INVESTOR·S ATTITUDE TOWARDS INVESTING IN RELIGARE MUTUAL FUND- A STUDY IN RAIPUR CITY

3.3 OBJECTIVES OF THE STUDY Following are the objectives of this project1. To find out factors which affect investment decision of investors while investing in Religare Mutual Fund. 2. To find out most preferred mode of investment in Religare Mutual Fund. 3. To find out most preferred duration for investment in Religare Mutual Fund. 4. To find out the objectives of investing in Religare Mutual Fund. 5. To find out most preferred mutual fund schemes of Religare Mutual Fund in Equity and Debt category.
QUESTIONNAIRE
Respected Sir/Madam, I am conducting a survey entitled INVESTORS ATTITUDE TOWARDS INVESTING IN RELIGARE MUTUAL FUND- A STUDY IN RAIPUR CITY.I need your help in conducting this study. Kindly provide me your valuable opinion to fill this questionnaire. Your information will be kept confidential and will be exclusively used for academic purpose. Shikha Chaturvedi M.B.A. 3rd SEM . Institute of management Pt.R.S.U.Raipur (C.G.)

PART-I
1. Demographic Information a.. Nameb..Address-............................................................................................ c. Age group[ ] below 25 [ ] 26-35 [ ] 36-45 [ ] 46-55 [ ] above 55 d. Sex[ ] female [ ] male e. Marital status- [ ] married [ ] unmarried f. Educational qualification- [ ] graduate [ ] post graduate [ ] professionally qualified

. What kind of investment you have made so far? Mutual fund [ ] Shares/debentures [ ] Real estate [ ] Fixed deposits Others (specify)...... [ ] 3...............g.......... What are the objectives of investing in mutual funds? Higher returns [ ] Wealth creation [ ] Long term capital gain [ ] Tax advantage [ ] Others (specify).............. What factors you consider while taking investment decision? Government policy [ ] Interest rate [ ] Inflation [ ] Trends in the market [ ] Public opinion [ ] Others (specify). 8...... Occupation««««««««««««««« PART-2 1................. Apart from Religare Mutual Fund do you invest in any other mutual funds? Kotak Mutual Fund [ ] Birla Sun life Mutual Fund [ ] UTI Mutual Fund [ ] SBI Mutual Fund [ ] Reliance Mutual Fund [ ] Others (specify)..... Do you have investment? Yes [ ] No [ ] 2..... How you take decisions for investing in mutual funds? With the help of financial advisors [ ] With the help of friends [ ] With the help of peer group [ ] Others (specify). Please mention the mutual fund schemes you preferred to invest? A) EQUITY SCHEMES Religare Tax plan [ ] Religare Growth fund [ ] Religare Arbitrage fund [ ] B) DEBT SCHEMES Religare Short term fund Religare Liquid fund Religare Ultra Short term fund [ ] [ ] [ ] ..... 6...... 9.......... Employment status[ ] employed [ ] unemployed [ ] self employed h............. 5.. Monthly personal income..... 4.[ ] less than Rs............... For how much duration you like to invest in mutual funds? >= 1 year [ ] 3 years [ ] > 5 years [ ] 5 years [ ] 7......5000 [ ] 5000>=10000 [ ] 10000>=20000 [ ] 20000>=30000 [ ] above 30000 k............... Which particular mode of investment you prefer for your investment? One time investment [ ] SIP [ ] STP [ ] SWP [ ] Others (specify).........

............ 12.. Are you satisfied with the services provided by your distribution house/financial advisor? .......................................................................Religare Banking fund Religare Contra fund Religare Equity fund Religare Agile fund [ [ [ [ ] ] ] ] Religare Overnight fund Religare Active income fund Religare Gilt fund [ ] [ ] [ ] 10................... 14..... From which distribution house/ financial advisor do you invest? Through bank [ ] Through agent [ ] Through broking house [ ] Others (specify).... A) Do you feel that this (volatile market) is the right time to make fresh investment in mutual funds? Yes [ ] No [ ] B)If yes then how would you like to invest? As per risk appetite High risk 80% Equity.................................... Thank you Date Signature ................... 11.............. Does your distribution house/financial advisor satisfy you with the following services? Portfolio review and investment recommendation [ ] Planning to achieve specific financial goal [ ] Access to specialists in area such as tax planning [ ] Others specify«««««««««««««««......... 60% Debt [ ] Low risk 20% Equity... 20% Debt [ ] Medium risk 40% Equity............... How do you respond in volatile market? Continue investment [ ] Stay investment [ ] Sell out [ ] Others (specify)........ 13.... 80% Deb [ ] Others (specify)......

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