Age

No. of
response
s
percenta
ge

18-20

21-30

31-40

Above 40

total

19

26

33

22

100

19%

26%

33%

22%

100%

age group
35
30
25

no.of responses

20
15
10
5
0

18-20

21-30

31-40

Age
no. of responses

1.2
Gender

percentage

above 40

Gender

male

female

Total

No.of responses

58

42

100

gender

42

male

58

female

1.3
Qualification

Qualification

Under-graduate

Graduate/postgraduate

Other

Total

No. of response

18

68

14

100

Chart Title
80
68

70

no.of responses

60

under-graduate

50

graduate/post-graduate
others

40
30
18

20

14

10

1.4
Occupation
Occupati
on

Gov
t.
sec

No. of
response

Pv
t.
se
c
58

Busine
ss

Othe
rs

Tota
l

12

22

100

occupations

22

12
58

govt. sec

pvt. Sec

business

others

1.5
Monthly income
Monthly
income
No. of
responses

Up to rs.
40000
14

Rs 4000150000
22

Rs 5000160000
43

Rs 60001 &
above
21

Total
100

Chart Title
50

43

40
30

no. of responses

22

20

21

14

10
0
upto 40000

monthy income in rs
40001-50000

50001-60000

60001 & above

2.
Preference of investment
Type
Investme
nt

Saving
accou
nt

Insura
nce

No. of
response
s

26

Post
offic
e
nsc
4

Gold/silv
er

Pp
f

Fixed
deposi
ts

Mutu
al
fund

Shares/de
bentures

Real
estat
e

pf

11

12

14

13

type of investment
13 1

26

14

12 2 11 4

Factors

saving account

insurance

post office-nsc

gold/silver

ppf

fixed deposits

mutual fund

share/debentures

real estate

pf

Liquidity

Low risk

High return

No. of
19
26
28
responses
3. Factor preferred most while investing

Blue chip
companies
27

Chart Title
30

25

20

no. of prefrences

15

10

0
liquidity

most prefferd factor

low risk

high return

blue chip companies

Total
100

4. feature which allure you most

features

diversificat
ion

Better
return
and
safety

No. of
response
s

17

26

Reductio
n in risk
and
transacti
on cost
24

Regular
income

Tax
benifit

Total

18

15

100

Chart Title
26

24
18

17

15

no. of responses

features
diversification

better return and safety

reduction in risk and transaction cost

regular income

Column1

5. invested mutual fund

Investe
d
mutual
fund
No. of
respons
es

sbimf

hdfc

icici

Uti

relian
ce

12

18

28

11

24

Jm
mutu
al
fund
4

other
s

Total

100

invested mutual fund

24

4 3 12
18

11

28

sbimf

hdfc

icici

uti

reliance

jm mutual fund

others

6.
Preference of mutual fund while investing in mutual fund

prefrences
No. of responses

One time
investment
32

sip

Total

68

100

prefrence

one time investment; 32%

sip; 68%

one time investment

sip

7. investment sector in mutual fund

Investme
nt sector

Gener
al 1st

Deb
t
fund

Oil &
petroleum

Diversifie
d equity
fund

Bankin
g fund

No. of
responses

38

Real
estat
e
fund
18

investment sector

16

18
38

general 1st

debt fund

oil & petroleum

diversified equity fund

banking fund

real estate fund

gold fund

power sector

8.method of receiving return

method
No. of responses

Dividend payout
52

Growth in nav
48

total
100

Gol
d
fun
d
16

Powe
r
secto
r
6

tota
l

100

Chart Title
52

no. of responses

48

method
dividend payout

growth in nav

9.best mutual fund plan

Best plan
No. of
responses

Balanced
plans
39

Equity
plans
16

Income
plans
26

other

Total

19

100

Chart Title
45
40
35
30
25

no. of responses

20
15
10
5
0

best plans

Axis Title
balanced plans

equity plans

income plans

others

10.
Holding time of mutual fund
time
No. of
responses

1 to 3
years
42

4 to 6
years
26

7 to 10
years
14

More than
10 years
18

Total
100

holding period

more than 10 year; 18%

1 to 3 years
1 to 3 years; 42%

4 to 6 years
7 to 10 year

7 to 10 year; 14%

more than 10 year

4 to 6 years; 26%

11.
Rating of risk associated with mutual fund
Rating
No. or
responses

low
48

moderate
36

high
16

total
100

Chart Title
60
50
40

no. of responses

30
20
10
0

rating

of risk associated with mutual fund

low

moderate

high

12. Factor prevent to invest in mutual fund

factor

Bitter
past
experian
ce

Lack of
knowled
ge

No. of
respons
es

13

21

Lack of
confiden
ce in
service
being
provided
14

Difficult
y in
selectio
n of
scheme

Inefficien others
t
investm
ent
advisor

Total

26

12

100

14

Chart Title
30
25
20

no. of responses

15
10
5
0

factors

Axis Title
bitter past experience

lack of kge

lack of confidence on service

difficulty in selection of schemes

inefficient investment advisor

others