NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Retirement Fund Flexibility: Allows tailored equity-debt allocations.
  • Scheme Selection: Distributors guide investors based on risk and goals.
  • Index Fund Simplicity: Simplifies investing by tracking market indices.
  • Liquid Fund Returns: Offer stable but lower returns compared to equity funds.
  • Credit Risk Management: Involves investing in securities with strong credit profiles.

NISM 5B Mutual Fund Foundation

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