DO YOU INVEST IN MUTUAL FUNDS AND ULIPS

do you invest in mutual fund or ulip

Frequency Percent Valid Percent Cumulative Percent

Valid yes 55 55.0 55.0 55.0
no 45 45.0 45.0 100.0
Total 100 100.0 100.0

IF NOT, THEN
WHAT OTHER
OPTIONS DO
YOU PREFER TO
INVEST?

Valid recurring d
equity trad
fixed depos
savving
bank savin
Total
Missing System
Total
IN WHICH SECTOR DO YOU PREFER TO INVEST?

in which sector do you prefer to invest

Cumulative
Frequency Percent Valid Percent Percent
Valid private sector 42 42.0 42.0 42.0
government sector 58 58.0 58.0 100.0
Total 100 100.0 100.0
WHAT IS THE OBJECTIVE OF YOUR INVESTMENT?

what is the objective of your investment

Cumulative
Frequency Percent Valid Percent Percent

Valid appreciation 30 30.0 30.0 30.0

tax benefit 55 55.0 55.0 85.0

liquidity 15 15.0 15.0 100.0

Total 100 100.0 100.0

AT WHICH RATE DO YOU WANT YOUR INVESTMENT TO GROW?

at which rate do you want your investment to grow

Cumulative
Frequency Percent Valid Percent Percent

Valid steadily 13 13.0 13.0 13.0

at an average rate 48 48.0 48.0 61.0

fast 39 39.0 39.0 100.0

Total 100 100.0 100.0

WHAT FACTORS DO YOU CONSIDER MOST IMPORTANT BEFORE INVESTING IN
MUTUAL FUND OR ULIPS?

what factor do you consider most important before investing in mutual fund or ulip

Frequency Percent Valid Percent Cumulative Percent

Valid safty of prinicipal 31 31.0 31.0 31.0

low risk 31 31.0 31.0 62.0

high return 38 38.0 38.0 100.0
Total 100 100.0 100.0
TIME HORIZON IN WHICH YOU HAVE TO ACHIEVE YOUR FINANCIAL GOALS?

time horizon in which you have to achieve your financial goal ?/how long do you plan to invest
your money?

Frequency Percent Valid Percent Cumulative Percent

Valid under 3 years 33 33.0 33.0 33.0
3-5years 40 40.0 40.0 73.0
6-10 years 21 21.0 21.0 94.0
11-15years 1 1.0 1.0 95.0
over 15years 5 5.0 5.0 100.0
Total 100 100.0 100.0
TYPES OF SCHEME?

type of scheme balance fund

Frequency Percent Valid Percent Cumulative Percent

Valid most preferred 25 25.0 25.0 25.0
preferred 38 38.0 38.0 63.0
less preferred 30 30.0 30.0 93.0
least preferred 7 7.0 7.0 100.0
Total 100 100.0 100.0
 type of the scheme- debt fund

Frequency Percent Valid Percent Cumulative Percent

Valid most preferred 15 15.0 15.0 15.0
preferred 24 24.0 24.0 39.0
less preferred 19 19.0 19.0 58.0
least preferred 42 42.0 42.0 100.0
Total 100 100.0 100.0
 equity fund

Frequency Percent Valid Percent Cumulative Percent

Valid most preferred 35 35.0 35.0 35.0
preferred 18 18.0 18.0 53.0
less preferred 34 34.0 34.0 87.0
least preferred 13 13.0 13.0 100.0
Total 100 100.0 100.0
 ELSS

Frequency Percent Valid Percent Cumulative Percent

Valid most preferred 26 26.0 26.0 26.0
preferred 25 25.0 25.0 51.0
less preferred 17 17.0 17.0 68.0
least preferred 32 32.0 32.0 100.0
Total 100 100.0 100.0
WHAT FINANCIAL GOALS DO YOU PLAN TO ACHIEVE THROUGH THE MONEY
YOU WILL GET FROM ULIPS?
 what financial goal do you plan to achieve through the money u will get from ulip

Frequency Percent Valid Percent Cumulative Percent

Valid marriage 22 22.0 22.0 22.0
education 24 24.0 24.0 46.0
tax saving 42 42.0 42.0 88.0
retirement 8 8.0 8.0 96.0
any other 4 4.0 4.0 100.0
Total 100 100.0 100.0