QUESTIONNAIRE

We Parmar Jatin K. and Safwan Mansuri student of SY MBA (sem-4) from M. H. Kadakia
Institute of Management & Computer Studies Ankleshwar, Affiliated to Gujarat Technological
University. As a part of my curriculum we doing Comprehensive Project named “A study on
preferences of the investors for investment in mutual funds’’ It would be grateful if you
kindly spare your precious time to answer the following questions.

Personal Information

• Name: ________________________________________
• Address: ________________________________________
• Contact No.: _______________________ E-mail: _________________________
• Gender: [ ] Male [ ] Female
• Age:
[ ] 18 to 25 [ ] 26 to 40 [ ] 41 to 60 [ ] Above 60
• Education:
[ ] Graduate [ ] Post Graduate [ ] Under Graduate
• Occupation:
[ ] Business [ ] Govt Employee / Self Employee
[ ] Retired [ ] Student
• Income (Yearly):
[ ] Below 1,00,000 [ ] 1,00,000 to 5,00,000 [ ] 5,00,000 to10,00,000
[ ] 10,00,000 to 15,00,000 [ ] Above 15,00,000

Research Questions

1. Which kind of investments avenues you prefer most? (√). All applicable

[ ] Saving account [ ] Fixed deposits [ ] Insurance [ ] Mutual Fund

[ ] Post Office-NSC, etc. [ ] Shares/Debentures [ ] Gold/ Silver [ ] Real Estate

2. While investing your money, which factor you prefer most? (1 is the lowest and 5 is the highest rating)

1 2 3 4 5
Liquidity
Low Risk
High Return
Company reputation
3. For which reason you like to invest your money?
[ ] Wealth Creation [ ] Tax Saving
[ ] Earn Return [ ] Future Expenses
4. Have you ever invested your money in mutual fund?

[ ] Yes [ ] No

If yes,
a) In which kind of mutual fund, you would like to invest?

[ ] Public [ ] Private

b) How do you come to know about Mutual Fund?

[ ] Advertisement [ ] Peer Group

[ ] Banks [ ] Financial Advisors

c) 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

5. Which feature of the mutual funds attracts you most?

[ ] Diversification [ ] Better return and safety [ ] Tax benefit

[ ] Reduction in risk and transaction cost [ ] Regular Income

6. In which Mutual Fund you have invested? Please tick (√). All applicable.
[ ] SBIMF [ ] UTI [ ] HDFC
[ ] Reliance [ ] ICICI prudential funds [ ] JM mutual fund
[ ] Other. Specify _______________

7. From where you purchase mutual funds?

[ ] Directly from the AMCs [ ] Brokers only
[ ] Brokers/ sub-brokers [ ] Other sources

8.When you invest in Mutual Funds which mode of investment will you prefer?

[ ] One Time Investment [ ] Systematic Investment Plan (SIP)

9. How do you rate the risks associated with Mutual Funds?

[ ] Low [ ] Moderate [ ] High

10. In which sector of mutual fund you like to invest?

[ ] Oil and petroleum [ ] Gold fund [ ] Diversified equity fund

[ ] Power sector [ ] Debt fund [ ] Banking fund

[ ] Real estate fund

11. How would you like to receive the returns every year?

[ ] Dividend payout [ ] Dividend re-investment [ ] Growth in NAV

12. Which factors you consider the most while, investing in mutual funds?

Very Important Neutral Slightly Not important

important important
Return patterns
Performance
Services
Risk factors
Quality of portfolio
Professional management
Wealth creation

13. Which are the primary sources of your knowledge about Mutual Funds as an investment option?

Corresponding to your choices how would you rate their influence on your final Mutual Fund purchase
decision? 1 is the lowest and 5 is the highest rating

1 2 3 4 5
Television
Internet
Newspaper / Journals
Friends / Relatives
Sales Representative
14. Which factors prevent you to invest in mutual fund?

Very Important Neutral Slightly Not important

important important
Bitter Past Experience
Lack of Knowledge
Lack of confidence in
service being provided
Difficulty in selection of
schemes
Inefficient investment
advisors

15. Please give your satisfaction from a mutual funds Advisory concern

Highly Satisfied Neutral Dissatisfied Highly

Satisfied dissatisfied
Right Advice
Speed of transaction
Research inputs
Reliability
Investor facilitation
Advertisements
Easy procedure

16. Are you satisfied with overall performance of mutual funds?

[ ] YES [ ] NO