Best Fund Houses_survey

Page 1

Which would you choose as a long term investment option for wealth creation? 80%

Equity Mutual Funds

Fixed Income Products

Between 1yr and 3yrs

20%

Others

9%

ULIPs

5%

69%

More than 5yrs

20%

Between 3yrs and <5yrs

36%

Invest in stocks directly

How long do you plan to stay invested in mutual funds?

Less than 1 year

10% 1%

How much returns would mutual funds deliver over the next 10 years? If you invest in MFs, what kind of schemes do you choose – 76%

Equity diversified Balanced funds

37%

ELSS

36%

Gold ETFs

22%

Liquid funds

20%

Fixed maturity plans

14%

Bond funds

11%

Index funds

11%

Hybrid funds All of the above

Mutual funds are too risky

5%

From where do you take your advice on mutual funds? 63%

Own research Advice from financial planners/financial advisor

35%

Media reports

10% 7%

40%

Invested and lost money

Lack of knowledge

32%

Above 15% Under 8%

What has been the reason for not investing in mutual funds?

Find fixed income better

63%

8% to 15%

24% 21% 15%

23%

Advice from bank relationship/wealth manager

7%

Advice from friends & family

7%

Advertisements

5%


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