Age:
AGE <30 years 54 30- 50 years 38 51 & ABOVE years 8
AGE
60 50 40 30 20 10 0 <30 years 30- 50 years 51 & ABOVE years 8, 8% 54, 54% 38, 38%
From the above graph it is clear that 54% investors are below 30 years, 38% are between 30 50 years and 8% are above 51 years. Therefore major of the investors who participated in survey are below 30 years. Gender:
GENDER MALE 64 FEMALE 36
70 60 50 40 30 20 10 0
64, 64%
GENDER
36, 36%
MALE
FEMALE
From the above graph it is clear that 64% are male and 36% are female. Therefore major of the investor who participated in survey are male. Occupation:
OCCUPATION SALARIED 41 BUSINESS 41 PROFESSIONALS 19
45 40 35 30 25 20 15 10 5 0
41, 41%
OCCUPATION 41,
41%
19, 19%
SALARIED
BUSINESS
PROFESSIONALS
From the above graph it is clear that 41% are salaried and business and 19% are professionals. Therefore major of the investors participated in survey are salaried and business people. Qualification:
QUALIFICATION UNDER GRADUATE 18 GRADUATE 58 POST GRADUATE 24
QUALIFICATION
70 60 50 40 30 20 10 0 UNDER GRADUATE GRADUATE POST GRADUATE 18, 18% 24, 24% 58, 58%
Have you invested in Mutual Funds?
INVESTED IN MF YES 100 NO 0
INVESTED IN MF
120 100 80 60 40 20 0 0 YES NO 100, 100%
Amount Invested in Mutual Funds
AMOUNT INVESTED <100000 22 100000 500000 70 500001 & ABOVE 8
AMOUNT INVESTED
80 70 60 50 40 30 20 10 0 <100000 100000 - 500000 500001 & ABOVE 22, 22% 8, 8% 70, 70%
Why do you prefer a Mutual Fund?
PREFERENCE OF MF
SAVINGS
RETURNS
DIVERSIFICATION
RISK TOLERANCE
LIQUIDITY
17
46
33
50 45 40 35 30 25 20 15 10 5 0 SAVINGS 17, 17%
46, 46%
PREFERENCE OF MF
33, 33%
3, 3% RETURNS DIVERSIFICATION RISK TOLERANCE
1, 1% LIQUIDITY
In which of the following have you invested?
IN WHICH MF YOU INVESTED UTI 18 SBI 72 OTHERS 10
IN WHICH MF YOU INVESTED 72,
80 60 40 20 0 UTI SBI OTHERS 18, 18% 72%
10, 10%
How many plans have you invested in?
NO OF PLANS INVESTED IN MF MORE THAN THREE
ONLY 1
TWO
THREE
15
72
10
NO OF PLANS INVESTED IN MF
80 70 60 50 40 30 20 10 0 ONLY 1 TWO THREE MORE THAN THREE 15, 15% 10, 10% 72, 72%
3, 3%
How did you come to know about the Mutual Fund you have invested in?
HOW YOU CAME TO KNOW ABOUT MF
FRIENDS
RELATIVES
MEDIA
NEWS PAPERS
20
65
10
HOW YOU CAME TO KNOW ABOUT MF 65,
70 60 50 40 30 20 10 0 FRIENDS RELATIVES MEDIA NEWS PAPERS 20, 20% 65%
10, 10%
5, 5%
What is the reason for you to select this mutual fund company?
PROVIDES GOOD RETURNS
REASON FOR SELECTING MF
REPUTATION
EXPERTS ADVICE
19
72
REASON FOR SELECTING MF
80 70 60 50 40 30 20 10 0 REPUTATION PROVIDES GOOD RETURNS EXPERTS ADVICE 19, 19% 9, 9% 72, 72%
Your investment is for a period of ?
PERIOD OF INVESTMENT IN MF < 1 YEAR 13 1 - 2 YEARS 66 3 YEARS 18 >3 YEARS 3
PERIOD OF 66, INVESTMENT IN MF
70 60 50 40 30 20 10 0 < 1 YEAR 1 - 2 YEARS 3 YEARS >3 YEARS 13, 13% 18, 18% 3, 3% 66%
Do you have complete knowledge of the Mutual Fund Industry?
COMPLETE KNOWLEDGE OF MF YES NOT FULLY NO
20
60
20
COMPLETE KNOWLEDGE OF MF
70 60 50 40 30 20 10 0 YES NOT FULLY NO 20, 20% 20, 20% 60, 60%
What type of funds have you invested in?
TYPE OF FUND INVESTED IN MF EQUITY FUND DEBT FUND GUILT FUND INDEX FUND
22
67
10
TYPE OF FUND INVESTED IN MF
80 70 60 50 40 30 20 10 0 EQUITY FUND DEBT FUND GUILT FUND INDEX FUND 22, 22% 67, 67%
10, 10%
1, 1%
What scheme have you taken?
TYPE OF SCHEME CHOOSEN OPEN ENDED 27 CLOSE ENDED 73
TYPE OF SCHEME CHOOSEN73,
80 70 60 50 40 30 20 10 0 73%
27, 27%
OPEN ENDED
CLOSE ENDED
What is the reason for selecting this Scheme?
REASON FOR SELECTING SCHEME
RETURNS
PORTFOLIO
RISK MANAGEMENT
DIVIDEND
25
16
30
REASON FOR SELECTING SCHEME
35 30 25 20 15 10 5 0 RETURNS PORTFOLIO RISK MANAGEMENT DIVIDEND 2, 2% 16, 16% 25, 25% 30, 30%
Are you sure about the risks related to the schemes?
ARE YOU SURE ABOUT THE RISKS RELATED TO THE SCHEMES
YES 13
TO AN EXTENT 68
NOT SURE 19
ARE YOU SURE ABOUT THE RISKS RELATED TO THE SCHEMES
80 70 60 50 40 30 20 10 0 68
13
19
YES
TO AN EXTENT
NOT SURE
Which of the options are provided for you for making payments?
WHICH OPTION IS PROVIDED FOR MAKING PAYMENTS DIRECT PAYMENT 52 ECS 48
Do you seriously go through the Annual report of your scheme to evaluate the performance of your scheme?
REVIEW OF ANNUAL REPORT OF THE SCHEME TO EVALUATE THE PERFORMANCE OF THE SCHEME
YES 26
NO 74
REVIEW OF ANNUAL REPORT OF THE SCHEME TO EVALUATE THE PERFORMANCE OF THE SCHEME
80 60 40 20 0 YES NO 26 74
Reveal your Level of Satisfaction with respect to Mutual Funds on the following:
<14 Dissatisfied 1 15 29 Moderately satisfied 39 >30 Highly satisfied 60
LEVEL OF SATISFACTION
LEVEL OF SATISFACTION WITH RESPECT TO MF
70 60 50 40 30 20 10 0 <14 (Dissatisfied) 15 - 29 (Moderatly satisfied) >30 (Highly satisfied) 1, 1% 39, 39% 60, 60%
