NEW
Font size
WorksheetsQuiz 1
Total questions: 35
Worksheet time: 18mins
Which among the following investment avenues does not offer income on a regular basis?
Real Estate
Physical Gold
Stocks
Debentures
Which of the following asset categories can also be purchased for consumption purposes apart from investment?
Real Estate
Stocks
Bonds
Debentures
The purchasing power of currency changes on account of which of the following?
Asset Allocation
Compound Interest
Inflation
Diversification
What is real rate of return?
Returns that an investor gets after payment of all expenses
Returns that an investor gets after taxes
Returns that an investor gets after adjusting the risks
Returns that an investor gets after adjusting inflation
Which of these is not a role of SEBI?
To protect interests of investors
To promote the development of securities market
To provide Mutual Fund Services and Statements
To regulate the securities market
Public Provident Funds, Debt Mutual Funds are type of which categories?
Equity
Fixed Income
Real Estate / Infrastructure
Commodities
The transparency levels in mutual funds are very low. State whether true or false.
True
False
Each mutual fund scheme must have a stated investment objective. State whether true or false.
True
False
Which of the following regulates the banking system and money market in India?
Pension Fund Regulatory and Development Authority of India (PFRDA)
Securities and Exchange Board of India (SEBI)
Insurance Regulatory and Development Authority of India (IRDAI)
Reserve Bank of India (RBI)
Who is responsible to provide information and insights about mutual funds in India?
Computer Age Management Services (CAMS)
Securities and Exchange Board of India (SEBI)
Association of Mutual Funds in India (AMFI)
National Institute of Securities Market (NISM)
One can invest in Paddy (Basmati) as an investor
True
False
A stock can give return to an investor in the form of
Capital Gain Only
Dividend Only
Both Capital Gain and Dividend
Either Capital Gain OR Dividend
Which of the following regulates Mutual Funds in India
Securities and Exchange Board of India (SEBI)
Association of Mutual Funds in India (AMFI)
Asset Management Companies (AMC)
Board of Trustees of Mutual Funds
From an investment perspective, gold is popularly also known as
Better than dollar
Safe Haven
Forever Positive
Easy to hide
Investing in Zinc is a part of which of the following commodity?
Bullion
Base Metals
Energy
Agri-commodities
One can invest in the following spices using the commodities market - Pepper, Turmeric, Jeera, Coriander
True
False
Which of the following should not be considered before investing?
Investment Objectives
Investment Strategy
Asset Allocation Pattern
Past Returns of the Investment
Mutual Funds are majorly subject to which of the following risks?
Inflation Risk
Credit Risk
Liquidity Risk
Market Risk
Diversification helps spread the risk of loss and probability of losing everything can be significantly reduced.
True
False
Which of the following is not an advantage of mutual funds?
Economies of Scale
Affordable Portfolio Diversification
Portfolio Customization
Transparency
Investing in US Dollars is amazing as it is inflation proof.
Yes
No
What is commonly referred to as the eighth wonder of the world?
Stock Market
Gold Bonds
Provident Funds
Compound Interest
Land/Real Estate Prices only go up.
True
False
One can trade Art work in commodity markets.
Yes
No
Yes, but not in India
The only way to invest in gold is by buying them from a jewellery store in form of ornaments, coins or biscuits.
True
False
Which of the following is not mandatory to invest in stocks/mutual funds?
PAN Card
Demat Account
Passport
KYC with Central Registry
The long term goal of a young investor is to build a corpus that is adequate to serve his income needs after retirement. The portfolio when constructed, should have a higher allocation to
Debt
Cash Equivalents
Equity
Employee Provident Fund
Inflation does which of the following to retirement planning?
Reduces the periodic savings required
Reduces the retirement corpus required
Increases the retirement corpus required
Increases the value of corpus created
Increase in returns offered by Fixed Deposits makes investments in Equity Market
More Attractive
Less Attractive
Does not impact
Which of the following investment is unlikely to provide inflation-hedged returns?
Gold
Real Estate
Commodities
Bonds
A retired person is depending on a monthly annuity income to finance his expenses. The greatest risk faced by his cash flows is
Business Risk
Exchange Rate Risk
Interest Rate Risk
Inflation Risk
An investor who seeks a high level of return and is willing to bear the risks of such investments is likely to be recommended
Aggressive Portfolio
Conservative Portfolio
Moderate Portfolio
Which of the following is a solution to manage inadequacy of retirement corpus closer to retirement?
Invest in riskier assets
Postpone retirement
Reduce periodic savings
Increase corpus target
Which of the following is not a Indian broking firm?
SBI Life
Anand Rathi
Motilal Oswal
Zerodha
Which of the following names is not a popular investor?
Rakesh Jhunjhunwala
Raghuram Rajan
Warren Buffet
Radhakishan Damani
