1

Questionnaire

Respected Madam / Sir / Investor,

I am a Researcher from , Center for Management Studies Ahmedabad,
Ganpat University,
Mehsana. Presently I am doing a Research on To Measure Perception of Investor
towards
Mutual Funds. I will be more obliged if you could respond to the below
mentioned
questionnaire. Your response can put more light on my research work and I
can come out
with realistic finding.

1. You belong to which one of the following category:

(

) Govt. Employee

) Professional

) Pvt. Firm Employee

) Self Employed

) Business Person

) Agriculturist

) Others

2. Your annual income is in the range of:

) Below Rs. 1 Lakh Between

) 1 Lakh to 2 Lakh

) Between 2 Lakh to 3 Lakh

) Between 3 Lakh to 4 Lakh

) Between 4 Lakh to 5 Lakh

) Above Rs. 5 Lakh.

( please mark ) against the appropriate box where;

5 =Strongly unimportant
4 =UnImportant
3 = Neither important nor unimportant
2 = Important
1 = Strongly important
3. Where do you invest your savings?
Sr No Particulars 5 4 3 2 1
1 Savings Bank
2 Fixed Deposit
3 Shares/Debentures
4 Gold/Silver

5 Postal savings
6 Real Estate
7 Mutual Funds
8 Insurance

4. What is the percentage of savings from your total income ?

(

) <=25 %

) <= 50 %

) <= 75 %

) others

( please mark ) against the appropriate box where;

5 =Least important
4= Not Important
3 = Neutral
2 = Important
1 = Most important

5. What are the factors to which you give priority when you invest?
Sr No Particulars 5 4 3 2 1
1 Safety

2 High Return
3 Liquidity
4 Less Risk
5 Marketability

6. You invest in the financial instruments / securities which give:

(

) High Risk / High Return

) Low Risk /Low return

) Low Risk/ High Return

7. Do you know about Mutual Funds?

(

) Yes

) No

8. Are you an investor in Mutual Funds ?

(

) Yes

) No. ( If No, then directly go to question No.20 )

9. If yes , then you have invested in the Mutual Fund Which Company ?
(

) HDFC Mutual Fund

) Reliance Mutual Fund

) ICICI Mutual Fund

) Axis Mutual Fund

) Birla sun Life Mutual Fund

) Others

10. How is your invest pattern :

(

) Monthly (SIP)

) Once in Six Months

) Once in a year

) Very Rare

11. You have invested in which type of Mutual Fund Scheme

(

) Equity fund

) Debt fund

) Hybrid Funds

) Liquidity Funds

12. If Equity Funds then, in which category

(

) Diversified Equity Funds

) Mid-Cap Funds

) Sector Specific Funds

) Tax Savings Funds

13. If Debt Funds then, in which category

(

) Gilt Funds

) Income Funds

) MIPs

) Short Term Plans (STPs)

) Liquid Funds

( please mark ) against the appropriate box where;

5 = Highly satisfied
4 = Satisfied
3 = Neither satisfied nor dissatisfied
2 = Dissatisfied
1 = Highly dissatisfied

14. What advantages do you find when you invest in Mutual Funds? Give Priority
Sr No Particulars 5 4 3 2 1
1 Professional Management
2 Diversification
3 Return Potential
4 Low cost
5 Liquidity
6 Transparency
7 Flexibility
8 Choice of schemes

9 Tax benefits
10 Well regulated
11 Economies of scale
12 Simplicity

( please mark ) against the appropriate box where;

5 =Least important
4= Not Important
3 = Neutral
2 = Important
1 = Most important

15. What do you look before investing in a particular mutual fund scheme?
Sr No Particulars 5 4 3 2 1
1 Past Performance (NAV)
2 Ratings (by CRISIL, ICRA, Etc.)
3 Asset Management Companies (AMC)
4 Expert Advise

16. Where do you gather information about the performance of different

mutual fund
schemes?
(

) Financial Institutions

) Brokers

) Financial Consultants

) TV Channels

) Magazines

) Internet

17. Since how many years you are investing in Mutual Fund Schemes
(

) One year

) Two Years

) Three Years

) Four Years

) Five Years

)More than five years

( please mark ) against the appropriate box where;

5 = Strongly Disagree
4 = Disagree
3 =Nither Agree nor Disagree
2 = Agree
1 = Strongly Agree
18. You invest in Mutual Fund Schemes because:
Sr No Particulars 5 4 3 2 1
1 It is a good investment instrument

2 Its better to invest in Mutual funds rather than

investing directly in shares

3 They give assured and consistent return

4 They provide high return with low risk
5 Less calculation is required before investing
when compared to share market.

6 Very simple to invest & monitor fund

7

performance on a regular basis

7 Mutual Funds provide the benefit of cheap
access to expensive stocks

8 Mutual funds diversify the risk of the investor

by investing in a basket of assets.

19 . Can Mutual Funds be viewed as Risk Free Investments?

(

) Yes

) No.

( please mark ) against the appropriate box where;

5 = Strongly Disagree
4 = Disagree

3 =Nither Agree nor Disagree

2 = Agree
1 = Strongly Agree
20. You have not invested in mutual funds because:
Sr No Particulars 5 4 3 2 1
1 Its not a lucrative investment instrument
2 No satisfactory return on investment when
compared to other investment instruments

3 No safety for funds invested

4 Risky investment instrument
5 No / Less Liquidity
6 No knowledge about how to invest
7 No knowledge about where to invest /
investment centers

8 No Mutual Fund investors education &

service center

9 It is related to share market, so it is very risky

and the returns are not guaranteed

21. According to you, which one do you rate as the best investment instrument?
(

) Savings Bank

) Fixed Deposit

) Shares/Debentures

) Gold/Silver

) Postal savings

) Real Estate

) Insurance

) Others

22. Over all Satisfaction related to Mutual Fund?

Highly
Dissatisfied
Dissatisfied Neutral Satisfied Highly satisfied

Thank You