Int. J. Economics and Business Research, Vol. 10, No. 1, 2015 81
Copyright © 2015 Inderscience Enterprises Ltd.
Attribute-based perceptual mapping of mutual fund
schemes: a study from an emerging market
Moonis Shakeel* and Shivani Chaudhry
Jaypee Business School,
Sector 62, Noida, U.P., India
Email: moonis.shakeel@gmail.com
Email: shanic112@yahoo.co.in
*Corresponding author
Abstract: The mutual fund industry in India has undergone considerable
changes and is maturing over the years. The rationale behind the present study
is to know the perception of financial advisors towards few selected equity
mutual fund schemes. This study attempts to find that whether the perception of
financial advisors is based on real numbers or personal preferences. The
technique called multidimensional scaling (MDS) technique is used to figure
out the perceptual map, on the given responses. The researchers have
concluded that there is a gap between the perception of the financial advisors
on the various attributes of the mutual fund schemes and the actual figures.
Thus, to enhance the confidence of investors in mutual funds, the advisors must
resort to proper technical and fundamental analysis of the schemes instead of
following their personal preferences or biases.
Keywords: attributes; financial advisors; India; mutual fund; multidimensional
scaling; MDS; perceptual map; perception.
Reference to this paper should be made as follows: Shakeel, M. and
Chaudhry, S. (2015) ‘Attribute-based perceptual mapping of mutual fund
schemes: a study from an emerging market’, Int. J. Economics and Business
Research, Vol. 10, No. 1, pp.81–103.
Biographical notes: Moonis Shakeel is an Assistant Professor (Senior Grade)
at Jaypee Business School, Noida. He has done his Honours, Master’s and
Doctorate in Economics from Jamia Millia Islamia, New Delhi. He has over ten
years experience, of which, he has seven years of academic experience and
three years of industry experience. He teaches subjects related to business
analytics, finance and economics. He provides training in softwares like R,
Evews, SPSS, Excel and Microstrategy. His research interests are in the area of
market microstructure and behavioural finance.
Shivani Chaudhry is a Research Scholar at Jaypee Business School, Noida. She
has done her Masters in Management (Finance) from Lucknow University,
Lucknow. She has also cleared National Eligibility Test (NET) for lecturership,
an exam conducted by University Grants Commission (UGC) in India. She has
over 12 years of academic experience as a full time and visiting faculty in
various management institutes of Delhi-NCR. She teaches subjects related to
finance like financial services, financial markets and financial management.