Questionnaire On MF
Questionnaire On MF
Questionnaire On MF
9. which factor you considers the most while investing in mutual fund?
a. Return pattern ( ) b. services ( )
c. Performance ( ) d. Risk factor ( )
e. quality of portfolio ( ) f. Professional management ( )
g. Wealth creation ( )
11. If you need reminders about Mutual fund, which preferrred mode you will choose?
a. Account statements ( ) b. Reminders letters ( )
b. Television and internet ( ) d. Newspapers and magazines ( )
12. Please rank your expectations from a Mutual fund Advisory concern?
EXPECTTIONS RANKS
1. Right advice
2. Speed of transaction
3. Research inputs
4. Reputation
5. Reliability
6. Investor facilitation
7. Advertisements
8. Easy procedure
13. When you invest in Mutual Funds which mode of investment will you
prefer?
a. One Time Investment ( ) b. Systematic Investment Plan (SIP) ( )
a. SBIMFb. UTIc. HDFCd. Reliancee. ICICI prudential fundsf. JM mutual fundg. Other.
Specify
6. 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 [ ]Brokers only [ ]Brokers/ sub-brokers [ ]Other sources [ ]
8. Which AMC will you prefer to invest?
Assets Management Co.a. SBIMFb. UTIc. Relianced. HDFCe. Kotak f. ICICIg. JM
finance
9. Which sector are you investing in mutual fund sector?
i.
General 1
st
ii.
Gold fundiv.
Debt fundvii.
Banking fundviii.
General 1
st
10. How would you like to receive the returns every year?
a. Dividend payout b. Dividend re-investment c. Growth in NAV
11.
Personal Details:
(a). Name:-(b). Add: - Contact No:-(c). Age:-(d). Qualification:-
(e). Occupation. Pl tick ()
Govt. Sec Pvt. Sec Business Agriculture Others
(g). What is your monthly family income approximately? Pl tick ().
Up toRs.10,000Rs. 10,001 to15000Rs. 15,001 to20,000Rs. 20,001 to30,000Rs.
30,001 andaboveGraduation/PG Under Graduate Others