NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Debt Schemes: Include overnight, liquid, and corporate bond funds with specific investment mandates.
  • Hybrid Schemes: Combine equity and debt for balanced risk-return profiles.
  • Real Estate Funds: Invest in real estate assets directly or indirectly.
  • ESG Investing: Environmental, Social, and Governance-focused schemes are gaining traction.
  • Fund Manager Role: Fund managers make investment decisions within regulatory guidelines.

NISM 5B Mutual Fund Foundation

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