QUESTIONNAIRE

A study on Investors perception towards

mutual funds
1.
What kind of investments you prefer most? Pl tick (). All applicable

a. Shares ( ) b. Equity ( ) c. Mutual fund ( ) d. Insurance ( ) e. Bank deposit ( )

f. Bonds ( ) g. Others specify ( )

2. Why do you prefer the above option?

a. Return pattern ( ) b. Liquidity ( ) c. Profitability ( ) d. Tax exemption ( ) e.
Safety and security ( ) f .Guaranteed return ( ) g. Others specify ( )

3. Have long would you like to invest?

a. Short term(below 1 yr) ( )
b. medium term (upto 2 yr) ( )
c. long term (above 3 yr) ( )

4. Have you seen any advertisements for mutual funds?

a. Yes ( ) b. No ( )

5. If yes, what are the advertisements have you seen for?

a. Birla sunlife MF ( ) b. Reliance MF ( )
c. Franklin Templeton MF ( ) d. ICICI MF ( )
e. HDFC MF ( ) f. UTI MF ( )
g others specify ( )

6.Mention the names of mutual funds you have invested?

7.Which mutual fund scheme have you used?

a.Debt ( ) b. Equity ( ) c. Liquidity ( )
d. Mixed(debt and equity) ( ) e. others specify ( )

8. which feature of the mutual funds allure you most?

a.Diversification [ ] b.Better return and safety [ ]
c.Reduction in risk and transaction cost [ ] d.Regular Income [ ]
e.Tax benefit [ ]

9. which factor you considers the most while investing in mutual fund?
a. Return pattern ( ) b. services ( )
c. Performance ( ) d. Risk factor ( )
e. quality of portfolio ( ) f. Professional management ( )
g. Wealth creation ( )

10. which period of dividend income you prefer the most?

a. Monthly ( ) b. Quarterly ( )
c. Half yearly ( ) d. Annually ( )

11. If you need reminders about Mutual fund, which preferrred mode you will choose?
a. Account statements ( ) b. Reminders letters ( )
b. Television and internet ( ) d. Newspapers and magazines ( )

12. Please rank your expectations from a Mutual fund Advisory concern?

EXPECTTIONS RANKS
1. Right advice
2. Speed of transaction
3. Research inputs
4. Reputation
5. Reliability
6. Investor facilitation
7. Advertisements
8. Easy procedure

13. When you invest in Mutual Funds which mode of investment will you
prefer?
a. One Time Investment ( ) b. Systematic Investment Plan (SIP) ( )

14. . Which AMC will you prefer to invest?

a. SBIMF ( ) b. UTI ( ) c. Reliance ( )
d. HDFC ( ) e. Kotak( ) f. ICICI ( )
g. others specify ( )

15. Are you willing to invest in mutual fund?

a. Yes ( ) b. No ( )
If no, specify the reason
If yes, do you need further assistance from Wealth Management Executives
From ICICI Securities?
a. Yes ( ) b. No( )
16. As investor please specify your needs, expectations and recommendations
to develop the mutual funds.
5. In which Mutual Fund you have invested? Please tick (). All applicable.

a. SBIMFb. UTIc. HDFCd. Reliancee. ICICI prudential fundsf. JM mutual fundg. 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 Management Co.a. SBIMFb. UTIc. Relianced. HDFCe. Kotak f. ICICIg. JM
finance
9. Which sector are you investing in mutual fund sector?
i.

General 1
st
ii.

Oil and petroleumiii.

Gold fundiv.

Diversified equity fundv.

Power sectorvi.

Debt fundvii.

Banking fundviii.

Real estate fundix.

General 1
st

10. How would you like to receive the returns every year?
a. Dividend payout b. Dividend re-investment c. Growth in NAV
11.
Personal Details:
(a). Name:-(b). Add: - Contact No:-(c). Age:-(d). Qualification:-
(e). Occupation. Pl tick ()
Govt. Sec Pvt. Sec Business Agriculture Others
(g). What is your monthly family income approximately? Pl tick ().
Up toRs.10,000Rs. 10,001 to15000Rs. 15,001 to20,000Rs. 20,001 to30,000Rs.
30,001 andaboveGraduation/PG Under Graduate Others