WorksheetsDeployment Quiz- SEBI Scheme Categorization
Total questions: 20
Worksheet time: 10mins
SEBI Scheme Categorization is applicable for which kind of schemes ?
Close Ended Schemes
Open Ended Schemes
Both of the Above
None of these
What is the minimum Equity exposure for Multicap Fund Category ?
Min 80 % in Equity
Min 65 % in Equity
Min 75 % in Equity
Min 95 % in Equity
What is the definition of Large and Mid cap Category Fund as per SEBI Scheme Categorization ?
Min 35 % in Large cap and Mid cap each
Min 65 % in Large cap and Mid cap each
Min 25 % in Large cap and Mid cap each
Min 45 % in Large cap and Mid cap each
ELSS (Equity Linked Savings Scheme Category) Invests min 80 % in equity
True
False
Sector/ Thematic Fund Category are required to invests 80 % in the particular Scheme or Sector ?
True
False
Lock in period for Children's plan is at least of 5 years or till the Child attains the age of Majority (Whichever is Later)
True
False
Lock in period for Retirement fund is 5 years or the age of retirement (whichever is earlier )
True
False
Define Large Cap Fund Category according the SEBI Scheme categorization
Min 80 % in Large cap stocks
Min 65 % in Large cap stocks
Min 95 % in Large cap stocks
Min 75 % in Large cap stocks
Define Mid Cap Fund Category according the SEBI Scheme categorization
Min 60 % in Mid cap stocks
Min 65 % in Mid cap stocks
Min 95 % in Mid cap stocks
Min 75 % in Mid cap stocks
Define Small Cap Fund Category according the SEBI Scheme categorization
Min 60 % in Small cap stocks
Min 75 % in Mid cap stocks
Min 95 % in Mid cap stocks
Min 65 % in Small cap stocks
Aggressive Hybrid Scheme category invests ------- gross percentage in Equity
30 to 80 %
65 to 80 %
10 to 25 %
0 to 100 %
Balanced advantage Scheme falls under which category of schemes ?
Aggressive Hybrid Fund
Dynamic asset Allocation fund
Conservative Hybrid Fund
Both A and B
Which Debt Schemes are grouped as per their Maturity ?
Overnight Fund, Liquid Fund and Money Market Fund.
Ultra Short duration, Low Duration Fund
Short Duration Fund , Medium Duration Fund
Both A and B
Ultra Short duration Fund invests in Debt Instruments such as the Macaulay duration of the portfolio is between -------
3 to 6 Months
6 to 12 months
Up to 1 Year
1 to 3 years
Low Duration Fund invests in Debt Instruments such as the Macaulay duration of the portfolio is between -------
3 to 6 Months
6 to 12 months
Up to 1 Year
1 to 3 years
Short Duration Fund invests in Debt Instruments such as the Macaulay duration of the portfolio is between -------
3 to 6 Months
6 to 12 months
Up to 1 Year
1 to 3 years
Medium Duration Fund invests in Debt Instruments such as the Macaulay duration of the portfolio is between -------
3 to 6 Months
6 to 12 months
3 to 4 years
1 to 3 years
Which Scheme Invests in Debt Instruments of Maturity up to 91 days ?
Overnight Fund
Liquid fund
Money Market Fund
Short Duration Fund
Under Solution Oriented Schemes which category of schemes are available ?
Retirement Fund , Children's fund
Dynamic asset Allocation fund , Aggressive Hybrid fund
Both A and B
Index Fund, FOF
Fund of Fund's invests 95 % in the underlying Fund.
True
False
