NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 49 Of 121
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Index Fund Growth: Growing popularity due to cost efficiency and simplicity.
Retirement Fund Discipline: Encourages systematic investing for long-term goals.
Scheme Information Document (SID): Details scheme objectives, policies, and risks.
Statement of Additional Information (SAI): Provides AMC and trustee details.
Key Information Memorandum (KIM): Summarizes key scheme details for investors.
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