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

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  • Factors to evaluate investments - Safety, Liquidity, Returns, Convenience, Ticket size, Taxability of income, Tax deduction
  • Different Asset Classes - Real Estate, Commodities, Fixed Income, Equity
  • Investments in equity and bonds can be done only in financial form, whereas one can buy the other two assets, viz., real estate and commodities either in financial or in physical form.
  • Real estate and commodities differ from equity and bonds in another way, too. These could be bought as investment or for consumption purposes
  • Inflation, or price inflation is the general rise in the prices of various commodities, products, and services that we consume. Inflation erodes the purchasing power of the money.

NISM Mutual Fund