BIBLIOGRAPHY/REFERENCE

BIBLIOGRAPHY
Financial Services & Marketing Mutual Funds in ndia Financial Management Security (nalysis & Port)olio Management nvestment Management ,om"any Fact Sheet
E. Gordon, Himalaya Publishing House, Mumbai. H. Sadhak, !es"onse #ooks, $e% &elhi. khan & 'ain Preethi singh

*+. #halla

Websites Visited : %%%.am)iindia.com %%%.mutual )unds india.com %%%.birla sun li)e.com %%%.moneycontrol.com %%%.icicidirect.com

ANNEXURE/APPENDIX

Questio
#$ N!%e o& t'e "es(o de t )$ A*e #elo% -. 2. / 20 +$ ,eMale Female -. / -0 3. / 30

!i"e
:

1. / 10 (bove 4. :

.$ Add"ess /it' P'o e Nu%be" 0e1e('o e Nu%be": 3$ O44u(!tio Household Pro)essional 5$ A u!1 I 4o%e 5 6ne 7akh - / 1 7akh #usiness !etired

: E2%!i1 ID: : Service Student

8 / - 7akh (bove 1 7akhs

I 6est%e t P"e&e"e 4e
8. &o you invest any "art o) your savings 9 :es $o -. ;hat amount do you save yearly 9 5 -3... 5 8..... I& Yes 5 3.... < 8.....

1. ;hat criteria you kee" in your mind %hile selecting an investment o""ortunity =rank them accordingly> 9 Security :ield Maturity ?a@ #ene)its 7iAuidity

2. $ormally %hat investment o""ortunities you "re)er to invest your savings 9 #ank de"osits Mutual )unds Shares nsurance #ondsB&ebentures !eal Estate

I& 7utu!1 Fu ds 3. &o you kno% about the Mutual Funds9 :es $o I& Yes 4. Ho% did you come to kno% o) these brands o) mutual )unds9 (dvertisements Financial (dvisors Friends !elatives Family members

C. Have you invested any amount in the Mutual Funds9 :es $o

I& Yes D. n %hich Mutual )unds did you invest9 #irla Sunli)e 6thers

I& Bi"1! ,u Li&e 0. ;hat ty"e o) )unds you "re)er9 &ebt Funds Hybrid Funds I& Debt Fu ds 8.. ;hich ty"e o) schemes you "re)er9 7iAuid Fund &ynamic #ond Fund Floating !ate ncome Plus Gilt Fund #ond nde@ Fund EAuity Funds

I& E8uit9 Fu ds 88. ;hich ty"e o) schemes you "re)er9 (dvantage Fund M$, Fund ndia 6""ortunities )und Midca" nde@ Fund EAuity Plan &ividend yield "lus

I& H9b"id Fu ds 8-. ;hich ty"e o) schemes you "re)er9 MP I& Ot'e"s 81. ;hich is that one9 H&F, +otak Mahindra
Franklin ?em"elton HS#,

MP

#alanced Fund

&SP Meryllich

E?

82.;hat are the reasons )or the "re)erence o) "resent brand o) mutual )unds9 P6 nvestment Strategy Per)ormance Fund Manager &iversi)ication

83. n your o"inion, #irla Sun 7i)e Mutual Fund is a9 #etter o"tion $ot a better o"tion ,anFt say

I& ! Bette" O(tio 84. ;hy9 (nd Ho%9 I& Not ! bette" O(tio 8C. ;hy and Ho% 9 8D. ;ill you recommend #irla Sun-li)e Mutual Fund as a better investment o""ortunity to your )riends 9 :es $o 80. ;hat are your valuable suggestions )or the im"rovement o) #irla-Sunli)e Mutual Funds schemes 9