NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Annual Report Scope: Includes unclaimed amounts and performance.
  • SID Accessibility: Available on AMC websites for investors.
  • SAI Investor Rights: Outlines unitholder rights and protections.
  • KIM Updates: Reflects changes in scheme terms or conditions.
  • NAV Frequency: Daily updates for most schemes, except FoFs.

NISM 5B Mutual Fund Foundation

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