!e'tage
GLOBAL BUSINESS SCHOOL HUBLI -25Page 25
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KARVY STOCK BROKINGLTD
I7'(=('6'&7+
F%&/ t! *a/0l! &' ?, &' %!*0&+!+t* 0a%t$ally a2a%! SIP $+ Mutual 'u+ Sc!/!*,
&' %!*0&+!+t* a%! 'ully a2a%! &' SIP $+ Mutual 'u+ Sc!/!*, a+ > &' %!*0&+!+t*
a%! +&t a2a%! &' SIP $+ Mutual 'u+ Sc!/!*
T6$5(10 ;:&7 ;:&7 6:6(7( 5(>(5 3 (=7)(7' R(4#&7 )(=&' 4;(%(
&7 B67/P' 33&4(
RDS I7 B67/PO
N- 3
R(=7)(7' =(4(7'6(
A2a%! @
Pa%t$ally A2a%!
+a2a%! >@ >?
T'65 . 100
RD 4;(%( &7 B67/P' 33&4(
A/a"e Pa"tia))$ A/a"e U'a/a"e+<
1+<
2+<
6+<
7+<
5+<
8+<
7:<
66<
1;<
(e"!e'tage
GLOBAL BUSINESS SCHOOL HUBLI -25Page 28
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KARVY STOCK BROKINGLTD
I7'(=('6'&7+
F%&/ t! *a/0l! &' ?, @ &' t! %!*0&+!+t* a%! a2a%! &' RD *c!/!* $+ Ba+3*:P&*t
&''$c!, &' t! %!*0&+!+t* Pa%t$ally A2a%! RD *c!/!* $+ Ba+3*:P&*t &''$c! a+ >?
t! %!*0&+!+t* a%! +&t a2a%! &' RD *c!/!* $+ Ba+3*:P&*t &''$c! By c&/0a%$+- #!t2!!+
#&t SIP MF *c!/!* a+ RD t! l!4!l &' a2a%!+!** 2$t %!*0!ct t& RD *c!/!* $* /&%!
c&/0a%! t& SIP MF *c!/!* A* RD *c!/!* 2!%! $+t%&uc! /uc #!'&%! SIP MF *c!/!*
ca/! $+t& t! /a%3!t t$* c&ul #! &+! &' t! %!a*&+ '&% #!$+- a2a%! &+ RD *c!/!* t!+
SIP MF *c!/!
T6$5( 11 6%7 ';( ': &7>('%(7' 4;&4( :;&4; 7( :#5) *# =(3( 3 &7>('%(7'-
P(3( 3 &7>('%(7'
N- 3
R(=7)(7'
=(4(7'6
(
SIP $+ Mutual Fu+ >RDS $+ Ba+3:P&*t &''$c! ?
T'65 . 100
C;&4( 3 I7>('%(7'
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KARVY STOCK BROKINGLTD
SIP i' >%t%a) 3%', RDS i' Ba'0?Pst @!e+<
1+<
2+<
6+<
7+<
5+<
8+<
9+<
:+<
61<
8;<
(e"!e'tage
I7'(=('6'&7+
F%&/ t! *a/0l! &' ?, ? &' %!*0&+!+t* a%! RD Sc!/! $+ Ba+3:P&*t &''$c! a+ &+ly
> &' Sy*t!/at$c I+4!*t/!+t Pla+ $+ Mutual Fu+
T6$5( 12 D *# 3((5 67* )&33((74( 6%7 ';( ': &7>('%(7' 4;&4( #('() 6$>(
I7>('%(7' 4;&4( N- 3 R(=7)(7'
=(4(7'6
(
Y!*
N& @
T'65 . 100
I7>('%(7' 4;&4(
GLOBAL BUSINESS SCHOOL HUBLI -25Page 2:
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KARVY STOCK BROKINGLTD
Yes N
52<
7:<
percent!=e
(e"!e'tage
I7'(=('6'&7+
F%&/ t! *a/0l! &' ?, &' %!*0&+!+t* '!!l tat t!%! $* $''!%!+c! a/&+- t2&
$+4!*t/!+t* *u--!*t! a+ @ '!!l t!%! $* +& $''!%!+c! #!t2!!+ t! *c!/!*
T6$5( 1@ R(6) ';( #('&7 $(5: 67) '&4 67* 7( 4;&4( &>(7 &7 ';( 4;&4(-
;u!*t$&+* A-%!!
Pa%t$ally
a-%!!
D$*a-%!
!
2!$-t!
*c&%! P!%c!+ta-!
