QUESTIONNAIRE ON MUTUAL FUNDS

NAME:…………………………………………
AGE:……………………….
MONTHLY INCOME:…………………………. OCCUPATION:………………………

1. What is your source of information while investing in mutual funds?

a) Internet [ ]
b) Magazine [ ]
c) Newspaper [ ]
d) Financial Advisor [ ]
e) Spouse [ ]
f) Friends [ ]
g) Advertisements [ ]

2. Are you a regular or a new investor in mutual fund?

REGULAR [ ] NEW [ ]

3. Your investment portfolio consists in %)

a) Real Estate [ ]
b) Post office schemes [ ]
c) Mutual Funds [ ]
d) Debt [ ]
e) Shares [ ]
f) Fixed Deposits [ ]

4. Which type of fund you prefer the most?

a) Regular income [ ]
b) Debt [ ]
c) Diversified Equity [ ]
d) Sector funds [ ]
e) ELSS (tax shield) [ ]

5 . Which Features attract you the most while choosing a specific Mutual Fund?

a) Flexibility [ ]
b) Return [ ]
c) Managed by professional people [ ]
d) Risk Diversion [ ]
e) Less Expenses [ ]

6. What type of Mutual Fund Scheme you prefer?

a) Open Ended Scheme [ ]

b) Close Ended Scheme [ ]

7. What type of return you expect?

Monthly [ ] Quarterly [ ]
Semi annual [ ] Annual [ ]

8. What is your investment horizon?

Up to 6 months [ ]
Up to 1 year [ ]
Up to 2 years [ ]
Up to 3 years [ ]
Up to 5 years [ ]
Up to 10 years [ ]

9. What are your near future liabilities?

Child marriage [ ]
Education [ ]
Any other please specify………………………….

c) how do you come to know about Mutual Fund?

a. Advertisement
b. Peer Group
c. Banks
d. Financial Advisors
d) Which mutual fund scheme have you used?
Open-ended
Close-ended
Liquid fund
Mid- Cap
Growth fund
Regular Income fund
Long-Cap
Sector fund
If no,
a)If not invested in Mutual Fund then why?
Not aware of MF
Higher risk
Not any specific reason
4. which feature of the mutual funds allure you most?
Diversification
[ ]
Better return and safety
[ ]
Reduction in risk and transaction cost [ ]
Regular Income
[ ]
Tax benefit
[ ]

5. In which Mutual Fund you have invested? Please tick (√). All applicable.

a. SBIMF

b. UTI

c. HDFC

d. Reliance

e. ICICI prudential funds

f. JM mutual fund

g. Other. Specify

6. When you invest in Mutual Funds which mode of investment will you prefer?
a. One Time Investment
b. Systematic Investment Plan (SIP)
7. Where from you purchase mutual funds?
Directly from the AMCs [ ]
Brokers only
[ ]
Brokers/ sub-brokers
[ ]
Other sources
[ ]
8. Which AMC will you prefer to invest?
Assets Management Co.
a. SBIMF
b. UTI
c. Reliance
d. HDFC
e. Kotak
f. ICICI
g. JM finance

9. Which sector are you investing in mutual fund sector?

i.
General 1st
ii.
Oil and petroleum
iii.
Gold fund
iv.
Diversified equity fund
v.
Power sector
vi.
Debt fund
vii.
Banking fund
viii.
Real estate fund
ix.
General 1st
10. How would you like to receive the returns every year?
a. Dividend payout
b. Dividend re-investment
c. Growth in NAV
11. Personal Details:
(a). Name:-
(b). Add: -

Contact No:-

(c). Age:-

(d). Qualification:-

(e). Occupation. Pl tick (√)

Govt. Sec
Pvt. Sec
Business
Agriculture
Others
(g). What is your monthly family income approximately? Pl tick (√).
Up to
Rs.10,000
Rs. 10,001 to
15000
Rs. 15,001 to
20,000
Rs. 20,001 to
30,000
Rs. 30,001 and
above
Graduation/PG
Under Graduate
Others
QUESTIONNAIRE
A study of preferences of the investors for investment in mutual funds.
1. What kind of investments you prefer most? Pl tick (√). All applicable
a. Saving account
b. Fixed deposits
c. Insurance
d. Mutual Fund
e. Post Office-NSC, etc f. Shares/Debentures g. Gold/ Silver h. Real Estate
I. PPF
j. PF
2. While investing your money, which factor you prefermost? Any one
Liquidity
Low Risk
High Return
Company reputation
3. 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 funds
[ ]
Aware only of any specific scheme in which you invested [ ]
Fully aware
[ ]
b) In which kind of mutual you would like to invest?
Public [ ]
Private [ ]

Inauguration