Girish | QuestionPro

* Name

* Name of the organization

* 1) How long have you been advising your clients for investment in mutual
fund schemes?

1 year

5 year

Above 5 year

* 2) Do you keep track of the investment practices of these funds?

Seldom

Somewhat

Very much

3)What factors do you consider most on the part of mutual fund whenyou advice a mutual fund scheme to your clients, other than returns?
Rank them in the order of preference.

Investment practices of the fund managers
Past performance
Income
Ratings of the fund

4)Would you like to give feedbacks to the fund managers when you feel
they are going wrong?

Yes

No

5) Had you ever tried this?

Yes

No

6) If yes, what was the reaction of the fund managers?

Seemed to have accepted the feedback

Did not responded properly

I’ve got negative response

7) How do you perceive portfolio turnover?

i. An aggressive investment strategy involving high costs

ii. An avoidable investment practice that often includes expenses

iii. A better way of earning good returns alongside managing risk

8) What weightage does portfolio turnover of a scheme carries when
you advice your clients on mutual fund scheme selection?

i. Not much

ii. What it deserves

iii. Very much

9) As per your experience portfolio turnover tends to be higher in………

i. Equity Sector schemes

ii. Equity diversified schemes

iii. Debt Gilt schemes

iv. Debt liquid schemes

v. Balanced schemes

Other

10) What reasons can be attributed for that ……….