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A COMPARATIVE ANALYSIS OF MUTUAL FUNDS AND EQUITY

SHERE MARKET

1. NAME

2. AGE

3. GENDER

4. OCCUPATION

5. YEARLY INCOME

6. SAVINGS (APPOROX)

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7. ARE YOU INTRESTED IN INVESTING YOUR SAVINGS?

8. WHICH KIND OF RETURN YOU WANT FROM YOUR INVESTMENT?

A. HIGH RETURN WITH GREATER RISK EXPOSURE, OR

B. LOWER RETURN WITH SAFTY OF YOUR INVESTMENT?

9. HAVE YOU HEARED ABOUT INVESTMENT IN EQUITY MARKET/ MUTUAL

FUNDS?

10.WHICH ONE ACCORDING TO YOU IS BETTER OPTION FOR INVESTMENT?

11.GIVEN THE CHOICE WHICH ONE YOU WOULD PREFER FOR INVESTMENT

PURPOSE?

12.WHAT SHOULD BE DURATION OF INVESTMENT (SHORT TERM/LONG

TERM)
13. IN A SITUATNION WHEN YOU’RE INVESTMENT OCCURES LOSS, WHAT

WOULD YOU DO?

A. HOLD YOUR MONEY UNTILL MARKET RECOVERS,

B. WITHDRAW WHATEVER YOU ARE GETTING?

C. REINVEST SOME MORE

14.IN CURRENT SITUATION WHEN MARKET IS FLUCTUATING EVERY HOUR,

DO YOU THINK IT’S GOOD TIME TO INVEST FOR SMALL INVESTORS?

15.HAVE YOU INVESTED IN MUTUAL FUND/ EQUITY SHARES?

16.WHERE YOU HAVE INVESTED (MF/ES)?

17.IN CASE OF MF, WHICH MF YOU CHOOSE?

A. LUMSUM(ONE TIME INVESTMENT)

B. SIP (ON INSTALLEMENT BASIS)

18.WHICH YOU THINK IS MORE BENEFICIAL (LUMSUM/ SIP)?

19.IN CASE OF EQUITY SHARES, WHAT IS MODE OF YOUR INVESTMENT?

A. INTRADAY (WHERE YOU HAVE TO SQUIREUP AT THE END OF THE

DAY)?

B. DELIVERY (WHERE YOU CAN HOLD YOUR INVESTMENT TILL

WHENEVER YOU WANT)?

20.WHAT IS THE MAIN DRIVING FORCE WHICH LEADS YOU TO SELECT

YOUR MODE OF INVESTMENT?

A. TIME

B. KNOWLEDGE

C. AVAILABILITY OF INTERNET
21.HAVE YOU INVESTED IN A SINGLE COMPANY OR IN DIFFERENT

COMPANIES?

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