QUESTIONNAIRE

Dear Sir/ Madam, I am Joyal Anthony Pinto., a student pursuing final year MBA(Finance) at SDM PG Centre for Management Studies & Research, Mangalore. As a part of my project work, I am conducting survey on Investment Pattern of Lecturers & their opinion towards Mutual Fund. I kindly request you to fill this questionnaire. The information furnished will be kept confidential.

PART-1
PERSONAL PROFILE: 1) Name 2) Age 3) Sex 4) Marital Status : : 24-30 ( ) 31-50 ( ) Above 51( ) : : Male ( ) Female ( )

5) Educational Qualification : 6) Designation :

PART-II
GENERAL PROFILE: 7) Are you presently satisfied with your life from a financial point of view ? Yes ( ) No ( )

8) Do you go for regular savings ? Yes ( ) No ( )

9) How often do you plan your Personal Savings?

Weekly ( ) Monthly ( ) Half Yearly ( ) Yearly ( ) 10) What is the minimum amount you save per annum? Below 10000 ( ) 30001-40000 ( ) 10001-20000 ( ) 40001- 50000 ( ) 20001-30000 ( ) Above 50000 ( )

11) Where would you like to invest the same? S.B () Bank FDs () Mutual Fund ( ) Insurance () Gold ( ) Real Estate ( )

Stock/ Shares ( )

Postal Deposit ( )

12) Are you aware about Mutual Fund? Yes ( ) No ( )

13) Have you invested in Mutual Fund? Yes ( ) No ( ) 14) If No, What factors made you not to invest in mutual Fund? High Risk ( ) Low Return ( ) Other ( ) 15) If Yes, How long have you invested in Mutual Fund? Less than 5yrs ( ) 11-15yrs () 5-10yrs ( ) More than 15yrs ( )

16) What is your intention to invest in Mutual Fund? Return ( ) Security ( ) Low Risk ( ) Liquidity ( )

17) How did you come to know about Mutual Fund? Friends () Relatives () Brokers ( )

Newspaper ( )

Financial Agent ( ) Self- Knowledge ( )

18) How often do you like to invest in Mutual Fund? Only once () Monthly ( ) Per Annum ( )

Half- Yearly ( )

19) In which scheme you prefer to hold your Mutual Fund? Equity ( ) Debt ( ) Balanced ( )

20) Which type of Dividend Plan you prefer? Growth ( ) Dividend Payout ( ) Dividend Reinvest( )

21) How do you come to know about market fluctuation? Friends ( ) Internet ( ) Relatives ( ) Radio () Television ( ) Newspaper ( )

22) How do you react to the market fluctuation? Sell () Redeem ( ) Continue ( ) Diversify ( )

Invest ( )

23) Are you satisfied by services of Mutual Fund? Yes ( ) No ( )

24) How do you rate about Mutual Fund scheme? Extremely good ( ) Average () Very good ( ) Bad ()

25) Any suggestion for improvement in the services of Mutual Fund?