A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS
DEMOGRAPHIC PROFILE
Email ID:____________________________________________________
GENDER: Male Female
Age : Below 30 years 31-40 years
41-50 years Above 50 years
Educational Background
1) Art 2) Science 3) Commerce
Educational Qualification
1) Primary 2) Secondary 3) Graduate
4) Postgraduate 5) Professional
Marital status
1) Married 2) Unmarried
Occupation
1) Self employed 2) Business 3) Salaried
4) Professional 5) Retired
Annual Income
1) Up to Rs. 1,00,000 2) Rs. 1,00,001- 2,50,000
3) Rs.3,00,000 - 5,00,000 4) Above Rs. 5,00,000
Annual savings
1) Up to Rs.10,000 2) Rs. 10,001- 25,000 3) Rs. 25,000- 50,000
4) Rs. 50,000- 1,00,000 5) Above Rs 1,00,000
Annual Investment
1) Up to Rs. 10,000 2) Rs. 10,001- 25,000 3) Rs. 25,000- 50,000
4) Rs. 50,000- 1,00,000 5) Above Rs 1,00,000
A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS
INVESTOR’S PROFILE
1. Are you Aware about Mutual Funds ?
a) Yes b) No
If Yes, then a few words about mutual funds
______________________________________________________________________
______________________________________________________________________
2. Are you an investor in Mutual Funds?
a) Yes b) No ( If No, then directly go to Question No. )
3. Which factor you prefer the most while investing your savings? Tick any one/ two.
Liquidity Low risk High return Company reputation
4. Which kind of mutual fund you invest ?
Public sector Mutual Funds Private sector Mutual Funds
5. Which one do you prefer ?
Systematic Investment Plan One time Investment Plan
6. The period of investment you like to Invest
a) Less than a Year b) 1-2 years
c) 2-3 years d) 3-5 years
e) More than 5 years
7. Where would you like to invest your savings?
a) Debt b) Equity c) ELSS ( Tax saving )
A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS
8. What is the Return you Expected for your investment?
Less than 10% 10-15% 15-20% Above 20%
9. Factors you consider before choosing an Investment
Factors Very Important Neutral Less Not Important
Important Important
Safety of
investment
Principle
Opportunity for
steady growth
Tax benefits
Liquidity
Risk
Rate of return
10. Which scheme you prefer to Invest?
a) Growth b) Income c) Balanced
A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS
11. In which sector you would like to invest?
SECTOR Please tick
Oil and petroleum
Diversified Equity
Gold
Real Estate
Industrial
Health care
Information Technology
Communication
Consumer Discrepancy
Basic Materials
Others please specify
12. In which of the following Mutual Funds you prefer to Invest?
Name of the AMC( Asset Management Company ) Please tick
HDFC AMC
SBI AMC
Franklin Templeton India Ltd.
Bajaj AMC
ICICI AMC
Reliance AMC
Tata AMC
Birla Sunlife AMC
JM AMC
Other Please specify
A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS
13. Do you perceive Mutual Funds investment is completely safe?
a) Yes b) No
14. What is the strategy you use while prices are falling?
a) More investment b) Redeeming
15. How frequently you would like to know the status of your invested funds?
Once a week Every Fortnight
Once a month Once in 6 months
16. How do you clear your doubts regarding Mutual funds?
Agents/Financial Advisor Asset management companies Call centres
17. You have not invested in mutual funds
Reasons Strongly disagree Disagree Neutral Agree Strongly Agree
It’s not a
lucrative
investment
instrument
No satisfactory
return on
investment when
compared to
other investment
instruments
No safety tor
funds invested
Risky investment
instrument
No / Less
Liquidity
No knowledge
about how to
A STUDY ON INVESTORS PREFERENCE TOWARDS MUTUAL FUNDS
invest
No knowledge
about where to
invest /
investment
centers
It is related to
share market, so
it is very risky
and the returns
are not
guaranteed.
Please mention
below if any
other reasons
18. Which do you rate as the best investment instruments?
Savings Bank Fixed Deposit shares/Debentures Gold/Silver
Postal savings Real Estate Insurance Others
Why?_______________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
19. Current investment portfolio ( Please tick all those you hold )
Mutual Funds Equity trading Fixed Deposits Post office savings
Insurance Bank savings Gold
20. Are you satisfied with your present holdings?
a) Yes b) No
