NISM 5B Mutual Fund Foundation Certification Exam Notes

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  • Fund Manager Skill: Impacts active fund performance significantly.
  • Index Fund Efficiency: Low tracking error ensures benchmark alignment.
  • Risk-Adjusted Measures: Essential for comparing fund performance.
  • SEBI Circulars: Standardize return calculations and disclosures.
  • Portfolio Risk: Varies by asset allocation and scheme type.

NISM 5B Mutual Fund Foundation

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