QUESTIONNAIRE ON INVESTORS PREFERENCES TOWARDS MUTUAL FUNDS WITH REFERENCE TO KOTAK MUTUAL FUND

1. Name 2. Age 3. Gender 4. Occupation

: : : : Male Business Housewife Service () () () () () () () Female Profession Students Others 100,001 to 200,000 300,001 to 500,000 () () () () () ()

5. Annual Income

Below 100,000 200,001 to 300,000 500,001 & above

Please put tick on your answers for the following questions

1. Are you an Income Tax Assesse? Yes No No

2. Are you investing for tax exemption or tax savings? Yes No 3. What kind of invest options you prefer? Fixed Deposit Real Estate Insurance Mutual Fund Gold

4. Why you prefer the above option? Less Risk Good Returns Liquidity Assured Returns Other Reasons 5. Your current investment portfolio includes majority of Govt. securities and Bonds Mutual funds & company fixed deposits Equity shares 6. You would like your investment to grow Steadily At average rate Fast 7. What percentage of your income do you invest? Up to 5 % 5%--- 10% More than 10% 8. Are you an investor in mutual fund? Yes No 9. If answer is No, why you are not investing in mutual fund? Awareness Risky Returns not assured 10. If answer is Yes, why do you prefer mutual fund? Less risky Liquidity Professional mgt. Fast appreciation

11. What kind of mutual fund you prefer? Open- ended Closed-ended 12. What type of scheme do you prefer? Equity Debt Balance 13. If you are an investor of MF, which Company you prefer? UTI Kotak HDFC Birla Sun Life LIC 14. While buying a Mutual Fund scheme do you see brand name? Yes No 15. How would you react if the Stock Market immediately dips? I would withdraw my money I would wait & watch I I would invest more in it.

16. Have you heard of Kotak mutual fund and its scheme? Yes No 17. Your views on Kotak mutual fund and its scheme? Good Moderate Not aware