CHAPTER-8

COMPARATIVE STUDY OF THE PRODUCTS OF HDFC

AMC WITH ITS COMPETITORS

NAME:
NAME OF THE COMPANY:
DESIGNATION IN THE COMPANY:
CONTACT NO:

1. What is your age?

(a) 20-25 (b) 25-30 (c) 30-35 (d) 35-40 (e) Above 40

2. What is your annual income?

(a) Less than Rs.100000
(b) Between Rs.100000- Rs.250000
(c) Between Rs.250000- Rs.500000
(d) Above Rs.500000

3. From last how many years are you doing investment?

(a) Less than 2 years
(b) 3-5 years
(c) 5-10 years
(d) More than 10 years

4. What kind of investment do you make? (You can tick more than one)
(a) Bank
(b) Government Securities/Debts
(c) Insurance
(d) Mutual funds
(d) Equity
(e) Real Estate
(f) Others (please specify)

5. What is your main investment objective?

Ranking (1 to 10)
(a) Safety
(b) Tax saving
(c) Returns
(d) Capital appreciation
6. For what time period do you do investment?
(a) Short term (Up to 1 year)
(b) Middle term (1-5 years)
(c) Long term (Above 5 years)

7. How much return are you getting?

(a) Bank
(b) Government Securities/Debts
(c) Insurance
(d) Mutual funds
(d) Equity
(e) Real Estate

8. How much risk are you ready to assume in following?

(a) Bank
(b) Government Securities/Debts
(c) Insurance
(d) Mutual funds
(d) Equity
(e) Real Estate

9. Have you ever invested in HDFC Mutual Funds?

(a) Yes (b) No

10. In which plan of HDFC, are you doing investment?

(a)Equity
(i) Mid-cap
(ii) Tax-saver
(iii) Small-cap
(iv) Any other
(b) Debt
(c) Liquid Fund

11. In HDFC Mutual Funds, in which plan have you opted?

(a) SIP (Systematic Investment Plan)
(b) Lump sum

12. Why have you choose SIP for doing investment?

(a) Long term purpose
(b) Monthly saving
(c) To reduce risk of fluctuating market
(d) Any other
13. Why have you opted lump sum for doing investment?
(a) Short period investment
(b) Greater returns
(c) To take the advantage of arbitrage (buying in lower market and selling in higher
market)

14. Are you doing investment in any other company mutual funds?
___________________________

15. In which plan are you doing investment?

___________________________

16. Is HDFC products better than any other company’s products? If Yes how and
which product?
___________________________

17. What you expect from the HDFC Mutual funds?

(a) Good returns
(b) Monthly statements
(c) High dividend
(d) Safety
(e) Tax-rebate
(f) Liquidity
(g) Any other