APPENDIX I

TOPIC A STUDY ON CUSTOMER PREFERENCE OF INVESTING IN MUTUAE FUNDS (DEBT FUNDS) IN CHENNAI CITY WITH REFERENCE TO SUNDARAM DIRECT.

QUESTIONNAIRE
1. a) Name: b) Address: c) Telephone no.: d) Email ID: e) Gender: f) Age: g) Below 25 yrs iv)46 55 yrs h) Marital status: i) Male ( ) ii) Female ( ) iii)36 45 yrs ( ) ( )

( ) ii)26 35 yrs ( ) ( ) v) Above 55 yrs( ) i) Married ( )

ii) Single

i) Occupation: i) Salaried ( ) ii) Professional service ( ) iii) Business\self employer ( ) iv) Retired ( ) v)student ( ) j) If salaried, i) Government ( ) ( ) ( ) ( ) ii) Private ( ) ( ) ( )

k) Annual income: l) Rs 50,000 1 lakh iii) Rs 2 lakhs 3 lakhs v) More than Rs 4 lakhs 2)

ii) Rs 1 lakh 2 lakhs iv) Rs 3 lakhs 4 lakhs

Percentage of income allotted for savings: i) Less than 10% ( ) ii) 10 20% ( ) iii) 20 30% ( ) iv) 30 40% ( ) v) More than 40% ( ) What is the purpose of your savings? i) Childrens education ( ) ii) Marriage purpose ( ) iii) Future needs ( ) iv) House building ( ) v) Wealth maximization ( ) How will you rank your investment objective? [ 1 to 6(1 for top 6 for last) ]

3)

4)

i) Regular income ii) Safety iii) Higher return iv) Capital appreciation v) Tax benefit vi) Liquidity 5)

[ [ [ [ [ [

] ] ] ] ] ]

Whose suggestions do you consider while making investments? i) Family members ( ) ii) Friends ( ) iii) Banks ( ) iv) Auditor ( ) v) Financial consultants ( ) vi) By ( ) How often do you invest? i) Monthly ( ) ii) Quarterly ( ) iv) Annually ( ) Have you invested in mutual funds? i) Yes ( ) ii) No ( ) If YES, in which scheme have you invested?

6)

iii) Half yearly

( )

7)

8)

i) Debt scheme ( ) ii) Equity scheme ( ) iii) Balanced scheme( ) iv) Others ( ) 9) if you have invested in more then one scheme rank that scheme in order of the quants of investor made?[ 1 to 3 (1 for max invested 3 for min invested) i) Debt scheme ( ) ii) Equity scheme ( ) iii) Balanced scheme( ) iv) Others ( )

9)

The reason for choosing that particular scheme is i) Best return when compared to other schemes ( ) ii) Diversified portfolio ( ) iii) Professional management iv) Liquidity ( ) v) Flexibility ( )

( )

10)

Reason for not preferring debt scheme? 1) No aware of that 2) not have interest

13)

IF yes ,in which scheme have u invested in debt scheme? 1)liquid fund 3)bond fund ( ) ( ) 2)short term fund 3)gilt fund ( ) ( ( ) )

4)FMP (fixed maturity plan) OR FTP

5)INTERVEL FUND ( )

14)

What is your investment satisfaction at present? i) Excellent ( ) ii) Satisfactory ( ) iii) Poor( )

14)

Reason for select debt scheme ? 1) Low risk ( )

15)

Reason for not preferring debt fund ? 2) No aware of that 2) not have interest

16)

Name the AMC in which you have invested: ______________________

17)

What kind of other investments have you chosen? i) Bank deposits iv) Post office savings ( ) ( ) ii) Shares v) Gold ( ) ( ) iii) Insurance ( ) vi) Real estate( )

18)

Have you heard about Sundaram Mutual? i) Yes ( ) ii) No ( )

19)

Do you need any financial advisory services from Sundaram Mutual? i) Yes ( ) ii) No ( )