NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Exchange Traded Funds (ETFs): Trade on exchanges, mirroring index performance.
  • Retirement Funds: Designed for long-term wealth creation for retirement planning.
  • Interest Rate Risk: Debt scheme prices move inversely to interest rate changes.
  • Passive Management: Index funds require minimal active management, reducing costs.
  • Diversified Portfolio: Equity funds reduce risk through diversified investments.

NISM 5B Mutual Fund Foundation

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