NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Reinvestment Risk Mitigation: Managed through strategic reinvestment.
  • Liquidity Risk Control: Ensured through cash and fixed income holdings.
  • Market Risk Exposure: Higher in equity-oriented funds.
  • Volatility Assessment: Critical for evaluating scheme suitability.
  • Benchmark Transparency: TRI enhances transparency in performance.

NISM 5B Mutual Fund Foundation

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