QUESTIONNAIRE

A STUDY ON DISTRIBUTORS PERCEPTION TOWARDS

BIRLA SUN LIFE MUTUAL FUNDS.
 
1.What kind of investments you prefer most? Pls tick (√). All applicable

a) Tax free bonds

b) Fixed deposits
c) Insurance 
d) Mutual Fund
e) Post Office NSC, etc
f) Shares/Debentures 
g) Gold/ Silver 
h) Real Estate

Priority I. II. III. IV. V. VI. VII. VIII.

2. While investing your money, which factor you prefer most? 

a) Liquidity 
b)  Risk 
c) Company reputation
d) Investment horizon
e) Returns

Priority I. II. III. IV. V.

3. Have you ever invested in mutual fund?

a) Yes
b) No
If yes,

A) Asset Class

a) Equity
b) Debt
c) Hybrid / Balanced
d) Both A & B
e) A ,B & C

B) Where do you find yourself as a mutual fund investor?

a) Totally ignorant 
b) Partial knowledge of mutual funds 
c) Aware only of any specific scheme in which you invested 
d) Fully aware 

If no,

A) If not invested in Mutual Fund then why?

 
a) Not aware of MF 
b) Higher risk 
c) Any Other reason_____

4. Are you aware of the below features of Mutual Funds? Please tick (√).

YES NO
Diversification 
Better  return and safety 
Reduction in risk and transaction cost 
Regular Income 
Tax benefits
 
5. In which Mutual Fund you have invested? Please tick (√). All applicable.
 
a) HDFC Mutual Fund
b) ICICI Prudential Mutual Fund
c) Reliance Mutual Fund
d) Birla Sun Life Mutual Fund
 e) SBI Mutual Fund
f) UTI Mutual Fund/
g) Others, Please specify_______________

6. When you invest in Mutual Funds which mode of investment will you

prefer?

a) One Time Investment 
b) Systematic Investment Plan (SIP)
c) Both A & B
7. What do you consider the most important parameters while investing?

a. Returns
b. Lower Risk Factor
c. Credit Rating
d. Inflation
e. Company
f. Lock in Period

8. Do you prefer Birla sun life mutual fund ?

a) YES
b) NO

If yes , Reason for Preferring BIRLA SUNLIFE Mutual Funds ?

a. Returns
b. Lower Risk
c. Credit Rating
d. Inflation
e. Company
f. Lock in Period

If No, _____________________________________

14. How do you rate BIRLASUN LIFE Mutual Fund on the basis of
returns?
 a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

15. How do you rate BIRLA SUN LIFE Mutual Fund on the basis of Risk
exposure?

a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

16. How do you rate BIRLA SUN LIFE Mutual Funds on the basis of Fund
Portfolio?

a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

18. Your overall experience with BIRLA SUN LIFE Mutual Funds ?

a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

20. How would you like to receive the returns every year?

a. Dividend payout
 b. Dividend re-investment
c. Growth option
21.How do you convince your customers to invest in mutual fund.?

a) Returns
b) Track record
c) Fund features
d) Fund manager
e) Brand name
f) Asset Under Management (AUM)

22. How long have you selling the mutual fund?

a) 1-3years
b) 3-5years
c) 5-10years
d) More than 10 years

23. By what way did you used to communicate to your clients?

a) E-mail
b) Telephonic communication
c) One to one meeting
d) Others____________________

24. How likely are you stay invested during volatile times?

a) Unlikely you will stay invested.

b) Likely you will stay invested
c) Highly likely to remain invested

25. Mode of investment preferred by investors?

a) Lump sum investment

b) Systematic investment plan
c) Systematic transfer plan