I+4!*t/!+t $+ SIP $+ Mutual
'u+ $* %$*3y > > ? >
Rat! &' %!tu%+ $* '$8! $+ SIP >> > >@ >I+4!*t/!+t ca+ #! /a! $+
lu/0 *u/ u+!% SIP *c!/!* ? @ >@ >
GLOBAL BUSINESS SCHOOL HUBLI -25Page 2;
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KARVY STOCK BROKINGLTD
T! /$+$/u/ a/&u+t u+!%
SIP *ta%t* 2$t R* 0!%
/&+t @ >? >
9! ca+ 2$t%a2+ t! a/&u+t
a+y t$/! #!'&%! t! /atu%$ty ? >@ >?> >
I+4!*t/!+t $+ SIP ca+ #! &+!
t%&u- ca*:c!1u!:aut&
!#$t > > >
C&/0a%! t& R!cu%%$+- D!0&*$t
SIP -$4!* $-!% %at! &' %!tu%+ >
T'65 211 2." 1 1@. 100
+2+7+8+:+
1++12+
8+
11 27 62 25 28 66
18
88 6; 67 7; 61 7+
19 15 2: 2: 1: 65 26
Ag"ee Pa"tia))$ ag"ee Disag"ee
I7'(=('6'&7+
T! ta#l! *&2* &' %!*0&+!+t a-%!! tat $+4!*t/!+t $+ SIP $* %$*3y, &' %!*0&+!+t
Pa%t$ally a-%!! tat $+4!*t/!+t Rat! &' %!tu%+ $* '$8! $+ SIP, ? &' %!*0&+!+t I+4!*t/!+t ca+
#! /a! $+ lu/0 *u/ u+!% SIP *c!/!*, &' %!*0&+!+t T! /$+$/u/ a/&u+t u+!% SIP
*ta%t* 2$t R* 0!% /&+t, &' %!*0&+!+t C&/0a%! t& R!cu%%$+- D!0&*$t SIP -$4!*
$-!% %at! &' %!tu%+ a+ ? &' %!*0&+!+t 9! ca+ 2$t%a2+ t! a/&u+t a+y t$/! #!'&%! t!
/atu%$ty a+ %!*0&+!+t $*a-%!! I+4!*t/!+t $+ SIP ca+ #! &+! t%&u- ca*:c!1u!:aut&
!#$t
GLOBAL BUSINESS SCHOOL HUBLI -25Page 6+
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KARVY STOCK BROKINGLTD
+<2<7<8<:<
1+<12<17<
18<1:< 19<
16< 16< 17< 17<
16<
15<
Pe"!e'tage
I7'(=('6'&7+
T! ta#l! *&2* tat > &' %!*0&+!+t a-%!! tat $+4!*t/!+t $+ SIP $* %$*3y, > &' 0!&0l!
'!!l tat c&/0a%! t& R!cu%%$+- D!0&*$t SIP -$4!* $-!% %at! &' %!tu%+, > &' 0!&0l!* a-%!!
tat t! /$+$/u/ a/&u+t u+!% SIP *ta%t* 2$t $* R* 0!% /&+t a+ al*& 2! ca+
2$t%a2+ t! a/&u+t a+y t$/! #!'&%! t! /atu%$ty a+ > &' 0!&0l!* 0a%t$ally a-%!! tat
t! Rat! &' %!tu%+ $* '$8! $+ SIP a+ I+4!*t/!+t ca+ #! /a! $+ lu/0 *u/ u+!% SIP *c!/!a+ t! /&! &' 0ay/!+t ca+ #! t%&u- ca*, c!1u!, aut& !#$t
GLOBAL BUSINESS SCHOOL HUBLI -25Page 61
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KARVY STOCK BROKINGLTD
T6$5( 1 R(6) ';( #('&7 $(5: 67) '&4 67* 7( 4;&4( &>(7 &7 ';( 4;&4(-
;u!*t$&+* A-%!
!
Pa%t$ally
a-%!!
D$*a-%!
!
2!$-t!
*c&%!
P!%c!+ta-
!
