TABLE NO.

GENDER OF THE RESPONDENT

GENDER RESPONDENTS PERCENTAGES

MALE 38 76

FEMALE 12 24

TOTAL 50 100

CHART NO.1

24%

MALE
FEMALE
76%

INTERPRETATION

From the above figure, it is inferred that of the 50 respondents 38 were males and the rest 12
were females.

1
TABLE NO.2

OCCUPATION OF THE RESPONDENTS

OCCUPATION RESPONDENTS PERCENTAGE

BUSINESSMAN 20 40
SERVICE MAN 10 20
PROFESSIONAL 15 30
OTHERS 5 10
TOTAL 50 100

CHART NO .2

10%

40% BUSINESSMAN
SERVICE MAN
30%
PROFESSIONAL
OTHERS

20%

INTERPRETATION

From the above figure, it is inferred that of 50 respondents there are 40% people who are
investing & in this 40% there are people in businessman,30% in professionals & 20% people
are service man & 10% are others.

2
TABLE NO.3

MONTHLY INCOME OF THE RESPONDENTS

MONTHLY INCOME RESPONDENTS PERCENTAGE

BELOW RS.15000 6 12

RS.15000-RS.20000 18 36

RS.20000-RS.30000 12 24
RS.30000 And ABOVE 14 28

TOTAL 50 100

CHART NO.3

40
35
30
25
20
15
10 MONTHLY INCOME
5
0

INTERPRETATION

From the above figure, the percentage of savings is average 20% to 30%. Most of the
business man think bank deposits as investments. Professionals have rather more knowledge
about mutual funds.

3
TABLE NO.4

INVESTMENT AVENUES OF THE RESPONDENTS

INVESTMENT AVENUE RESPONDENTS PERCENTAGES

BANK 16 32
INSURANCE 15 30
MUTUAL FUND 10 20
OTHERS 9 18
TOTAL 50 100

CHART NO.4

35

30

25

20
RESPONDENTS
PERCENTAGES
15

10

0
BANK INSURANCE MUTUAL FUND OTHERS

INTERPRETATION

From the above figure, most of the respondents are investment in bank 32%. And 30% are
investment in insurance 30%. Only 20% are investment in mutual fund.

4
TABLE NO.5

INVESTMENT OBJECTIVES OF RESPONDENTS

INVESTMENT RESPONDENTS PERCENTAGE

OBJECTIVE
RETURN 25 50
RISK HEDGING 15 30
TAX BENEFITS 10 20
TOTAL 50 100

CHART NO.5

50

45

40

35

30
RESPONDENTS
25 PERCENTAGE
20

15

10

0
RETURN RISK HEDGING TAX BENEFITS

INTERPRETATION

From the above figure, the investment objectives of respondents is mainly concentrate in
returns 50%.And the 30% are like risk hedging. And 20% are interested in tax benefits.

5
TABLE NO.6

WHO INFLUENCE YOUR INVESTMENT DECISION

INFLUENCER RESPONDENTS PERCENTAGES

RELATIVES AND FRIENDS 15 30
FAMILY MEMBERS 18 36
ADVISORS/EXPERTS 10 20
COLLEAGUES 7 14
TOTAL 50 100

CHART NO.6

40
35
30
25
20
15
RESPONDENTS
10
PERCENTAGES
5
0 PERCENTAGES
RESPONDENTS

INTERPRETATION

From the above figure, the family members are mostly influence the investment decision
36%. The 30% of friends and relatives are influence by them. And 14% colleagues are
influence by them.

6
TABLE NO.7

AWARE OF MUTUAL FUND BEFORE INVESTING

OPTION RESPONDENTS PERCENTAGES

YES 28 56

NO 22 44

TOTAL 50 100

CHART NO.7

90

80

70

60

50 PERCENTAGES
RESPONDENTS
40

30

20

10

0
YES NO

INTERPRETATION

From the above figure, The 56% are aware of mutual fund before investing. And others 44%
are not aware of mutual fund before investing.

7
TABLE NO.8

WHERE YOU HAVE COME TO KNOW ABOUT AN MUTUAL FUND

OPTION RESPONDENTS PERCENTAGES

ADVERTISEMENTS ON 5 10
NEWSPAPERS
FRIENDS AND RELATIVE 20 40

AGENTS/EXPERTS 25 50

TOTAL 50 100

CHART NO.8

ADVERTISEMENTS ON NEWSPAPERS FRIENDS AND RELATIVE

AGENTS/EXPERTS

10%

50%
40%

INTERPRETATION

From the above figure ,most of the respondents are come to know about an mutual fund in
agents/experts 50%. And the others are know about friends and relatives 40%. And other
sources are not come about them.

8
TABLE NO.9

TO KNOW ABOUT THE WORKING OF MUTUAL FUND

OPTION RESPONDENTS PERCENTAGES

YES 20 40

NO 30 60

TOTAL 50 100

CHART NO.9

100
90
80
70
60
PERCENTAGES
50
RESPONDENTS
40
30
20
10
0
YES NO

INTERPRETATION

From the above figure, most of the respondents are not know about the working of mutual
fund. only 40% are knowing about this.

