QUESTIONNAIRE

Here we are conducting a survey to know the importance and to know the investor
perception towards Mutual Fund so it’s our humble request to every respondent to
devote his or her precious time for fill this questionnaire.

Name………..

Age……………….

Gender………

Occupation……….

Your annual income level

Less than 1lakh

Between 1lakh to 5 lakh

5 lakh and above

Q1. Do you have any Mutual Fund Product?

a) Yes b) No (If your answer is “NO” so go to Q 12. otherwise continue to Q2.

Q2. Which scheme of mutual fund do you prefer?

a) Open Ended b) Close Ended

Q3. Why do you go for Mutual Fund instead of other investment alternatives.

a) Affordability b) High Return

c) Availability d) Other (specify)…….

Q4. What is your mode of payment you prefer at the time of buying mutual fund.

a) One Time Payment b) Installment Payment

Q5. What is the most important factor which influences your investment decision?

a) Price of product b) Risk Level

c) Past Experience c) Other (specify)…..

Q6.Which of your investment holding time (lock in period) you prefer.

a) Less than 6months b) Half yearly

c) 1 year d) More than 1 year.

Q7. Do you think that the Mutual Fund investor gets the handsome return in
comparison to the other investment option?

a) Yes b) No

Q8. Rate the following question according to your satisfaction level.

Scale : (Rank1 for Strongly agree, Rank 2 for Agree, Rank 3 for Moderate, Rank 4 for
Disagree, Rank 5 for Strongly Disagree)

SL.No.

STATEMENT 1 2 3 4 5
1. Do you think that the mutual fund help to minimize the risk
related to investment?

2. Do you think that mutual fund help to hedge the risks the
investor?

3. Do you get the proper return on your mutual fund

investment ?

Q9. Purpose of your investment

a) Wealth maximize b) Regular Income

c) Tax saving c) Other (specify)…

Q10. How do you come to know about the Mutual Fund and its product.

a) Friends and relative b) Media advertisement

c) brokers/traders/investors d) Other (specify)….

Q11.What is the reinvestment pattern of the investor.

a) Investment in same fund b) Investment In Different Fund (Question Number

12 only for those who tick “No” in Q1.)

Q12.Why do you not invest in the mutual fund because of

a) Bitter past experience

b) Lack of knowledge

c) Difficult to select the schemes

c) Investment advisor support not available.

Any suggestion and recommendation
…………………………………………………………………………………………
…………………………………………………………………………………………

Date:

(Signature of the Respondent)