Assgnment-10

Which strategy can be used to ensure that a mutual fund scheme is suitable to the investors need and situation ?

• Indexation

• Dividend Stripping

• Asset Allocation

• Tax harvesting

Where are the 'Standard Risk Factors' of a Mutual Fund scheme disclosed?

• Fund Fact Sheet

• Addendum

• Statement of Additional Information (SAI)

• Scheme Information Document (SID)

Which certification examination is mandated by SEBI for becoming a mutual fund distributor in the India?

• NCFM Series VA Mutual Fund Distributors

• NISM Series VA Mutual Fund Distributors

• AMFI VA Mutual Fund Distributors

• SEBI VA Mutual Fund Distributors

What can happen if an investor has an Overconfidence bias?

• He will make careful investment choices

• He will take higher risks in his investments

• His portfolio will have all good blue chip shares

• He will keep the risks low in his investment portfolio

What should an investor see to evaluate the Consistency of Mutual Fund scheme performance ?

• Point to Point

• Standard Deviation

• Discrete annual returns

• Beta