4.

Awareness about these Mutual Funds and some of its

Operations

Response

Acceptanc

Rejection

e
Respondents

135

65

33%
Yes

Interpretation:

No
68%

67% of the People are aware of Mutual Fund and its operations and 33% of them
are not aware of Mutual Fund and its operations.

5. Source of information for customers on Mutual Funds

Source of information

Respondents

Advertisement

19

Peer Group

25

Bank

32

Financial Advisors

60

No. of Respondents

70
60
50
40
2
2
30
1
20
25
18
10
0
Advertisement
Peer Group

4
4

3
3
30

BankFinancial Advisors

Source of Information

Interpretation:

62

46% of the people know about Mutual fund through the help of Financial
Advisor, 21% through Bank, 18% through Peer Group and 13% through
Advertisement.

6. Investors invested in Mutual Fund

Response

Respondents

YES

120

NO

80

Total

250

No; 40%

Yes; 60%

Interpretation:
60% of people have invested there money in Mutual Fund and 40% do not have
an idea of investing in Mutual Fund.

7. Reason for not investing in the Mutual Funds

Reason

Respondents

Not Aware

65

Higher Risk

Not any Specific Reason

10

13% 6%
Not Aware

81%

Higher Risk

Not Any

Interpretation:
81% of the people are not aware of investing into these Funds, 13% have said
there is likely to be a higher risk in it and the rest 6% of them do not have any
specific reason.

8. Investors invested in different Assets Management Co. (AMC)

Name of AMC

Investors

SBIMF

50

UTI

74

HDFC

38

Reliance

74

ICICI Prudential

55

Kotak

40

Others

78

Name of AMC

Others

7
7

HDFC

6
6

Kotak

5
5

SBIMF

4
4

ICICI

3
3

Reliance

2
2

70
30
45

1
UTI 1

55
56
75
75

0 10 20 30 40 50 60 70 80
No. of Investors

Interpretation:
62.5% of people have invested in each of them, only 46% of then have invested in
SBIMF, 47% in ICICI Prudential, 37.5% in Kotak and 25% in HDFC.

9. Reason for investing in SBIMF

Reason

Respondents

Associated with SBI

36

Better Return

Agents Advice

13

27%
9%

Associated with SBI

Interpretation:

Better Return

64%
Agents Advice

64% of people have invested in this because of its association with Brand SBI,
27% have invested in Agents Advice, 9% invest just for a better return.

10. Reason for not investing in the SBIMF

Reason

Respondents

Not Aware

26

Less Return

15

Agents Advice

20

34%
Not Aware

38%
Less Return

28%

Agent's Advice

Interpretation:
, 38% people were not aware with SBIMF, 28% have not invested due to less
return and 34% rely on Agents Advice.

11. Preference of Investors for future investment in Mutual Fund

Name of AMC

Investors

SBIMF

77