QUESTIONNAIRE

AN EMPIRICAL STUDY OF INVESTORS PERCEPTION ABOUT

INVESTMENT IN MUTUAL FUNDS
Respected Sir/Madam, I am conducting a survey entitled INVESTORS PERCEPTION ABOUT INVESTMENT IN MUTUAL FUNDS. I need your help in conducting this study. Kindly provide me your valuable opinion to fill this questionnaire. Your information will be kept confidential and will be exclusively used for academic purpose. Jayesh Sherasiya PGDM MEFGI-Rajkot.

1. Personal Details: a) Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ b) Phone: _ _ _ _ _ _ _ _ _ _ _ _ _ c) Age: _ _ _ _ _ d) E-mail: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 2. Qualification: ( ) Graduation ( ) PG 3. Occupation: ( ) Business ( ) Student

( ) Under Graduation ( ) Other

( ) Service ( ) Other

4. What is your annual income? ( ) Less than 150000 ( ) 150000 to 200000 ( ) 200000 to 300000 ( ) More than 300000 5. Do you invest in mutual fund? ( ) Yes ( ) No a) If no then, which instrument is you invest? ( ) Insurance ( ) Gold ( ) Equity ( ) Bond ( ) Other. b) How much return are you getting from this instrument? ( ) 5% to 10% ( ) 10% to 15% ( ) 15% to 25% ( ) 25% to 35% ( ) Above 35%

c) Why do you have selected this instrument as an investment? ( ) Good return ( ) Low risk ( ) Tax benefit ( ) other 6. Please rank the following investiment instrument according to your preference. (on the basis of risk & return concept). ( ) Fixed deposit ( ) Mutual fund ( ) Direct equity ( ) Bonds ( ) LIC ( ) Govt. securities ( ) Post office 7. What is your average investment period? ( ) Less than 6 months ( ) 1 year to 3 year ( ) 6 to 10 month ( ) More than 3 year 8. How do you normally get information about mutual fund? ( ) Television ( ) Financial advisors ( ) Internet ( ) Friends/relations ( ) Newspaper ( ) Other.. 9. What factors affect your decision for investment in Mutual Fund? ( ) Economic scenario ( ) Fund manager image ( ) Tax incentive ( ) Fund performance ( ) Company image

10. Which is the main reason for investing into MF? ( ) Tax benefit ( ) Tax benefit and saving ( ) High return ( ) High return and saving ( ) Other.. 11. Which channel will you prefer while investing in mutual fund? ( ) Financial Advisor ( ) AMC ( ) Bank ( ) Other 12. From where do you purchase mutual fund? ( ) Directly from AMC ( ) Sub-broker ( ) Broker only ( ) Other 13. How much return do you expect from your Investment? ( ) 5% to 10% ( ) 15% to 25% ( ) 10% to 15% ( ) 25% to 35% ( ) More than 35%

14. Which type of mutual fund do you prefer? ( ) Open ended schemes ( ) Close ended schemes 15. What is your preference in mutual fund? ( ) Equity fund ( ) Income fund ( ) Balance fund ( ) Money market fund ( ) Other.. 16. In mutual fund specifically how much will you invest? (Yearly) ( ) Below 25000 ( ) 25000 to 100000 ( ) 100000 to 200000 ( ) More than 200000 17. Do you think that mutual fund investor gets the handsome return in comparison to the other investment option? ( ) Yes ( ) No

Thank You for Your Time