Percentage of savings you invest in mutual funds How many years you a

70
schemes
65
10
60
53
20
50
Frequency

40

30 26

20

10 37
6

Sources of purchase of mutual funds

What period do you us
4
19

33
37

26

0 10 20 30 40

90 Fr

Gender
14 70
62
60
54
50
Frequency

40

30

20

10
136
0

Annual income

5
 Annual income

30

73

42

0 10 20 30 40 50 60 70 80

Frequency
How many years you are investing in mutual fund
schemes
10
29
20 Average returns received

100

Frequency
37

54

28

What period do you usually invest in mutual fund

33
Prefer to receive return on mutual fun

91

26

0 20 30 40 50 60 70 80 90 100
Frequency

Age 0 10 20 30 40 50 60

62
54 Occupation
5

31 7

27

49
3

0 10 20 30 40
Frequency
 49

0 10 20 30 40
Frequency
rage returns received

100

22

return on mutual fund schemes

68

82

40 50 60 70 80 90

Occupation

27

49

62

30 40 50 60 70
Frequency
 49

62

30 40 50 60 70
Frequency
 Percentage of savings you invest in mutual funds
Cumulative
Frequency Percent Valid Percent Percent
Valid Less than 26 17.3 17.3 17.3
10%
10%-20% 65 43.3 43.3 60.7

20%-30% 53 35.3 35.3 96.0

More than 6 4.0 4.0 100.0

30%
Total 150 100.0 100.0

How many years you are investing in mutual fund schemes

Cumulative
Frequency Percent Valid Percent Percent
Valid One year 29 19.3 19.3 19.3

Two year 54 36.0 36.0 55.3

Three year 37 24.7 24.7 80.0

Four year 20 13.3 13.3 93.3

More than four 10 6.7 6.7 100.0

year
Total 150 100.0 100.0

What period do you usually invest in mutual fund

Cumulative
Frequency Percent Valid Percent Percent
Valid short-term 26 17.3 17.3 17.3
(less than 1
year)
medium term 91 60.7 60.7 78.0
(1-5 years)

long term 33 22.0 22.0 100.0

(more than 5
years)
Total 150 100.0 100.0

Prefer to receive return on mutual fund schemes

Cumulative
Frequency Percent Valid Percent Percent
Valid Dividend 82 54.7 54.7 54.7
payout
Growth in 68 45.3 45.3 100.0
NAV
Total 150 100.0 100.0

Average returns received

 Cumulative
Frequency Percent Valid Percent Percent
Valid up to 8% 28 18.7 18.7 18.7

between 8%- 100 66.7 66.7 85.3

15%
above 15% 22 14.7 14.7 100.0

Total 150 100.0 100.0

Gender
Cumulative
Frequency Percent Valid Percent Percent
Valid Male 136 90.7 90.7 90.7

Female 14 9.3 9.3 100.0

Total 150 100.0 100.0

Age
Cumulative
Frequency Percent Valid Percent Percent
Valid Less than 30 54 36.0 36.0 36.0

30-45 62 41.3 41.3 77.3

45-60 31 20.7 20.7 98.0

More than 60 3 2.0 2.0 100.0

Total 150 100.0 100.0

Occupation
Cumulative
Frequency Percent Valid Percent Percent
Valid Business man 62 41.3 41.3 41.3

Private 49 32.7 32.7 74.0

employee
Professional 27 18.0 18.0 92.0

Government 7 4.7 4.7 96.7

employee
Retired 5 3.3 3.3 100.0

Total 150 100.0 100.0

Annual income
Cumulative
Frequency Percent Valid Percent Percent
Valid Below 42 28.0 28.0 28.0
3,00,000
3,00,000- 73 48.7 48.7 76.7
6,00,000
6,00,000- 30 20.0 20.0 96.7
10,00,000
More than 5 3.3 3.3 100.0
10,00,000
Total 150 100.0 100.0
 Statistics
ICICI Aditya Birla Kotak DSP Black
Prudential HDFC Mutual Reliance Sunlife Mutual SBI Mutual L&T Mutual Mahindra Rock Mutual
Mutual Fund Fund Mutual Fund Fund Fund Fund Mutual Fund Fund
Mean 3.92 3.86 3.84 3.68 3.70 3.58 3.67 3.37

