RTA Mutual Fund Exam Important Points

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  • 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
  • Focused Fund: An open-ended equity scheme investing in maximum 30 stocks - (the scheme needs to mention where it intends to focus, viz., multi cap, large cap, mid cap, small cap). Minimum investment in equity & equity related instruments shall be 65 percent of total assets.
  • Sectoral/Thematic: An open-ended equity scheme investing in a specific sector such as bank,IT. etc. Minimum investment in equity and equity related instruments of a particular sector/ theme shall be 80 percent of total assets

NISM RTA MUTUAL FUND

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