A STUDY ON COMPARATIVE STUDY OF INVESTMENT OF MUTUAL FUND

QUESTIONNAIRES

1. Name:

2. Age Group:

a) Below 20
b) Between 20-30
c) Between 30-40
d) Above 40

3. Gender

a) Male
b) Female

4. Qualification:

a) Under graduate
b) Graduate
c) Post graduate
d) Other

5. Occupation:

a) Salaried
b) Business
c) Housewife
d) Professional
e) Retired
f) Other:

6. Marital status:

a) Single
b) Married

7. Annual income:

a) Below Rs 1,50,000
b) Rs 1,50,000- Rs2,50,000
c) Rs 2,50,000-Rs 4,00,000
d) Above Rs 4,00,000On the
8. Investors invested in different kind of investments of
a) Saving A/C
b) Fixed deposits
c) Insurance
d) Mutual Fund
e) RD

9. Preference of factors while investing

a) Liquidity
b) Low Risk
c) High Return
d) Trust

10. Awareness about Mutual Fund and its Operations

a) Yes
b) No

11.Channel Preferred by the Investors for Mutual Fund Investment

a) Financial Advisor
b) Bank
c) AMC

12. Preference of Investors for future investment in Mutual Fund

a) SBIMF
b) UTI
c) HDFC
d) Reliance
e) ICICI Prudential
f) Kotak
g) Others

13.Source of information for customers about Mutual Fund

a) Advertisement
b) Peer Group
c) Bank
d) Financial Advisors

14.Do you invest in Mutual Funds?

a) Yes
b) No
15.If not, then what other option(s) do you prefer to invest?

a) Fixed deposits
b) post office schemes
c) Recurring deposits

16. How do you get the information of the various Insurance Companies?

a) Advertisement
b) Agents
c) Seminar
d) Work shops

17. In which sector do you prefer to invest your money?

a) Private Sector
b) Government Sector

18. At which rate do you want your investment to grow?

a) Steadily
b) At an average rate
c) Fast

19. Which factor do you consider before investing in mutual fund? (tick)

a) Safety of principal
b) Low risk
c) High returns
d) Maturity period
e) Terms and conditions
20.Do you invest your money in share market?

a) Yes
b) No

21.Imagine that stock market drops immediately after you invest in it then what will
you do?

a) Withdraw your money

b) Wait and watch
c) Invest more in it

22.Do you have any other investment/insurance policy?

a) Yes
b) No

23. How often do you monitor your investment?

a) Daily
b) Monthly
c) Occasionally

24. What percentage of your income do you invest?

a) 0-5% ( )
b) 5-10% ( )
c) 10-15% ( )

25. How long have you been investing in mutual funds?

a) For the last 1-5 years

b) For the last 5-10 years
c) For the last 10 15 years
 26. In the past, you have invested mostly in (choose one):

a) Savings A/cs & PO schemes ( )

b) Mutual funds investing in bonds ( )
c) Mutual funds investing in stocks ( )
d) Balanced mutual funds ( )
e) Individual stocks & bonds ( )
f) Other instruments like real estate, gold ( )

27. You would describe your financial situation as being:

a) Very unstable.
b) Somewhat unstable
c) Moderately stable.
d) Stable
e) Very stable

28.Your comfort level in making investment decisions can best be described as

a) Low
b) moderate
c) high

29.If in the near future if you ever plan to invest in your money in any of the mutual
fund company, which would be your choice?

a) Sbi mutual fund

b) HDFC mutual fund
c) Reliance mutual fund
d) ABN AMRO mutual fund
e) others