Name: …………………… Occupation: ……………………

Phone: ……………………

1) Age
A. 22-30 B. 30-40 C. More than 40

(2)What is your annual income?

A. Less than 2 lakh B. 2 – 3 lakh C. More than 3 lakh

3) Do you invest in mutual funds?

A. Yes B. No

If not what is the most important reason for not investing in mutual
funds?

A. Lack of knowledge about mutual funds

B. Enjoys investing in other options

C. Its benefits are not enough to drive you for investment

D. No trust over the fund managers

4) Please rank the following investment instruments according to your

preference.? (On the basis of risk and return concept)

A. Fixed instrument
 B. Mutual fund

C. Direct Equity

5) What is your investment period ?

A. Less than 6 months B. 6 to 12 months

C. 12 months to 2 years D. More than 2 years

6) Which are the primary sources of your knowledge about mutual

funds as an investment option? Corresponding to your choices how
would you rate their influence on your final mutual fund purchase
decision.. Please rate them on scale of 1-5 with 1 representing the
minimal influence and 5 representing strong influence.

Source: Television

1 2 3 4 5

Least influential Most influential

Source: Internet

1 2 3 4 5

Least influential Most influential

Source: Newspaper

1 2 3 4 5

Least influential Most influential

Source: Scholors/Articles
 1 2 3 4 5

Least influential Most influential

Source: Friends/Relatives

1 2 3 4 5

Least inluential Most influential

7) How much risk you are willing to take ?

A. Low B. Moderate C. High

8) What is your preference in mutual funds?

A. Equity Funds B. Income Funds

C. Money Market Funds D. ELSS(Tax savers)

E. Balanced Funds F. Gilt Funds

9) How much return do you expect from your investment?

A. Upto 15 % B. 15%-25% C. 25%-35% D. More than 35%

10) Which type of mutual funds do you prefer?

 A. Open Ended Funds B. Close Ended Funds

11) Do you get influenced by the name of the company promoting the
mutual funds?

A. Yes B. No

12) Rank the following companies in order of your preference?

A. Reliance Mutual Fund B. UTI Mutual Fund

C. SBI Mutual Fund D. HDFC Mutual Funds

E. Birla Sun Life Mutual Fund F. ICICI Prudential

G. Principal PNB H. Franklin templeton

13) Do you get influenced by the returns given by a fund or by the

current NAV of a fund?

A. By NAV B. By Returns C. By Both

14) Where do you find yourself as a mutual fund investor?

A. Totally ignorant

B. Partial knowledge of mutual funds

C. Aware only of any specific scheme in which you invested

D. Fully aware
15) What is the major reason for using financial advisors?

A. Want help with asset allocation

B. Don’t have time to make my own investment decision

C. To explain various investment options

D. Want to make sure I am investing enough to meet my

financial goals

16) From where do you purchase mutual funds?

A. Directly from the AMCs

B. Brokers only

C. Brokers/ sub-brokers

D. Other sources

17) Rank the following feature of the mutual funds that attracts you
most.? (Where 1 is most preferable and 4th is less is preferable)

A. Diversification
 B. Professional management

C. Reduction in risk and transaction cost

D. Helps in achieving long term goals

(18) According to you which is the most suitable stage to invest in

mutual funds?

A. Young unmarried stage

B. Young Married with children stage

C. Married with older children stage

D. Pre-retirement stage