NISM 5B Mutual Fund Foundation Certification Exam Notes

Page 77 Of 121

Go to:

  • SEBI Standardization: Mandates TRI for all scheme benchmarks.
  • Fund Manager Role: Influences returns through active or passive management.
  • Index Fund Beta: Mirrors the market’s Beta of 1.
  • Risk Premium: Excess return over risk-free rate for risk taken.
  • Portfolio Diversification: Reduces unsystematic risk through varied investments.

NISM 5B Mutual Fund Foundation

MODELEXAM MODELEXAM®