Beruflich Dokumente
Kultur Dokumente
No. of
response
s
percenta
ge
18-20
21-30
31-40
Above 40
total
19
26
33
22
100
19%
26%
33%
22%
100%
age group
35
30
25
no.of responses
20
15
10
5
0
18-20
21-30
31-40
Age
no. of responses
1.2
Gender
percentage
above 40
Gender
male
female
Total
No.of responses
58
42
100
gender
42
male
58
female
1.3
Qualification
Qualification
Under-graduate
Graduate/postgraduate
Other
Total
No. of response
18
68
14
100
Chart Title
80
68
70
no.of responses
60
under-graduate
50
graduate/post-graduate
others
40
30
18
20
14
10
1.4
Occupation
Occupati
on
Gov
t.
sec
No. of
response
Pv
t.
se
c
58
Busine
ss
Othe
rs
Tota
l
12
22
100
occupations
22
12
58
govt. sec
pvt. Sec
business
others
1.5
Monthly income
Monthly
income
No. of
responses
Up to rs.
40000
14
Rs 4000150000
22
Rs 5000160000
43
Rs 60001 &
above
21
Total
100
Chart Title
50
43
40
30
no. of responses
22
20
21
14
10
0
upto 40000
monthy income in rs
40001-50000
50001-60000
2.
Preference of investment
Type
Investme
nt
Saving
accou
nt
Insura
nce
No. of
response
s
26
Post
offic
e
nsc
4
Gold/silv
er
Pp
f
Fixed
deposi
ts
Mutu
al
fund
Shares/de
bentures
Real
estat
e
pf
11
12
14
13
type of investment
13 1
26
14
12 2 11 4
Factors
saving account
insurance
post office-nsc
gold/silver
ppf
fixed deposits
mutual fund
share/debentures
real estate
pf
Liquidity
Low risk
High return
No. of
19
26
28
responses
3. Factor preferred most while investing
Blue chip
companies
27
Chart Title
30
25
20
no. of prefrences
15
10
0
liquidity
high return
Total
100
diversificat
ion
Better
return
and
safety
No. of
response
s
17
26
Reductio
n in risk
and
transacti
on cost
24
Regular
income
Tax
benifit
Total
18
15
100
Chart Title
26
24
18
17
15
no. of responses
features
diversification
regular income
Column1
sbimf
hdfc
icici
Uti
relian
ce
12
18
28
11
24
Jm
mutu
al
fund
4
other
s
Total
100
4 3 12
18
11
28
sbimf
hdfc
icici
uti
reliance
jm mutual fund
others
6.
Preference of mutual fund while investing in mutual fund
prefrences
No. of responses
One time
investment
32
sip
Total
68
100
prefrence
sip; 68%
sip
Gener
al 1st
Deb
t
fund
Oil &
petroleum
Diversifie
d equity
fund
Bankin
g fund
No. of
responses
38
Real
estat
e
fund
18
investment sector
16
18
38
general 1st
debt fund
banking fund
gold fund
power sector
Dividend payout
52
Growth in nav
48
total
100
Gol
d
fun
d
16
Powe
r
secto
r
6
tota
l
100
Chart Title
52
no. of responses
48
method
dividend payout
growth in nav
Balanced
plans
39
Equity
plans
16
Income
plans
26
other
Total
19
100
Chart Title
45
40
35
30
25
no. of responses
20
15
10
5
0
best plans
Axis Title
balanced plans
equity plans
income plans
others
10.
Holding time of mutual fund
time
No. of
responses
1 to 3
years
42
4 to 6
years
26
7 to 10
years
14
More than
10 years
18
Total
100
holding period
1 to 3 years
1 to 3 years; 42%
4 to 6 years
7 to 10 year
7 to 10 year; 14%
4 to 6 years; 26%
11.
Rating of risk associated with mutual fund
Rating
No. or
responses
low
48
moderate
36
high
16
total
100
Chart Title
60
50
40
no. of responses
30
20
10
0
rating
moderate
high
Bitter
past
experian
ce
Lack of
knowled
ge
No. of
respons
es
13
21
Lack of
confiden
ce in
service
being
provided
14
Difficult
y in
selectio
n of
scheme
Inefficien others
t
investm
ent
advisor
Total
26
12
100
14
Chart Title
30
25
20
no. of responses
15
10
5
0
factors
Axis Title
bitter past experience
lack of kge
others