NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Retirement Fund Structure: May include equity, debt, or hybrid options.
  • Debt Fund Risks: Include credit, interest rate, and reinvestment risks.
  • Equity Fund Volatility: Higher in mid- and small-cap funds than large-cap.
  • Distributor Training: Requires understanding of scheme types and risks.
  • Money Market Returns: Lower but stable, suitable for conservative investors.

NISM 5B Mutual Fund Foundation

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