A study on Awareness of Mutual Fund among Investors

I am doing MBA at CMSR, Ganpat University and this is to acknowledge that the following survey is
purely for academic purpose only. The identity of the respondent will be kept confidential. And it does not
carry any commercial value. Thank you for your response.

*Required

1. Name *

2. Gender *
Mark only one oval.

Female
Male
Transgender

3. Age *
Mark only one oval.

Less than 25
25 -35
36 - 45
Above 45

4. Occupation *
Mark only one oval.

Job
Business
Student
Self Employed
Agriculture
House Wife

5. Income *
Mark only one oval.

Below 2 lakhs
2 - 5 Lakhs
5 - 8 Lakhs
8 - 12 Lakhs
Above 12 Lakhs
 6. Education *
Mark only one oval.

Below 10th
Graduate
Post Graduate
Decorate & Other

7. Do you aware about Mutual Fund? *

Mark only one oval.

Yes
No

8. Have you ever invested in Mutual Fund? *

Mark only one oval.

Yes
No

9. If no so where do you invest your saving?

Mark only one oval.

Saving Bank
Fixed Deposit
Shares/Debenture
Post saving
Gold/Silver
Real Estate
Insurance

Other:

10. If no, (you have not invested in Mutual Fund) What is/are the Reason?
Mark only one oval.

Never thought about it

Risky
Lack of knowledge

Other:
11. According to you, which one do you rate as the best investment instrument?
Mark only one oval.

Saving Bank
Fixed Deposit
Real Estate
Postal savings
Shares/ Debenture
Gold/ Silver
Insurance

Other:

12. If yes so in which Company/Companies? *

Mark only one oval.

Aditya Birla Sun life Mutual Fund

Reliance MF
Sundaram Finance
HDFC MF
UTI MF
ICICI MF
L&T MF
SBI MF
FRANKLIN TEMPLETONMF

Other:

13. How much do you save Annually? *

Mark only one oval.

Less than 5%
5 -10 %
10 - 15 %
15 - 20 %
More than 20%

14. What are the factors to which you give priority when you invest? *
Mark only one oval.

Safety
High Return
Liquidity
Less Risk
Marketability
15. How would you prefer to make your investment in Mutual Fund? *
Mark only one oval.

Through Bank
Through Brokers
Through AMC

Other:

ADVANTAGES

16. Return Potential *

Mark only one oval.

1 2 3 4 5

Highly Disagree Highly Agree

17. Liquidity *
Mark only one oval.

1 2 3 4 5

Highly Disagree Highly Agree

18. Flexibility *
Mark only one oval.

1 2 3 4 5

Highly Disagree Highly Agree

19. Low Cost *

Mark only one oval.

1 2 3 4 5

Highly Disagree Highly Agree

20. Tax Benefit *

Mark only one oval.

1 2 3 4 5

Highly Disagree Highly Agree

21. Diversification *
Mark only one oval.

1 2 3 4 5

Highly Disagree Highly Agree

22. What is/are the criteria before you investing in particular Mutual Fund Scheme? *
Mark only one oval.

Past performance
Expert Advice
Ratings ( by CRICIL, ICRA, etc.)

Other:

23. Can Mutual Fund be viewed as risk free investment? *

Mark only one oval.

Yes
No

24. Is there are need for creating awareness among the public about the benefits of investing in Mutual
Fund? *
Mark only one oval.

Yes
No

25. Do you accept the fact that investing in Mutual Funds will lead to the economic development? *
Mark only one oval.

Yes
No

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