Personal Details:
(a). Name:-
(b). Age:-
(c). Occupation. Pl tick ()
1.services
2.Business
3.student
4.others
QUESTIONNAIRE
A study of preferences of the investors for investment in mutual
funds.
1. What kind of investments you prefer most? Pl tick (). All
applicable
1. Saving account
2. Fixed deposits
3. Insurance
4. Mutual Fund
5. Post Office-NSC, etc
6. Shares/Debentures
7. Gold/ Silver
8. Real Estate
9 PPF
10. PF
2. While investing your money, which factor you prefermost? Any
one
1.Liquidity
2.Low Risk
3.High Return
4.Company reputation
3. Have you ever invested your money in mutual fund?
1.Yes
2. No
4. which feature of the mutual funds allure you most?
Diversification
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2. Better return and safety
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3.Reduction in risk and transaction cost
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4.Regular Income
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5.Tax benefit
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In which Mutual Fund you have invested? Please tick (). All
applicable.
SBIMF
UTI
HDFC
Reliance
ICICI prudential funds
JM mutual fund
Other. Specify
When you invest in Mutual Funds which mode of investment will
you prefer?
a. One Time Investment
b. Systematic Investment Plan (SIP)
7. Where from you purchase mutual funds?
Directly from the AMCs
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Brokers only
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Brokers/ sub-brokers
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Other sources
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