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    Vysakh Paikkattu
    The document contains a bibliography and website references related to investment management and financial markets. It also includes a questionnaire about investor perceptions toward mutual funds in Idukki District. The questionnaire contains questions about demographics, investment habits, awareness and preferences regarding mutual funds.

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    Bibliography

    Uploaded by

    Vysakh Paikkattu
    479 views8 pages
    The document contains a bibliography and website references related to investment management and financial markets. It also includes a questionnaire about investor perceptions toward mutual funds in Idukki District. The questionnaire contains questions about demographics, investment habits, awareness and preferences regarding mutual funds.

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    The document contains a bibliography and website references related to investment management and financial markets. It also includes a questionnaire about investor perceptions toward mutual funds in Idukki District. The questionnaire contains questions about demographics, investment habits, awareness and preferences regarding mutual funds.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    479 views8 pages

    Bibliography

    Uploaded by

    Vysakh Paikkattu
    The document contains a bibliography and website references related to investment management and financial markets. It also includes a questionnaire about investor perceptions toward mutual funds in Idukki District. The questionnaire contains questions about demographics, investment habits, awareness and preferences regarding mutual funds.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
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    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

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