DESH BHAGAT INSTITUTE OF MANAGEMENT AND COMPUTER SCIENCES (Mandi Gobindgarh) Topic:-Performance analysis of Mutual Fund on the basis

of Equity Funds in the public and private sector banks Primary Data Collection Questionnaire Kirandeep Kaur MBA 4th semester(13) Location-Mandi Gobindgarh (public and private banks) Annexure Name .. Age .. Sex Address ... Pin.. Phone ...

1. How did you come to know about mutual fund schemes?

a) Family members & relatives c) Companyemployes Others Please specify 2. How did you trust mutual fund? Why did not invest in post office and insurance policies?Comment . . . 3. When did you start(year) investment in mutual fund and how much amount you invest? a) Below 10,000 b) 10,000-15,000 c) 15,000-20,000 d) if more than above (please specify) --------------------4. Through which company you invest in the mutual funds? a)SBI b)HDFC c)CANARA d)ICICI b) Friends & peers d) Agents and advertisement

5. What according to you are the benefits of making investment in mutual funds as compared to other schemes? a)Give high returns b b) Give regular return c)Tax rebate d)Appreciation of money e)Life risk cover f)capital growth

6.a) Where are you employed at present?........................................................................................

b)What is your annual salary?...................................................... c)Annual income from other sources such as: i)Agriculture ii)interest on deposits iii)any other please specify. d)Total Annual Income (in Rs.) .. 7. . What is the duration of investment as per policy of mutual fund? a) 0-1 year b)1-2 year c) 2-4year d)less than 5

8. What are your opinions regarding the company norms, documentation & formalities of Mutual Funds? a) Highly satisfied d) Dissatisfied 9. . What is your risk profile? a) Innovator b) Moderator c)Risk adverse b) Satisfied e) Highly dissatisfied c) Neutral

10. Among the following which mutual fund house is the better fund house in the terms of products and returns? a) ICICI b) HDFC Mutual Fund c)SBI Mutual Fund d) CANARA

11. Which mutual fund is having more effective strategy regarding the distribution services in terms of brokerage and incentives? a) ICICI Mutual Fund 12. Do you have demat account? a) Yes b) No 13. Which factors influence your investment decision? (You can tick more than one option) a) Risk b) Return c) Liquidity d) Plan performance e) If any other (Please specify) ------------------------14.other suggestions . . . b) HDFC Mutual Fund c)SBI Mutual Fund