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1. How did you come to know about the Mutual Fund?

Friends Relatives Media Newspapers

2. Do you have complete knowledge of the Mutual Fund Industry? Yes Not fully Not at all

3. In your point of view what is more attractive about mutual funds? Returns Moderate risk Tax benefits Well regulated Past performance No idea

4. Are you aware of the fact that some of the performing Mutual fund schemes in the industry have posted 20% + annualized returns in last 10 years? Yes No

5. If you have invested in Mutual funds, what percentage of your entire investment includes mutual funds? Below 15% 15 to 30% 30 to 50% 50% above

6. Are you aware of many different scheme available with option? Yes No

7. Are you awere of charges , fees of mutual fund schemes? Yes 8. Mutual fund are.. Highly Risky Risky Average Low Risky Safe No

9. How do you manage your investment portfolio? Solely of my own On advise of a friend On advise of a distributor/agent On advise of your banker On advice of mutual fund house people 10. How do you rate these while taking an investment decision? (Rate as 1,2,3,4,5 according to preference) Returns Lock-in period Tax benefits 11. You believe in High risk, High returns Moderate risk, moderate returns Low risk, low returns Risk factors Past performance

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