this questionnaire includes the question about the consumer behaviour about the mutual investment.
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This piece of text, with example, explains how mutual funds operate along with graphical presentation of two mutual funds' NAV of few days in the Nepalese MarketFull description
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A complete report on Performance Comparison of 5 mutual funds in IndiaFull description
1. What is your source of information while investing in mutual funds? a) Internet [ ] b) Magazine [ ] c) Newspaper [ ] d) Financial Advisor [ ] e) Spouse [ ] f) Friends [ ] g) Advertisements [ ] 2. Are you a regular or a new investor in mutual fund? REGULAR [ ] NEW [ ] 3. Your Your invest investmen mentt port portfol folio io consist consistss in %) a) Real Estate [ ] b) Post office schemes [ ] c) Mutual Funds [ ] d) Debt [ ] e) Shares [ ] f) Fixed Deposits [ ] 4. Which type of fund you prefer the most? a) Regular income [ ] b) Debt [ ] c) Diversified Equity [ ] d) Sector funds [ ] e) ELSS (tax shield) [ ]
5 . Which Features attract you the most while choosing a specific Mutual Fund? a) Flexibility [ ]
b) Return [ ] c) Managed by professional people [ ] d) Risk Diversion [ ] e) Less Expenses [ ] 6. What type of Mutual Fund Scheme you prefer? a) Open Ended Scheme [ ] b) Close Ended Scheme [ ] 7. What type of return you expect? Monthly [ ] Quarterly [ ] Semi annual [ ] Annual [ ] 8. What is your investment horizon? Up to 6 months [ ] Up to 1 year [ ] Up to 2 years [ ] Up to 3 years [ ] Up to 5 years [ ] Up to 10 years [ ] 9. What are your near future liabilities? Child marriage [ ] Education [ ] Any other please specify………………………….
c) how do you come to know about Mutual Fund? a. Advertisement b. Peer Group c. Banks d. Financial Advisors d) Which mutual fund scheme have you used? Open-ended Close-ended Liquid fund Mid- Cap Growth fund Regular Income fund Long-Cap Sector fund If no, a)If not invested in Mutual Fund then why?
Not aware of MF Higher risk Not any specific reason 4. which feature of the mutual funds allure you most? Diversification [ ] Better return and safety [ ] Reduction in risk and transaction cost [ ] Regular Income [ ] Tax benefit [ ]
5. In which Mutual Fund you have invested? Please tick (√). All applicable. a. SBIMF b. UTI c. HDFC d. Reliance e. ICICI prudential funds f. JM mutual fund g. Other. Specify
6. When you invest in Mutual Funds which mode of investment will you prefer? a. One Time Investment b. Systematic Investment Plan (SIP) 7. Where from you purchase mutual funds? Directly from the AMCs [ ] Brokers only [ ] Brokers/ sub-brokers [ ] Other sources [ ] 8. Which AMC will you prefer to invest? Assets Management Co. a. SBIMF b. UTI c. Reliance d. HDFC e. Kotak f. ICICI g. JM finance 9. Which sector are you investing in mutual fund sector? i.
General 1st ii. Oil and petroleum iii. Gold fund iv. Diversified equity fund v. Power sector vi. Debt fund vii. Banking fund viii. Real estate fund ix. General 1st 10. How would you like to receive the returns every year? a. Dividend payout b. Dividend re-investment c. Growth in NAV
(g). What is your monthly family income approximately? Pl tick (√). Up to Rs.10,000 Rs. 10,001 to 15000 Rs. 15,001 to 20,000 Rs. 20,001 to 30,000 Rs. 30,001 and above Graduation/PG Under Graduate Others
QUESTIONNAIRE
A study of preferences of the investors for investment in mutual funds.
1. What kind of investments you prefer most? Pl tick (√). All applicable a. Saving account b. Fixed deposits c. Insurance d. Mutual Fund e. Post Office-NSC, etc f. Shares/Debentures g. Gold/ Silver h. Real Estate I. PPF j. PF 2. While investing your money, which factor you prefermost? Any one Liquidity Low Risk High Return Company reputation 3. Have you ever invested your money in mutual fund? Yes No If yes, a) Where do you find yourself as a mutual fund investor? Totally ignorant [ ] Partial knowledge of mutual funds [ ] Aware only of any specific scheme in which you invested [ ] Fully aware [ ] b) In which kind of mutual you would like to invest? Public [ ] Private [ ]
