Gender No.

of Reapondant PERCENTAGE

male 49 80.33
female 12 19.67
Total 61 100%
AGE WISE RE

female

male

0 10 20

AGE No. of Reapondant PERCENTAGE

15 - 20 10 16.39
20 -25 25 40.98
25 - 30 15 24.59
30 - 35 5 8.20
35 - 40 2 3.28
ABOVE 40 4 6.56
Total 61 100%
 Occupation No. of Reapondant PERCENTAGE
Student 28 45.90
Salaried person 22 36.07 Occupation wise res
Self Employed 4 6.56
Business man 7 11.48 7; 11%
Total 61 100%
4; 7%

22; 36%

No. of
45

Investments No. of Reapondant PERCENTAGE 40

YES 20 32.79 35
NO 41 67.21 30
Total 61 100%
25
20
15
10
5
0
YES

No. of Reapondant

6
1
 No. of Reapondant
Investments No. of Reapondant PERCENTAGE
Totally Ignorant 15 34.88
6
Partial Knowledge of Mutual 1
13 30.23
Funds
9 20.93 9
Aware only of specific scheme
Fully aware 6 13.95
Total 43 100%
18 13

No. of Rea
Prefrence No. of Reapondant PERCENTAGE
Public 29 59.18
Privet 20 40.82
Total 49 100% 20
12

Public

30

Options No. of Reapondant PERCENTAGE 25

Advertisement 28 56
Peer Group 6 12 20
Banks 8 16
Financial Advisors 8 16 15
Total 50 100
11 10

0
Advertisement Peer Group B
 5

0
Advertisement Peer Group B

Preferred Moad o
4

Options No. of Reapondant PERCENTAGE

Online 32 66.67
12
Ofline 12 25.00
Both 4 8.33
Total 48 100%
13

Online Oflin

Preferred Investi
6
Factors No. of Reapondant PERCENTAGE
Liquidity 10 20.41
Low Risk 19 38.78
High Return 14 28.57
Company Reputation 6 12.24 14
Total 49 100%
12

Liquidity Low R
High Return Comp

Investor Prefrence Tow

Schemes No. of Reapondant PERCENTAGE
Sector fund
Open-Ended 8 13.11
Close-Ended 7 11.48 Long-Cap
Mid-Cap 9 14.75 Regular income fund
Liquid fund 8 13.11
Growth fund
Growth fund 8 13.11
Regular income fund 10 16.39 Liquid fund
Long-Cap 6 9.84 Mid-Cap
Sector fund 5 8.20
Close-Ended

Open-Ended
0 1 2 3 4
 Growth fund

Liquid fund

Mid-Cap

Close-Ended
Total 61 100%
Open-Ended
0 1 2 3 4

Preferred Mode
Mode No. of Reapondant PERCENTAGE
One time investment 18 38.30
SIP 29 61.70
Total 47 100%
14

29

One time inves

PREFERRED TIME T
Options No. of Reapondant PERCENTAGE
1 to 3 years 33 54.10 33
4 to 6 years 13 21.31
7 to 10 years 2 3.28
Above 10 years 13 21.31
Total 61 1.00
13

1 to 3 years 4 to 6 years 7t

No. of Rea
Options No. of Reapondant PERCENTAGE 30
24
Enquiring about the fund manager 24 39.34 25
20
Finding about the past performance 25 40.98 15
Identifying your own objectives 12 19.67 10
Total 61 100% 5
0
er
ag
an r
nd
m
erfo
e
fu s tp
th pa
out th
e
ab ou
t
ng ab
uiri g
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En nd
 5
0
er
ag
an r
nd
m
erfo
e
fu s tp
th pa
out th
e
ab ou
t
ng ab
uiri g
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En nd
Fi

PREFERRED S
Sector No. of Reapondant PERCENTAGE
Genral 16 34.78 4
Oil and petroleum 8 17.39
Diversified equity fund 4 8.70
Debt fund 2 4.35 12
Banking fund 12 26.09
Real estste fund 4 8.70
Total 46 100%
2
4

Genral Oil and petroleum

Debt fund Banking fund

Option No. of Reapondant PERCENTAGE No. of Reapo

Divident payout 19 40.43
Divident re-investment 20 42.55
Growth in NAV 8 17.02
Total 47 100%
17%

40%

43%

PREFERRED INVES
24
Option No. of Reapondant PERCENTAGE
Mutual fund 24 39.34
Stock market 14 22.95
Bank deposits 20 32.79 14
 14
Other 3 4.92
Total 61 100%

Mutual fund Stock market B

No. of R
Option No. of Reapondant PERCENTAGE
Not aware of mutual fund 14 25.00
Higher risk 10 17.86
7%
Not any specific reason 28 50.00 25%
Other 4 7.14
Total 56 100%

