Questionnaire

Q1. Age of the investor

1. 18-20
2. 20-40
3. 40-60
4. 60 or above

Q2. Annual income of the investor

1. 1,00,000-2,00,000
2. 2,00,000-4,00,000
3. 4,00,000-5,00,00
4. 5,00,000 and above

Q3.Do you invest in mutual funds?

1. Yes
2. No
3. Maybe

Q4.If no then,what be the reasons for not investing in mutual funds?

1. Lack of guidance
2. Lack of knowledge
3. Risky investment
4. No particular reason
Q5. If yes, how long you like to invest in mutual funds?

1. Short term(below 1 year)

2. Medium term(up to 2 years)
3. Long term (above 3 years )

Q6. How much you are aware about mutual funds

1. Fully aware
2. Partial knowledge of mutual fund
3. Aware of only those schemes you have invested in
4. No idea

Q7.Which feature of the mutual funds allures you the most?

 Diversification
 Better return and safety
 Regular income
 Tax benefit
Q8. Which asset class do you invest in?
 Equity
 Debt
 Balanced
 Liquid
 Hybrid

Q9. When you invest in mutual fund which mode of investment do you prefer?

1. One time investment

2. Systematic investment plan(SIP)
3. Systematic transfer plan(STP)

Q10. Which company would you prefer from investment in mutual fund?

1. HDFC
2. SBI
3. Aditya birla sun life
4. ICICI prudential fund
5. Franklin templeton
6. Others _______

Q11. What is your saving objective?

1. Retirement
2. Personal needs
3. Uncertainities
4. Childs education

Q12. What type of investment do you prefer most?

1. Saving account
2. Insurance
3. Share
4. Fixed deposit
5. Real estate
6. Mutual fund
7. Post office saving
8. Gold/silver
9. Public provident fund(PPF)
10. Debentures/bonds