7/18/2021 A MUTUAL FUND PREFERENCE SURVEY
A MUTUAL FUND PREFERENCE SURVEY
A study on preferences of the investors for investment in mutual funds.
This survey is conducted to have a insight overview of individuals’ preferences while
investing and especially in Mutual Funds. This survey is conducted by Aditya Singh
Rajawat in the capacity of Sales Intern at Nippon India Mutual Fund, Kota under the
guidance of Mr. Dinesh Rawal, Branch Manager, Kota and Mr. Jayesh Dayalani, Branch
Operation Executive, Kota.
*Required
1. Name *
2. Qualification *
Mark only one oval.
Graduation/PG
Under Graduate
Other:
3. Occupation *
Mark only one oval.
Govt. Sector
Pvt. Sector
Business
Agriculture
Other:
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7/18/2021 A MUTUAL FUND PREFERENCE SURVEY
4. What is your monthly family income approximately?
Mark only one oval.
₹0-₹400,000
₹400,000-₹600,000
₹600,000-₹800,000
₹800,000-₹10,00,000
₹10,00,000 and above
5. 1.) What kind of investments you prefer most? *
Mark only one oval.
Saving Account
Fixed Deposits
Insurance
Mutual Fund
Post Office-NSC, etc
Shares/Debentures
Gold/Silver
Real Estate
Public Provident Fund
Voluntary Provident Fund
6. 2.) While investing your money, which factor you prefer most? *
Mark only one oval.
Liquidity (time taken to convert into cash)
Low Risk
High Return
Company Reputation
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7/18/2021 A MUTUAL FUND PREFERENCE SURVEY
7. 3.) Have you ever invested your money in mutual fund? *
Mark only one oval.
Yes
No
If No,
8. a) If not invested in Mutual Fund then why?
Mark only one oval.
Not aware of Mutual Fund
Higher Risk
Not any specific reason
If Yes,
9. a) Where do you find yourself as a mutual fund investor?
Mark only one oval.
Totally ignorant
Partial knowledge of mutual funds
Aware only of any specific scheme in which you invested
Fully aware
10. b) In which kind of mutual you would like to invest?
Mark only one oval.
Public
Private
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7/18/2021 A MUTUAL FUND PREFERENCE SURVEY
11. c) How do you come to know about Mutual Fund?
Mark only one oval.
Advertisement
Peer Group
Banks
Financial Advisors
12. d) Which mutual fund scheme have you used?
Mark only one oval.
Open-ended
Close-ended
Liquid Fund
Mid-Cap
Growth Fund
Regular Income fund
Long-Cap
Sector fund
13. 4.) Which feature of mutual funds allure you most? *
Mark only one oval.
Diversification
Better return and safety
Reduction in risk and transaction cost
Regular Income
Tax benefit
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7/18/2021 A MUTUAL FUND PREFERENCE SURVEY
14. 5.) In which Mutual Fund you have invested?
Tick all that apply.
Nippon India Mutual Fund
SBI Mutual Funds
UTI
HDFC
Reliance
ICICI prudential funds
JM Mutual Fund
Other:
15. 6.) When you invest in Mutual Funds which mode of investment will you prefer? *
Mark only one oval.
One Time Investment
Systematic Investment Plan (SIP)
16. 7.) Where from you purchase mutual funds?
Mark only one oval.
Directly from the Asset Management Companies
Brokers only
Brokers/ sub-brokers
Other sources
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7/18/2021 A MUTUAL FUND PREFERENCE SURVEY
17. 8.) Which Asset Management Company will you prefer to invest? *
Mark only one oval.
Nippon India Mutual Fund
SBI Mutual Fund
UTI
Reliance
HDFC
Kotak
ICICI
JM finance
18. 9.) Which sector are you investing in mutual fund sector?
Mark only one oval.
General
Oil and petroleum
Gold Fund
Diversified equity fund
Power sector
Debt fund
Banking fund
Real estate fund
19. 10.) How would you like to receive the returns every year? *
Mark only one oval.
Dividend payout
Dividend re-investment
Growth in Net Asset Value
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7/18/2021 A MUTUAL FUND PREFERENCE SURVEY
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Forms
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