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Questionnaire: A Study of Preferences of The Investors For Investment in Mutual Funds

This document contains a 16 question survey to study investors' preferences for investing in mutual funds. It collects personal details and asks about existing investments, factors considered when investing, awareness and experience with mutual funds, preferred asset management companies, channels and modes of investment, types of funds and returns. The survey aims to understand investor preferences to help mutual fund companies better target and serve investors.

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Bharat Mahajan
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192 views5 pages

Questionnaire: A Study of Preferences of The Investors For Investment in Mutual Funds

This document contains a 16 question survey to study investors' preferences for investing in mutual funds. It collects personal details and asks about existing investments, factors considered when investing, awareness and experience with mutual funds, preferred asset management companies, channels and modes of investment, types of funds and returns. The survey aims to understand investor preferences to help mutual fund companies better target and serve investors.

Uploaded by

Bharat Mahajan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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QUESTIONNAIRE

A study of preferences of the investors for investment in


mutual funds.
1. Personal Details:
(a). Name:(b). Add: (c). Age:(d). Qualification:Graduation/PG

Under Graduate

Others

(e). Occupation. Pl tick ()


Govt. Ser

Pvt. Ser

Business

Agriculture

Others

(g). What is your monthly family income approximately? Pl tick ().


Up to
Rs.10,000

Rs. 10,001 to Rs. 15,001 to Rs. 20,001 to Rs. 30,001


15000
20,000
30,000
and above

2. What kind of investments you have made so far? Pl tick (). All applicable.
a. Saving account
e. Post Office-

b. Fixed deposits
f.

c. Insurance

d. Mutual

g. Gold/

Fund
h. Real Estate

NSC, etc

Shares/Debenture Silver
s

3. While investing your money, which factor will you prefer?


.
(a) Liquidity

(b) Low Risk

(c) High

(d) Trust

Return
4. Are you aware about Mutual Funds and their operations? Pl tick ().
Yes

No

5. If yes, how did you know about Mutual Fund?


a.

b. Peer

Advertisement

Group

c. Banks

d. Financial
Advisors

6. Have you ever invested in Mutual Fund? Pl tick ().


Yes

No

7. If not invested in Mutual Fund then why?


(a) Not aware of MF (b) Higher risk (c) Not any specific reason
8. If yes, in which Mutual Fund you have invested? Pl. tick (). All applicable.
a.

b.

c.

d.

e.

f.

SBIMF

UTI

HDFC

Reliance

Kotak

Other. specify

9. If invested in SBIMF, you do so because (Pl. tick (), all applicable).

a. SBIMF is associated with State Bank of India.


b. They have a record of giving good returns year after year.
c. Agent Advice
10. If NOT invested in SBIMF, you do so because (Pl. tick () all applicable).
a. You are not aware of SBIMF.
b. SBIMF gives less return compared to the others.
c. Agent Advice
11. When you plan to invest your money in asset management co. which AMC will
you prefer?
Assets Management Co.
a. SBIMF
b. UTI
c. Reliance
d. HDFC
e. Kotak
f. ICICI

12. Which Channel will you prefer while investing in Mutual Fund?
(a) Financial Advisor

(b) Bank

(c) AMC

13. When you invest in Mutual Funds which mode of investment will you prefer?
Pl. tick ().
a. One Time Investment

b. Systematic Investment Plan (SIP)

14. When you want to invest which type of funds would you choose?
a. Having only debt
portfolio

b. Having debt &


equity portfolio.

c. Only equity
portfolio.

15. How would you like to receive the returns every year? Pl. tick ().
a. Dividend payout

b. Dividend re-

c. Growth in NAV

investment

16. Instead of general Mutual Funds, would you like to invest in sectorial funds?
Please tick ().
Yes

No

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