7/18/2021 A MUTUAL FUND PREFERENCE SURVEY

A MUTUAL FUND PREFERENCE SURVEY

A study on preferences of the investors for investment in mutual funds.

This survey is conducted to have a insight overview of individuals’ preferences while

investing and especially in Mutual Funds. This survey is conducted by Aditya Singh
Rajawat in the capacity of Sales Intern at Nippon India Mutual Fund, Kota under the
guidance of Mr. Dinesh Rawal, Branch Manager, Kota and Mr. Jayesh Dayalani, Branch
Operation Executive, Kota.
*Required

1. Name *

2. Qualification *

Mark only one oval.

Graduation/PG

Under Graduate

Other:

3. Occupation *

Mark only one oval.

Govt. Sector

Pvt. Sector

Business

Agriculture

Other:

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4. What is your monthly family income approximately?

Mark only one oval.

₹0-₹400,000

₹400,000-₹600,000

₹600,000-₹800,000

₹800,000-₹10,00,000

₹10,00,000 and above

5. 1.) What kind of investments you prefer most? *

Mark only one oval.

Saving Account

Fixed Deposits

Insurance

Mutual Fund

Post Office-NSC, etc

Shares/Debentures

Gold/Silver

Real Estate

Public Provident Fund

Voluntary Provident Fund

6. 2.) While investing your money, which factor you prefer most? *

Mark only one oval.

Liquidity (time taken to convert into cash)

Low Risk

High Return

Company Reputation

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7. 3.) Have you ever invested your money in mutual fund? *

Mark only one oval.

Yes

No

If No,

8. a) If not invested in Mutual Fund then why?

Mark only one oval.

Not aware of Mutual Fund

Higher Risk

Not any specific reason

If Yes,

9. a) Where do you find yourself as a mutual fund investor?

Mark only one oval.

Totally ignorant

Partial knowledge of mutual funds

Aware only of any specific scheme in which you invested

Fully aware

10. b) In which kind of mutual you would like to invest?

Mark only one oval.

Public

Private

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11. c) How do you come to know about Mutual Fund?

Mark only one oval.

Advertisement

Peer Group

Banks

Financial Advisors

12. d) Which mutual fund scheme have you used?

Mark only one oval.

Open-ended

Close-ended

Liquid Fund

Mid-Cap

Growth Fund

Regular Income fund

Long-Cap

Sector fund

13. 4.) Which feature of mutual funds allure you most? *

Mark only one oval.

Diversification

Better return and safety

Reduction in risk and transaction cost

Regular Income

Tax benefit

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14. 5.) In which Mutual Fund you have invested?

Tick all that apply.

Nippon India Mutual Fund

SBI Mutual Funds
UTI
HDFC
Reliance
ICICI prudential funds
JM Mutual Fund
Other:

15. 6.) When you invest in Mutual Funds which mode of investment will you prefer? *

Mark only one oval.

One Time Investment

Systematic Investment Plan (SIP)

16. 7.) Where from you purchase mutual funds?

Mark only one oval.

Directly from the Asset Management Companies

Brokers only

Brokers/ sub-brokers

Other sources

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17. 8.) Which Asset Management Company will you prefer to invest? *

Mark only one oval.

Nippon India Mutual Fund

SBI Mutual Fund

UTI

Reliance

HDFC

Kotak

ICICI

JM finance

18. 9.) Which sector are you investing in mutual fund sector?

Mark only one oval.

General

Oil and petroleum

Gold Fund

Diversified equity fund

Power sector

Debt fund

Banking fund

Real estate fund

19. 10.) How would you like to receive the returns every year? *

Mark only one oval.

Dividend payout

Dividend re-investment

Growth in Net Asset Value

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