Bibliography 1e2rh

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 40-60

Qualification

: SSLC

20-40 above 60 plus two

Degree

PG

Other Marital status

:

Annual income

: Below 1 lakhs 3-5 lakhs

1.

1 -3 lakhs above 5lakh

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

Below 10% 20-30 % 2.

10-20% above 30%

What are the portfolios you possess? Prioritize Mutual funds Bank deposits

Insurance Gold &Real Estate

Equities 3.

Others

Factors which influence you to invest? Prioritize Tax benefit

Liquidity Returns Safety

Convenience

4. Expectation about return? 20-25% 10-15% Above 30% 5. Investment duration

25-30% 15-20%

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 Friends& Relatives

Electronic media 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 Not satisfactory

Good Satisfactory

12. From where do usually purchase? Retail company

Banks 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 Balanced funds

Income (debt)

asset mgt

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 Not satisfactory

Good