NISM 5B Mutual Fund Foundation Certification Exam Notes
Page 8 Of 121
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Liquidity Needs: Investors must balance liquidity needs with long-term growth objectives.
Risk-Return Trade-off: Higher potential returns typically come with increased risk exposure.
Asset Allocation: Allocating assets across classes optimizes returns while managing risk.
Investment Horizon: Longer horizons allow for riskier investments like equity for higher returns.
Real Estate Characteristics: Real estate’s performance is heavily influenced by location and market conditions.
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