NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 16 Of 121
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Fund of Funds: These invest in other mutual fund schemes, domestic or overseas.
Systematic Plans: SIPs, SWPs, and STPs promote disciplined investing and withdrawals.
Tax Deferral: Mutual funds defer taxes on income until distributed to investors.
Investment Policy: Each scheme follows a defined policy aligning with its objectives.
Expense Ratio: Total Expense Ratio (TER) impacts NAV and investor returns.
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