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    Questionnaire On Mutual Funds

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    anushwarya
    The document appears to be a questionnaire about mutual funds that is collecting information from investors. It asks respondents about their source of information on mutual funds, whether they are a regular or new investor, how they allocate their investment portfolio, what type of mutual funds they prefer, what features attract them to specific funds, what type of return they expect, their investment horizon, and upcoming liabilities. It also collects personal details of the respondent such as name, age, occupation, income, and contact information.

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    Questionnaire On Mutual Funds

    Uploaded by

    anushwarya
    21K views5 pages
    The document appears to be a questionnaire about mutual funds that is collecting information from investors. It asks respondents about their source of information on mutual funds, whether they are a regular or new investor, how they allocate their investment portfolio, what type of mutual funds they prefer, what features attract them to specific funds, what type of return they expect, their investment horizon, and upcoming liabilities. It also collects personal details of the respondent such as name, age, occupation, income, and contact information.

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    Questionnaire on Mutual Funds

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    The document appears to be a questionnaire about mutual funds that is collecting information from investors. It asks respondents about their source of information on mutual funds, whether they are a regular or new investor, how they allocate their investment portfolio, what type of mutual funds they prefer, what features attract them to specific funds, what type of return they expect, their investment horizon, and upcoming liabilities. It also collects personal details of the respondent such as name, age, occupation, income, and contact information.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    21K views5 pages

    Questionnaire On Mutual Funds

    Uploaded by

    anushwarya
    The document appears to be a questionnaire about mutual funds that is collecting information from investors. It asks respondents about their source of information on mutual funds, whether they are a regular or new investor, how they allocate their investment portfolio, what type of mutual funds they prefer, what features attract them to specific funds, what type of return they expect, their investment horizon, and upcoming liabilities. It also collects personal details of the respondent such as name, age, occupation, income, and contact information.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 5

    QUESTIONNAIRE ON MUTUAL FUNDS

    NAME:…………………………………………
    AGE:……………………….
    MONTHLY INCOME:…………………………. OCCUPATION:………………………

    1. What is your source of information while investing in mutual funds?

    a) Internet [ ]
    b) Magazine [ ]
    c) Newspaper [ ]
    d) Financial Advisor [ ]
    e) Spouse [ ]
    f) Friends [ ]
    g) Advertisements [ ]

    2. Are you a regular or a new investor in mutual fund?

    REGULAR [ ] NEW [ ]

    3. Your investment portfolio consists in %)

    a) Real Estate [ ]
    b) Post office schemes [ ]
    c) Mutual Funds [ ]
    d) Debt [ ]
    e) Shares [ ]
    f) Fixed Deposits [ ]

    4. Which type of fund you prefer the most?


    a) Regular income [ ]
    b) Debt [ ]
    c) Diversified Equity [ ]
    d) Sector funds [ ]
    e) ELSS (tax shield) [ ]

    5 . Which Features attract you the most while choosing a specific Mutual Fund?

    a) Flexibility [ ]
    b) Return [ ]
    c) Managed by professional people [ ]
    d) Risk Diversion [ ]
    e) Less Expenses [ ]

    6. What type of Mutual Fund Scheme you prefer?

    a) Open Ended Scheme [ ]


    b) Close Ended Scheme [ ]

    7. What type of return you expect?

    Monthly [ ] Quarterly [ ]
    Semi annual [ ] Annual [ ]

    8. What is your investment horizon?

    Up to 6 months [ ]
    Up to 1 year [ ]
    Up to 2 years [ ]
    Up to 3 years [ ]
    Up to 5 years [ ]
    Up to 10 years [ ]

    9. What are your near future liabilities?

    Child marriage [ ]
    Education [ ]
    Any other please specify………………………….

    c) how do you come to know about Mutual Fund?


    a. Advertisement
    b. Peer Group
    c. Banks
    d. Financial Advisors
    d) Which mutual fund scheme have you used?
    Open-ended
    Close-ended
    Liquid fund
    Mid- Cap
    Growth fund
    Regular Income fund
    Long-Cap
    Sector fund
    If no,
    a)If not invested in Mutual Fund then why?
    Not aware of MF
    Higher risk
    Not any specific reason
    4. which feature of the mutual funds allure you most?
    Diversification
    [ ]
    Better return and safety
    [ ]
    Reduction in risk and transaction cost [ ]
    Regular Income
    [ ]
    Tax benefit
    [ ]

    5. In which Mutual Fund you have invested? Please tick (√). All applicable.

    a. SBIMF

    b. UTI

    c. HDFC

    d. Reliance

    e. ICICI prudential funds

    f. JM mutual fund

    g. 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. SBIMF
    b. UTI
    c. Reliance
    d. HDFC
    e. Kotak
    f. ICICI
    g. JM finance

    9. Which sector are you investing in mutual fund sector?


    i.
    General 1st
    ii.
    Oil and petroleum
    iii.
    Gold fund
    iv.
    Diversified equity fund
    v.
    Power sector
    vi.
    Debt fund
    vii.
    Banking fund
    viii.
    Real estate fund
    ix.
    General 1st
    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 to
    Rs.10,000
    Rs. 10,001 to
    15000
    Rs. 15,001 to
    20,000
    Rs. 20,001 to
    30,000
    Rs. 30,001 and
    above
    Graduation/PG
    Under Graduate
    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
    a. Saving account
    b. Fixed deposits
    c. Insurance
    d. Mutual Fund
    e. Post Office-NSC, etc f. Shares/Debentures g. Gold/ Silver h. Real Estate
    I. PPF
    j. PF
    2. While investing your money, which factor you prefermost? Any one
    Liquidity
    Low Risk
    High Return
    Company reputation
    3. Have you ever invested your money in mutual fund?
    Yes
    No
    If yes,
    a) Where do you find yourself as a mutual fund investor?
    Totally ignorant
    [ ]
    Partial knowledge of mutual funds
    [ ]
    Aware only of any specific scheme in which you invested [ ]
    Fully aware
    [ ]
    b) In which kind of mutual you would like to invest?
    Public [ ]
    Private [ ]

    Inauguration

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