Statistics
Financial Own
advisor Agent/Broker Family/Friends Advertisement Internet knowledge
Mean 4.27 4.12 3.71 3.68 4.05 4.03

Mean
4.4
4.27
4.2 4.12
4.05 4.03
4

3.8 3.71 3.68

Mean
3.6

3.4 Mean

3.2
r er ds t t e
iso ok en ne g
dv r ir en em ter led
la t/B /F tis In ow
cia ge
n ily v er kn
n A m d n
na Fa A w
Fi O

Statistics
Post office Bond/Debentu
Term deposit Insurance Mutual funds Real estate Equity shares Gold schemes re
Mean 1.95 2.11 1.99 2.23 2.11 2.10 2.43 2.46

Mean
Mean
3
2.43 2.46
2.5 2.11 2.23 2.11 2.10
1.95 1.99
2
1.5
1
0.5
0
t s te es es re
si ce d ld
o n n
st
a ar o
em tu
ep ra fu e sh
G
h en
d su al l sc
In ea it
y eb
rm tu R u ce /D
u
Te M Eq ffi n
d
o o
st B
o
P
 Mean
3.92 3.86
Axis Mutual IDFC Mutual Motilal Oswal 3.9 3.84
Fund Fund Mutaul Fund 3.68 3.70 3.67
3.49 3.47 3.47 3.7 3.58
3.49 3.47 3.47
3.5 3.37
3.3
3.1
d d d d d d d d d d d
un un un un un un un un un un un
la F l F l F l F l F l F l F l F l F l F l F
u ua ua ua ua ua ua ua ua ua au
ut ut ut ut ut ut ut ut ut ut ut
M M e M ife M BI M M a M ck M sM M M
ial FC nc
T dr xi FC al
ent D lia n l S L& in Ro A D s w
ud H Re Su ah k I
lO
I Pr irla k
M
B lac tila
a o
IC aB ot SP M
IC ty K
di D
A

Mean

Statistics

Return of Regular Capital Dividend Safety of Ratings of

scheme Tax benefits Liquidity income appreciation income investment Risk exposure scheme Expert advises
4.29 3.99 3.87 3.91 3.95 3.95 4.10 3.89 3.81 4.08

Mean
4.29
4.3
4.10 4.08
4.1 3.99 3.95 3.95
3.87 3.91 3.89
3.81 3.83 3.85 3.80
3.9
3.7
3.5
e ts ity ome n e nt re e es ce e n
h em nefi u id c ia tio com tme o su h em vis an n am atio
sc be q in c in s p sc d m d
of Li lar app
re
nd ve ex of t a eror nd en
n Tax u e f in s k s p er p B ra
m
m
r g d i
tu Re pita
l
iv
i o R ng Ex past d co
Re a D f ety R ati d n
an r re
C a n io e
S Fu utat ok
p Br
re
und
F

Mean
 3.49 3.47 3.47

nd un
d
un
d
Fu l F l F
ua au
ut ut
M M
C al
sw
lO
tila
o

Fund Broker
Fund past reputation and recommendati
perormance Brand name on
3.83 3.85 3.80
 Frequenc Frequenc Frequenc
y y y T
100
Open
Equity Lump 90
ended 63 63 33
fund sum 80
schemes 70
60
SIP
50
Close (Systema
Debt 40 33
ended 85 77 tic 89
fund 30
schemes Investme 20
nt Plan) 10
0
STP Lump sum
(Systema
Interval Balanced
40 47 tic 42 Types o
schemes fund
Transfer
Plan) 90

80

70
Mutual fund schemes 63
60
90 85
80 50
70 63 40
60
30
50
40
40 20
30 10
20
0
10 Equity fund
0
Open ended schemes Close ended schemes Interval schemes

Frequency
 Types of investment
00
89 Rate your knowledge about making investme
90
80 fund
70 100
60 86
90
50 42
80
40 33
30 70

Frequency
20 60
10 50
0 40
Lump sum SIP (Systematic Investment STP (Systematic Transfer 30 27
Plan) Plan)
30
20
Types of mutual fund 10
Frequency
0

77

63

47

Equity fund Debt fund Balanced fund

Frequency
ut making investment in mutual

86

27