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