Mutual Fund Investment Questionnaire

A mutual fund investment questionnaire is a written document which consists of various questions all of which are based on the topic of mutual fund investments. Any such document is a set of either objective, subjective or both kinds of questions. The organisation distributing the questionnaire evaluates all the responses and comes to a conclusion about the advantages, disadvantages and views of people regarding mutual fund investments.

Sample Mutual Fund Investment Questionnaire:

Name of respondent: __________________

Age of respondent: ______________________

Marital status of respondent: __________________

Gender of respondent: ________________________

Email address of respondent: ______________

Contact number of respondent: _______________

Residential address: ______________________ zip code: _________________

State: ________________ country: ________________

Working as: __________________

Do you invest? ________[yes/no]

Please answer the following questions in the spaces provided:

Q1.Have you invested your money in any mutual fund scheme?

a)   Yes

b)   No

Q2. Name all the schemes of mutual fund that you have previously or currently invested in?


Q3. How do you think is mutual fund investment better than any other kind of investment?


Q4. What do you think is the scope of the scheme you have invested in currently?


Q5. Give the various disadvantages of mutual fund investments in your view or opinion?


Q6. Have you ever faced any kind of loss due to investing your money in mutual fund investments?

a)   Yes

b)   No

Q7. Did the loss deter you from further such investments?

a)   Yes

b)   No

Q8. How is mutual fund investment more profitable than other forms of investments?


Category: Investment Questionnaire

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