QUESTIONNAIRE (This information will be used only for academic purpose)

Q1. What percentage of your income are you able to save yearly? a) b) c) d) 5% 10% 15% Above 20%

Q2. Which investment tool you choose a) b) c) d) e) f) g) Life insurance Pension and PF schemes Fixed deposits Shares and debentures Gold Mutual Funds Others (Please specify__________________________________________________)

Q3. Why do you invest in mutual funds? a) b) c) d) e) Safety Good return Tax benefit Capital Appreciation Others ( Please specify________________________________________)

Q4. Through which investment channels do you invest in mutual funds? a) Directly b) Brokers/Agents c) Banks & NDs

Q5. How much amount do you invest in mutual funds annually? a) Less than Rs 10000 b) Between Rs 10,000 Rs 25,000 c) More than Rs 25,000

Q6. How much is your investment horizon? a) Within a year b) 1 -3 years c) More than 3 years

Q7. What is your risk preference? a) High risk and high return b) Moderate risk and Moderate return c) Low risk and low return

Q8. Your scheme preference? a) Equity b) Debt c) Mixed

Q9. You prefer? a) Open-ended schemes b) Close-ended schemes (REASON_____________________________________________________)

Q10. Which mode of investment do you prefer as an investor? a) Lump sum b) SIP c) Both

Q11. Why do you (or not) prefer SIP? ____________________________________________________________________

Q12. What is the preferable minimum amount of instalment you want to invest in SIP? _____________________________________________________________________

Q13. What are the areas for selecting Mutual fund schemes? a) b) c) d) Small cap funds Mid cap funds Large cap funds Diversified funds

Q14. Which Fund house has largest share in your investment portfolio? ________________________________________________________________________

Q15. Rate the following factors which influences your investment in mutual funds on the importance scale where 1 is least important, 3 is neutral, 5 is most important. S.No. Factors that influence your investment in mutual fund 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Broker/agent Past performance of the fund Market conditions Reputation of fund house Transparency maintained by the fund house Fund manager Tax benefit from investment in mutual fund Attitude towards risk Family/friend recommendation Advertisements 1 2 3 4 5

PERSONAL DETAILS NAME: _______________________________________ SEX: AGE: M below 30 Professional F 31-40 Salaried 41-50 Business 2, 00,000-5, 00,000 Above 10, 00,000 above 50 Others

OCCUPATION: INCOME:

Less than 2, 00,000 5, 00,000-10, 00,000

CONTACT DETAILS: ______________________________