THE STUDENTS OF “ICFAI BUSINESS SCHOOL, CHENNAI” ARE DOING A

PROJECT BASED ON “CUSTOMIZATION OF FINANCIAL PRODUCTS WITH

SPECIAL REFRENCE TO MUTUAL FUNDS”. WE WILL BE GRATEFUL TO YOU IF
YOU KINDLY SPARE YOUR VALUABLE TIME AND FILL UP THE FOLLOWING
QUESTIONNAIRE.

QUESTIONNAIRE
1. Have you ever invested in mutual funds?

a. Yes

b. No

2. In which of the following type funds you have invested?

a. EQUITY

b. DEBT

c. BALANCED

d. GILT

e. TAX SAVING SCHEMES

3. What is your preferred investment period?

a. Less than 1 yr

b. 1 yr—3yr

c. 3 yr—5yr

d. more than 5 yr

4. Which AMC you have invested in?

please specify _________________________________

5. Rank according to importance the factor you look for while investing in MF

(1 being the most important and 10 the least important)

a. Risk factor_________________

b. Return____________________

c. Tax saving _________________

d. Performance _______________

e. NAV______________________

f. AMC______________________

g. Safety_____________________

h. Ratings of the fund___________

i. portfolio of fund_____________

j. Profile of the Fund manager____

6. How have you invested in MF?

a. Directly

b. Through Distributor

c. Through Sub-brokers

7. Have you invested or would you like to invest in the current period?

a. Yes

b. No

8. If yes then rank in 1-5 (with 1 being best and 4 being worst) of the following
options

a. Mutual funds are no doubt the best investment option in spite of the
current economic slowdown__________
 b. I am getting more units as NAV is low, so I will definitely earn profit
when market goes up.____________

c. Mutual fund are still giving better return for longer period( 5yrs) than
other investment option____________

d. Despite all the slowdown, I will prefer MF as it gives me tax

benefit__________

9. If yes in which kind of fund you will prefer to invest now?

a. Equity

b. Debt

c. Balanced

d. Tax savers

e. ETFs

10.Which is your preferred mood of investment in mutual fund?

a. Lump sum b. SIP (Systematic Investment Plan)

11.Rank the option which u think best describe your views ( 1 being the best & 5
being worst)

i. I will better invest in FDs of Banks in this condition as it is the

safest_______

ii. I will invest in FDs of NBFC as they give better interest _______

iii. I will go for PPF ______

iv. I will invest in NSC _______

v. I will put my money in ULIPs because it will give me insurance

cover.______
Personal profile

12. Name ____________________________________________

13.Contact No. (optional)____________________________

14.Address _______________________________________

15.Age ____________________________________________

16.Annual income

a. Less than 1 lakh

b. 1-2 lakhs

c. 2-5 lakhs

d. Above 5lakhs