NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 50 Of 121
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Mandatory Documents: SID, SAI, and KIM are required for investor information.
NAV Disclosure: AMCs must disclose NAV daily on their and AMFI’s websites.
Scheme Dashboard: AMCs publish performance dashboards for transparency.
Riskometer: Depicts scheme risk levels for investor awareness.
Fund Factsheet: Monthly factsheet provides portfolio and performance details.
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