Questionnaire

1. Personal Details:

(a) Name-

contact-

(b) Add-

(c) Age(d) Qualification:Graduation/PG

Under Graduate

Others

(e) Occupation:Govt. Sec

Pvt. Sec

Business

Agriculture

others

2. What kind of investment you prefer most?

Saving account

Fixed deposit

Insurance

Mutual Fund

Post Office- NSC, etc

Share/ Debenture

Gold/ Silver

Real Estate

PPF

PF

3. While investing your money, which factor you prefer most?

Liquidity

Low Risk

High Return

Company Reputation

4. Have you ever invested your money in Mutual Fund?

Yes

no

If yes,
(i)

Where do you find yourself as a mutual fund investor?

a) Totally Ignorant [

c)

] b) Partial knowledge of Mutual Fund

Aware only of any specific scheme in which you invested

d) Fully aware [

(ii) In which kind of mutual fund you would like to invest?

a) Public
(iii)

Peer Group

Banks

Which mutual fund have you used?

Open- ended

Close-ended

Liquid fund

Mid-Cap

Growth fund

Regular income fund

Long-Cap

Sector fund

If no,
(i)

How do you come to know about mutual fund?

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(iv)

] b) Private

If not invested in mutual fund then why?

Financial Advisors

Not aware of MF

Higher risk

Not any specific reason

5. Which feature of the mutual fund allure you most?

a) Diversification[
]
d)

] b) Better return and safety[

Regular income [

] c) Reduction in risk and transaction cost [

] e) Tax benefit [

6. In which mutual fund you have invested?

a) SBIMF [

] b) UTI [

f) JM mutual fund [

] c) HDFC [

] d) RELIANCE [

] g) Other , specify [

] e) ICICI Prudential funds [

7. When you invest in mutual fund which mode of investment will you prefer?
a) One time investment [

] b) Systematic investment plan [

8. Where from you purchase mutual funds?

a) Directly from the AMCs [
Sources [
]

] b) Brokers only [

] c) Brokers/ Sub- Brokers

] d) Other

9. Which AMC will you prefer to invest?

Assets management co.
SBIMF
UTI
Reliance
HDFC
Kotak
ICICI
JM Finance

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

General 1st
Oil and petroleum
Gold fund
Diversified equity fund
Power sector
Debt fund
Banking fund
Real estate fund

11. How would you like to receive the returns every year?
a) Dividend payout [

] b) Dividend re-investment [

] c) Growth in NAV [