FACTORS INFLUENCING A CHOCIE OF INVESTMENT

This questionnaire has been designed to identify what prevents an investor from investing in Mutual
Funds. The responses collected will be used only for academic purposes.
* Required

DEMOGRAPHICS
Demographics
Name *
City *
Contact Number *
Email - ID *
Age *
Mark only one oval.

18-30

31-43

44-56

Above 56

Gender *
Mark only one oval.

Male

Female

Dependents *
Please tell us about how many dependents are there in your family
Mark only one oval.

1-2

3-4

Above 4

No dependents

My Current Investment Portfolio *

Check all that apply.

Fixed Deposits(FD)

Reccuring Deposit(RD)

Public Provident Fund (PPF)

Direct Equity Shares

Real Estate

Mutual Funds

Gold

Other:

PERSONAL AND SOCIAL FACTORS

Please answer the following questions attempting to capture how personal and social factors
influenced your choice of investments
Please answer the following questions : *
Mark only one oval per row.
Strongly
disagreee
I prefer traditional
modes of investment
My age restricts me
from making
investments in
mutual funds
I do not have
confidence in market
related investments
My family structure
limits me from
market related
investments
I deposit any
additional income I
get in my bank
account
My friends are my
financial advisors
My gut feeling
prevents me from
making market
related investments
I invest in banks as

Disagree

I do not
diffrentiate

Agree

Sttrongly
Agree

Strongly
disagreee

Disagree

I do not
diffrentiate

Agree

Sttrongly
Agree

my investment
objectives are for
safe long term gains

AWARENESS FACTORS
Please answer the following questions attempting to capture how your awareness influenced
your choice of investments In the following questions please try to think and analyze to what
degree are you aware. For example : John says " I have heard about tax benefits in mutual
funds". This implies that he didn't know about tax benefits and also he cannot say about the
credibility of the source of information thus ticks "Disagree" option.
Please answer the following questions *
Mark only one oval per row.
Strongly
Disagree

Disagree

Neutral

Agree

Strongly
Agree

I do not
diffrentiate

Agree

Strongly
Agree

I am aware of what
mutual funds are
I am aware of tax
benefits of mutual
funds
I am aware that not
all mutual funds
invest in shares
I am aware of expert
comments on mutual
funds

GENERIC FACTORS
Please answer the following questions: *
Mark only one oval per row.
Strongly
Diasgree

Disagree

Current inflationary
conditions restrict
my investment
I am content with the
returns from my
investments in banks
Government policies
influence my choice
of investment
I invest in gold for
gains in longterm
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