QUESTIONNAIRE

1. Other than mutual funds I have invested in following instruments.

a) Saving account e) Shares & Debentures i) Gold/Silver

b) Real Estate f) Fixed Deposits j) Mutual Funds
c) PPF g) Insurance k) PF
d) Post Office NSC etc h) Other_________

2. As an investor I want higher returns

Strongly agree Agree Neutral disagree Strongly disagree

3. As an investor in mutual funds I am more of a ________

1. Risk taker 2. Conservative

4. I have invested in mutual funds for ________

a) Marriage d) Buying a car
b) Children’s education e) Further investment
c) Children’s marriage f) Retirement corpus
5. How did you come to know about Mutual fund investment scheme?

1. Newspapers 2.Magazines 3.Internet

4.Television 5. Agents 6.Friends or relatives

7.Consultant 8. Other___________

5. The explanation from Agent/distributor/salesperson was enough to convince me to invest in

mutual funds.

Strongly agree Agree Neutral disagree Strongly disagree

6. I was convinced/attracted with the scheme of mutual fund.

Strongly agree Agree Neutral disagree Strongly disagree

7. I was attracted with the proposed earning of the mutual fund.

Strongly agree Agree Neutral disagree Strongly disagree

8. State the importance of following reference while investing in mutual fund schemes?
Extremely Very Somewhat Somewhat Not
important Important Important Unimportant Important At
All

1. Financial Advisor
 2.Broker
3.Relatives&Friends
4.Newspapers&
Magazines
5.Company’s Website
6.AMFI Website

9. In which type of funds you have invested?

1. Equity Funds 2.Debt Funds 3. Balance Funds

10. There are many qualities that could affect your selection of Mutual funds and Specific Schemes.
Please indicate importance of the following in your decision.
Sr. Extremely Very Somewhat Somewhat Not
no. important Important Important Unimportant Important
At All

A Fund’s reputation or 1 2 3 4 5
brand
B Fund performance 1 2 3 4 5
record
C Broker’s advice 1 2 3 4 5
D Scheme’s expense ratio 1 2 3 4 5

E Scheme’s theme of 1 2 3 4 5
investment
F Minimum initial 1 2 3 4 5
investment
G Tax benefits 1 2 3 4 5
H Portfolio of the Fund 1 2 3 4 5
I Visibility of the Fund 1 2 3 4 5

J Credit Rating by 1 2 3 4 5
Agencies
K Lock in period 1 2 3 4 5
L Prompt Redemptions 1 2 3 4 5

M After Sales Support 1 2 3 4 5

11. I monitor performance of the mutual fund.

Weekly Monthly Quarterly Yearly never
City: _________________________
Age: 20-40 years 40-60 years above 60 years
Sex: Male Female
Marital Status: Married Unmarried
Academic Qualifications: High School Graduate Post Graduate Professional Degree
Occupation: Professional Business Salaried Retired Others ___________