50% 18%
 AGE WISE RESPONDENT

49

10 20 30 40 50 60

Age wise no of respondant

4
2 10
5

15

25

15 - 20 20 -25 25 - 30 30 - 35 35 - 40 ABOVE 40
 25

15 - 20 20 -25 25 - 30 30 - 35 35 - 40 ABOVE 40

cupation wise respondent

7; 11%

4; 7%
Student
Salaried person
Self Employed
28; 46% Business man

22; 36%

No. of Reapondant

YES NO

No. of Reapondant

6
15
 No. of Reapondant

6
15
Totally Ignorant
Partial Knowledge of Mutual
Funds
Aware only of specific
scheme
Fully aware

13

No. of Reapondant

20

29

Public Privet

nt Peer Group Banks Financial Advisors

nt Peer Group Banks Financial Advisors

Preferred Moad of Investment

4

12

32

Online Ofline Both

Preferred Investing Factors

6
10

14

19

Liquidity Low Risk

High Return Company Reputation

nvestor Prefrence Towords MF Schemes

und

Cap

und

und

und

Cap

ded

ded
0 1 2 3 4 5 6 7 8 9 10
und

und

Cap

ded

ded
0 1 2 3 4 5 6 7 8 9 10

Preferred Mode by Respndent

18

29

One time investment SIP

REFERRED TIME TO INVESTMENT

13 13

ars 4 to 6 years 7 to 10 years Above 10 years

No. of Reapondant
24 25

12

er ce es
ag an tiv
an rm j e c
nd
m
erfo n
ob
fu s tp ow
he pa our
t he g
y
out f yin
ab ti
g en
in Id
nd
 er ce es
ag an tiv
an rm j e c
nd
m
erfo n
ob
fu s tp ow
he pa our
t he g
y
out f yin
ab ti
g en
in Id
nd
Fi

PREFERRED SECTOR
4

16
12

2
4 8

Genral Oil and petroleum Diversified equity fund

Debt fund Banking fund Real estste fund

No. of Reapondant

17%
Divident payout
Divident re-investment
40%
Growth in NAV

43%

PREFERRED INVESTMENT OPTION

4

20

14

3
 20

14

und Stock market Bank deposits Other

No. of Reapondant

7%
Not aware of mutual fund
25%
Higher risk
Not any specific reason
Other

50% 18%
1 Respondent Agree Disagree Total % of Agree
Accountant 15 7 22 20.3
Director 9 6 15 12.2
Manager 11 6 17 14.9
Stacke Holder 8 12 20 10.8
Total 43 31 74 58.1

2 Respondent Agree Disagree Total % of Agree

Accountant 12 10 22 16.2
Director 11 4 15 14.9
Manager 5 12 17 6.8
Stacke Holder 15 5 20 20.3
Total 43 31 74 58.1

3 Respondent Agree Disagree Total % of Agree

Accountant 9 13 22 12.2
Director 6 9 15 8.1
Manager 6 11 17 8.1
Stacke Holder 12 8 20 16.2
Total 33 41 74 44.6

4 Respondent Agree Disagree Total % of Agree

Accountant 7 15 22 9.5
Director 9 6 15 12.2
Manager 7 10 17 9.5
Stacke Holder 13 7 20 17.6
Total 36 38 74 48.6

5 Respondent Agree Disagree Total % of Agree

Accountant 11 11 22 14.9
Director 7 8 15 9.5
Manager 13 4 17 17.6
Stacke Holder 18 2 20 24.3
Total 49 25 74 66.2

6 Respondent Agree Disagree Total % of Agree

Accountant 16 6 22 21.6
Director 10 5 15 13.5
Manager 6 11 17 8.1
Stacke Holder 4 16 20 5.4
 Total 36 38 74 48.6

7 Respondent Agree Disagree Total % of Agree

Accountant 16 6 22 21.6
Director 7 8 15 9.5
Manager 6 11 17 8.1
Stacke Holder 7 13 20 9.5
Total 36 38 74 48.6

8 Respondent Agree Disagree Total % of Agree

Accountant 9 13 22 12.2
Director 13 2 15 17.6
Manager 9 8 17 12.2
Stacke Holder 6 14 20 8.1
Total 37 37 74 50.0

9 Respondent Agree Disagree Total % of Agree

Accountant 4 18 22 5.4
Director 6 9 15 8.1
Manager 13 4 17 17.6
Stacke Holder 18 2 20 24.3
Total 41 33 74 55.4
% of Disagree
9.5
8.1
8.1
16.2
41.9

% of Disagree
13.5
5.4
16.2
6.8
41.9

% of Disagree
17.6
12.2
14.9
10.8
55.4

% of Disagree
20.3
8.1
13.5
9.5
51.4

% of Disagree
14.9
10.8
5.4
2.7
33.8

% of Disagree
8.1
6.8
14.9
21.6
 51.4

% of Disagree
8.1
10.8
14.9
17.6
51.4

% of Disagree
17.6
2.7
10.8
18.9
50.0

% of Disagree
24.3
12.2
5.4
2.7
44.6