Please select the appropriate Mutual Fund scheme for the given profile.. Mr.

Arun will be retiring

in a year. He wants to invest his savings in a Mutual Fund which would offer him steady income
after retirement and also wants the risk to be minimum.
Balanced Scheme
Growth Scheme
Income Scheme
Tax Saving Scheme
Which of the following is not a fundamental requirement of Mutual Fund investments?
choosing the appropriate Mutual Fund
Identifying the investor needs
Investing in only one type of scheme
Investing regularly
Which of the following could not be the reason for people to invest in Mutual Funds?
To consider a better alternative against investing in shares which carry greater risk
To earn maximum income with a lower risk than that with shares
To invest in blue chip shares even with small amounts of money
To prevent paying taxes on the income generated
Which of the following statements is true? A: Closed end schemes can offer re-purchase facility.
B: Open-end schemes have variable unit capital. C: Open end schemes can be listed in the stock
market
Only A
Only A & B
Only B & C
All are True
The most comprehensive source of information available on investor services is found in
Magazines
Newsletters
Newspaper
Offer Document
Which one of the following is a self regulatory organisation?
AMFI
BSE
RBI
SEBI
If the entry Load is 2.25% and the NAV is Rs. 10/-, then the investor will have to pay for 1000
units

10225
9775
10022.5
10250
Distributors are required to abide by a code of conduct as prescribed by SEBI. This code is based
on
AMFI
ARN
AGNI
ANMI
The most important link between Mutual Fund and Investors is
Government
SEBI
Fund Distributors
AMFI
All buy orders through an agent do not become valid till the fund accepts and confirms the orders
True
False
It is compulsory to use fund agents/intermediaries for investing MFs
True
False
The position on tax benefit under section 80C for investment in Equity Linked Savings Scheme
is
Available upto a cap of Rs. 15000/Available upto Rs 80000/Available without cap but within the overall limit of Rs. 100000/- for all section 80C
investments
Benefit not available
Mr. Kumar has Rs. 100000 which he wants to invest in an Open Ended Mutual Funds. Entry
Load is 2.25% for all investments is less than 5 Crs. The Current NAV of the scheme is 44.52.
Mr Kumar will get:
2246.18 Units
2196.755 Units
2230.421 Units
None Of These
What is forward pricing?

Price known to the invefstor before any transaction

Price of a scheme at maturity
Price of a scheme at the close of each working day
Same as historical pricing
Which of the following is not a benefit of investing in a Mutual Fund?
Liquidity
Money is always secure and it appreciates with time
Transparency in terms of how the money is invested
Various schemes addressing various needs of customers
A scheme can be launched by
The AMC
The AMC on behalf of the trustees
The Sponsor
The Trustees
Who submits the portfolio of the scheme to SEBI?
AMC
Custodians
Sponsor
Trustee
Which of the following is not a feature of Growth based schemes?
Higher short term risk
Highest long-term returns as compared to other categories
Investments mainly in equities
Investments only in the debt markets
The best benchmark for the Index Based fund is ...
Any Market Index
Any sector Index
LIBOR
Pre specified Index
Application forms are available with...
Memorandum containing key information
Newsletter
Newspaper
Offer document