BIBLIOGRAPHY/REFERENCE

BIBLIOGRAPHY
Financial Services & Marketing -

E. Gordon,
Himalaya Publishing House, Mumbai.

Mutual Funds in India -

H. Sadhak,
Response Books, New Delhi.

Financial Management

khan & Jain

Security Analysis & Portfolio Management

Preethi singh

Investment Management

VK. Bhalla

Company Fact Sheet

Websites Visited :
www.amfiindia.com
www.mutual funds india.com
www.birla sun life.com
www.moneycontrol.com
www.icicidirect.com

ANNEXURE/APPENDIX

Questionnaire
1. Name of the respondent

2. Age
Below 20

20 29

40 49
3. Sex
Male

30 39

50 59

Above 60
:

Female

4. Address with Phone Number

Telephone
Number:

E-mail ID:

5. Occupation

Household

Business

Service

Professional

Retired

Student

6. Annual Income
< One Lakh

1 2 Lakh

2 3 Lakh

Above 3 Lakhs

Investment Preference
1. Do you invest any part of your savings ?
Yes
No
2. What amount do you save yearly ?
< 25000

< 50000

< 100000

> 100000

If Yes

3. What criteria you keep in your mind while selecting an investment opportunity (rank
them accordingly) ?
Security
Yield
Maturity
Tax Benefits

Liquidity

4. Normally what investment opportunities you prefer to invest your savings ?

Bank deposits

Shares

Bonds/Debentures

Mutual funds

Insurance

Real Estate

If Mutual Funds
5. Do you know about the Mutual Funds?
Yes
No
If Yes
6. How did you come to know of these brands of mutual funds?
Advertisements

Friends

Financial Advisors

Relatives

Family members

7. Have you invested any amount in the Mutual Funds?

Yes

No

If Yes
8. In which Mutual funds did you invest?
Birla Sunlife

Others

If Birla Sun Life

9. What type of funds you prefer?
Debt Funds

Equity Funds

Hybrid Funds
If Debt Funds
10. Which type of schemes you prefer?
Liquid Fund

Floating Rate

Gilt Fund

Dynamic Bond Fund

Income Plus

Bond Index Fund

If Equity Funds
11. Which type of schemes you prefer?
Advantage Fund

Midcap

Equity Plan

MNC Fund

Index Fund

Dividend yield plus

India Opportunities fund

If Hybrid Funds
12. Which type of schemes you prefer?
MIP I
If Others
13. Which is that one?
HDFC
Kotak Mahindra

14.What are the reasons for the

preference of present brand of mutual
funds?

MIP II

Balanced Fund
IPO
Investment Strategy

Frankl
15. In your opinion, Birla Sun Life Mutual Fund is a?
in
Tempe
Better option
lton

DSP
Meryl
lich

HSBC

UTI

If a Better Option
16. Why? And How?
If Not a better Option
17. Why and How ?
18. Will you recommend Birla Sun-life Mutual Fund as a better investment
opportunity to your friends ?
Yes
No
19. What are your valuable suggestions for the improvement of Birla-Sunlife Mutual
Funds schemes ?