A Study on investor’s preferences towards mutual funds

Questionaries:

1. Name:

2. Gender:

a. Male

b. Female

3. Martial status:

a.Married

b.unmarried

4. Education:

a.Primary

b.Secondary

c.Graduate

d.Post graduate

e.Professional degree

5.Monthly income (in rupees):

a. Below 20,000

b. 20001-30000

c.30001-40000
 d. Above 50,000

6.Occupation:

a. Self employed

b.Business

c. Salaried

d.Retired

7.Are you aware about Mutual funds?

a. Yes

b. No

7.Are you aware about all the Benefits, Terms & Conditions of Investment in

mutual funds?

a.Yes

b.No

8.What is your primary objective for investment?

a.Growth and income

b.conservative growth

c.current income

d. Aggressive growth
 9. How do you get the sources information about Mutual funds?

a.Brokers

b.Relatives

c.Magazines

d.Newspapers

10. How do you purchase Mutual funds?

a.Online

b.Through brokers

c.Through bank branches

d.Post office

11. How do you invest in Mutual fund?

a.Direct

b.Through brokers

c. Agents

d.Any others

12. State the impact of the following factors while investing in Mutual funds

VH-Very High; H-High; M-Moderate; L-Low; VL-Very Low *

Professional management

Mutual fund regulations

 Convenience

Low transaction cost

Choice of Schemes

Tax Benefits

Return on investment

Lock in Period

14. When you think of investment which statement best characterizes your

feelings?

A. I want to be as sure as possible that my savings will not go down

significantly

b. I prefer taking on a small amount of risk in order to gain higher

expected returns

c.I prefer substantial risk to gain higher expected return

15. For what purpose you purchase Mutual Funds?

a.As tax saving scheme only

b.As an investment to get returns

c.Both a and b

16. Which of the following you think is more advantageous in mutual funds?Rate from 1 to 5

Liquidity

Diversification

Expert management

Suit your financial goals

 Cost efficiency

Tax efficiency

Safety

17. How much safety you need while investing in mutual funds?

a.No safety

b.Low safety

c.Medium safety

d.High safety

e.Very high safety

18.Which type of Fund you mostly prefer?

a.Open ended

b.Close ended

19. Category of fund you generally prefer for investment?

a Balance fund

b.Equity link tax savings

c.equity fund

d.monthly income plan

e.Others
 19.Reasons For purchase particular fund in Mutual Funds

a. Returns

b.Low risk

c.protofolio

d.Brand name

20. What is your level of satisfaction towards investment in mutual funds?

a.Highly dissatisfied

b.Dissatisfied

c.Neutral

d.satisfied

e.Highly satisfied