Questionnaire on Investors’ Perception Towards Mutual Fund

(A study of reliance mutual fund in Bolangir)

Dear Sir/Madam,

I am a student of M.com 2 nd year at Gangadhar Meher University, Sambalpur carrying out a research on the above
mentioned topic. This survey has been carried out purely for academic purpose, I request you to be as frank as possible. The
information provided by you will be kept confidential.

Part-A (Profile of respondents)

1. Name:

2. Gender

Male Female

3. Age

Below 25 Years 25-50 Years 51-75 Years Above 75 Years

4. Educational Qualification

matriculation 12th Graduation P.G. Professional Degree

5. Occupation

Student Businessman Employee Professional Other

6. Marital Status

Married Unmarried

7. Income Level(In Indian rupees)

Below 50,000 50,000-1,00,000 1,00,000-3,00,000 Above 3,00,000

8. Annual Saving

Below 10,000 10,000-30,000 30,001-50,000 Above 50,000

 Part-B (Survey Related Questions)

9. What is your primary objective for investment?

Preservation of principal

Regular Income

Growth Tax Benefit

10. Have you ever invested in Reliance Mutual Fund?

Yes No

11. What is the primary source of your knowledge about mutual fund as an investment option?
(Rate them on a scale of 1-5 according to their influence and where 1 representing least influence
and 5 representing strong influence)
Source Influence
I. Television 1 2 3 4 5

II. Internet 1 2 3 4 5

III. Newspaper 1 2 3 4 5

IV. Friends &family 1 2 3 4 5

V. Financial Advisor 1 2 3

4 5

12. Reason of choosing Reliance Mutual Fund?

Brand Name
Variety Availability Good Service

Past performance of the fund Other

13. Why do you prefer investment in mutual fund to other investment

avenues?
Lack of expertise in Share market Return Liquidity Security Other

14. What do you considered the most

important parameters while investing?
 Return Security Company’s image Lock in period Inflation

15. In which type of mutual fund scheme you have invested?

Equity Debt Growth scheme Balanced scheme
Sector specific scheme Liquid scheme

16. Which type of scheme do you prefer to invest?

Open-Ended Scheme Close-Ended Scheme

17. You have invested in Reliance Mutual Fund for?

Short-term Medium term Long-term

18. How do you rate Reliance mutual fund on the basis of return?

Highly satisfactory Satisfactory Average

Dissatisfactory Highly dissatisfactory
19. How do you rate reliance mutual fund on the basis of risk exposure?

Highly satisfactory Satisfactory Average

Dissatisfactory Highly dissatisfactory
20. How do you rate reliance mutual fund on the basis of Fund Portfolio?

Highly satisfactory Satisfactory Average

Dissatisfactory Highly dissatisfactory
21. How do you rate reliance mutual fund on the basis of repurchase price?

Highly satisfactory Satisfactory Average

Dissatisfactory Highly dissatisfactory
22. Your overall experience with the reliance mutual fund?

Highly satisfactory Satisfactory Average

Dissatisfactory Highly dissatisfactory

23. Do you have the plan to reinvest in mutual fund schemes of reliance mutual fund?

Yes No
Thank you