Q1. What is your Occupation?

a. Private Job
b. Govt. Job
c. Business
d. Retired

Q2. What is your annual Income ?

a. Less than 1.5 Lacs
b. 1.5 Lacs to 2.5 Lacs
c. 3.5 Lacs and 5
d. 5 Lac and Above

Q3. What do you consider the most important parameters while investing?
a. Returns
b. Lower Risk Factor
c. Credit Rating
d. Inflation
e. Company
f. Lock in Period

Q4. Reason for Preferring Reliance Mutual Funds ?

a. Returns
b. Lower Risk
c. Credit Rating
d. Inflation
e. Company
f. Lock in Period

Q5. In which type of mutual fund schemes you have invested ?

a. Debt Schemes
b. Equity based Schemes

Q6. You have invested for long term or short term in XYZ Mutual Funds?
a. Long Term
b. Short Term

Q7. Which type of schemes do you prefer to invest ?

a. Close Ended
b. Open Ended

Q8. How do you rate XYZ Mutual Fund on the basis of returns?
a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

Q9. How do you rate XYZ Mutual Fund on the basis of Risk exposure?
a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

Q10. How do you rate XYZ Mutual Funds on the basis of Fund Portfolio?
a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

Q11. How do you rate XYZ Mutual Funds on the basis of Repurchase Price?
a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

Q12. Your overall experience with XYZ Mutual Funds ?

a. Highly Satisfactory
b. Satisfactory
c. Average
e. Dissatisfactory
f. Highly Dissatisfactory

Q13. Do you have Plans to reinvest in mutual fund schemes of XYZ Mutual Funds?
a. Yes
b. No

What's your good name?

What's your Profession?

In this highly volatile market, do you think Mutual Funds are a destination for Investments? *
o Yes
o No

Which Mutual Fund Plan do you consider the best? *

o Balanced Plan
o Equity Plans
o Income Plans
o Other:

How long would you like to hold your Mutual Funds' Investments? *
o 1 to 3 Years
o 4 to 6 Years
o 7 to 10 Years
o More than 10 Years

How do you rate the risks associated with Mutual Funds? *

o Low
o Moderate
 o High

Which among the following principles do you consider while selecting a Mutual Fund? *
o Enquiring about the Fund Manager
o Finding about its past performance
o Identifying your own objectives
o Other:

Which end-scheme do you feel is good? *

Open end type of mutual fund are those that does not have restrictions on the amount of shares the
fund will issue and Closed end fund is a publicly traded investment company that raises a fixed
amount of capital through an initial public offering (IPO).
o Open End
o Closed End

What is your annual income ? *

o Below Rs 100000
o 100000 to 300000
o 300000 to 500000
o above 500000

What do you think which risks usually affects Mutual Funds? *

Systematic risk is the risks inherent to the entire market segment as interest rates and unsystematic
risks are specific risks as NEWS that affects specific stock.
o Systematic Risk
o Unsystematic Risk

Which among the following is the safest Investment option? *

o Mutual Funds
o Stock Markets
o Bank Deposits
o Other:

Which factors prevent you to invest in mutual fund ? *

o Bitter Past Experience
o Lack of Knowledge
o Lack of confidence in service being provided
o Difficulty in selection of schemes
o Inefficient investment advisors
o Other: