Assignment-8

When is a Consolidated Account Statement (CAS) dispatched to the investor?

• When ever the investor asks for a CAS

• bi-monthly for dormant investors

• Every month, before the 10th working day of the following month

• When ever there is a transaction in the folio

In which categories of stocks do Multi Cap equity funds invest in ?

• Mostly large cap stocks only of various companies

• Mostly mid cap stocks only of various companies

• Mostly small cap stocks only of various companies

• A mix of large, mid and small cap stocks

Multi Asset Allocation funds invest in at least _____ asset classes with a minimum allocation of at least 10 percent in each class.

• 2

• 3

• 4

• 5

A bond issued by a company has a coupon of 7%. The interest rate in the market for bonds of similar tenor and credit quality is now 8%. An investor holding the bond will see _____ .

• The market price of the bond going up

• The market price of the bond going down

• The coupon of the bond going up

• No change in the market price

A mutual fund application form with multiple holders (Joint ) has to be signed by ______ .

• Any of the holders

• All the holders

• Only the first holder

• Only the first two holders