Questionnaire on mutual fund:

Dear Sir/Madam,

I Wilfred dsouza of St.Aloysius College Mangalore, Pursuing B.com and as a part at my course curriculum requirement. I am conducting a survey on A STUDY ON INVESTMENT IN MUTUAL FUND .I would be happy if you could kindly help me by taking a couple of minutes to fill the questionnaire . This is to study purpose and therefore shall be kept fully confidential. Name: AGE: Qualification: Annually income: Total members of your family: Total earning members of your family: 1) Occupation of the investor? a) Govt. service (....) c) Business e) Other (....) (....) b) Private Service (....) d) Agriculture (....)

2) Do you make investment? a) Yes (....) b) No (....)

3) Do you know about Mutual fund? a) Yes (....) 4) What kind of investment you prefer most? a) Saving Account (....) b) Fixed deposits (....) c) Mutual funds (....) d) Any other b) No (....)

5) While investing your money in mutual fund which factor you prefer most? a) Low Risk (....) c) Liquidity (....) b) High Return (....) d) Company reputation (....)

6) Which features attract you the most while choosing a specific mutual fund? a) Flexibility (....) c) Less expenses (....) b) Return (....) d) Risk Diversion (....)

7) Have you ever find invested your money in mutual funds? If yes, Where do you find yourself as a mutual fund investor? a) Partical knowledge of mutual fund (....) c) Any other reasons (....) In which kind of mutual fund you would like to invest? a) Public (....) b) Private (....) b) Fully aware (....)

How do you come to know about mutual funds? a) News papers (....) c) Bank (....) b) Advertisement (....) d) Any other (....)

Which mutual fund scheme have you used?

a) Open-ended (....) c) Growth fund (....) e) Long Cap (....) Are you satisfied with your Investment? a) Yes (....)

b) Close-ended (....) d) Mid Cap (....)

b) No (....)

Are you aware about the benefit from investing in mutual fund? a) Yes (....) If No, If not invested in mutual funds then why...? a) Not aware of mutual funds (....) c) Any other reasons (....) 8) Which feature of the mutual funds like you most? a) Better return and safety (....) c) Reduction in risk (....) 9) In which mutual fund you have invested? a) UTI (....) b) HDFC (....) b) Tax benefit (....) d) Regular income (....) b) Higher Risk (....) b) No(....)

c) JM mutual fund (....) e) Any other (....) 10) Where from you purchase mutual funds? a) Brokers (....) c) Directly from AMCs (....) 11) Which AMC will you prefer to invest?

d) Reliance (....)

b) Sub-brokers (....) d) Any others (....)

a) UTI (....) c) Reliance (....)

b) HDFC (....) d) Any other (....)

12) Which sector are you investing in mutual fund investment? a) General (....) b) Banking fund (....)

c) Debt fund (....)

d) Power sector (....)

e) Any other (....) 13) What type of return you expect? a) Monthly (....) c) Semi Annually (....) b) Quarterly (....) d) Annually/yearly (....)

14) How do you like to receive the returns every time? a) Dividend pay-out (....) c) Any other (....) 15) How much return you are expecting from your investment? a) Below 25% (....) c) Above 45% (....) b) 25% to 45% (....) b) Dividend re-investment (....)

16) Any suggestion.......