Questionnaire

Dear Sir / Madam,

We the students of Indira Institute of Management Pune are conducting this survey, as a part of our
project from Sahara India Finance Corporation Ltd. in the field of Market Research.
The purpose of this activity is to provide awareness of the Mutual funds. Therefore I kindly request
you to spare some of your precious time to answer the following questions.

Name: ……………………………………………………………………
Address: …………………………………………….................................
Tel: ……………..........E-mail: ...………………………………………...

1Do you know about Mutual Fund?

Yes No

2Which type of Mutual fund you are aware?

Growth fund Equity fund

Money market fund Other specify……………..

3 In which Mutual Fund scheme you prefer to invest?

Open Ended close ended

4How did you know about Mutual Fund?

Advertisement Friend

Brokers Other (specify)……………

5. What is your primary investment purpose?

Retirement Planning

Building up a corpus for charity donations

Supporting future education of your children

Other (specify)……………

6. Please indicate the approximate degree that you have used these investments in the past and
whether you would invest in them in the future.
 Money Market Funds

Bonds/Bond Mutual Funds

Stocks/Stock Mutual Funds

Other (specify)……………

7. What is your primary investment focus?

Retirement Wealth Generation

Capital preservation income generation

Other…………………….

8. Usually do you consult your friends and / or relatives before making an investment choice?

Every time Often

Sometimes Never

9. How often do you make investment decisions and execute them too?

Once a month Once in 3 months

Once in 6 months Once a year

10. On an average how long do you stay invested for investments in Mutual Funds?

1 year 1 year - 3 years

3 years - 5 years More than 5 years

11. Being a Mutual Fund investor, Are you aware of the various schemes offered by the Asset
Management Companies (AMC)

Most Some

Very few

12. Would you be interested to know more about Mutual Funds?

Yes No

13. Please answer this question in case you are not investing/aware in Mutual Fund

Bitter past experience

 Lack of Knowledge

Lack of confidence in service being provided

Difficulty in selection of schemes

In-efficient investment advisors

Few personal questions:

1. Your age Group

Below 25 years 25-34

35-44 45 and above

2. Gender

Male Female

3. Your occupation
Profession Business

Student Other (specify) ………………..

4. Education
Up to SSLC Graduate

Post graduate Other (specify)…………………

5. Monthly income
Up to 5000 5000-10000

10000-15000 15000 and above

THANK YOU