Professional Documents
Culture Documents
Mutual Funds.
1. Name
2. Age
3. Qualification
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Graduation/PG
Under Graduate
Other:
4. Occupation
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Govt. sector
Pvt. Sector
Business
Agriculture
Up to 20,000
Rs. 20,001 to 30,000
Rs. 30,001 to 40,000
Rs. 40,001 to 50,000
Rs. 50,000 and above
6. What kind of investments you have made so far?
Mark only one oval.
Saving account
Fixed Deposits
Insurance
Mutual Fund
Post office-NSC, etc
Shares/Debentures
Gold/Silver
Real Estate
Liquidity
Low Risk
High Return
Trust
Yes
No
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Peer Group
Banks
Financial Advisers
Yes
No
Not aware of MF
Higher Risk
Not any specific reason
12. If yes, in which Mutual Fund you have invested?
Mark only one oval.
ICICI MF
UTI
HDFC
Reliance
Kotak
SBIMF
Other:
14. When you Plan to invest your money in asset management company, which AMC will you prefer?
Mark only one oval.
ICICIMF
UTI
Reliance
HDFC
Kotak
SBIMF
15. Which channel will you prefer while investing in Mutual Fund?
Mark only one oval.
Financial Adviser
Bank
AMC
16. When you invest in Mutual Funds, which mode of investment will you prefer?
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17. When you want to invest, which type of funds would you choose?
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Dividend Payment
Dividend re-investment
Growth in NAV
19. Instead of general Mutual Funds, would you like to invest in sectorial funds?
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Yes
No
20. Have you ever consider the risk factor in investing Mutual Funds? If so what is your finding?
Mark only one oval.
Higher risk
Less than Equity
Other:
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