BIBLIOGRAPHY

BIBLIOGRAPHY

Investment management

Jose Renjith and Joseph Ajo

Financial markets and service

E Gorden and Dr. Natarajan

Website

WWW.amfiindia.com

www.sifybusiness.com

www.mutualfundindia.com
APPENDIX
QUESTIONNAIRE

INVESTOR PERCEPTION TOWARD MUTUAL FUNDS IN IDUKKI DIST.

PERSONNEL DETAILS

a) Name :

b) Age : below 20 20-40

40-60 above 60

Qualification : SSLC plus two

Degree PG

Other

Marital status :

Annual income : Below 1 lakhs 1 -3 lakhs

3-5 lakhs above 5lakh

1. % of annual income does you set aside for saving/investment?

 Below 10% 10-20%

20-30 % above 30%

2. What are the portfolios you possess? Prioritize

Mutual funds Insurance

Bank deposits Gold &Real Estate

Equities Others

3. Factors which influence you to invest? Prioritize

Tax benefit

Liquidity Returns

Safety Convenience

4. Expectation about return?

20-25% 25-30%

10-15% 15-20%

Above 30%

5. Investment duration
 Less than a year 1-3 Years

15-20% 20-25%

25-30%

6. Are you invested in mutual funds?

Yes No

7. If no, what is the reason?

Not much aware Low return

Low liquidity slow growth

8. How did you come to know about mutual funds?

Pamphlets Electronic media

Friends& Relatives Financial advisor

Print media

9. Which factor motivates you to in mutual funds?

High returns Diversification of risk

Tax benefits company image

10. Based on which factor do you assess the performance of mutual funds?

Past performance Return/dividend

Net asset value portfolio mgt

Market value

11. Your opinion about growth of mutual funds in India

Excellent Good

Not satisfactory Satisfactory

12. From where do usually purchase?

Retail Banks asset mgt

company brokers

13. If yes amount invested in mutual funds?

Less than 30000 30000-50000

50000-100000 100000 above

14. Which investment objective which scheme do you prefer?

Growth/Equity fund Income (debt)

Balanced funds
15. Which scheme type do you prefer?

Open ended Closed ended

16. How often do you invest in mutual funds?

Regularly Systematically

Once in a while

17. Do you get timely information from the mutual fund companies?

Yes No

18. Are you satisfied with the information provided by mutual fund companies?

Excellent Good

Not satisfactory