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Mutual Fund Quiz - Post Assessment

Total questions: 20

Worksheet time: 20mins

Name
Class
Date
1.

There are how many Sub categories for Debt Mutual fund?

a)

16

b)

12

c)

10

d)

11

2.

Which type of mutual fund is riskiest in below given option?

a)

Multi Cap Fund

b)

Small Cap Fund

c)

Overnight Fund

d)

Mid Cap Fund

3.

Large Cap Fund will invest minimum 65% in large cap stocks ?

a)

True

b)

False

4.

Risk grade of Credit Risk Fund is

a)

Low

b)

High

c)

Moderately High

d)

Moderate

5.

Under Dynamic Asset allocation fund-

a)

0-100% can be invested in Debt

b)

0-100% can be invested in Equity

c)

0-100% can be invested in Equity or Debt

6.

Long term capital gains from equity funds are taxed at:

a)

20.8%

b)

10.4%

c)

15.6%

d)

As per Tax slab of Investor

7.

From the given below option which fund is most suitable for a conservative investor:

a)

Banking & PSU Fund

b)

Sectoral Fund

c)

Mid Cap Fund

d)

Small Cap Fund

8.

How much should be the investment tenure of an investor to invest in Multi-Cap fund?

a)

3+ Years

b)

5+ Years

c)

7+ Years

9.

Credit Risk Fund will invest minimum 65% in AAA and below rated corporate bond?

a)

True

b)

False

10.

Which of the below funds invest in hedging instruments?

a)

Dynamic Asset Allocation

b)

Dynamic Bond Fund

c)

Equity Saving Fund

d)

Multi-Cap Funds

11.

Corporate Bond Fund will invest minimum 80% in AA+ and above rated corporate bond?

a)

True

b)

False

12.

In which hybrid fund category portfolio allocation would be - Equity - 65 % to 80% and Debt - 20% to 35%

a)

Conservative Hybrid

b)

Balanced Hybrid

c)

Aggressive Hybrid

d)

Equity Savings

13.

Risk grade of Corporate Bond Fund is

a)

High

b)

Low

c)

Moderately Low

d)

Moderate

14.

Gilt Fund will invest minimum ___% of assets in government securities.

a)

75%

b)

65%

c)

100%

d)

None of above

15.

Short term capital gains from Debt funds are taxed at?

a)

20.8% with indexation benefit

b)

As per investor Tax slab

c)

10.4%

d)

15.6%

16.

Short Duration Fund will have portfolio duration of 3 months to 6 months.

a)

True

b)

False

17.

Risk grade of Arbitrage Fund is

a)

High

b)

Low

c)

Moderately Low

d)

Moderate

18.

Mid cap fund will invest minimum

a)

80% assets in Large cap stocks.

b)

65% assets in Mid cap stocks

c)

80% assets in Small cap stocks.

d)

65% assets in Small cap stocks.

19.

All equity investment in Arbitrage funds are hedged.

a)

True

b)

False

20.

The portfolio duration of Low Duration Fund is

a)

6 to 12 months.

b)

3 to 6 months

c)

1 to 3 years

d)

Up to 91 days.