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Respected Madam / Sir / Investor,
I am a student from the P. G. Department of commerce, Mangalore University, Mangalore. Presently I am doing a project on study on Mutual Funds. I will be more obliged if you could respond to the below mentioned questionnaire. Your response can put more light on my project work and I can come out with realistic findings.
 
Yours sincerely
 
 (Harshitha)
 
 
 
 

  1. Have you ever invested your money in Mutual Fund?


 
Yes
 
No
 
 
 

  1. Which sector are you investing in Mutual Fund?


 
General
 
Gold Fund
 
Banking Fund
 
Oil and Petroleum
 
Power Sector
 
Real Estate
 
 
 

  1. What kind of investment you prefer most?


 
Saving account
 
Insurance Polices
 
Gold and Silver
 
Fixed Deposit
 
Mutual Fund
 
Real Estate
 
Shares
 
Debenture /Bond
 
 
 

  1. While investing your money which factor you prefer most?


 
 
Low risk
 
High return
 
Company reputation
 
Liquidity
 
Safety
 
Marketability
 
 

  1. Objectives of your savings are


 
To provide for retirement benefit
 
For tax reduction
 
For children’s education
 
For purchase of asset
 
For emergencies
 
 
 

  1. State the various sectored stocks you have


 
IT sector
 
FMCG
 
Banking sector
 
Public Sector Enterprises
 
MNC
 
Service sector
 
 
 

  1. How would you like to receive the returns of every year?


*Dividend pay-out [  ] *Growth in NAV [  ] * Dividend reinvestment
 
Dividend pay-out
 
Growth in NAV
 
Dividend reinvestment
 
 
 

  1. Experience in the market


*Less than 3 Years [  ] * 3 -5 years [  ] * 5 year and above
 
Less than 3 Years
 
3 -5 years
 
5 year and above
 
 
 
Type of market operated
            * Primary market [  ] *Secondary market [  ] *both [  ]
 
Primary market
 
Secondary market
 
both