Dear Respondent, I student of S.R.

Luthra Institute of Management, Surat is conducting survey for my Summer Internship Programme as the requirement of partial fulfillment of Summer project for MBA on Comparison between mutual fund and other investment options available to the investors I assure you that information would be used for Academic purpose only. Thank you, for your kind co-operation. DIVYESH MALI PERSONAL PROFILE Name of the Investor: Age Gender Qualification : : O Male : O Under Graduate O Post Graduate Contact Number(s) : Mobile Please tick mark the favorable answer Q1. What is your Occupation? Private Job . Business . Govt. Job Retired Residence O Female O Graduate O Professional Degree

Other _______________( Please Specify) Q2. What is your annual Income ? 1-1.5 Lacs . 1.5 to 3 Lacs . 3 Lacs and Above

Q3. What percentage of your annual income do you save to Invest ? a. 1 to 5% c. 10 to 20% b. 5 to 10% d. 20% and above

Q4. Rate The Factor That You Look At In An Investment. [ 1= LEAST 1 a.Liquidity b.Risk c.Return d.Tax Benefit 5 = HIGHEST] 2 3 4 5

Q5. Do you prefer to invest for long term or short duration? a. Long Term b. Short Term c. Both

Q6. Where do you prefer to invest your money? [ Rank them] a. Mutual Funds c. Fixed Deposit e. Realestate b. ULIP Plans d. Post Office Deposit f. Share / Commodity Market

Q7. Which Investment Option has less risk? [Rate them] 1 a.Mutual Funds b.ULIP Plans c.Fixed Deposit d.Post Office Deposit e.Realestate f.share/commodity market 2 3 4 5

Q8. Which option gives more returns?[Rate them] 1 a.Mutual Funds b.ULIP Plans c.Fixed Deposit d.Post Office Deposit e.Realestate f.share/commodity market Q9. Which option gives more tax benefit?[Rate them] 1 a.Mutual Funds b.ULIP Plans c.Fixed Deposit d.Post Office Deposit e.Realestate f.share/commodity market Q10. Which option is better in terms of liquidity? [Rate them] 1 a.Mutual Funds b.ULIP Plans c.Fixed Deposit d.Post Office Deposit e.Realestate f.share/commodity market Q.11 What is the reason for selecting any Mutual Funds scheme? Returns Portfolio Risk Management Dividend 2 3 4 5 2 3 4 5 2 3 4 5

Q.12 If you invest in mutual fund which mutual fund gives better returns? UTI mutual funds ICICI Prudential Reliance SBI

Others_______________( Please Specify) Q13 Rank Your Investment Objectives In Mutual Fund Tax Benefit Risk Cover Creation of an asset Children's Benefits

Q.14 Why do you prefer a Mutual Fund? Savings Returns Diversification Risk Tolerance

Q.15 How did you come to know about the Mutual Fund you have invested in? Friends Relatives Media Newspapers

Others, please mention_____________ Q.16 By whom you invest in mutual fund? Broker AMC Agent Other________(Please specify)

Q.17 What is the reason for you to select any mutual fund company? Provides good returns SIP Experts Advice Portfolio

Q.18 What type of funds have you invested in? Equity Fund Index Fund Income Fund Q.19 What scheme have you taken? Open ended Close Ended Interval Debt Fund Asset Fund Liquid Fund Balanced Fund