QUESTIONNAIRE

This questionnaire is a part of the project study being conducted by Reliance Mutual Fund for studying the investment behavior

Name Membership Number: Name of the firm: Age: Gender:

Q1. What kind of investment you prefer most?
o o

o
o

o
o o o

Saving Account Fixed Deposit Post office Gold/Silver Real Estate Insurance Mutual Funds Shares/Debentures Others

Q2. While investing your money which factor you prefer most? Liquidity Risk Return Tax Benefits/Exemptions Company Reputation o Others Q3. Have you ever invested in Mutual Funds in personal capacity?
o o o o o o

Yes No

If yes, i)

Where do you find yourself as a mutual fund investor?

Totally ignorant Partial knowledge of mutual funds Aware only with specific schemes Fully aware Which Mutual Funds scheme/schemes have you used? Open ended Close ended Liquid fund Mid cap Large cap Growth fund Sector fund FMPs Debt Fund In which Mutual Fund you have invested? SBI Mutual funds UTI HDFC Reliance Mutual funds JM Mutual funds ICICI DSP Others

ii)

iii)

iv)

Which among the following principles do you consider while selecting a mutual funds?

Enquiring about the Fund Manager Finding about its past performance Identifying your own objectives

Others

If no, i)

If not invested in Mutual Funds then why? Higher risk Lesser return Not any specific Reason

Q4. Have you advised your client for investment in mutual funds?
o

Yes No

If yes, i) What kind of time horizon does your client generally invest into?
o o o o

Upto 2years 2-3 years 3-5 years 5-10 years more than 10 years

ii) How would you rate the knowledge of your clients with respect to mutual funds?
o o o o

Totally ignorant Partial knowledge of mutual funds Aware only with specific schemes Fully aware

iii)

How would you rate the risk taking capabilities of your clients in general? Conservative Moderate Aggressive

o o o

Very Aggressive

iv) What should be the ideal rate of return do you seek in your client portfolio?
o o o o

8 - 10% 12 15% 15- 18% 20% and above

Q5. Are you aware of the taxation benefits including dividend & indexation?
o Yes

o No Q6. Do you know about the product like FAST?

o o No

Yes

Q7. If you invest in mutual funds which mode of investment will you prefer?
o One time Investment o Systematic investment plan (SIP)

Q8. Which point of sale do you prefer while investing in Mutual Funds?
o Directly from AMC

o Broker o Sub Broker o Others Q9. Which sector you prefer to invest in Mutual fund?
o

o
o

Infrastructure Gold funds Banking Fund

o
o

o
o

o o

Power Diversified Equity Fund Debt fund Oil and Petroleum Real Estate Others

Q10. Apart from Mutual Funds, which other investment options do you consider?
o

o
o

Stock Market Money Market Bank Deposits Others

Q11. Which other facilities would you like Mutual Funds to provide you? o o o Online Investment Investment through mobile Others

Q12. Name any Mutual fund scheme with which you are satisfied? ________________________________________________ Q13. How do you rate your experience with Mutual Funds?
o

o
o

o o

Highly Dissatisfied Dissatisfied Neither Satisfied Nor Dissatisfied Satisfied Highly Satisfied THANKING YOU