DATA ANALYSIS AND INTERPRETATION

Q.1 Gender?

From the all respondents there are 53.3% female and 46.7% male. It is show that there is
more number of females than males.

Q.2 What is your profession?

From all the respondents more respondents are professionals and business person than Government
employees & others.

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Q.3 What is your annual income?

From all the respondents 33.3% peoples are there whose annual income is in between 3 lakh to
5 lakh which is higher than others.

Q.4 Have you ever invested in mutual fund?

From all the respondents 91.7% peoples have invested in mutual funds and 8.3%
people are there who have not invested in mutual fund.

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Q.5 Which end-scheme do you feel is good?

From all the respondents 60% have invested in open ended scheme and 40% people have invested
in close ended scheme.

Q.6 You have invested in which type of Mutual Fund?

From all the respondents 65% peoples are there who have invested in equity mutual fund which
is more than debt & hybrid mutual fund.

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Q.7 If equity then, in which category? Please select the appropriate fund according to the answer
of From all the respondents 40.9% people prefer to invest in diversified equity funds, 22.7%
people prefer to invest in Tax Saving Schemes, 20.5% people prefer to invest in mid cap funds and
other prefer to invest in sector specific funds.

Q.8 If debt then, in which category? Please select the appropriate fund according to the answer of .
From all the respondents 38.8% people prefer to invest in income funds, 21.7% people prefer to
invest in short term plans, 15.8% people prefer to invest in guilt funds & liquid funds and other
prefer to invest in MIPS.

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Q.9 How long would you like to hold your Mutual Funds' Investments?
From all the respondents 35% people like to invest for 3-5 years, which is higher than others.

Q.10 How do you rate the risks associated with Mutual Funds?
Out of all respondents 73.3% people feel that mutual funds is associated with moderate risk.

Q.11 Which among the following principles do you consider while selecting a Mutual Fund? Out of
all the respondents 51.7% of peoples consider the past performance before investing in mutual funds
and 30% of people enquiring about the fund manager which is more no. than other.

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Q.12 In which type of mutual fund would you like to invest?
From all the respondents 41.7% of people prefer to invest in mid cap funds, 31.7% of people prefer
to invest in small and 26.7% prefer to invest in large cap.

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Q.13 When investing, you will be more concerned about?
53.3% of respondent is concerned about both Tax Saving & Returns while investing in mutual
funds than others.
 ANNEXTURE

Date:
Name:

Q1. Gender
(a) Male
(b) Female

Q2. What is your profession?

(a) Government Employees (b) Professional
(b) Business person (d) Other

Q3. What is your annual income?

(a) Below 100000
(b) 100000-300000
(c) 300000-500000
(d) Above 500000

Q4. Have you ever invested in mutual fund?

(a) Yes
(b) No

(a) Open ended

(b) Close ended

(a) Equity Fund

(b) Debt Fund
(c) Hybrid fund

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Q.7 If equity then, in which category? Please select the appropriate fund according to the answer of
Q.6)
(a) Diversified equity funds
(b) Mid cap fund
(c) Sector specified funds
(d) Tax saving schemes

Q8. If debt then, in which category? Please select the appropriate fund according to the answer of
Q.6).
(a) Gilt funds
(b) Income funds
(c) MIPS
(d) Short term plans
(e) Liquid funds

Q9. How long would you like to hold your Mutual Funds' Investments?
(a) 0-3 years
(b) 3-5 years
(c) 5-10 years
(d) 10 and above

Q 10. How do you rate the risks associated with Mutual Funds?
(a) Low
(b) Moderate
(c) High

Q 11. Which among the following principles do you consider while selecting a Mutual Fund?
(a) Enquiring about the fund manager
(b) Finding about its past performance
(c) Identifying its own objectives
(d) Others

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Q.12 In which type of mutual fund would you like to invest?
(a) Small cap
(b) Mid cap
(c) Large cap

Q.13 When investing, you will be more concerned about?

(a) Tax savings
(b) Returns
(c) Both