Beruflich Dokumente
Kultur Dokumente
Name of employee :
Name of organization :
Designation :
Age :
2. What kind of investment you prefer most? Please tick ( ). All applicable
a. saving account b. fixed deposit c. insurance d. mutual fund
3. While investing your money, which factor you prefer most? Any one
liquidity Low Risk High Return Company reputation
Totally ignorant [ ]
Partial knowledge of mutual fund [ ]
Aware only of any specific scheme in which you invested [ ]
Fully aware [ ]
Public [ ] private [ ]
Q6. What do you consider the most important parameters while investing?
a. Return [ ]
b. Credit rating [ ]
c. Lock in period [ ]
d. Low risk factor [ ]
Q9. You have invested for long term or short term in XYZ Mutual Funds?
a. Long Term [ ]
b. Short Term [ ]
Q10. Which type of schemes do you prefer to invest?
a. Close Ended [ ]
b. Open Ended [ ]
Q11. How do you rate XYZ Mutual Fund on the basis of returns?
a. Highly Satisfactory [ ]
b. Satisfactory [ ]
c. Average [ ]
e. Dissatisfactory [ ]
f. Highly Dissatisfactory [ ]
Q12. How do you rate XYZ Mutual Fund on the basis of Risk exposure?
a. Highly Satisfactory [ ]
b. Satisfactory [ ]
c. Average [ ]
d. Dissatisfactory [ ]
Q13. How do you rate XYZ Mutual Funds on the basis of Fund Portfolio?
a. Highly Satisfactory [ ]
b. Satisfactory [ ]
c. Average [ ]
d. Dissatisfactory [ ]
Q15. Do you have Plans to reinvest in mutual fund schemes of XYZ Mutual
Funds?
a. Yes [ ]
b. No [ ]