NISM-Series V-A: Mutual Fund Certification Exam Notes
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Riskometer is a pictoral representation of the risk to the principal invested in a mutual fund product. Risk will be categorized in SIX levels.
Type of a scheme - Open ended/Close ended/Interval scheme / Sectoral Fund/Equity Fund/Balance Fund/Income Fund/Index Fund/Any other type of Fund
Investment Objective - Main Objective - Growth/Income/Both. Investment pattern - The tentative Equity/Debt/Money Market portfolio break-up with minimum and maximum asset allocation
Terms of Issue - Liquidity provisions such as listing, repurchase, redemption. Aggregate fees and expenses charged to the scheme. Any safety net or guarantee provided.
KIM is a summary of the SID and SAI. As per SEBI regulations, every application form is to be accompanied by the KIM
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