SYSTEMATIC INVESTMENT PLAN (The better way to invest in mutual funds)

OBJECTIVE OF THE STUDY

The purpose of choosing this project is to know: Investors option for entry into a Mutual Fund. a) Lump sum b) SIP Comparative analysis between SIP and Lump sum. Investors Delight when investment is through SIP. Procedure for investment in SIP To know consumers perception towards various schemes

SCOPE OF THE STUDY This project will help existing/prospective investor to understand what are the various modes of investment in Mutual Fund are and why Systematic Investment Plan gives better returns than Lump sum. So that investors can do better use of their hard earned money to earn more profit

QUESTIONNAIRE
(Hello SIR, I am P.MOORTHY. I need you to spare time to fill up the questionnaire, as this is the part of my Summer Internship Training under MBA curriculum.) NAME: ______________________________________ __________________ AGE: 0-18_____ GENDER: 18-36_____ 36-54_____ 54-72______ Male Female OCCUPATION: Businessman [ ] [ ] [ ] Pvt. Employee Professional [ ] [ ] 72 ABOVE______

Govt. Employee [ ] Student [ ]

other (specify):________

Q1. In which of these Financial Instruments do you invest into? Shares Gold Mutual Funds Property Bonds NSC Derivatives Bank Deposit PPF

Q2 .By structure in which type of schemes did you invested? Open - Ended Schemes [ ] Close - Ended Schemes [ ] Interval Schemes [ ]

Q3.By investment objective in which type of schemes have you invested? Growth Schemes Income Schemes Balanced Schemes [ ] [ ] [ ]

Q4.In which type of funds you want to invest? Tax saver funds Index funds Sectorial funds [ ] [ ] [ ]

Q5. Did you repeat your investment after your initial investments? Yes No

Q6. What percentage of your earnings do you invest in Mutual Funds? Up to 10% Up to 25% Up to 50% Above 50%

Q7. In which you have invested? SIP Lump sum Both

Q8. What is your allocation criterion? <1000 1000-3000 3000-5000 >5000

Q9. For what time period you have invested? <= 1 yr. <= 2 yr. <= 3 yr. <= 4 yr. <= 5 yr

Q10. Which has given you more profit? SIP Lump sum

Q11. Are you satisfied with the facilities provided by KARVY? No [ ] Yes [ ]

Q12. What is your opinion on KARVY overall performance? EXCELLENT GOOD AVERAGE UNSATISFIED [ ] [ ] [ ] [ ]

Q13.In what areas do you want KARVY has to improve? Customer service

Agents training

Others

(Thanks for your kind support)