Personal Information and Mutual Fund SIP Quiz

Personal Information

• The survey collects personal information including name, age, occupation, and marital status.

Contact Details

• The survey collects contact details including phone number, email address, and residential address.

Familiarity with SIP

• The survey asks about the respondent's familiarity with the concept of SIP in mutual funds.
• Options include very familiar, somewhat familiar, and not familiar at all.

Investment Experience

• The survey asks if the respondent has ever invested in mutual funds through SIP before.
• Options include yes or no.

Consideration of Aditya Birla Sun Life Mutual Fund

• The survey asks how likely the respondent is to consider Aditya Birla Sun Life Mutual Fund for their SIP investments.
• Options include very likely, somewhat likely, and not likely at all.

Factors Influencing Decision

• The survey asks what factors would influence the respondent's decision to choose Aditya Birla Sun Life Mutual Fund for their SIP investments.
• Options include past performance of funds, fund manager expertise, brand reputation, low expense ratio, and variety of fund options.

Importance of SIP Flexibility

• The survey asks how important the flexibility of SIP investment amounts and frequencies is to the respondent.
• Options include very important, somewhat important, and not important.

SIP Investment Allocation

• The survey asks what percentage of their total investment portfolio the respondent would consider investing through SIP.
• Options include less than 25%, 25% to 50%, and more than 50%.

Risk Perception

• The survey asks how the respondent perceives the risk associated with SIP investments in mutual funds.
• Options include high risk, high potential return, moderate risk, moderate potential return, and low risk, low potential return.

Information and Support

• The survey asks how the respondent would rate the information and support provided by Aditya Birla Sun Life Mutual Fund regarding SIP investments.
• Options include excellent, good, average, and poor.

Preferred Mode of Communication

• The survey asks what the respondent's preferred mode of communication is for receiving updates and information about their SIP investments.
• Options include email, SMS, mobile app notifications, and phone call.

Satisfaction with SIP Investments

• The survey asks how satisfied the respondent is with the returns generated by their SIP investments in Aditya Birla Sun Life Mutual Fund.
• Options include very satisfied, satisfied, neutral, dissatisfied, and very dissatisfied.

Likelihood of Recommendation

• The survey asks how likely the respondent is to recommend Aditya Birla Sun Life Mutual Fund SIPs to others.
• Options include very likely, likely, neutral, unlikely, and very unlikely.

Staying Updated with SIP Performance

• The survey asks how the respondent stays updated with the performance of their SIP investments in Aditya Birla Sun Life Mutual Fund.
• Options include regularly checking the NAV, receiving updates from the fund house, using online portals or apps, and consulting with a financial advisor.

Investment Goal

• The survey asks what the respondent's investment goal is with SIPs in Aditya Birla Sun Life Mutual Fund.
• Options include wealth creation, retirement planning, education fund, and other (please specify).

Overall Experience

• The survey asks how the respondent would rate the overall experience of investing in SIPs with Aditya Birla Sun Life Mutual Fund.
• Options include excellent, good, average, and poor.

Preference for SIPs over Lump Sum

• The survey asks if the respondent prefers SIPs over lump sum investments for long-term wealth creation.
• Options include yes, no, and sometimes.

Risk Tolerance Assessment

• The survey asks how the respondent assesses the risk tolerance level before investing in SIPs with Aditya Birla Sun Life Mutual Fund.
• Options include risk assessment tools provided by the fund house, self-assessment based on financial goals and time horizon, and consultation with a financial advisor.

Future Investment Plans

• The survey asks how likely the respondent is to continue investing in SIPs with Aditya Birla Sun Life Mutual Fund in the future.
• Options are not specified, but it can be assumed to be a Likert scale (e.g. very likely, likely, neutral, unlikely, very unlikely).