A] QUESTIONNAIRE 1.Name: 2.

Age : a) b) c) d) 25-35 36-45 46 55 Above 55

3. Educational Qualification: a) Graduate b) Post Graduate c) Others 4. Designation: 5. Your Gross Annual Income Will Be? (p.a) a) 50,000 1,00,000 b) 1,00,000 3,00,000 c) 3,00,000 & Above 6. What percentage of your annual income do you save to invest? a) 5 to 10% b) 10 to 20% c) 20 and above 7. Do you prefer to invest for long term or short duration? a)Short term b) Long term

8..Do you think MUTHOOT FINCORP LTD is trusted brand to invest in Debentures? a)Yes b) NO

9. Do you have knowledge about secured debenture and Non -convertable debenture which is specially for NBFC Eg. MUTHOOT FINCORP LTD ? a) Yes b) No

10. What do you expect from an Investment? FACTORS HIGHLY IMPORTANT HIGHLY IMPORTANT NEITHER IMPORTANT OR NOT IMPORTANT NOT IMPORTANT HIGHLY NOT IMPORTANT

TAX BENEFITS RETURN LOW RISK SAFETY SAVINGS

11. Till now, Your Investment made in? a) b) c) d) e) Fixed DepositsMutual Funds- Stocks InsuranceOthers

12. Incase if you invest in Insurance, Which would you opt for Accumulation? a) Endowment b) Money Back c) ULIP d) Whole Life Plan e) Retirement Plan 13. Do you have the Knowledge about the Mutual Fund Market? a) Some Knowledge b)Sufficient Knowledge c)More Knowledge

14. What Do you look in from a Mutual Fund ?

FACTORS

HIGHLY HIGHLY NEITHER NOT HIGHLY IMPORTANT IMPORTANT IMPORTANT IMPORTANT NOT OR NOT IMPORTANT IMPORTANT

REGULAR INCOME CAPITAL APPRECIATTION TAX BENEFITS SAFETY SAVINGS

15. Do you think Stock Market Knowledge is necessary for Trading? b) Essential c) Not essential d) Brokers Knowledge is enough 16. Convey your idea about nature of Return in the following investment Avenues (Rank 1 = High Returns)

Mutual Fund Stock Insurance Fixed Deposits Government Securities Real estate

B) CONCLUSION AS PER QUESTIONNAIRE AGE OF THE RESPONDENTS

INFERENCE: it can be inferred that 30% of the respondents belongs to age between 35-45 years of age .Very few belong to the age group of above 55 years.

EDUCATION QUALIFICATION

INFERENCE: From the above table it can infer that 37% of the respondents possess UG qualifications. 10% are however professional

KNOWLEDGE LEVEL IN MUTUAL FUNDS:

INFERENCE: From the above chart it is clearly stated that the knowledge level of the investor in Mutual Fund is considerably low, since it is a recent avenue.

INVESTMENT FACTORS (As per Investors choice):

INFERENCE: From the above table that the risk and the return are considered to be the mostimportant factor for an investment about 43% have said that returns are important and around 45says that low risk in investment places a major role. Safety, Savings and Tax benefits are also taken in to consideration for making an investment decision.

INVESTOR PREFERENCE IN INSURANCE POLICY

INFERENCE: From the above table it can be seen that there is a more important given to Endowment and Money Back policies in the case of Accumulation.

C) BIBLIOGRAPHY

Websites www.bseindia.com www.mutualfundsindia.com www.crisil.com www.gold.org.com www.moneycontrol.com www.investopedia.com www.licofindia.com

Text Books

Investment Analysis and Portfolio Management Investments Security Analysis and Portfolio Management

- Prasanna Chandra - Sharpe & Alexander - Fischer & Jordan

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