52649223 Questionnaire New

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QUESTIONNAIRE

INVESTORS PERCEPTION TOWARDS MUTUAL FUNDS

Dear Sir/Madam,

I am currently engaged in a study on Investor Perception towards Mutual Funds. In

this connection I request you to read the following items carefully & answer them .The answers

you give will be held confidential & used purely for academic purposes.

Indicate your response by tick mark

1) Name (optional) :

2) Sex : MaleFemale

3) Age (in years) : Below 30

31-40

41-50

Above 50

4) Qualification : School final

(Last Qualification) Graduate

Post-GraduateProfessional Degree

Others, please mention

5) Marital Status : Married

Unmarried

6) Nationality : Indian

Others

7) Occupation : Government Employee

Private Employee

Self employed

Retired

Presently not employed


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8) Income per month: Below 5000

(In Rs) 5000 -10,000

10,000 -15,000

15,000 - 20,000

20,000 - 30,000

Above 30,000

9) How much approximately do you save from your monthly income?

Below 10%

10-20%

20- 30%

30- 40%

Above 40%

10) Objective of your saving are:

To provide for retirement benefit

For tax reduction

For children education

For purchase of asset

For emergencies

All the above


11) Are you availing services of professional financial advisors ?

Yes

No

12) If Yes ,What is the major reason for availing financial services ?

Want help with asset allocation

Do not have time to make my own investment

To explain various investment options

Want to make sure that I am investing enough to meet my financial goal

13) If No, What is the major reason for not availing financial services?


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Have access to all resources needed to invest on my own

Believe advisors are too expensive

Unsure how to find a trust worthy advisor

Want to be in control of own investment

14) State the sources of awareness of mutual fund :

Reference groups

Mail

Newspapers/Financial Magazines

Interest

TelevisionBrokers/ Agents

All the above

Others, Please mention

15) Do you think Mutual Fund investing is a best alternative to Equity investing?

Yes

No

Dont Know

16) Rank your preference towards the following mutual funds :

(Highest being given 1st rank & the lowest being given 9th rank)

Option Rank ICICI

HDFC UTI

SBI

KOTAKTATA

STANDARD CHARTERED

RELIANCE

BOI

17) Do you read the risk factor specified in mutual fund document before investment?


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Yes

No

18) In which type of fund have you invested?

Equity Fund

Balanced Fund

Debt Fund

Index Fund

Bond or Gift Fund

Sector and Industry Fund

19) Which type of scheme you prefer? (On Basis of Duration)

Open Ended

Close Ended

20) In Which type of plan you prefer to invest?

Income Oriented (High risk)

Growth Oriented (Low risk)

Income and Growth Oriented

21) State the sources of Market Value of Units:

Newspaper

Company Bulletine

Fact Sheet

Website [General]

Website [Company]

All the above


22) What is your current attitude towards the following Financial Instruments, in the Indian

Capital Market?


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Options Highly

Favourable Favorable

Some what

Favourable

Not very

Favourable

Not at all

Favourable

a. Shares

b. Debentures

c. Mutual Fundsd. Bonds

e. Money Market

Instruments

23) There are many Qualities that could affect your selection of Mutual Fund and specific

Scheme, Please indicate the importance of the following in your decision:

Highly

Important

Important Some

what

Important

Not very

Important

Not at all

Important

A.FUND RELATED QUALITIES:

a. Fund Performance Records

b. Funds reputation or Brand

names.

c. Schemes expense ratio

d. Schemes portfolio of

investment

e. Reputation of the fund

manager/schemes

f. Withdrawal facilities.

g. Favourable rating by a

rating agency.

h. Innovativeness of the

schemes.

i. Products with tax benefits.j. Entry & Exit loads

k. Minimum initial investment

B.FUND SPONSER QUALITIES:

Highly

Important

Important Some

what

Not very

Important

Not at all

Important


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Important

a. Reputation of sponsoring

firm.

b. Sponsor has a recognized

brand name.

c. Sponsor has a well

developed agency &

network.

d. Sponsors expertise in

managing money.

e. Sponsor has a well

developed research &

infrastructure.

f. Sponsors past performance

in terms of risk & returns.

C.INVESTOR RELATED SERVICES:

Highly

Important

Important Some

what

Important

Not very

Important

Not at all

Important

a. Disclosure of investment

objective in the advertisement.

b. Disclosure of periodicity of

valuation in the investment.

c. Disclosure of NAV on every

trading day.

d. MFs investors grievance

redressal machinery.

e. Disclosure of deviation of

investment from original

pattern.

f. Fringe benefits ie. Free

insurance credit cards, loans on

collateral, tax benefits, etc.

g. Preferred MF to avoid

problems.

24) As a Mutual Fund Investor what is your experience?


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Highly Satisfied

Satisfied

Some what satisfied

Unsatisfied

Highly Unsatisfied

25) Over all how satisfied you are by investing in Mutual Fund:

Highly

Satisfied

Satisfied Dissatisfied Highly

Dissatisfied

Neutral

Earnings

Tax Benefit

Capital Appreciation

Easy Payment

Liquidity

Safety and Security

26) For your future investment will you choose Mutual Fund?

Certainly

May Be

Not Certainly

Thank you very much for your kind co-operation & for taking time to complete this

Questionnaire.


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52649223 Questionnaire New

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