ANNEXURE QUESTIONNAIRE

A Study of preferences of the investors for investors for investment in mutual funds.

Personal details:
(a) Name:(b) Address:(c) Age:(d) Qualification: Graduation/PG Under Graduate Others (e) Occupation. Please tick: Government Private Business Agriculture Others (f) What is your monthly family income approximately? please tick Up to Rs.10,000 Rs.10001 to 25,000 Rs.25001 to 50,000 Rs.50001 and Above. (g) What kind of investment you prefer most? please tick all applicable (a) Saving Account (b) Fixed deposit

(c) Insurance (d) Mutual funds (e) Post office-NSC (f) Shares/debentures (g) Gold/silver (h) Real estate 2. While investing your money, which factor you prefer most? any one (a) Liquidity (b) Low risk (c) High returns (d) Company reputation 3. Have you ever invested your money in mutual fund? (a) Yes (b) No If yes, (a) Where do you find yourself as a mutual fund investor? a. Totally ignorant b. Partial knowledge of mutual fund c. Aware only of any specific schemes in which you invested d. Fully aware (b) In which kind of mutual fund you would like to invest? a. Public b. Private (c) How do you come to know about mutual funds? a. Advertisement b. Peer group c. Banks d. Financial advisors (d) Which mutual fund schemes have you used? a. Open-ended

Close-ended Liquid fund Mid-cap fund Growth fund Regular income fund Long-cap Sector fund If no, (a) If not invested in mutual fund then why? a. Not aware of MF b. Higher risk c. Not any specific reason 4. which feature of mutual funds allure you most? a. b. c. d. e. Diversification Better return and safety Reduction in risk and transaction cost Regular income Tax benefit

b. c. d. e. f. g. h.

5. In which mutual fund you have invested? please tick all applicable. a. b. c. d. e. f. SBIMF UTI HDFC RELIANCE ICICI PRUDENTIAL FUNDS OTHERS.SPECIFY

6. When you invest in mutual fund which mode of investment will you prefer? a. One time investment b. Systematic investment plan (SIP). 7. From where you purchase mutual funds?

a. b. c. d.

Directly from AMCS(Asset Management Companies) Brokers only Brokers/ sub brokers Other sources

8. Which AMC will you prefer to invest? a. b. c. d. e. f. SBIMF UTI HDFC Reliance ICICI prudential funds Other. specify

9. How would you like to receive the returns every year? a. Dividend payout b. Dividend re-investment c. Growth in NAV