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A study of preferences of the investors for investment in

Mutual Funds.

1. Name

2. Age

3. Qualification
Mark only one oval.

Graduation/PG
Under Graduate

Other:

4. Occupation
Mark only one oval.

Govt. sector
Pvt. Sector
Business
Agriculture

5. What is your monthly family income approximately?


Mark only one oval.

Up to 20,000
Rs. 20,001 to 30,000
Rs. 30,001 to 40,000
Rs. 40,001 to 50,000
Rs. 50,000 and above
6. What kind of investments you have made so far?
Mark only one oval.

Saving account
Fixed Deposits
Insurance
Mutual Fund
Post office-NSC, etc
Shares/Debentures
Gold/Silver
Real Estate

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


Mark only one oval.

Liquidity
Low Risk
High Return
Trust

8. Are you aware about Mutual Funds and their operations?


Mark only one oval.

Yes
No

9. If yes how did you know about Mutual Fund?


Mark only one oval.

Advertisement
Peer Group
Banks
Financial Advisers

10. Have you ever invested in Mutual Fund?


Mark only one oval.

Yes
No

11. If not invested in Mutual Fund then why?


Mark only one oval.

Not aware of MF
Higher Risk
Not any specific reason
12. If yes, in which Mutual Fund you have invested?
Mark only one oval.

ICICI MF
UTI
HDFC
Reliance
Kotak
SBIMF

Other:

13. In invested in SBIMF, you do so because.


Mark only one oval.

ICICIMF is associated with ICICI Bank


They have a record of giving good return year after year
Agent Advice

14. When you Plan to invest your money in asset management company, which AMC will you prefer?
Mark only one oval.

ICICIMF
UTI
Reliance
HDFC
Kotak
SBIMF

15. Which channel will you prefer while investing in Mutual Fund?
Mark only one oval.

Financial Adviser
Bank
AMC

16. When you invest in Mutual Funds, which mode of investment will you prefer?
Mark only one oval.

One Time Investment


Systematic Investment Plan (SIP)

17. When you want to invest, which type of funds would you choose?
Mark only one oval.

Having only Debt Portfolio


Having Debt & Equity Portfolio
Only Equity Portfolio
18. How would you like to receive the return every year?
Mark only one oval.

Dividend Payment
Dividend re-investment
Growth in NAV

19. Instead of general Mutual Funds, would you like to invest in sectorial funds?
Mark only one oval.

Yes
No

20. Have you ever consider the risk factor in investing Mutual Funds? If so what is your finding?
Mark only one oval.

Higher risk
Less than Equity

Other:

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