QUESTIONNAIRE

Respected Sir/Madam,

I, Hunny Gaiwala, student of S.R.Luthra Institute of Management, Surat. I am conducting this

survey on “A study on Investor’s Perception towards Mutual Funds of Surat city”. I will be more obliged
if you could respond to the below mentioned questionnaire. Your response can put more light on my
research work and I can come out realistic findings. The answer you give will be held confidential and
used purely for academic purpose.

1. Do you invest in mutual fund?

 Yes  No

2. How much risk you can take?

 Minimum Risk

 Moderate Risk

 High Risk

3. When you invest in mutual funds, which mode of investment will you prefer?

 One Time Investment (OTI)

 Systematic Investment Plan (SIP)

4. Which kind of investment you prefer most?

 Fixed Deposit

 Property

 Mutual Fund

 Insurance

 Other: ____________________
5. Rate your perception regarding Risk in comparison with mutual fund investment in terms
of... (1 = Very Low & 5 = Very High)

Statement 1 2 3 4 5
Insurance
Fixed Deposits
Stocks
Government Securit ies
Real Estate
God / Gold Deposit

6. Rate your perception regarding Return in comparison with mutual fund investment in terms
of... (1 = Very Low & 5 = Very High)

Statement 1 2 3 4 5
Insurance
Fixed Deposits
Stocks
Government Securit ies
Real Estate
God / Gold Deposit

7. Rate your perception regarding Safety in comparison with mutual fund investment in terms
of... (1 = Very Low & 5 = Very High)

Statement 1 2 3 4 5
Insurance
Fixed Deposits
Stocks
Government Securit ies
Real Estate
God / Gold Deposit

8. Rate your perception regarding Liquidity in comparison with mutual fund investment in
terms of... (1 = Very Low & 5 = Very High)

Statement 1 2 3 4 5
Insurance
Fixed Deposits
Stocks
Government Securit ies
Real Estate
God / Gold Deposit
9. Rate your perception regarding Final Investment Decision in comparison with mutual fund
investment in terms of... (1 = Very Low & 5 = Very High)

Statement 1 2 3 4 5
Insurance
Fixed Deposits
Stocks
Government Securit ies
Real Estate
God / Gold Deposit

10. Give your preference below motions statements for perception towards mutual fund...
(1 = Strongly Disagree & 5 = Strongly Agree)

Statement 1 2 3 4 5
Mutual funds are useful for small
investors.
Public sector mutual funds are
more secure than private sector
mutual funds.
There is total transparency in
mutual funds operation.
Invest ment in equit y market
through mutual funds reduces risk
level.
Mutual funds provide better tax
benefits.
Mutual funs provide inno vat ive
schemes wit h different object ives.
Informat ion of mutual funds is
easily available.

11. Over all how satisfied, you are by investing in mutual fund.
(1 = Very Low & 5 = Very High)

Statement 1 2 3 4 5
Earnings
Tax Benefit
Capital Appreciat ion
Easy Payment
Liquidit y
Safet y and Securit y
Personal Details:

Name: _________________________

Gender:  Male  Female

Age:
 Below 30  31 – 40

 41 – 50  Above 50

Education Qualification:

 Primary  Secondary

 Graduate  Post Graduate

 Professional Degree

Occupation:

 Student  Business

 Salaried  Profession

 Retired

Annual Income:

 Up to Rs. 1,00,000  Rs. 1,00,001 – Rs. 3,00,000

 Rs. 3,00,001 – Rs. 5,00,000  Above Rs. 5,00,000