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GIVE All OPTIONS of Companies Having Mutual Funds in Market

This document contains a survey to understand investor preferences for mutual funds compared to other investment options like shares, equity, insurance, and bank deposits. It asks respondents about their past investments, factors considered when investing, return expectations, investment goals, and views on balanced mutual fund portfolios. The survey aims to analyze which mutual fund schemes, factors, and characteristics are most important to investors through 23 multiple choice questions.

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Mohtasim Kalekar
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74 views4 pages

GIVE All OPTIONS of Companies Having Mutual Funds in Market

This document contains a survey to understand investor preferences for mutual funds compared to other investment options like shares, equity, insurance, and bank deposits. It asks respondents about their past investments, factors considered when investing, return expectations, investment goals, and views on balanced mutual fund portfolios. The survey aims to analyze which mutual fund schemes, factors, and characteristics are most important to investors through 23 multiple choice questions.

Uploaded by

Mohtasim Kalekar
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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Topic: An investor preference towards mutual fund with reference to all bank (specialization)

Name:
Type of Business:
Address:
Telephone:
Annual income:
1. In which part of these modes have you made your major part of investment
a. Shares
b. Equity
c. Mutual fund
d. Insurance
e. Bank deposits
f. Bonds

2. Why do you prefer above options


a. Return pattern
b. Tax Exemption
c. Liquidity
d. Safety and security
e. Profitability
f. Guaranteed Return

3. How long would you like to invest


a. Short term(below<1year)
b. Medium term(upto 2 years)
c. Long term(above 3years)

4. Have you seen any advertisement for mutual fund


a. Yes
b. No

5. If Yes,What are advertisement have you seen


a. HDFC Mutual Fund
b. ICICI MutualFund
c. Reliance Mutual Fund
d. Any Other

6. Mention the names of Mutual Fund you have invested


_______GIVE all OPTIONS of companies having Mutual funds in
market_____________________________________________________________________
_________________________________________________________________________.
7. In which scheme of Mutual Fund have you invested?
a. Debt
b. Equity
c. Liquidity
d. Mixed(debt and equity)
e. Other

8. What was the approximate return you got on the investment?


a. Debt
b. Equity
c. Liquidity
d. Mixed(debt and equity)
e. Other

9. Which factors you consider the most while, investing in mutual fund?
a. Return Pattern
b. Performance
c. Services
d. Risk Factor
e. Quality Portfolio
f. Professional Management

10. Which Period of dividend income you prefer most?


a. Monthly
b. Quarterly
c. Half Yearly
d. Annually

11. How often you need reminders (recall) about mutual fund?
a. Monthly
b. Quarterly
c. Half Yearly
d. Annually

12. If you need so, which mode you prefer?


a. Account Statement
b. Remainder Letters
c. Television & Internet
d. Newspapers & Magazines

13. Are you willing to invest in mutual fund?


a. Yes
b. No
c. If no specify the reason _______________________________________
14. Do you have any idea about Mutual Fund?
a. Yes
b. No

15. Objective of investment?


a. Preservation
b. Current Income
c. Conservative growth
d. Aggressive growth

16. What is your Qualification?


a. UG
b. PG
c. Graduation
d. Others______________________________________________________________

17. What is your occupation?


a. Government
b. Private
c. Business
d. Others______________________________________________________________

18. Which was your preference while investing?


a. Low pattern
b. High risk
c. Liquidity
d. Trust

19. % of rerturn that you expecting?


a. 5-10%
b. 10-15%
c. 15-20%
d. Above 20%

20. Which investment do you feel profitable?


a. Fixed Deposit
b. Mutual Fund
c. Equities
d. Others

21. Primary goal of investment?


a. Education
b. House
c. Retirement Benefits
22. Do you have any investment plan?
a. Yes
b. No

23. Do you agree that mutual fund having balanced portfolio anly give better returns?
a. Strongly Disagree
b. Disagree
c. Neither agree nor disagree
d. Agree
e. Strongly Agree

all these que. Should be at the first


sequenced at the top of the schedule, add few
genuon que to make the schedule of around
30 questions

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