Most Preferred Investment

1% 2% 7% 10% Saving account Fixed deposits Insurance 20% 25% Mutual Fund

7%

5%

15%

8%

Post Office-NSC

Factor Prefer Most For Investing

Liquidity

Low Risk
High Return Company reputation

Invested In mutual funds

YES
NO

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

Kind of mutual like to invest

Public
Private

Aware About Mutual Fund

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Peer Group
Banks Financial Advisors

Investment In Which Option

Open-ended Close-ended Liquid fund

Mid- Cap
Growth fund Regular Income fund Long-Cap Sector fund

Not Invested Due To

Not aware of MF Higher risk

Not any specific reason

mutual funds allure you most

Diversification Better return and safety

Reduction in risk and transaction cost

Regular Income Tax benefit

Sales

Birla Sun UTI HDFC Reliance

ICICI prudential funds

JM mutual fund Other. Specify

mode of investment

One Time Investment 50% 50% Systematic Investment Plan (SIP)

Sales

9% 10% Directly from the AMCs

Brokers only 23%

58% Brokers/ sub-brokers Other sources

Sales

10% 15%

20% 10%

Birla Sun UTI HDFC Reliance 15%

15% 15%

ICICI prudential funds

JM mutual fund Kotak

Sectors To Invest
0% 10% 9% General Oil and petroleum Gold fund 23%

58%

Diversified equity fund

Power sector Debt fund Banking fund Real estate fund

Receive Returns

11% Dividend payout 25% 64% Dividend re-investment

Growth in NAV

Aware Of Birla Sun Life

YES
NO

12%

7%
Advertisement Internet 49% Banks Financial Advisors Other 32%

Invested In Birla Sun Life Mutual Fund

30%

YES

NO

70%

Reasons 10% 3%

Lack of knowledge about Axis mutual fund Axis MF gives less return compared to the others. Enjoys investing in other options 60% No trust over the fund managers Others

17%

10%

Investment Objective 4% 3% 12% 21% Safety Good Return Tax Benefit Liquidity Others

60%

Avg. Investment Period

14%

10% 26% 50% Less than 6 months. 6 to 12 months 12 months to 2 year. More than 2 year.

Risk Preference

11%

29%

High risk and high return

Moderate risk and Moderate return

Low risk and low return 60%

Expected Return

11% 29% 17% Up to 15% 15%-25% 25%-35% More than 35%

43%

Schemes

17%

Open Ended Scheme Closed Ended Scheme 83%

Investment Scheme

7% 10%

Equity Fund Debt Fund Balanced Fund

22%

57%

Fixed Maturity Plan (FMPs) Others

4%

Influenced By

17% 29% By NAV By Returns

By Both

54%

Source Of Purchase

11% 17%

3%

Directly from the AMCs

From Brokers 69% From Banks Other sources

Features

21%

Diversification
29% Professional management

14%

Reduction in risk and transaction cost

Helps in achieving long term goals

36%

Satisfaction Level

3%
7% 19% Highly Satisfied

Considerably Satisfied
31% Reasonably Satisfied Unsatisfied 40% Highly Unsatisfied