Mutual Funds

Topics: Investment, Mutual fund, Finance Pages: 4 (416 words) Published: May 2, 2014
QUESTIONNAIRE
A study of preferences of the investors for investment in mutual funds.

1. What kind of investments you prefer most? Pl tick (√). All applicable a. Saving account

b. Fixed deposits

c. Insurance

d. Mutual Fund

e. Post Office-NSC, etc

f. Shares/Debentures

g. Gold/ Silver

h. Real Estate

I. PPF

j. PF

2. While investing your money, which factor you prefermost? Any one Liquidity

Low Risk

High Return

Company reputation

3. Have you ever invested your money in mutual fund?
Yes

No

If yes,
a) Where do you find yourself as a mutual fund investor?
Totally ignorant

[ ]

Partial knowledge of mutual funds

[ ]

Aware only of any specific scheme in which you invested [ ]
Fully aware

[ ]

b) In which kind of mutual you would like to invest?
Public

[ ]

Private [ ]

c)

how do you come to know about Mutual Fund?

a. Advertisement

b. Peer Group

c. Banks

d. Financial Advisors

d) Which mutual fund scheme have you used?
Open-ended

Close-ended

Liquid fund

Mid- Cap

Growth fund

Regular Income fund

Long-Cap

Sector fund

If no,
a) If not invested in Mutual Fund then why?
Not aware of MF

Higher risk

Not any specific reason

4. which feature of the mutual funds allure you most?
Diversification

[ ]

Better return and safety

[ ]

Reduction in risk and transaction cost

[ ]

Regular Income

[ ]

Tax benefit

[ ]

5. In which Mutual Fund you have invested? Please tick (√). All applicable. a. SBIMF
b. UTI
c. HDFC
d. Reliance
e. ICICI prudential funds
f. JM mutual fund
g. Other. Specify

6. When you invest in Mutual Funds which mode of investment will you prefer? a. One Time Investment

b. Systematic Investment Plan (SIP)

7. Where from you purchase mutual funds?
Directly from the AMCs [ ]
Brokers only

[ ]

Brokers/ sub-brokers

[ ]

Other sources

[ ]

8. Which AMC will you prefer to invest?
Assets...
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