Part A

Gender: Male Female

Age:

o Below 25
o 25 to 35
o 35 to 45
o 45 to 55
o 55 to 65
o Above 65

Marital Status: Unmarried Married

Educational Qualifications:

o Graduate
o Post Graduate
o Professional Degree

Occupation:

o Private
o Government
o Business
o Professional
o Retired

Annual Income:

Annual Savings:

Part B

Preference of Investment Avenues

Investment Avenues Rank

Bank Fixed Deposits / R.D
Post Office Schemes / R.D
Public Provident Fund
Equity Shares
Mutual Funds
Life Insurance
Gold / Bullion
 Bonds and Debentures
Real Estate

Do you invest in Mutual Fund:

o Yes
o No

Preference for Type of Investment in Mutual Funds

Types of Scheme Rank

Equity
Equity ELSS
Hybrid – Mix of Equity and Debt
Debt
Solution Oriented – Children, Retirement,
Investment cum Insurance
Funds of Fund
Exchange Traded Funds (ETFs)

Part C

Prospective features in Mutual Funds

Expectation 1 = very low; 2 = low; 3 = moderate; 4 = high; 5 = very high

Scheme Related

Returns / Historical Returns /
Source
Dey, M., & Saha, S. (2011).
Kumar, R., & Arora, R.S. (2012).
Nihar, K.L., & Narayan, P. (2012).
Sharma, N. (2012).
Chawla, D., (2014)
Sehdev, R.& Ranjan, P. (2014)
Singal, V. S., & Manrai, R. (2018).
Raja, M. & Jagadesswaran, B. (2020).
Amiri, H., & Lafuente, A.M.G. (2016)
Begum, N. N., & Rahman, S., (2016).
Risk Kumar, R., & Arora, R.S. (2012).
Singal, V. S., & Manrai, R. (2018).
Raja, M. & Jagadesswaran, B. (2020).
Chandrakala, D.P., & Suresh, N. (2017).
Begum, N. N., & Rahman, S., (2016).
Annamalah, S., Raman, M., Marthandan, G., &
Logeswaran, A. K. (2019).
Scheme’s portfolio of Dey, M., & Saha, S. (2011).
investment Kumar, R., & Arora, R.S. (2012).
Nihar, K.L., & Narayan, P. (2012).
Chawla, D., (2014).
Rout, B., & Mohanty, S. (2019)
Patel, S. A., & Trivedi, A. (2020).
Raja, M. & Jagadesswaran, B. (2020).
Amiri, H., & Lafuente, A.M.G. (2016).

AMC Related

Source
Fund Reputation / Brand Dey, M., & Saha, S. (2011).
Name Kumar, R., & Arora, R.S. (2012).
Nihar, K.L., & Narayan, P. (2012).
Sharma, N. (2012).
Chawla, D., (2014).
Rout, B., & Mohanty, S. (2019)
Sharma, P.C. (2019).
Patel, S. A., & Trivedi, A. (2020).
Raja, M. & Jagadesswaran, B. (2020).
Amiri, H., & Lafuente, A.M.G. (2016)
Begum, N. N., & Rahman, S., (2016).

Investor Service Related

Source