Investment Vehicles Quiz

What is the minimum investment required for Portfolio Management Services (PMS)?

• Rs. 50 lakhs

• Rs. 100

• Rs. 1 crore

• Rs. 25 lakhs

Which investment vehicle is ideal for retail investors looking for a diversified portfolio?

• Alternative Investment Funds (AIF)

• Portfolio Management Services (PMS)

• Mutual Funds

• Hedge Funds

What is the lock-in period for Category-I AIFs?

• No lock-in period

• 1 year

• 3 years

• 5 years

Which of the following is NOT a type of Mutual Fund scheme?

• Equity

• Debt

• Hybrid

• Real Estate

What is the minimum investment amount for an AIF?

• Rs. 1 crore

• Rs. 50 lakhs

• Rs. 100

• Rs. 25 lakhs

What type of investors are AIFs primarily designed for?

• High-net-worth individuals

• Institutional investors

• Retail investors

• Small investors

Which category of AIFs is allowed to use advanced trading strategies?

• Category-IV

• Category-III

• Category-II

• Category-I

What is the primary focus of the Growth option in Mutual Funds?

• Capital appreciation

• Regular income streams

• Short-term gains

• Tax benefits

Which of the following statements about PMS is true?

• It requires a minimum investment of Rs. 100

• It allows for personalized portfolio management

• It is suitable for all types of investors

• It has a fixed lock-in period

What is the tax rate on long-term capital gains for Equity Oriented Mutual Funds?

• 12.5%

• 30%

• 10%

• 20%