Schedule Gender Respondent: 1. No of Males and Females Respondent in Survey

1. No of Males and Females Respondent in Survey: Schedule Gender 1. Male 2.
Female Total Respondent 83 17 100
Graphical Representation.
90 80 70 60 50 40 30 20 10 0 1. Male
Respondent
Respondent
2. Female
Interpretation: More number of Males respondent in the Survey than the Females as there are more Male Investors.
2. People of different Age Group Respondent: Schedule Age Group 20-30 31-40 41-50 Above 50 Total % of Respondent 25 36 27 12 100
1. 2. 3. 4.
Graphical Representation
% of Respondent
40 35 30 25 20 15 10 5 0 1. 20-30 2. 31-40 3. 41-50 % of Respondent
4. Above 50
Interpretation: It is observed that more number of people respondent between the age group 31-40 and few people respondent between the age group Above 50.
3. Annual Income: Schedule 1. 2. 3. 4. Income Slab 1-3 lakhs 3-5 lakhs 5-10 lakhs More than 10 lakhs. Total % of People 58 22 15 5 100
% of People
1.
1-3 lakhs
2. 3-5 lakhs 3. 5-10 lakhs 4. More than 10 lakhs
Interpretation: People belongs to Income Slab 1-3 lakhs is more and therefore such people are unable to invest and very few people belongs to Income slab More than 10 lakhs.
4. Knowledge about the Available investment Avenues: Schedule Investment Options 1. Mutual Funds 2. Equity market 3. Derivatives 4. Fixed deposits 5. Insurance 6. Bonds 7. Government Securities 8. Real Estates Yes 55 75 35 100 98 60 50 75 Graphical Representation: No 45 25 65 0 02 40 50 25 Total 100 100 100 100 100 100 100 100
100 90 80 70 60 50 40 30 20 10 0
No Yes
Interpretation:
The sample size consists of 100 respondents and out of which almost all the people are fully aware about investment avenues like gold and fixed deposits and almost 95 are aware about equity shares and mutual funds
5. Mode of Investment: Schedule How do you Invest 1. 2. 3. 4. BROKER SUB BROKER AGENTS BANKS Total Graphical Representation % of People 60 20 15 5 100
% of People
1. BROKER 2. SUB BROKER 3. AGENTS 4. BANKS
Interpretation: Most of the respondents surveyed that they mostly invest their money through a broker and then through sub brokers and agents.
6. Factors considered while Investing: Schedule Factors Return & Safety Tax Saving Liquidity Regular Income Total % of People 50 10 30 10 100
1. 2. 3. 4.
Graphical Representation:
% of People
1. Return & Safety 2. Tax Saving 3. Liquidity 4. Regular Income
Interpretation: Out of the respondents 50% were of the opinion that return and safety are the main reasons behind their investment decisions.
7. Source of Information related to Investment avenues: Schedule Source Advertisement Executives Friends and Family Newspapers and Magazines Total % of information 50 10 10 30 100
1. 2. 3. 4.
% of Information
1. Advertisement 2. Executives 3. Friends and Family 4. Newspapers and Magazines
Interpretation:
Out of the 100 respondents about 50% of them get the information from advertisements on the television and internet and the rest from the magazines, company sales executives and friends and relatives.
8. Base considered while investing in a particular investment: Schedule Base Past Performance Portfolio Fund Manager Analysis Sentiments Total % Considered 5 35 15 30 15 100
1. 2. 3. 4. 5.
% Considered
1. Past Performance 2. Portfolio 3. Fund Manager 4. Analysis 5. Sentiments
Interpretation:
The respondents were mostly of the opinion that portfolio is the most important factor before investing and then fundamental analysis done by them or by the financial advisor and then the other factors.
9. Part of Income Invested in Instruments: Schedule % of Income Invested 10-20 20-30 30-50 More than 50 Total Graphical Representation: % of People 50 30 10 10 100
1. 2. 3. 4.
% of People
1. 2. 3. 4.
10-20 20-30 30-50 More than 50
Interpretation:
Most of the respondents surveyed were mostly those people who invest 10 to 30 % of their money in these instruments.
10.Ratings given to Investment Avenue: Schedule Investments 1. 2. 3. 4. Mutual Fund Equity Derivatives Fixed Deposits 5. Insurance More Preferred 45 25 15 80 75 Moderate Preferred 30 28 25 15 15 Less Preferred 25 47 60 5 10
4.
Fixed Deposits
3.
Derivatives
More Preferred Moderate Preferred
2.
Equity
Less Preferred
1.
Mutual Fund
0%
20%
40%
60%
80%
100%
Interpretation: It is observed through survey that more people like to invest in Fixed Deposits as it has got the maximum ratings.
Comparative Analysis of different Investment avenues: Various Investments 1. Equity Return Safety Volatility Liquidity Conveyance
High
Low
High
High
Moderate
2. Bonds
Moderate
High
Moderate
Moderate
High
3. Company Debentures 4. Company Fixed Deposits 5. Bank Deposits 6. Public provident Fund 7. Insurance
Moderate Moder Moderate ate Moderate Low Low
Low
Low
Low
Moderate
Low
High
Low
High
High
Moderate
High
Low
Moderate
High
Low
High
Low
Low
Moderate
8. Mutual Funds
High
High
Moderate
High
High

Schedule Gender Respondent: 1. No of Males and Females Respondent in Survey

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Schedule Gender Respondent: 1. No of Males and Females Respondent in Survey

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1. No of Males and Females Respondent in Survey: Schedule Gender 1. Male 2.

Female Total Respondent 83 17 100

2. 3-5 lakhs 3. 5-10 lakhs 4. More than 10 lakhs

1. BROKER 2. SUB BROKER 3. AGENTS 4. BANKS

1. Return & Safety 2. Tax Saving 3. Liquidity 4. Regular Income

1. Advertisement 2. Executives 3. Friends and Family 4. Newspapers and Magazines

1. Past Performance 2. Portfolio 3. Fund Manager 4. Analysis 5. Sentiments

10-20 20-30 30-50 More than 50

More Preferred Moderate Preferred

Moderate Moder Moderate ate Moderate Low Low

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