LIMITATION OF THE STUDY

 Time limitation.
 Research has been done only in one city.
 Some of the persons were not so responsive.
 Possibility of error in data collection.
 Possibility of error in analysis of data due to small sample size.

DATA COLLECTION

The study was based on questionnaire method.

There are two types of data collection:

1. Primary data
2. Secondary data

Primary data

The primary data are those, which are collected a fresh and for the first time happen to
be original in character. It has been collected through a Questionnaire and personal interview.
Only the primary data is not the sufficient to get information about the complete topic so both
primary and secondary data is collected.

Secondary data

Secondary data are those which have already been collected by someone else and
which have already been passed through the stratified process. It has collected through the
books, journals & Internet.

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 ANALYSIS AND INTERPRETATION

Questionnaire on investor's preferences towards mutual funds with references to

swastika mutual funds.

Kindly fill up the following questionnaire.

Name of the person:_______________ Phone Number:_________________

Gender:____________________ Occupation___________________

1. Are you investing for tax exemption or tax savings?

options percentage

1. Yes 70%

2. No 30%

2. What kind of invest option you prefer?

options percentage

1. Post office savings 10

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2. bank deposited 15

3. life insurance 35

4. mutual funds 15

5. gold equity 5

6. company fixed 2
deposited

7. real estate 18

8. other(please specify) 0

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3. Are you investor in mutual funds?

options percentage

1. Yes 98%

2. No 2%

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4. If answer is yes, why do you prefer mutual funds?

options percentage

1. Less risky 22

2. Liquidity 38

3. Professionally managed 15

4. Fast appreciation of Money 25

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5. What kind of mutual funds prefer?

options percentage

1. open-ended 45

2. closed-ended 55

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6. Which option do you prefer for your investment?

options percentage

1. Dividend 42

2. Growth 58

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7. High return involves risks do you agree?

options percentage

1. Agree 46

2. Partially 24

3. Disagree 30

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8. If you are an investor of Mutual funds, which company you prefer?

options percentage

1. UTI 10

2. Kotak 10

3. Swastika Invest mart 20

4. HDFC 20

5. Birla Sun Life 20

6. LIC 20

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9. What is the reason for you to select this Mutual funds Company?

options percentage

1. Reputation 22

2. Provides good return 28

3. Expert's advice 40

4. Other (Please Specify) 10

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10. If yes, then in which product/services of you have invested?

options percentage

1. Equity 33

2. Commodity 37

3. Debt. 20

4. Forex 10

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