NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Retirement Fund Planning: Aligns with long-term financial planning needs.
  • Hybrid Fund Flexibility: Adjusts equity-debt mix based on market conditions.
  • Scheme Disclosure: Schemes disclose risks and performance for transparency.
  • Liquid Fund Cut-Off: Specific cut-off times apply for NAV applicability.
  • Index Fund Benchmark: Tracks indices like NIFTY 50 or BSE Sensex.

NISM 5B Mutual Fund Foundation

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