NISM Exams
Unveiling NISM: Gain insights into what NISM (National Institute of Securities Markets) is, discover the application process, study techniques, stay updated with new exams and updates, and equip yourself for success in the financial industry
XII. MUTUAL FUND SCHEME SELECTION
Scheme Selection based on Investor needs, preferences, and risk-profile: Remember to analyze fund performance, portfolio composition, age of the scheme, and other key parameters when
XI. MUTUAL FUND SCHEME PERFORMANCE
Benchmarks for Other Schemes: CRISIL blended indices for hybrid funds Scheme Category Index Debt Index Equity Index Aggressive Hybrid Fund CRISIL Hybrid 25+75 – Aggressive
X. RISK, RETURN AND PERFORMANCE OF FUNDS
General Risk Factors: Specific Risk Factors: Note: The above notes can be presented in a tabular format for better organization and clarity. General Risk Factors
IX. INVESTOR SERVICES
Investor Services – Mutual Fund NFO Process New Fund Offer (NFO) Price vs. Ongoing Offer Price Note: To present this information in a table format,
VIII. TAXATION
Taxation in Respect of Mutual Funds: Table: Tax Rates for Mutual Fund Income Type of Income Tax Rates Dividend Income Varies based on investor’s category
VII. NET ASSET VALUE, TOTAL EXPENSE RATIO AND PRICING OF UNITS
NET ASSET VALUE, TOTAL EXPENSE RATIO, AND PRICING OF UNITS Net Asset Value (NAV): Total Expense Ratio (TER): Pricing of Units: Fair Valuation Principles: Principle
VI. FUND DISTRIBUTION AND CHANNEL MANAGEMENT PRACTICES
Categories of Mutual Fund Distributors Category Description Banks Banks act as distributors of mutual funds by offering various schemes to their customers. Independent Advisors Independent
