NISM 5B Mutual Fund Foundation Certification Exam Notes

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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.

NISM 5B Mutual Fund Foundation

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