NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 44 Of 121
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Hybrid Fund Balance: Balances growth and stability through mixed investments.
Government Securities Safety: Backed by government, ensuring low default risk.
Distributor Role: Assess investor needs and recommend suitable schemes.
Index Fund Transparency: Portfolio mirrors index, ensuring transparency.
Retirement Fund Lock-In: ELSS funds have a three-year lock-in period.
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