NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • MF Central Standardization: Ensures uniform transaction processes.
  • Return Calculation: Mutual fund returns include capital gains and dividends.
  • Annualized Return: Adjusts returns for comparison across different time periods.
  • Sharpe Ratio: Measures risk-adjusted returns using standard deviation.
  • Treynor Ratio: Evaluates returns per unit of market risk (Beta).

NISM 5B Mutual Fund Foundation

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