Investment Profile in Mutual Funds

1. Name of Mutual Fund:-

2. Amount Invested:-
3. Name of Scheme:-................................................................................................................
4. Type of scheme( rank from 1-4) 1- most preferred, 4- least preferred
Debt Fund
Equity Fund
Balanced Fund
ELSS

5. Objective of Investment( Rank 1-3)

Appreciation
Tax Benefit
Liquidity
6.

Do you view following factor/sources of information important while investing in MF?

Extremely
Important
a) Safety
b) Liquidity
c) Return earned
d) Tax savings
e) Performance of past
schemes
f) Rating of MF by
Agencies

Important

Neutral

Unimportant

Highly
important

g) Advertisements
h) Recommendations
of friends and
relatives.