9
TABLE NO.10

WHY DO YOU PREFER MUTUAL FUND

OPTION RESPONDENTS PERCENTAGES

RETURN 20 40
SAFETY 16 32
SECURE 7 14
LIQUIDITY 7 14
TOTAL 50 100

CHART NO. 10

70

60

50

40

PERCENTAGES
30
RESPONDENTS

20

10

0
RETURN SAFETY SECURE LIQUIDITY

INTERPRETATION

From the above figure, the respondents are prefer mutual fund in getting higher rate of return
40%. And others are prefer in safety 32% and secure and liquidity are same in percentage
14%.

10
TABLE NO.11

EXPECTING PERCENTAGE OF RETURN

OPTION RESPONDENTS PERCENTAGES

5% - 10% 10 20
10% - 15% 13 26
15% - 20% 20 40
ABOVE 20% 7 14
TOTAL 50 100

CHART NO.11

45

40

35

30

25 RESPONDENTS
PERCENTAGES
20

15

10

0
5% - 10% 10% - 15% 15% - 20% ABOVE 20%

INTERPRETATION

From the above figure, the expecting percentage of return are high in 15% to 20% it is
40%.And the above 20% is expecting least return that is 14%.

11
TABLE NO.12

ANY EXISTING INVESTMENT OF RESPONDENT

OPTION RESPONDENTS PERCENTAGES

YES 24 48

NO 26 52

TOTAL 50 100

CHART NO.12

YES NO

48%
52%

INTERPRETATION

12
From the above figure, the most of the respondents are not have any existing investment.
Only 48% have existing investment.

TABLE NO.13

OBJECTIVE OF INVESTMENT

OPTION RESPONDENTS PERCENTAGES

EDUCATION 8 16
HOUSE 17 34
RETIREMENT BENEFIT 25 50
TOTAL 50 100

CHART NO.13

80

70

60

50

40 PERCENTAGES
RESPONDENTS
30

20

10

0
EDUCATION HOUSE RETIREMENT BENEFIT

INTERPRETATION

From the above figure, most of the respondents objectives of investments are retirement
benefit 50%. And 34% are like house purpose. And others 16% are like education.

13
TABLE NO.14

PREFERABLE PERIOD OF INVESTMENT

OPTION RESPONDENTS PERCENTAGES

SHORT TERM 23 46

LONG TERM 27 54

TOTAL 50 100

CHART NO.14

SHORT TERM
LONG TERM

INTERPRETATION

From the above figure, most of them are preferable in long term purpose 54%.and others 46%
are preferable in short term basis.

14
TABLE NO.15

WHICH INVESTMENT DO YOU FEEL MORE PROFITABLE

OPTION RESPONDENTS PERCENTAGES

FIX DEPOSITS 25 50
MUTUAL FUNDS 15 30
EQUITIES 6 12
OTHERS 4 8
TOTAL 50 100

CHART NO.15

50
45
40
35
30
25
20 RESPONDENTS
15 PERCENTAGES
10
5
0
PERCENTAGES
RESPONDENTS

INTERPRETATION

From the above figure, the fix deposits of 50% are feel more profitable. And 30% of
respondents are feel more profitable in mutual fund. and 12% are feel equities and 8% are
others.

15
TABLE NO.16

IMPORTANT FACTORS TO BEFORE CHOOSING AN INVESTMENT

OPTION RESPONDENTS PERCENTAGES

SAFETY OF INVESTMENT 26 52
PRINCIPLE
OPPORTUNITY FOR 19 38
STEADY GROWTH
LIQUIDITY 5 10
TOTAL 50 100

CHART NO.16

80

70

60

50

40 PERCENTAGES
RESPONDENTS
30

20

10

0
SAFETY OF INVESTMENT PRINCIPLE LIQUIDITY

INTERPRETATION

From the above figure, safety of investment principles of 52% are factors to consider before
choosing an investment. And opportunity for steady growth of 38% are consider before
choosing an investment. and liquidity is choosing only 10%.

16
TABLE NO.17

WHERE WOULD YOU LIKE TO INVEST

OPTION RESPONDENTS PERCENTAGES

DEBT FUND 20 40
EQUITY FUND 5 10
ELSS(TAX SAVINGS) 20 40
BALANCED FUND 5 10
TOTAL 50 100

CHART NO.17

100%
90%
80%
70%
60%
50%
40%
30% PERCENTAGES
20%
RESPONDENTS
10%
0%

INTERPRETATION

17
From the above figure, the respondents are would like to invest debt fund and ELSS
(taxsavings) are same in percentage of 40%.And other equity fund and balanced fund are
showing the equal percentage of 10%.

TABLE NO.18

RECOMMEND THE INVESTMENT IN MUTUAL FUNDS OF

FRIENDS/RELATIVES/COLLEAGUES

OPTION RESPONDENTS PERCENTAGES

YES 28 56
NO 22 44
TOTAL 50 100

CHART NO.18

60

50

40
RESPONDENTS
30 PERCENTAGES

20

10

0
YES NO

INTERPRETATION

18
From the above figure, the 56% respondents are recommend the investment in mutual funds
of friends/relatives/colleagues. And 44% are not recommended by them.

TABLE NO.19

SATISFIED WITH MUTUAL FUNDS OF RESPONDENTS

OPTION HS5 S4 N3 D2 HD1

RETURN 8 22 10 7 3

SERVICES 4 13 25 6 2

CHART NO.19

19
 30

25

20

RETURN
15
SERVICES

10

0
HS5 S4 N3 D2 HD1

INTERPRETATION

From the above figure, in terms of return peoples are satisfied. And in terms of services they
have neutral opinion.

20