QUESTIONNAIRE

A study of investor’s perception toward mutual funds.

Name of employee :
Name of organization :
Designation :
Age :

Monthly income : a) less than 10,000 b) 10,000-15,000

c) 15,000-20,000 d) 20,000 and above

1. What is your Occupation?

a. Private Job [ ]
b. Govt. Job [ ]
c. Business [ ]
d. Retired [ ]

2. What kind of investment you prefer most? Please tick ( ). All applicable
a. saving account b. fixed deposit c. insurance d. mutual fund

e. post office-NSC, f. shares/debentures g. gold/silver h. real estate

etc.
i. PPF j. PF

3. While investing your money, which factor you prefer most? Any one
liquidity Low Risk High Return Company reputation

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

yes No
If yes,
a) Where do you find yourself as a mutual fund investor?

 Totally ignorant [ ]
 Partial knowledge of mutual fund [ ]
 Aware only of any specific scheme in which you invested [ ]
 Fully aware [ ]

5. In which kind of mutual fund would you like to invest?

Public [ ] private [ ]

Q6. What do you consider the most important parameters while investing?
a. Return [ ]
b. Credit rating [ ]
c. Lock in period [ ]
d. Low risk factor [ ]

Q7. Reason for Preferring share khan Mutual Funds?

a. Returns [ ]
b. Lower Risk [ ]
c. Credit Rating [ ]
d. Lock in Period [ ]

Q8. In which type of mutual fund schemes you have invested?

a. Debt Schemes [ ]
b. Equity based Schemes [ ]

Q9. You have invested for long term or short term in XYZ Mutual Funds?
a. Long Term [ ]
b. Short Term [ ]
Q10. Which type of schemes do you prefer to invest?
a. Close Ended [ ]
b. Open Ended [ ]

Q11. How do you rate XYZ Mutual Fund on the basis of returns?
a. Highly Satisfactory [ ]
b. Satisfactory [ ]
c. Average [ ]
e. Dissatisfactory [ ]
f. Highly Dissatisfactory [ ]

Q12. How do you rate XYZ Mutual Fund on the basis of Risk exposure?
a. Highly Satisfactory [ ]
b. Satisfactory [ ]
c. Average [ ]
d. Dissatisfactory [ ]

Q13. How do you rate XYZ Mutual Funds on the basis of Fund Portfolio?
a. Highly Satisfactory [ ]
b. Satisfactory [ ]
c. Average [ ]
d. Dissatisfactory [ ]

Q14. Your overall experience with XYZ Mutual Funds?

a. Highly Satisfactory [ ]
b. Satisfactory [ ]
c. Average [ ]
d. Dissatisfactory [ ]

Q15. Do you have Plans to reinvest in mutual fund schemes of XYZ Mutual
Funds?
a. Yes [ ]
b. No [ ]