NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 18 Of 121
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Smart Beta Funds: These modify index exposure for potentially better risk-adjusted returns.
SIP Growth: Systematic Investment Plans have seen significant growth, reflecting investor preference.
Risk Disclosure: Schemes disclose risks via a Riskometer to inform investors.
Fund Structure: Mutual funds are trusts, with investors as beneficiaries.
Portfolio Transparency: Investors receive regular updates on portfolio holdings and performance.
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