IDBI Mutual

KIM is

A. Abridged version of OD

B. Abridged version of MA & AA

C. Summary of data containing historical NAVs of all the schemes launched by the fund house

D. Annual report of AMC

In unit linked policy, market risk is with

A. Insured

B. Insurer

C. Both Insured & Insurer

D. When market is high it is with insured else it is with insurer

Which is the most illiquid asset

A. Real Estate

B. Gold

C. Equity

D. Debt

Who among the following cannot be a distributor of Mutual Fund

A. Sponsors

B. AMCs

C. Non scheduled banks

D. Employees of AMCs

In hoardings / posters, the statement "Mutual Funds are subject to market risks, please read ----" should be minimum --- inches heights

A. 6

B. 9

C. 5

D. 8

Hybrid funds have their investment in

A. Equities

B. Debt

C. Gold

D. All of the above

When comparing performance of 2 funds, following need not be similar

A. Risk profiles

B. Investment objective of the fund

C. Fund size

D. Fund manager

An open ended mutual fund is one

A. That invest in Stock Exchanges

B. That invest in Financial Assets

C. Where investor can purchase / sell at all times

D. Units can be purchased only through brokers of Stock Exchanges

If a charitable trust approaches a distributor with application for investment in Mutual Fund, the distributor should:-

A. Accept application

B. Decline the application

C. Refer SID & SAI

D. Accept application as Direct

Information regarding which category of investors can invest in Mutual Fund is given in

A. Offer Document

B. SAI

C. DIN

D. MIN

Which of the following is can be withdrawn from NPS

A. Tier I

B. Tier II

C. Tier III

D. Tier IV

Following investment made by debt fund is untrue

A. Gilt securities

B. Equity Shares of Public Sector Undertaking

C. Bonds from Financial Institution

D. Commercial Paper

The risk of schemes NAV going up / down on the basis of capital market movement is

A. Investment attribute

B. Scheme specific risk

C. Standard risk

D. Credit risk

A. Open ended funds

B. Close ended funds

C. Interval funds

D. Exchange Traded Funds

A high portfolio turnover in equity means

A. The fund is active in the market

B. The funds transaction cost is high

C. The fund may be quite risky

D. All of the above

A close ended fund has fixed

A. Net Asset Value

B. Period

C. Return

D. Fund Manager

An official description of a particular mutual fund's planned investment policy can be found in the fund's

A. Offer Document

B. SAI

C. KIM

D. DIN

One of the most positive benefit from Rupee Cost Averaging is

A. Investment is irregular

B. Investment is always at a lower NAV

C. It is a disciplined way of investing

D. Investments are made at different NAVs

Which are the different types of management of Mutual Funds

A. Active fund

B. Passive fund

C. Active Fund or Passive Fund

D. Active Fund and Passive Fund

Of the following , which would be suitable for a retiree with a modest risk appetite

A. Value fund

B. Balanced fund

C. Diversified fund

D. Growth fund

Find the odd man out

A. International Fund

B. Open Ended Fund

C. Close Ended Fund

D. Interval Fund

Constraints on financial planning due to insufficient resources can be remedied to some extent by

A. Decreasing standard of living

B. Disciplined investment

C. Disciplined monthly budgeting

D. Speculating in equity markets

A frequently used approximation for the yield to maturity on a long-term bond is the

A. Coupon rate

B. Current yield

C. Cash flow interest rate

D. Real interest rate

If the insured policy is endorsed under MWP Act, 1874 then

A. Creditors have claim only to the extent of outstanding principal on the policy proceeds

B. Creditors have first claim on policy proceeds

C. Creditors have no claim on policy proceeds

D. Creditors have residual claim on policy proceeds

AMC of a Mutual Fund will do all except

A. Undertake Advisory services or Financial consulting

B. Appoint Auditors to maintain their accounts

C. Empanel distributors for marketing Mutual Funds

D. Invest in various commodities