NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Credit Risk Management: Involves investing in high-credit-quality securities.
  • Liquidity Management: Actively managed within portfolio limits.
  • Performance Disclosure: SEBI mandates standardized performance reporting.
  • Assured Return Schemes: Require a named guarantor in the SID.
  • Advertisement Code: Regulates performance disclosure in ads.

NISM 5B Mutual Fund Foundation

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