QUESTINNAIRE

A study of preferences of the investors for investment in mutual funds.

1. What kind of investments you prefer most? Please tick.

a) Saving account
e) Post Office-NSE,etc
i) PPF

b) Fixed deposits
f) Shares/Debentures
j) PF

c) Insurance
g) Gold/Silver

d) Mutual Fund
h) Real Estate

2. While investing your money, which factor you performed? Any one
a) Liquidity

b) Low Risk

c) High Return

d) Company reputation

3. Have you ever invested your money in mutual fund?

a) Yes

b) No

If yes,
a) Where do you find yourself as a mutual fund investor?
Totally ignorant

[ ]

Partial Knowledge of mutual funds

[ ]

Aware only of any specific scheme in which you invested

[ ]

Fully aware

[ ]

b) In which kind of mutual fund you would like to invest?

Public [ ]

Private [ ]

c) How do you come to know about mutual fund?

a) Advertisement

b) Peer Group

c) Banks

d) Financial Advisor

d) Which mutual fund scheme have you used?

a) Open-ended
d) Liquid fund
g) Growth fund
If no,

b) Close-ended
c) Long-Cap
e) Mid-Cap
f) Sector fund
h) Regular Income fund

a) If not invested in Mutual Fund then why?

a) Not aware of Mutual fund

b) Higher risk

c) Not any specific reason

4. Which feature of the mutual funds allure most?

a) Diversification

[ ]

b) Better return and safety

[ ]

c) Reduction in risk and transaction cost

[ ]

d) Regular Income

[ ]

e) Tax benefit

[ ]

5. In which Mutual Fund you have invested? Please tick all applicable
a) SBIMF
b) UTI
c) HDFC
d) Reliance
e) ICICI prudential funds
f) JM mutual fund
h) Other. Specify
6. When you invest in Mutual Funds which mode of investment will you prefer?
a) One Time Investment

b) Systematic Investment Plan (SIP)

7. Where from you Purchase mutual funds?

a) Directly from the AMCs

[ ]

b) Brokers only

[ ]

c) Brokers/Sub-broker

[ ]

d) Other sources

[ ]

8. Which AMC will you prefer to invest?

Assets Management Co.

a) SBIMF
b) UTI
c) HDFC
d) Reliance
e) ICICI prudential funds
f) JM mutual fund
h) Other. Specify
9. Which sector are you investing in mutual fund sector?
a) General 1st
b) Oil and petroleum
c) Gold fund
d) Diversified equity fund
e) Power sector
f) Debt fund
g) Banking fund
h) Real estate fund
10. How would you like to receive the returns every year?
a) Dividend payout

b) Dividend re-investment

C) Growth in NAV

b) Under Graduate

c) Others

11. Personal Details:

a) Nameb) Agec) Contact nod) Qualificationa) Graduation/PG
e) Occupationa) Govt. Sec

b) Pvt. Sec

c) Business

d) Agriculture

e) Others

f) What is your monthly family income approximately?

a) up to Rs 10000

b) Rs 10001 to 15000

c) 15001 to 20000

d) 20000 and above