QUESTIONAIRE

Please take your precious time for answering the following questions regarding
your investments in Mutual Funds:-

NAME:

Please tick any one choice for each of the following questions given below:
1: Age:
 Less than 25 [ ]
 25 to 35 [ ]
 35 to 45 [ ]
 Above 45 [ ]

2: Education Qualification:
 PG [ ]
 UG [ ]
 PUC [ ]
 Metric [ ]

3: Marital status:
 Married [ ]
 Unmarried [ ]

4: Occupation:
 Business [ ]
  Government Employees [ ]
 Retired [ ]
 Private Employees [ ]

5: Annual Income:
 Less than Rs.120000 [ ]
 Rs.120000 to Rs.180000 [ ]
 Rs.180000 to Rs.300000 [ ]
 Above Rs.300000 [ ]

6: Do you invest?
 Yes [ ]
 No [ ]

7: Where do you invest?

 Gold [ ]
 Bank [ ]
 Equity [ ]
 Mutual funds [ ]
 Derivatives [ ]
 Insurance [ ]

8: What is the purpose of investment?

 Children’s education [ ]
 Daughter’s marriage [ ]
 Buying a four wheeler [ ]
 Tax benefits [ ]
  For post-retirement [ ]

9: What is the annual return you expect from your investments?

 5% to 10% [ ]
 10% to 15% [ ]
 15% to 20% [ ]
 Above 20% [ ]

10: Why do you prefer Mutual Funds to other types of investments?

 Low Risk [ ]
 Better returns [ ]
 Capital appreciation [ ]
 Long term returns [ ]

11: How did you first hear about Mutual Fund?

 Media [ ]
 Word of mouth [ ]
 Banks [ ]
 Brokers [ ]

12: How do you rate Mutual Fund compared to other types of investments?
 Excellent [ ]
 Average [ ]
 Good [ ]
 Poor [ ]
13: What benefits are you looking for in Mutual funds?
 Flexibility [ ]
 Availability of choice [ ]
 Liquidity [ ]
 Simplicity [ ]

14: What are the problems you see in Mutual Funds?

 No insurance [ ]
 Dilution [ ]
 Loss of control [ ]
 Poor performance [ ]
 Trading limitations [ ]
 Fees and expenses

15: Which of these schemes of Mutual Fund have you invested in, and why?
 Equity scheme [ ]
 Debt schemes [ ]
 Balance scheme [ ]

16: You have invested in:

 Open ended scheme [ ]
 Close ended scheme [ ]

17: Please mention the Mutual Fund you have invested in particular:
 SBI Mutual Funds [ ]
 Canbank Mutual Fund [ ]
 Sahara Mutual Fund [ ]
  Prudential ICICI Mutual Fund [ ]
 ING Vysya Mutual Fund [ ]

 Kotak Mahindra Mutual Fund [ ]

 Unit Trust of India Mutual Fund [ ]
 LIC Mutual Fund [ ]

 GIC Mutual Fund [ ]

18: Can you say, which of the following became the basis of your decision for
choosing a particular scheme?
 Long term capital appreciation [ ]
 Periodic returns [ ]
 Multiple benefits (Growth + Dividend/Bonus or Balance of risk)[ ]
 Tax Gain [ ]

19: Based upon your schemes, which of the following maturity period have you
Opted for?
 3 months to 6 months [ ]
 6 months to 1 year [ ]
 1 months to 3 years [ ]
 3 years to 5 years [ ]

20: Are your investments made usually at..

 Launch / IPO (at par)? [ ]
 Purchase at NAV related price? [ ]
21: What has been your average annual yield on your investment?
 Less than 10% [ ]
 10% to 12% [ ]
 12% to 15% [ ]
 Above 15% [ ]

22: Rate your satisfaction level on a scale of 1 to 5 of services of Mutual Fund

 Very satisfied [ ]
 Somewhat satisfied [ ]
 Neutral [ ]
 Somewhat dissatisfied [ ]
 Very dissatisfied [ ]