GENARAL QUESTIONARIES

1. Please fill in your name here:

2. Age:
18 – 25 years 26 – 34 years 35 – 50 years 50+ years
3. Gender: Male Female

4. Education Qualification:
Post Graduate Under graduate
Graduate 10th pass

5. Occupation:
Govt. Service Business
Private Service Others

6. Monthly Income (in Rs.):

<10000 20001-30000
10001-20000 >30000

7. Where do you generally invest money?

Post Office Insurance Banks
Share Market Mutual funds

8. Reason behind the investment (chose any one of them)?

Capital appreciation Higher Return
Tax Benefits Regular Income
9. In which AMC do you invest?
SBI MF RELIANCE MF ICICI MF
UTI MF HDFC MF KOTAK MF

10. Reason for invest in SBI MF?

Associated with SBI Better Service
Better return Financial Advisor’s advice

11. Reasons for not invested in SBI MF?

Not Aware Service is not good
Less Return Financial Advisor’s advice

12. Which channel do you prefer most for your investment in

SBI Mutual Fund?
Financial Advisor Brokers
Banks Direct

13. Which mode of payment do you prefer most for your

investment?
One time investment Systematic Investment Plans (SIPs)

14. Which one of these categories is mostly preferred by you for

your investment in SBI Mutual Fund?
Equity Debt
Balanced Liquid

15. In the following which is the most preferable fund option/scheme

for your investment?
Magnum Equity Fund Magnum Balanced Fund
Magnum Emerging Business Fund Magnum Tax Gain
Fixed Maturity Plan(FMP) Magnum Insta Cash Fund
Magnum Multiplier Plus 1993 MSFU Contra Fund

15. Which option do you prefer most for getting return?

Dividend Payment Growth
Dividend Reinvestment.