Questionnaire

Respected Madam / Sir / Investor,

I am a Researcher from , LACE College,Trissur,Bharathiar University.
Presently I am doing a Research on To Measure Perception of Investor
towards Mutual Funds.This questionnaire is collected for the fulfillment of final year B
COM project. I will be more obliged if you could respond to the below mentioned
questionnaire. Your response can put more light on my research work and I can
come out with realistic finding.

1. Personal profile
1.Name:
2. Gender:
Male
Female
3. Age group (years):
10-20

21-30

31-40

41-50

>50

4. Occupation:
Self owned business
Government Employee
Private employee
Farmer
Student
Others Please Specify ---------------------5. Highest Education Attainment
Graduation
6. Address:

Post graduation

....................................................
....................................................

7. Phone Number:

8. E-mail

Doctorate

Illeterate

2. Your average household tax annual income from all sources (e.g., employment,
investments, etc) is:
Under Rs 100000. Rs.100001 to Rs.300,000. Rs.300,001 to Rs.600,000. Rs.600,001 to
Rs.1000,000. Over Rs.1000,000.
3. Do you invest your money?
yes

No

4.What amount you save in a year?

Less than Rs25000

Rs. 25000 to Rs.50000

Rs.50000 to Rs.100000

Above Rs.100000
5. Investment objective: What is your primary objective for your investment?
Preservation of Principal Current Income Growth and Income Conservative Growth
Aggressive Growth
6. You would describe your knowledge about investments as being:
Very little knowledge Some knowledge Moderate amount of knowledge Good working
knowledge. Expert in investing
7.How is your invest pattern :
Monthly (SIP) Once in Six Months Once in a year Very Rare
8. How long you stay invested?
Less than 1 year 1-3 year 3-5 years More than 5 years
9. How many instrument of investment are there in your portfolio?
Saving account
Office(NSC)

Fixed Deposit

Insurance

Shares/Debentures Gold/Silver

10.Do you know about Mutual Funds?

Mutual Fund
Real Estate

Post

 YES

NO

11.Are you an investor in Mutual Funds ?

YES

NO

12. What advantages do you find when you invest in Mutual Funds?
SL NO
1

PARTICULAR 5
4
3
Professional
Management
2
Diversification
3
Return Potential
4
Low cost
5
Liquidity
7
Flexibility
9
Tax benefits
12
Simplicity
( please mark ) against the appropriate box where;
5 = Highly satisfied
4 = Satisfied
3 = Neither satisfied nor dissatisfied
2 = Dissatisfied
1 = Highly dissatisfied

13.You invest in Mutual Fund Schemes because:

SL NO
1
2
4
5
6

PARTICULAR
It is a good investment instrument
Its better to invest in Mutual funds rather
than investing directly in shares
They provide high return with low risk
Less calculation is required before
investing when compared to share market.
Very simple to invest & monitor fund

14. Which type of fund you prefer in MF?

Equity Debt balanced
15. Which kind of criteria you prefer for investment in mutual fund?
Return tax rebate Risk diversification brand name Suitability of fund
16. In which category of mutual funds you have invested?

 Saving Solutions Regular Income Solutions Tax Saving Solutions Wealth Creation
Solutions
17. In which major mutual funds has you invested?
HDFC Reliance SBI ICICI Prudential UTI TATA Birla Sun Life
18. What kind of return do you expect from the mutual fund as compared with risk?
Between 12 to 20% Between 20 to 30% Between 30 to 40% Above 40%
19. How you manage your investment portfolio:
Service of financial advisor Advice from relatives or friends News from print media/TV
financial Web Sites Brokers Self
20.Over all Satisfaction related to Mutual Fund?
Highly Dissatisfied Dissatisfied NeutralSatisfied
Highly satisfied
21.You have not invested in mutual funds because:
SL
NO
2
3
4
6
9

PARTICULAR

No satisfactory return on investment

when compared to other investment
instruments
No safety for funds invested
Risky investment instrument
No knowledge about how to invest
It is related to share market, so it is
very risky and the returns are not
guaranteed

NAME: _____________________________________________________________________
ADDRESS:
_____________________________________________________________________

_____________________________________________________________________
_____________________________________________________________________
CONTACT NO: (R)________________________
(M)____________________________________
E-MAIL Id:
____________________________________________________________________
References: Name of Trainee:
_______________________________________________________________
Date: __/__/____
Place: ______________________________