NISM-Series V-A: Mutual Fund Certification Exam Notes

Page 10 Of 63

Go to:

  • Small Cap: 251st company onwards in terms of full market capitalization
  • Multi Cap Fund - An open ended equity scheme investing across large cap, mid cap, small cap stocks - Minimum investment in equity & equity related instruments-75% of total assets. 25% each in Large, Mid and Small Cap Stocks.
  • Flexi Cap Fund - An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks - Minimum investment in equity & equity related instruments -65% of total assets
  • Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks - Minimum investment in equity & equity related instruments of large cap companies-80% of total assets
  • Large & Mid Cap Fund -An open ended equity scheme investing in both large cap and midcap stocks - Minimum investment in equity & equity related instruments of large cap companies-35% of total assets . Minimum investment in equity & equity related instruments of mid cap stocks-35% of total assets

NISM Mutual Fund

Copyright 2015 - MODELEXAM MODELEXAM®