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    16 - Questionnaire FORMAT PDF

    Uploaded by

    Vinod Arora

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    16 - Questionnaire FORMAT PDF

    Uploaded by

    Vinod Arora
    152 views5 pages

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    16_questionnaire FORMAT.pdf

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    Copyright:

    © All Rights Reserved
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    152 views5 pages

    16 - Questionnaire FORMAT PDF

    Uploaded by

    Vinod Arora

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 5

    QUESTIONNAIRE

    I am Gitanjali Upadhaya pursuing Ph.D. in Finance from H.P.


    University, Shimla under the project "Performance Appraisal of Growth
    Funds in India". As a part of my research work, the following is a
    questionnaire regarding "Investors Perception towards Mutual Funds".
    Kindly fill this questionnaire to help me in this research regardless to
    say that the information provided by you will be used only for the
    academic purpose and will be kept confidential.

    Respondent No.

    Personal Details
    Name :
    Age : (a) Less than 20 (b) 20-40
    (c) 40-60 (d) 60-80
    Gender: (a) Male (b) Female
    Educational Qualification
    (a) Under Graduate (b) Graduate
    (c) Post Graduate (d) Professional
    Occupation
    (a) Student (b) Professional
    (c) Business (d) Service/Salaried
    (e) Retired (f) Housewife
    Annual Income
    (a) Upto Rs. 50,000 (b) Rs. 50,000-1,00,000
    (c) Rs. 1,00,000-1,50,000 (d) Rs. 1,50,000-2,50,000
    (e) More than Rs. 2,50,000

    227
    I. Do you invest in Mutual Funds?
    (a) Yes (b) No
    A. If yes, then :
    1. How much have you invested in Mutual Funds?
    (a) Les than Rs. 5,000 (b) Rs. 5,000-Rs. 20,000
    (c) Rs. 20,000-Rs. 50,000 (d) Rs. 50,000-Rs. 1,00,000
    (e) More than Rs. 1,00,000
    2. What is your main objective of investing in Mutual Funds?
    (a) Capital Appreciation (b) Liquidity
    (c) Safety (d) Tax Saving
    (e) Immediate Gains (f) Periodical Returns
    3. For how long have you been investing in Mutual Funds ?
    (a) Less than 1 year (b) Between 1 to 2 years
    (c) Between 2 to 3 years (d) More than 3 years
    4. Which type of mutual fund do you own?
    (a) Nature-wise :
    (i) Open-ended Funds (ii) Close-ended Funds
    (b) Type-wise :
    (i) Equity (ii) Debt
    (iii) Balanced (iv) Gift
    (v) Sector
    5. Which type of mutual fund schemes would you like to invest
    during the next 1-2 years?
    (a) Equity Funds (b) Debt Funds
    (c) Balanced Funds (d) ELSS
    6. Mutual Fund industry is regulated by:
    (a) Govt, of India (b) Ministry of Finance
    (c) SEBI (d) Company Law Board

    228
    7. Rank the following investment options according to your
    preference. (1-most preferred to 9-least preferred).
    (a) Post Office Deposit Schemes (b) Fixed Deposit
    (c) Government Securities (d) Mutual Funds
    (e) Equity Investments (f) Insurance
    (g) Bonds/Debentures
    8. Choose from the given list of Mutual Funds in which you have
    invested during the last three years:
    (a) UTI Mutual Fund (b) SBI Mutual Fund
    (c) Can Bank Mutual Fund (d) LIC Mutual Fund
    (e) QIC Mutual Fund (f) Kotak Mahindra Mutual Fund
    (g) Reliance Mutual Fund (h) Sundaram Mutual Fund
    (i) Tata Mutual Fund 0) Birla Sunlife Mutual Fund
    (k) HDFC Mutual Fund (1) Pru ICICI Mutual Fund
    (m) Franklin Templeton (n) Others
    Mutual Fund
    9. Which factors influence your choice of a mutual funds
    organization?
    (a) Strong possibility of capital appreciation
    (b) Past record of the organization
    (c) Minimum assured return
    (d) Tax rebate
    (e) Attractive advertisement
    (f) Early bird incentives
    (g) Friends/colleagues suggestions/recommendations
    of brokers/agents

    229
    10. Read the following statements and tick the option you find
    appropriate:
    Strongly Agree Uncertain Disagree Strongly
    Agree Disagree

    (a) Mutual funds are necessary


    for the growth of Indian
    capital market

    (b) Mutual funds investment


    are less risky than direct
    investing in the share market
    (c) Mutual funds are much
    better in terms of returns
    than depositing money
    in banks
    (d) Entry of private sector
    mutual funds have increased
    competition and thus
    returns to the investors
    (e) Mutual funds investments
    are helpful in saving tax
    (f) Mutual funds vi^ill help to
    mobilize savings from rural
    investors to the capital market.

    11. Are you satisfied after investing in Mutual Funds?


    (a) Satisfied (b) Not satisfied
    (c) Can't say
    12. What do you think about the future of Mutual Funds Industry
    in India?
    (a) Very Bright (b) Bright
    (c) Bleak (d) Very Bleak
    (e) Does not know

    230
    B. If no, then
    13. Reason for not investing in Mutual Funds:
    (a) Lack of proper information
    (b) Past bad experience
    (c) High Risk
    14. Would you like to make Mutual Fund Investment in future?
    (a) Yes (b) No
    15. If yes, how much would you like to invest?
    (a) Upto Rs. 10,000 (b) Rs. 10,000 - Rs. 30,000
    {c] Rs. 30,000 86 above

    231

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