Questionnaire (For mutual funds

and ULIPS)

1) What do you invest in?

• Mutual funds
• Ulip
• Both

2) What does your investment portfolio mainly consist of?

• Mutual funds
• Ulip
• Shares
• Real estate

3) At which rate do you want your investment to grow?

• Steadily
• At an average rate
• Fast

4) Which factor do you consider before investing in mutual fund or Ulips?

• Safety of principal
• Low risk
• High returns
• Maturity period

5) Which investment scheme do you find more risky?

 • Mutual funds
• Ulip
• Shares
• Others

6) Which is the investment scheme which gives you higher returns?

• Mutual funds
• Ulip
• Shares
• Others

7) For short term & medium time period what will you opt for?

• Mutual funds
• Ulip
• Shares
• Others

8) For long time period what will you opt for?

• Mutual funds
• Ulip
• Shares
• Others

9) Imagine that stock market drops immediately after you invest in it then what will you do?
Withdraw your money
 • Wait and watch
• Invest more in it

10) How often do you monitor your investment?

• Daily
• Monthly
• Occasionally

PERSONAL DETAILS

Name:

Age Group:

Below 20

Between 20-30 

Between 30-40

Above 40

Qualification:

Under graduate

Graduate 

Post graduate
Other

Occupation:

Salaried

Business

Housewife

Professional

Retired