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Questionnaire

Please go through the following questionnaire and identify the appropriate responses for each of
them. There is no such thing as a correct answer, therefore feel free to respond unprohibitively

Disclaimer: Your response via this questionnaire will be used strictly for academic purposes.
There will not be any commercial solicitation or usage of the response in any kind / form
whatsoever.

* Required
Top of Form

1. Name

2. Age *

3. Gender *

• Male

• Female

1. City *

2. Occupation *

3. Your Income Level * per annum

• Up to 5 lacs

• 5 lacs - 15 lacs

• 15 lacs - 25 lacs

• 25 lacs - 35 lacs

• 35 lacs and above


• Not earning presently.

1. What percentage of your income you keep aside for different investment options?

• 0%-5%

• 5% -15%

• 15%-25%

• 20%-35%

• Above 35%

1. Given a sum of Rs. 50,000 that you may have inherited, rank the various investments that
you would invest this sum. Rank these instruments in descending order of importance
from the most preferred instrument to the least preferred choice:

Stocks, RBI Bonds, Company Debentures, Mutual Funds, Insurance products (ULIP)

2. What is your primary investment purpose? *

• Retirement Planning

• Building up a corpus for charity donations

• Supporting future education of your children

• Other:
1. How often do you make investment decisions and execute them too? *

• Once in 15 days

• Once a month

• Once in 3 months

• Once in 6 months

• Once a year
1. Which are your primary sources of Knowledge about Mutual Funds as an investment
option? Corresponding to your choices how would you rate their influence on your final
Mutual Fund purchase decision? Please rank them on a scale of 1-5 with 1 representing
minimal influence and 5 representing Strong influence.

1 2 3 4 5

TELEVISION/INTERNET Least Influential Most Influential

1 2 3 4 5

NEWSPAPER/JOURNALS Least Influential Most Influential

1 2 3 4 5

FRIENDS/ RELATIVES Least Influential Most Influential

2. You do not invest in Mutual Fund because of Answer this question only if you haven't
ever invested in a Mutual Fund before or don’t wish to invest in mutual funds.

• Bitter past experience

• Lack of Knowledge

• Lack of confidence in service being provided


• Difficulty in selection of schemes

• In-efficient investment advisors

1. On an average how long do you stay invested for investments in Mutual Funds? *

• 1 year

• 1 year - 3 years

• 3 years - 5 years

• More than 5 years

1. How important is price as a factor when considering investment in Mutual Funds? *


1 2 3 4 5

Least Important Extremely Important

Investment Profile in Mutual Funds

1. Name of Mutual Fund:-……………………………………………………………………

2. Amount Invested:-…………………………………………………………………………

3. Name of Scheme:-................................................................................................................

4. Type of scheme (Rank from 1-4) 1- most preferred, 4- least preferred


Debt Fund -----------
Equity Fund ----------
Balanced Fund -------
ELSS ---------

2. Would you be interested to know more about Mutual Funds than what is your current
knowledge? *

• Yes
• No

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