Questionnaire
Dear respondents, I am the students of Kousali Institute of Management Studies, Karnataka University, Dharwad conducting research on Investors Perception on Mutual Fund Scheme. I kindly request you to fill up this questionnaire; the inputs provided by you will utmost important for our further analysis and we assure you that the information provided by you will be kept confidential. Name: _______________________________________________ 1. Gender: Male: Female:
2. Age: a. Below 20 : c. 31-40 : e. More than 50: 3. Occupation: a. Businessman c. Professional 4. Annual income a. 50000- 1 lakh c. 3 lakh- 5 lakh e. 10 lakh and more 5. How much will be your Monthly savings? a. Below 10000 c. 20000-30000 d. Above 50000
b. 21-30: d. 41-50:
b. Employee d. Retired person
b. 1 lakh-3 lakh d. 5 lakh and 10 lakh
b. 10000-20000 d. 30000-40000
6. What source of information will create awareness to you on Mutual Fund? a. T.V b. News Paper Friends d. Financial Advisor e. If any other specify__________________ 7. Have you Investment in Mutual Fund? a. Yes [If No, skip to 17th question]
b. No
8. If Yes, what is the main objective of your investment in Mutual Fund? a. Risk b. Return c. Tax Benefits d. Capital Appreciation e. Safety f. Liquidity
f. If any other please specify___________________________________ 9. If invested in the mutual fund, in which scheme you have invested? a. Equity based b. Debt based c. Balanced based 10. Factors considered while investing in Mutual Fund? Attribute Assured Capital Tax Return Appreciation saving Equity based Debt based Balanced
Safety
11. In which scheme you have invested? a. Open Ended b. Closed Ended 12. If Invested in Mutual Fund, term of your investment? a. 1-2yrs b. 2-5yrs c .5-10yrs d .More than 10yrs 13. If Given you 100 points , Distribute it according to your preference Mutual Fund Insurance Stocks Fixed Deposits Real Estate Post Office 14. Rate these Mutual Fund according to your preference (1 is least and 5 is maximum) Attribute 1 2 3 4 5 Equity based Debt based Balanced 15. If you have interested or invested in Equity based Mutual Fund Please rank the following Schemes? Attribute 1 2 3 4 5 Growth Fund Sector Fund Mid cap or Small cap Fund Equity Linked saving Scheme Dividend Fund Gold Fund
16. If you have interested or invested in Debt based Mutual Fund Please rank the following Schemes? Attribute 1 2 3 4 5 Diversified Debt High Yield Debt Assured Return Fixed Term Plan
If Non Investors of Mutual Fund please answer the following Questions 17. Why you have not invested in mutual fund? a. Insufficient fund b. Risk of return c. Lack of information d. Low savings 18. Where you have planned to Invest and rank them according to your preference a. Mutual Fund e. Insurance b. Stocks f. Fixed Deposits c. Real Estate g. Post Office 19. Have you planned to Invest in Mutual Fund in the future? a. Yes b. No If No why____________________________________ 20. If yes, in which scheme you are planning to invest? a. Equity based Mutual Fund b. Debt based Mutual Fund c. Balanced based Mutual Fund 21. Factors considered while planning investing in Mutual Fund in the future? Attribute Risk Return Capital Tax Safety Appreciation Benefits Equity based Debt based Balanced