I+4!*t/!+t $+ R!cu%%$+-
D!0&*$t *c!/! $* *a'! > >
Rat! &' $+t!%!*t &+ RD $* '$8! ? @ > >?@ >
I+4!*t/!+t ca+ #! /a! $+
lu/0 *u/ u+!% RD *c!/!* > >
T! /$+$/u/ a/&u+t u+!%RD *ta%t* 2$t R* > 0!%
/&+t @ >? >
9! ca+ 2$t%a2+ t! a/&u+t
a+y t$/! #!'&%! t! /atu%$ty @ > >@? >
I+4!*t/!+t $+ RD ca+ #! &+!
t%&u- ca*:c!1u!:aut& !#$t > >? >
C&/0a%! t& SIP,RD -$4!*
$-!% %at! &' %!tu%+ >? >
T'65 220 2.. 1 1@" 100
GLOBAL BUSINESS SCHOOL HUBLI -25Page 62
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KARVY STOCK BROKINGLTD
+1+2+6+7+5+8+9+:+;+
1++
72 2; 2+6: 2: 6+ 66
62 7:
7+
69 77 76 66
15 15 621; 19 21 25
Ag"ee Pa"tia))$ ag"ee Disag"ee
I7'(=('6'&7+
T! ta#l! *&2* &' t! %!*0&+!+t* a%! A-%!! t& I+4!*t/!+t $+ R!cu%%$+- D!0&*$t *c!/!
$* *a'!, @ &' t! %!*0&+!+t* a%! Pa%t$ally a-%!! t& Rat! &' $+t!%!*t &+ RD $* '$8! a+ &'
%!*0&+!+t D$*a-%!! I+4!*t/!+t ca+ #! /a! $+ lu/0 *u/ u+!% RD *c!/!*
GLOBAL BUSINESS SCHOOL HUBLI -25Page 66
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+<2<7('%(7' &7 SIP/RD
P(&) 3 &7>('%(7' I7>('%(7' &7 RD
P(4(7'6( I7>('%(7'
&7 SIP =(4(7'6(
>y!a% @ >
y!a% > > >
GLOBAL BUSINESS SCHOOL HUBLI -25Page 67
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y!a% >
A#&4! y%* ? > >
T'65 . 100 @0 100
P(&) 3 &7>('%(7'
1$ea" 2$ea" 6$ea" Ae 6$"s+<
1+<
2+<
6+<
7+<
5+<
8+<
:<
27<
57<
16<
(e"!e'tage
I7'(=('6'&7+
F%&/ t! *a/0l! *$7! &' , &' t! %!*0&+!+t* a4! $+4!*t! $+ RD '&% a 0!%$& &'
y!a%*, > &' t!/ '&% y!a%*, > &' t!/ $+4!*t! a#&4! y!a%* a+ > &' t!
%!*0&+!+t* $+4!*t! '&% .u*t >y!a% $+ RD *c!/!*
9!%!a* &ut &' *a/0l! *$7! &' %!*0&+!+t* $+4!*t! $+ SIP MF *c!/!" &' t!/ a4!
$+4!*t! '&% y%* 0!%$& a+ &' t!/ '&% y%* a+ #ala+c! > &' t!/ '&% a#&4! y!a%* 0!%$&
T6$5( 1 ';( (67 3 &7>('&7 &7 *'(%6'&4 I7>('%(7' P567-
#('&7 N- 3 R(=7)(7'
=(4(7'6
(T& ac$!4! *&%t t!%/ '$+a+c$al -&al
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T& 0ay a++ual $+*u%a+c! 0%!/$u/ >
T& ta3! a4a+ta-! &' $+c&/! ta8 #!+!'$t @
T& !a%+ $-!% %at! &' %!tu%+ >
T& a4! #a*3!t &' '$+a+c$al a**!t* $+ t! 0&%t'&l$& >>
T'65 1@ 100
S*'(%6'&4 I7>('%(7' P567
+<5<
1+
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T& 0ay a++ual $+*u%a+c! 0%!/$u/ >
T& !a%+ '$8! %at! &' %!tu%+
T&tal > >
S*'(%6'&4 I7>('%(7' P567
T a!hiee sh"t te"& .'a'!ia) ga) T ea"' .e, "ate # "et%"'+<
5<
1+<
15<
2+<
25<
6+<
65<
7+<
75<
5+<77<
61<
25<
(e"!e'tage
I7'(=('6'&7+
F%&/ t! a#&4! ca%t $t $* '&u+ tat t! %!a*&+ '&% $+4!*t$+- $+ RD *c!/!* $* #a*$cally,
&' t!/ *ay* t& ac$!4! *&%t t!%/ '$+a+c$al -&al, > t& 0ay a++ual $+*u%a+c! 0%!/$u/
a+ t& !a%+ '$8! %at! &' %!tu%+
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CONLUSTION
I a a -%!at !80!%$!+c! u%$+- /y 0%&.!ct, $+ t$* 0!%$& I c&/! t& 3+&2 a#&ut
T! I+4!*t/!+t B!a4$&% &' SIP 6 RD *c!/!* $+4!*t&%* $+ B$.a0u% c$ty I
*tu$! a#&ut &2 t! #!a4$&% &' a 0a%t$cula% $+4!*t&% 2$ll #! &2 t!y /a3!
t!$% $+4!*t/!+t !c$*$&+*
Ma+y $+4!*t&%* a%! +&t a2a%! &' SIP 6 RD Sc!/!* t!y 2$ll $+4!*t #y ta3$+-
t! a4$c! &' t!$% '%$!+* 6 %!lat$4!*, S& /a+y &' t!/ a4! *u''!%! '%&/
l&**!*
GLOBAL BUSINESS SCHOOL HUBLI -25Page 6:
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BIBLIOGRAPHY
• M&+tly /a-a7$+!
