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Mutual Fund Questionaire

This document appears to be a questionnaire for a study on investments in mutual funds. It contains 22 multiple choice questions regarding respondents' preferences for different types of investments, education level, past investments in mutual funds, knowledge and awareness of mutual funds, risk tolerance, sources of information on mutual funds, specific funds invested in, investment amounts and timelines, goals for investing, and reasons for redeeming mutual funds if applicable. The questions aim to gather both demographic and behavioral data on mutual fund investors.

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Abhijay Narayanan
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323 views5 pages

Mutual Fund Questionaire

This document appears to be a questionnaire for a study on investments in mutual funds. It contains 22 multiple choice questions regarding respondents' preferences for different types of investments, education level, past investments in mutual funds, knowledge and awareness of mutual funds, risk tolerance, sources of information on mutual funds, specific funds invested in, investment amounts and timelines, goals for investing, and reasons for redeeming mutual funds if applicable. The questions aim to gather both demographic and behavioral data on mutual fund investors.

Uploaded by

Abhijay Narayanan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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An Empirical Study of Investments in Mutual Funds

Questionaire

1. What kind of investments do you prefer?


Savings A/C
Fixed Deposits
Insurance
Mutual Funds
Shares/ Debentures
Gold / Silver
Real Estate

2. Your minimum education qualification


10 Std
12 Std
Graduation
Post-Graduation

3. Have you invested your money in Mutual Funds?


Yes
No
4. Where do you find yourself as a Mutual Fund investor?
Totally ignorant
Partial knowledge of mutual funds
Aware of specific schemes you have invested in
Fully aware

5. What is the risk profile do you prefer the most?


Low Risk
High Risk
Medium Risk

6. How did you come to know about mutual funds?


Advertisements
Peer groups
Banks
Financial advisor

7. Which mutual funds have you invested in?


SBI MF
UTI
HDFC
Reliance
ICICI Prudential
Others, please specify
8. Which mode of Mutual Fund investments do you prefer?
One time investments
Systematic investment plan (SIP)

9. Can mutual funds be viewed as risk free investments?


Yes
No

10. Where do you buy your mutual funds from?


Directly from AMC
Brokers
Sub brokers
Other sources

11. How do you like to get your return every year?


Growth in NAV
Dividend payout
Dividend re investment

12. Primary goal of your investment?


Retirement
Education
Financing for a House
13. What is the % of savings to Mutual Fund investments?
0%-10%
10%-20%
20%-40%
40% above

14. What term length of mutual funds do you prefer?


Short term
Long term

15. What type of mutual funds have you invested in?


Equity
Debt
Hybrid

16. Do you have knowledge about share markets and its functions?
Yes
No

17. Are you aware that AMC’s invest your money in the share market?
Yes
No
18. What do you look into before investing in mutual funds?
Past performance (NAV)
Ratings (by CRISIL, ICRA, etc)
Asset Management Company (AMC)
Expert advice

19. How many years have you been investing in mutual funds?
Less than a year
1-3 years
3 or more years

20. Is there a need for creating awareness about the benefits of mutual fund
investments?
Yes
No

21. Do you think investing in mutual funds will help in economic development?
Yes
No

22. Have you ever redeemed your mutual funds due to the following reasons?
Non-performance of funds
Non availability of good service from AMC
Lack of information about fund performance
Never redeemed Mutual Fund

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