NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Money Market Liquidity: Money market funds offer high liquidity for short-term needs.
  • Index Fund Benefits: Provide broad market exposure with low expense ratios.
  • Retirement Fund Returns: Depend on allocation between equity and debt.
  • Debt Scheme Categories: Include overnight, liquid, and duration-based funds.
  • Equity Scheme Types: Include multi-cap, mid-cap, and small-cap funds.

NISM 5B Mutual Fund Foundation

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