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Mohini Suthar Questionnaire

This document is a questionnaire designed to study investors' perceptions and satisfaction regarding investments in Exchange Traded Funds (ETFs) in Ahmedabad. It includes demographic questions, investment behavior, preferences, and satisfaction levels related to ETFs. The questionnaire aims to gather data on reasons for investing or not investing in ETFs, types of ETFs preferred, and factors influencing investment decisions.

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sutharmohini130
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2 views4 pages

Mohini Suthar Questionnaire

This document is a questionnaire designed to study investors' perceptions and satisfaction regarding investments in Exchange Traded Funds (ETFs) in Ahmedabad. It includes demographic questions, investment behavior, preferences, and satisfaction levels related to ETFs. The questionnaire aims to gather data on reasons for investing or not investing in ETFs, types of ETFs preferred, and factors influencing investment decisions.

Uploaded by

sutharmohini130
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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A Questionnaire for

A Study on investors' perception and satisfaction towards investment in ETFs in


Ahmedabad

1. Name:
2. Age:
o 20-30
o 31-40
o 41-50
o 50-60
o Above 60
3. Gender
o Male
o Female
4. Education:
o High School or equivalent
o Graduate
o Post Graduate
o Other
5. Occupation:
o Professional
o Businessmen
o Private Employee
o Govt. Employee
o Home maker
6. What is your annual income?
o Below 2,00,000
o 2,00,000 to 5,00,000
o 5,00,000 to 10,00,000
o 10,00,000 to 20,00,000
o Above 20,00,000
7. Have you ever invested in Exchange Traded Funds (ETFs)?
o Yes
o No
If ‘No’ answer question no 8 and take exist. If ‘Yes’ Skip question no 8 and answer
remaining questions.
8. What are the reasons for not investing in ETFs? (Select all that apply)
 Lack of awareness
 Higher degree of risk
 Lower return
 Less diversification
 Lesser potential for diversification
 Concerns about ETF fees and expenses.
 Lack of confidence in market stability.
 Prefer to invest in individual stocks for higher potential returns.
 Belief that actively managed funds offer better performance.
 Others

9. What are/were the primary reasons of investing in ETFs? (Select all that apply)
 Diversification of portfolio.
 Lower fees
 Easy to trade
 Higher return
 Easy access to a specific market segment or index.
 Ability to trade throughout the day like stocks.
 Flexibility to implement various investment strategies.
 Recommended by a financial advisor
 Others
10. How often do you actively trade or rebalance your ETF investments?
o Daily
o Weekly
o Monthly
o Quarterly
o Annually
o Rarely/Never
11. Which type of ETF do you prefer to invest in?
o Passive management ( no Fund manager)
o Active management ( Managed by fund manager )
o Both

12. What types of ETFs are you most interested in? ( Check Box )
 Equity ETF
 Index ETF
 Currency ETF
 Gold ETF
 International ETF
 Sector-specific ETF
 Others
13. On a scale of 1 to 5, rate the importance of following factors while selecting specific
ETF for investment. (5=Most important and 1=Not important)
5 4 3 2 1

Historical performance
Expense ratio and fee
Performance compared to underlying
index.
Liquidity and trading volume
Level of diversification
ETF issuer or manager’s Reputation
Risk-adjusted returns relative to
similar ETFs.
Risk Profile
Dividend Yield
Assets Under Management (AUM)
Other

14. On a scale of 1 to 5, rate the importance of following advantages of ETFs. (5=Most


important and 1=Not important)
5 4 3 2 1

Investment diversification (Instant


exposure to a diversified portfolio of
assets.)
Liquidity (Easily bought and sold
on the stock exchange
throughout the trading day)
Lower Costs (Generally lower
expense ratios compared to mutual
funds.)
Transparency (Holdings are disclosed
daily, enhancing investor awareness.)
Flexibility (Allows for intraday
trading and various order types.)
Tax Efficiency (Typically more tax-
efficient than mutual funds due to
creation/redemption mechanism.
Accessibility (Investors can access
various markets and sectors with a
single trade.)
Dividend Reinvestment (Allows
automatic reinvestment of dividends)
No Minimum Investment (Investors
can buy as little as one share, making
them accessible.)
Passive Management (Many ETFs
passively track indexes, offering
simplicity.)

15. On a scale of 1 to 5 rate your level of satisfaction with the following aspects of your
ETF investment. (5= Highly Satisfied, 4= Moderately Satisfied, 3=Neutral, 2=
Moderately Dissatisfied, 1=Highly Dissatisfied)
5 4 3 2 1

Return on Investment (ROI)


Cost efficiency
Diversification Benefits
Level of Liquidity
Level of transparency
Tax Efficiency
Dividend Yield
Risk-Adjusted Returns

16. On a scale of 1 to 5 rate your level of agreement with the following statements
(5=Strongly Agree, 4=Moderately Agree, 3=Neutral, 2=Moderately disagree,
1=Strongly disagree)
5 4 3 2 1

ETFs offer diversification and help reduce single-stock risk.


ETFs provide liquidity, allowing intraday buying and selling.
ETFs have lower expense ratios compared to mutual funds.
ETF’s holdings are transparent and disclosed daily.
ETFs are tax-efficient and cost-effective for targeted market
exposure.

17. Do you plan to invest more in ETF’s in the future?


o Yes
o No

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