NAME: P.

MADHAN KUMAR
ENROLLMENT NUMBER:1711040006
COURSE:Ph.D(FULL TIME)
DEPARTMENT: DEPARTMENT OF BUSINESS ADMINISTRATION, ANNAMALAI UNIVERSITY,
ANNAMALAI NAGAR, CHIDAMBARAM.
TITLE: A STUDY ON SOCIAL AND EMOTIONAL INFLUENCE OF SHARE MARKET
INVESTORS’BEHAVIOUR IN SALEM DISTRICT.
GUIDE NAME:Dr.B.BALAMURALI, ASSOCIATE PROFESSOR, DEPARTMENT OF BUSINESS
ADMINISTRATION, ANNAMALAI UNIVERSITY, ANNAMALAI NAGAR, CHIDAMBARAM.
COMPANY NAME: MAITRA COMMODITIES SALEM.

QUESTIONNAIRE

DEMOGRAPHIC PROFILE:

Domicile

1. Name
2. Age :  20 – 40 years  40-60 years  above 60 years

3. Sex :  Male  Female

4. Marital Status :  Married  Unmarried

5. Educational Background :  School Education

:  College Education
:  Professional
:  Others, Specify

6. Occupation/Profession :  Salaried
:  Professional
:  Business
:  Others, specify

7. Family size :  Less than 4

:4–6
:  Above 6

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 8. No. of Earning Members : 1 2  3 & above

8. Monthly Income :  Below Rs. 20,000,  Rs. 20,000 – Rs. 40,000

 Rs. 40,000 & above

9. House ownership: :  Own  Rented

INVESTMENT PATTERN

10. Sate the various Investments in your portfolio

S.
Investments
No.
Tick
()
a Shares

b Debentures/Bonds

c Stock Futures and Options

d Mutual Funds

e National Saving Certificate/ Public Provident Fund/

Provident Fund

f Fixed Deposits

g Insurance Polices

h Real Estate

i Gold /Silver

j Crpto Currency

k Others

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11. State the various Sectored Stocks you have

S. Tick
Sectored stocks
No. ()

a IT Sector

b Bank Sector

Fast Moving
c
Consumer Goods

Public Sector
d
Enterprises

e Multinational
Companies

f Service Sector

g Energy Sector

h Pharma Sector

i Infrastructure &
Capital Goods Sector

j Others

12. Type of investor

 Hereditary investor  New generation investor

13. Category of investor

 Long term investor  Day trader  both

14. Type of market Operated

 Primary market  Secondary market  both

15. Experience in the market

 Less than 3 years  3-5 years  5 years & above

16. Number of companies in which investment is made

 Less than 10  10-20  20 & above

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17. State the approximate size of investment in shares as on date
 Below Rs. 1 Lakh  Rs. 1 lakh – Rs. 2 lakhs  Rs. 2 lakhs & above

18. State the source of investment

 Own savings  Borrowings  Both

19. State the Percentage of your savings invested in shares

 Less than 15 %  15% - 30 %  30% and above

20. Rank the following sources of investment information based on usage and reliability
( 1 to 10 )

S. No. Sources of Investment Information Rank

a Abridged Prospectus

b Newspaper Journals & Magazines

c TV Channels

d Investments Related Websites

e Brokers / Analysts Forecast

f Investor Forum

g Technical Analysis

h Company Announcements

i Stock Exchange Announcements

j Others (Friends , Relatives etc)

21. Mode of trading

 Online  Offline  Both

22. State the trading volume per month

a. Long-term investor
 Less than Rs. 1 lakh  Rs. 1 Lakh – Rs. 2 lakhs  Rs. 2 lakhs & above

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 b. Day trader
 Less than Rs. 50 Lakhs  Rs. 50 Lakhs – Rs 1 Crore  Rs. 1 Crore & above

23. State the indices you frequently refer

S.
Indices Tick ( )
No.

a Sensex

b S&P CNX Nifty

c CNX Nifty Junior

d CNX 100

e S& CNX 500

f CNX Mid-cap

g CNX Mid-cap 200

24. Are you a member of any investor forum?

 Yes  No

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INVESTMENT PREFERENCES & RISK RETURN PERCEPTIONS

25. Rank your Investment preferences (1 to 10)

S. No. Investments Ranks

a Shares

b Debentures / Bonds

c Stock Futures and Options

d Mutual Funds

National Saving Certificate/ Public

e
Provident Fund/ Provident Fund

f Fixed Deposits

g Insurance Policies

h Real Estate

i Gold / Silver

j Crypto Currency

k Others

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26. Rank your Sectoral preferences for stocks (1 to 10)

S. No. Sectoral Stocks Ranks

a IT Sector

b Bank Sector

c Fast Moving Consumer Goods

d Public Sector Enterprises

e Multinational Company

f Service Sector

g Energy Sector

h Pharma Sector

i Infrastructure & Capital Goods Sector

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27. State the level of risk and return associated with the following investments.

Level of risk Level of Return

Very Very
Very Very Hig
High High Low Investments High h Low
Low Low

Shares

Debentures / Bonds

Stock Futures and Options

Mutual Funds

National Saving Certificate/

Public Provident Fund/
Provident Fund

Fixed Deposits

Insurance Policies

Real Estate

Gold / Silver

Crypto Currency

Others

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INVESTMENT OBJECTIVES

28. State the level of importance of the following investment objectives

Level of importance
S.
Investment Objectives
No.
Very Very
High Low
High low
a Dividends

b Capital Appreciation

c Quick Gain

d Safety

e Liquidity

f Tax Benefits

g Diversification of Asset Holding

h Rights / Bonus issues & Stock splits

i Hedge against Inflation

29. State the expected rate of return (ROR) per annum.

 Less than 12%  12% - 24%  24% - 36%  36% & above

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FACTORS INVOLVED IN INVESTMENT EVALUATION AND DECISION

30. State the level of influence of the following factors in investment evaluation and
decision
Level of importance
S. No. Investment Factors Very Very
high High Low
Low
1. General Information
a. Stock Exchange information
b Risk factors
c Lead managers
d Credit rating
e Brokers advice/ media effect
2. Company Management
a Company history
b About promoters
c Company policies
d Companies under the same management

3. Prospectus details
a Authorized and Paid up capital
b Size of present issue
c Objectives of present issue
d Terms of issue
4. Current Project Details
a Cost of the project
b Product strength
c Existing and Future demand
d Future prospects
5. Financial Information
a EPS/PE Ratio
b Dividend policy
c Book building methods
d Market volume traded

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INVESTMENT POST SATISFACTION

31. State the level of satisfaction achieved, in the following investment objectives

S. Level of importance
Investment objectives Highly
No. Highly
Satisfied Dissatisfied
Dissatisfied
Satisfied

a Dividends

b Capital Appreciation

c Quick Gain

d Safety

e Liquidity

f Tax Benefits

g Diversification of Asset
holding

h Rights / Bonus issues & Stock

splits

i Hedge Against Inflation

32. State the derived rate of return

 Less than 12%  12% - 24%  24% - 36%  36% & above

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33. How certain are you to make the following types of investments in the immediate
future?

Certainly Probably Probably Certainly

Investments
S. Yes yes No No
No.
a Shares

b Debentures/Bonds

c Stock Futures &

Options

d Mutual Funds

National Saving
Certificate/ Public
e
Provident Fund/
Provident Fund

f Fixed Deposits

g Insurance Policies

h Real Estate

i Gold/Silver

J Crypto Currency

j Others

34. State the problems you faced in equity investment:

(i)
(ii)
(iii)
(iv)

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