Mutual Funds Advanced by Rahul

What type of mutual fund would be most appropriate for a person who wants to invest in a blend of stocks and bonds?

• Balanced Fund

• Growth Fund

• Income Fund

• Municipal Bond Fund

A Mutual Fund may transfer investment from one scheme to another.

• not at all

• at current market rates

• at cost price

• at a fixed premium over market rate

What is Mutual fund?

• An investment in which investors pool their money to buy stock.

• An investment that you put in your checking account

• Investment that you put in your swimming pool.

• Investment that you put in the ground.

A sum of money paid to shareholders of a corporation out of its earnings.

• index
• dividend
• profit
• invest

Tags

CCSS.RI.11-12.4

CCSS.RI.9-10.4

CCSS.RL.11-12.4

CCSS.RL.8.4

CCSS.RL.9-10.4

What is the disadvatage of Mutual Funds

• Liquidity

• Delay in redemption

• Portfolio diversification

• Transparency

What are the aggressively managed portfolio of investments that uses advanced investment strategies such as leveraged, long, short and derivative positions in both domestic and international markets with the goal of generating high returns called?

• Real Estate Fund

• Gold Exchange Trade Fund

• Hedge Funds

• ELSS

ELSS ( Equity Linked Saving Scheme ) has a lock-in period of?

• 2years

• 5years

• 1year

• 3years

ELSS ( Equity Linked Saving Scheme ) is eligible under Section 80 C up to Rs.1.5 lakh allowed

• True

• False

Whayt is the minimum % of corpus to invest in real estate projects for Real-Estate Funds

• 45% atleast

• 65% atleast

• 30% atleast

• 50% atleast

Which of the following is not true about Gold Exchange-Traded Funds

• The price of gold ETFs will be directly linked to the price of gold itself and hence the returns from a gold ETF will more or less equal to returns from gold bars or coins

• invest in physical gold and derive their value from the underlying asset

• Investors can buy or sell units of these schemes, like any other stock listed on the exchange, through brokers.

• small investments to enjoy upswing of property without downside of high stamp duty