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Mutual Fund Investment Questionnaire

The document is a questionnaire designed to gather personal details and investment preferences from respondents. It includes questions about education, monthly family income, preferred investment types, and knowledge of mutual funds. The questionnaire aims to assess the investment behavior and awareness of mutual fund options among individuals.

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Ankush Pathak
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3 views3 pages

Mutual Fund Investment Questionnaire

The document is a questionnaire designed to gather personal details and investment preferences from respondents. It includes questions about education, monthly family income, preferred investment types, and knowledge of mutual funds. The questionnaire aims to assess the investment behavior and awareness of mutual fund options among individuals.

Uploaded by

Ankush Pathak
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

QUESTIONNAIRE

Que.1) Personal Details:


(a). Name:(b). Add: (c).Contact No:(d). Age:(e). Qualification:(f). Occupation. Pl tick ()
Govt. Sec
Pvt. Sec
Business
Agriculture & Others
Que.2) What is your education qualification?
a. under graduate
b. Graduate
c. PG
d. any other
Que.3) what is your monthly family income approximately? Pl tick ().
(a)Up to Rs.10, 000
(b)Rs. 10,001 to 15,000
(c)Rs. 15,001 to 30,000
(d)Rs. 30,001 and above

Que.4) What kind of investments you prefer most? Pl tick (). All applicable.
a. Saving account
b. Fixed deposits
c. Insurance
d. Mutual Fund
e. Post Office-NSC, etc f. Shares/Debentures g. Gold/ Silver h. Real Estate
I. PPF
j. PF
Que.5) while investing your money, which factor you prefer most?
a. Company reputation
b. Liquidity
c. Low Risk
d. High Return
e. Any one
Que.6) Have you ever invested your money in mutual fund?
a. Yes
b .No
Que.7) where do you find yourself as a mutual fund investor?
a. Totally ignorant [ ]
b. Partial knowledge of mutual funds [ ]
c. Aware only of any specific scheme in which you invested [ ]
d. Fully aware [ ]

Que.8) in which kind of mutual you would like to invest?


a. Public [ ]
b. Private [ ]
Que.9) how do you come to know about Mutual Fund?
a. Advertisement
b. Peer Group
c. Banks
d. Financial Advisors
10. Which mutual fund scheme have you used?
a. Open-ended
b. Close-ended
c. Liquid fund
d. Growth fund

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