BIBLIOGRAPHY/REFERENCE

BIBLIOGRAPHYFinancial Services & Marketing -E. Gordon,Himalaya Publishing House, Mumbai.

Mutual Funds in India -H. Sadhak,

Response Books, New Delhi.

Financial Managementkhan & JainSecurity Analysis & Portfolio ManagementPreethi singhInvestment ManagementVK. Bhalla

Company Fact Sheet

Websites Visited : www.amfiindia.com www.mutual funds india.com www.birla sun life.com www.moneycontrol.com www.icicidirect.comANNEXURE/APPENDIXQuestionnaire1.Name of the respondent:

2.Age

Below 2020 2930 39

40 4950 59Above 60

3.Sex:

MaleFemale

4.Address with Phone Number:

Telephone Number:E-mail ID:

5.Occupation:

HouseholdBusinessService

ProfessionalRetiredStudent

6.Annual Income

< One Lakh1 2 Lakh

2 3 LakhAbove 3 Lakhs

Investment Preference1. Do you invest any part of your savings ?

YesNo2. What amount do you save yearly ?

< 25000

< 100000

If Yes

< 50000

> 100000

3. What criteria you keep in your mind while selecting an investment opportunity (rank them accordingly) ?

SecurityYieldMaturity

Tax BenefitsLiquidity

4. Normally what investment opportunities you prefer to invest your savings ?

Bank depositsSharesBonds/Debentures

Mutual fundsInsuranceReal Estate

If Mutual Funds

5.Do you know about the Mutual Funds?

YesNo

If Yes

6.How did you come to know of these brands of mutual funds?

AdvertisementsFriendsFamily members

Financial AdvisorsRelatives

7.Have you invested any amount in the Mutual Funds?

YesNo

If Yes

8.In which Mutual funds did you invest?

Birla SunlifeOthers

If Birla Sun Life

9.What type of funds you prefer?

Debt FundsEquity Funds

Hybrid Funds

If Debt Funds

10. Which type of schemes you prefer?

Liquid FundFloating RateGilt Fund

Dynamic Bond FundIncome PlusBond Index Fund

If Equity Funds

11.Which type of schemes you prefer?

Advantage FundMidcapEquity Plan

MNC FundIndex FundDividend yield plus

India Opportunities fund

If Hybrid Funds

12.Which type of schemes you prefer?

MIP IMIP IIBalanced Fund

If Others

13. Which is that one?

HDFC

Kotak Mahindra

14.What are the reasons for the preference of present brand of mutual funds? IPOPerformanceDiversification

Investment StrategyFund Manager

15. In your opinion, Birla Sun Life Mutual Fund is a?

Better optionNot a better optionCant say

Franklin TempeltonDSP Meryllich

HSBCUTI

If a Better Option16. Why? And How?

If Not a better Option17. Why and How ?

18. Will you recommend Birla Sun-life Mutual Fund as a better investment opportunity to your friends ?

YesNo19. What are your valuable suggestions for the improvement of Birla-Sunlife Mutual Funds schemes ? i