•
N!2* 0a0!%*
WEBSITES VISITED
999KARVYCOM
999SIPCOM
999MTALFNDCOM
A S*U& ON -AC*ORS A--EC*ING CHOICE O- IN.ES*ORS /I*H RESPEC*
*O SELEC*ION O- SS*E00A*IC IN.ES*0EN* PLAN .1S RECURRING
&EPOSI* SCHE0E IN BI2APUR CI*4
GLOBAL BUSINESS SCHOOL HUBLI -25Page 6;
http://www.karvy.com/http://www.sip.com/http://www.mutualfund.com/http://www.sip.com/http://www.mutualfund.com/http://www.karvy.com/
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In%estors ProDe
a4 Na&e 4 Age 25-65$"s 65-75$"s 75-55$"s Ae 55$"s !4 O!!%(ati' Se)# e&()$e, ="0i'g Reti"e, ,4 >a"ita) Stat%s >a""ie, U'&a""ie, Di"!e =i,/e, e4 Ge',e" >a)e 3e&a)e #4 A''%a) I'!&e 2-6 )a0h (4a4 6-5 )a0h (4a4 Ae 5 )a0h (4a
Rese!rc' F6estions
14 =hat (e"!e'tage # $%" i'!&e , $% sae ' &'th)$ asisa4 5 F 1+
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94 D $% #ee) a'$ ,ie"e'!e a&'g the t/ i'est&e't !hi!e s%ggeste,
aea4 Yes 4 N
:4 Rea, the %esti's e)/ a', ti!0 a'$ 'e !hi!e gie' i' the !)%&'
%esti's Ag"ee Pa"tia))$
Ag"ee
Disag"ee
I'est&e't i' SIP i' &%t%a) #%', is
"is0$Rate # "et%"' is .e, i' SIP
I'est&e't !a' e &a,e i' )%&(s%&
%',e" SIP s!he&es The &i'i&%& a&%'t %',e" SIP sta"t
/ith Rs4 5++ (e" &'th=e !a' /ith,"a/' the a&%'t a'$
ti&e e#"e the &at%"it$I'est&e't i' SIP !a' e ,'e
th"%gh !ash?!he%e?a%t ,eitC&(a"e t Re!%""i'g De(sit SIP
gies highe" "ate # "et%"'
;4 Rea, the %esti's e)/ a', ti!0 a'$ 'e !hi!e gie' i' the !)%&'
%esti's Ag"ee Pa"tia))$
Ag"ee
Disag"ee
I'est&e't i' Re!%""i'g De(sit
S!he&es is sa#eRate # I'te"est ' RD is .e,
I'est&e't !a' e &a,e i' )%&(s%&
%',e" Re!%""i'g De(sit s!he&es
The &i'i&%& a&%'t %',e" RD sta"t
/ith Rs4 1++ (e" &'th=e !a' /ith,"a/' the a&%'t a'$
ti&e e#"e the &at%"it$I'est&e't i' RD !a' e ,'e
th"%gh !ash?!he%e?a%t ,eitC&(a"e t SIP RD gies highe"
"ate # "et%"'
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1+4 =hat is $%" ti&e (e"i, # i'est&e't i' SIP?RD
a4 1$ea" 4 2$ea"s !4 6 $ea"s ,4 Ae 6 $"s
114 =hat is the "eas' #" i'esti'g i' S$ste&ati! I'est&e't P)a'a4 T a!hiee sh"t te"& .'a'!ia) ga) 4 T (a$ a''%a) i's%"a'!e ("e&i%& !4 T ta0e a,a'tage # i'!&e ta e'e.t ,4 T ea"' highe" "ate # "et%"' e4 T hae as0et # .'a'!ia) assets i' the ("t#)i
124 =hat is the "eas' #" i'esti'g i' S$ste&ati! I'est&e't P)a'a4 T a!hiee sh"t te"& .'a'!ia) ga) 4 T (a$ a''%a) i's%"a'!e ("e&i%& !4 T ea"' .e, "ate # "et%"'
*'!n$ o6