NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Low-Cost Options: Passive funds like ETFs have lower expense ratios than active funds.
  • Investor Education: Mutual funds provide resources to enhance investor understanding.
  • Scheme Performance: Performance is disclosed regularly to aid investor decisions.
  • Regulatory Framework: SEBI’s MF Lite framework simplifies rules for passive funds.
  • Investment Discipline: Systematic plans encourage regular investing and withdrawals.

NISM 5B Mutual Fund Foundation

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