Questionnaire

Questionnaire Dear Sir / Madam, We the students of Indira Institute of Management Pune are conducting this survey, as a part of our project from Sahara India Finance Corporation Ltd. in the field of Market Research. The purpose of this activity is to provide awareness of the Mutual funds. Therefore I kindly request you to spare some of your precious time to answer the following questions. Name: …………………………………………………………………… Address: ……………………………………………................................. Tel: ……………..........E-mail: ...………………………………………...

1Do you know about Mutual Fund? Yes

No

2Which type of Mutual fund you are aware? Growth fund

Equity fund

Money market fund

Other specify……………..

3 In which Mutual Fund scheme you prefer to invest? Open Ended

close ended

4How did you know about Mutual Fund? Advertisement

Friend

Brokers

Other (specify)……………

5. What is your primary investment purpose? Retirement Planning Building up a corpus for charity donations Supporting future education of your children Other (specify)…………… 6. Please indicate the approximate degree that you have used these investments in the past and whether you would invest in them in the future.

Money Market Funds Bonds/Bond Mutual Funds Stocks/Stock Mutual Funds Other (specify)…………… 7. What is your primary investment focus? Retirement

Wealth Generation

Capital preservation

income generation

Other……………………. 8. Usually do you consult your friends and / or relatives before making an investment choice? Every time

Often

Sometimes

Never

9. How often do you make investment decisions and execute them too? Once a month

Once in 3 months

Once in 6 months

Once a year

10. On an average how long do you stay invested for investments in Mutual Funds? 1 year

1 year - 3 years

3 years - 5 years

More than 5 years

11. Being a Mutual Fund investor, Are you aware of the various schemes offered by the Asset Management Companies (AMC) Most

Some

Very few 12. Would you be interested to know more about Mutual Funds? Yes

No

13. Please answer this question in case you are not investing/aware in Mutual Fund Bitter past experience

Lack of Knowledge Lack of confidence in service being provided Difficulty in selection of schemes In-efficient investment advisors

Few personal questions: 1. Your age Group Below 25 years

25-34

35-44 2. Gender Male 3. Your occupation Profession Student 4. Education Up to SSLC Post graduate 5. Monthly income Up to 5000 10000-15000

45 and above

Female

Business Other (specify) ………………..

Graduate Other (specify)…………………

5000-10000 15000 and above

THANK YOU