NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Portfolio Transparency: Ensures investors know scheme investments.
  • Riskometer Levels: Ranges from low to very high risk.
  • Factsheet Details: Includes minimum investment and expense ratios.
  • SID Revisions: Updated post-exit option or material changes.
  • SAI Updates: Reflects changes in AMC or trustee information.

NISM 5B Mutual Fund Foundation

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