NISM 10A Investment Adviser Level 1 Notes

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  • Performance Parameters: Risk and return are key metrics for portfolio evaluation.
  • Rate of Return: Measures portfolio growth, including capital gains and income.
  • Arithmetic Return: Simple average of periodic returns, used for short-term analysis.
  • Geometric Return: Compound return over multiple periods, reflecting long-term growth.
  • Risk Measures: Include standard deviation, beta, and downside risk for volatility assessment.

NISM 10A NISM Investment Adviser Level 1

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