WorksheetsMutual Fund Quizz
Total questions: 20
Worksheet time: 40mins
Investment returns generated (gain or loss) are shared by AMC?
True
False
What are the benefits of investing in Mutual Fund?
Professional Management
Convenience
Tax Efficiency
All of the above
There are how many Sub categories for Debt Mutual fund?
11
7
16
18
Small cap fund will invest minimum.
80% assets in Large cap stocks.
65% assets in Mid cap stocks
80% assets in Small cap stocks.
65% assets in Small cap stocks.
What is portfolio allocation for large & Mid cap funds
Minimum 35% in Large cap & 35% in Small cap
Minimum 35% in Mid cap & 35% in Small cap
Minimum 35% in Large cap & 35% in Mid cap
A sectoral fund should invest minimum how much % of its portfolio in particular sector.
60%
80%
75%
70%
A sectoral fund is a ...?
Low risk fund
Moderate risk fund
High risk fund
Low-to-moderate risk fund
Under Dynamic Asset allocation fund-
0-100% can be invested in Debt
0-100% can be invested in Equity
0-100% can be invested in Equity or Debt.
In which hybrid fund category portfolio allocation would be - Equity - 10 to 25% and Debt - 75% to 90%
Conservative Hybrid
Balanced Hybrid
Aggressive Hybrid
Equity Savings
Risk grade of Aggressive Hybrid Fund is
High
Low
Moderately Low
Moderately High
Overnight Fund will invest in
Securities with maturity of 1 month.
Securities with maturity of upto 91 days.
Securities with maturity of upto 1 year.
None of the above
Ultra Short Duration Fund should have portfolio duration of 3 months to 6 months.
True
False
Risk grade of liquid Fund is
High
Low
What should be the portfolio duration for Medium Duration fund?
1 to 3 Years
3 to 4 Years
4 to 7 Years
Which of the following is correct statement
Duration of Dynamic bond funds is fixed, but is dynamically managed.
Duration of Dynamic bond funds are not fixed and are dynamically managed
Short term capital gains from equity funds are taxed at:
20.8%
10.4%
15.6%
As per Tax slab of Investor
Which of the following debt funds has highest investment tenure?
Money market Fund
Floater Fund
Gilt Fund
Corporate Bond Fund
Which category of Mutual Fund invest minimum of 65% in equity across different market cap?
Large Cap Funds
Sectoral Funds
Multi Cap Funds
Small Cap Funds
Long term capital gains from Debt funds are taxed at?
20.8% with indexation benefit
As per investor Tax slab
10.4%
15.6%
Which of the below funds is the least risky fund?
Overnight Funds
Small Cap Funds
Gilt Funds
Large Cap Funds
