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RBMI

COLLAGE
GREATER NOIDA
A RESEARCH REPORT
ON

“STUDY ON INVESTOR’S ATTITUDE


TOWARDS MUTUAL FUND AS AN
INVESTMENT OPTION”

SUMMITED BY

NAME = NAVEEN KUMAR SUMMITED TO

ARCHANA MAM

COURSE= MBA

ROLL NO = 1721170010
APPENDIX-QUESTIONNAIRE

The aim of questionnaire is to study on investor’s attitude towards Mutual Funds as an


investment option.

1. What kind of investments you prefer most?

a. Saving account b. Fixed deposits

c. Insurance d.. Mutual Fund

f. Shares/Debentures g. Gold/ Silver

h. Real Estate

2. While investing your money, how important are the following factors? Please rate them on a
scale of 1-5 with 1 representing unimportant and 5 representing very important.

1 2 3 4 5
Liquidity
Low Risk
High Return
Company reputation

3. Have you ever invested your money in mutual fund?

Yes [ ]

No [ ]
4. You do not invest in Mutual Fund because, (Answer this question only if you haven't ever
invested in a Mutual Fund before or don’t wish to invest in mutual funds.)

i. Bitter past experience []

ii Lack of Knowledge []

iii. Lack of confidence in service being provided []

iv Difficulty in selection of schemes []

v In-efficient investment advisors []

5. If you invest in Mutual Funds, where do you find yourself as a mutual fund investor?

i. Totally ignorant [ ] ii. Partial knowledge of mutual funds [ ]


iii. Aware only of any specific scheme in which you invested [ ] iv. Fully aware [ ]

6. What is your source of information while investing in mutual funds?


i. Newspaper []

ii. Magazines []

iii. Friends []

iv. Television []

v Internet []

vi. Financial Advisors [ ]

7. Which mutual fund scheme have you used?

i. Open-ended []
ii Close-ended []

iii. Income fund []

iv. Real Estate Mutual Funds []

v. Growth fund []

vi. Dual Funds []

8. Which Features attract you the most while choosing a specific Mutual Fund? Please rate them
on a scale of 1-5 with 1 representing not at all Influence and 5 representing Strong Influence

1 2 3 4 5
Diversification
Better return and safety
Reduction in risk and transaction cost
Regular Income
Tax benefit
9. What type of return you expect?
i. Monthly [] iii. Quarterly [ ]
ii. Semiannual [] iv. Annual []

10. How would you like to receive the returns every year?

i. Dividend payout []

ii. Dividend re-investment []

iii. Growth in NAV []

11. What factor do you consider in winning back the investors’ confidence to invest in mutual
fund?

i. Transparency in services []
ii. Tax benefits []

iii. Minimum assured returns []

iv. Consistency in performance []

v. Improved services []

vi. Increase in investor awareness []

Demographic Profile:

Please provide us with the following demographic information (All responses will be kept
confidential and reported in the aggregate only):

1. Name:-

2. Gender

(a) Male (b) Female

3. AGE:

(a) Below 30yrs (b) 30-40yrs (c) 41-50yrs (d) 51-60yrs (e) 60 and above

4. Academic Qualification:-

a. Post Graduate b. Graduation c. Under Graduate d. Others

5. Occupation.

a. Salaried b. Business c. Professional d. Retired

6. Salary

(a) Up to 5lacs (b) 5lacs – 10 lacs (c) 10lacs – 15lacs (d) 15lacs – 20lacs (e) 20lacs and above.