In the context of NPS Tier I account is a prerequisite for opening Tier II account

The Appropriate Benchmark for a Banking Fund

Equity Funds Risk relative to market is measured by

An investor has sold his investments in an Equity mutual fund two years after buying the units. The profits he earns are
classified as _________________.

In ASBA, the amount is blocked in

Beta of an equity fund measures its

The Board of Trustees of a mutual fund

For which of the following options within the scheme is the portfolio performance the same?

In case of Closed end schemes
(i) Market price will converge to NAV upon maturity
(ii) not compulsory to list in a stock exchange
(iii) Trades at discount to NAV

A ________ Fund maintains a portfolio that is in line with the index it mirrors.

Which amongst the following represents the appropriate risk sequence (highest to lowest)?

_________is an approach where all the financial goals of a person are taken together, and the investment strategies
worked out on that basis

Year-wise cash flows going several years into future is a feature of comprehensive financial plan

A bond’s rating indicates its

Investors of a winded up scheme are entitled to the proceeds of illiquid securities if it is substantial and
recovered________.

If a scheme’s name implies that it will invest primarily in a particular type of industry/sector, then it should invest
atleast___________of its total assets in the indicated type of industry/sector

An example of closed end fund

A loan can be taken to buy an asset provided:

Mutual funds have made an arrangement with ________ to help Investors to comply with KYC documentation
requirements.

__________ is a measure of risk-adjusted return

Day to day operations of the mutual fund are handled by

Statement of Account is to be sent to investors within ___ days of NFO closure

________ Ratio indicates how much investors in the share market are prepared to pay (to become owners of the
company), in relation to the company’s earnings

As per the SEBI regulations, if a scheme is in existence for over a year, compound annual yield is the accepted method of
calculating return and returns should be shown for the last 1,3 and 5 years of the scheme or since its inception.

The maximum initial commission that an AMC can pay to distributors