QUESTIONNAIRE

CHARMI KACHHADIYA student of MBA at Shrimad Rajchandara institute of

management and computer Application, Maliba campus Bardoli. This survey aims
to find out INVESTOR PERCEPTION ABOUT INVESTING IN MUTUAL
FUND. This survey carried out purely for academic purpose. It will be remain
highly confidential.

1) Have you invested your money in anywhere?

A) Yes { } B} No { }

If No, please directly fill up the demographic information.

2) What kind investment you preferred? (Multiple choice)

A) Fixed deposited B) Mutual fund
B) Stock market D) Postal saving

3) While investing your money which factor you considered most?

(Multiple choice)
A) Return
B) Risk
C) Tax benefit
D) Liquidity

4) How much amount of money you are investing?

a) Less than 20000
b) 20000 to 50000
c) 50000 to 80000
d) Above 80000

5) Which mode of investment in mutual fund you are preferred?

a) Annually
b) Monthly
c) Quarterly

6) What is the time period of your investment in mutual funds you

preferred?
a) 1-3 year
b) 3-5 year
c) 5-10 year
d) Above 10 year
7) In which kind of scheme you have invested?
a) Sector funds
b) Growth funds
c) Closed ended scheme
d) Open ended scheme

8) Have you ever plan to reinvest in mutual fund?

a) Yes b) no

10) Preferred of invest in mutual fund?

a) On time investment
b) Systematic investment plan (SIP)

11) Which sector Mutual Funds

You prefer : Private sector { } Public sector { } both { }

12) The type of mutual fund you prefer ?

A) Equity
B) Debt
c) Sector Balanced

13) Your investment Preference in Sector Specified Mutual Fund?

IT sector { } Automobiles { }

Banking sector { } Pharmaceuticals { }

Petroleum Companies { } Others { }

14) Do you think that mutual fund investment is good investment

vehicle for small investors to participate in capital market?
Yes :{ } No: { }
15) Please indicate your level of acceptance towards statements given
below
(SA-strongly agree, A-agree, N-neither agree nor disagree, DA-disagree,
SDA-strongly disagree)
Sl. Description SA A N DA SDA
No. (5) (4) (3) (2) (1)
SAFETY IN MUTUAL FUND INVESTMENTS
01 Investment in mutual funds
guarantees the capital gain
02 Risk involved in Mutual Funds
is considerably less than other
Investment
03 Investors are comfortable with
mutual fund investments due to
safe approach
04 Mutual Fund schemes which
investment in shares and
convertible debentures are risky
05 The investment in non-
convertible debentures are safe
06 Safety is less in the case of
growth scheme
07 Growth schemes are suitable for
long term benefits
08 Safety and risk are important
determinants for good returns
09 Mutual Fund are inter-related
Objects
10 Risk and returns are inter-
related objects
11 Mutual Funds may give poor
returns but principal will always
be safe
12 Investors interests are well
protected by SEBI
13 Mutual Funds are risky as
investment in portfolio
Demographic Information:

NAME: ________________________________________________

AGE: { } =<25 { } 26-35 { } 36- 45 { } 46-55 { } 56-65

{ } Above 65

QUALIFICATION: { } 12th standard or below { } Graduation

{ } Post – Graduation { } Other

Occupation: Service { } Business { } Professional { }

Student { } Others { }

Household income: (Rs per year)

Up to 100000 { } 100001 -200000 { } 200001- 300000 { }
300001-400000 { } 400001-500000 { } above 500000 { }