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

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  • Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks - Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets
  • Small Cap Fund - An open ended equity scheme predominantly investing in small cap stocks - Minimum investment in equity & equity related instruments of small cap companies-65% of total assets
  • Dividend Yield Fund - An open ended equity scheme predominantly investing in dividend yielding stocks. Minimum investment in equity-65% of total assets
  • Value Fund - An open ended equity scheme following a value investment strategy - Minimum investment in equity & equity related instruments -65% of total assets
  • Contra Fund - An open ended equity scheme following contrarian investment strategy - Minimum investment in equity & equity related instruments -65% of total assets
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NISM Mutual Fund

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