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WorksheetsMutual Fund MCQ Test
Total questions: 50
Worksheet time: 27mins
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.
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
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
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
The goal of these funds is to produce current income in the form of interest or dividends.
Income funds
Growth funds
Balance funds
Index funds
A type of mutual funds, that invest money across asset classes, including a mix of low- to medium-risk stocks, bonds, and other securities.
Balanced funds
Money market fund
Income funds
Growth funds
A type of mutual fund that includes companies primed for revenue or earnings growth at a pace that is faster than that of either industry peers or the market overall.
Growth funds
Income fund
balance fund
Index funds
IDENTIFY the type of fund that holds unlimited shares in it.
Closed-End Fund
No Load Fund
Load Funds ("A" Fund)
Open-End Fund
IDENTIFY the type of fund that is commission free.
Closed-End Fund
No Load Fund
Load Funds ("A" Fund)
Open-End Fund
IDENTIFY the type of fund that requires a commission for each share bought in the fund.
Closed-End Fund
No Load Fund
Load Funds ("A" Fund)
Open-End Fund
Manakah pernyataan berikut ini yang salah mengenai produk BNP Paribas Cakra Syariah USD?
Memiliki target alokasi pada negara berkembang
Menggunakan tolok ukur Dow Jones Islamic Market World Index (DJIM)
Menerapkan filter Sustainable Responsible Investment (SRI)
Apakah tolok ukur yang digunakan pada produk BNP Paribas Prima II?
100% BI 7-Day RR Rate (net)
100% Bloomberg Indonesia Local Sovereign Index (net)
90% Bloomberg Indonesia Local Sovereign Index (net) + 10% BI 7-Day RR Rate (net)
What type of mutual fund would be most appropriate for a person who wants an international mutual fund without the risks associated with stocks?
Balanced Fund
Growth Fund
Global Stock Fund
Global Bond Fund
What type of mutual fund would be most appropriate for an investor who is interested in investing in health care stocks?
Balanced Fund
Industry Fund
Global Stock Fund
Regional Stock Fund
What type of mutual fund would be most appropriate for a retired person who desires investment earnings to provide for current living expenses?
Balanced Fund
Growth Fund
Income Fund
Industry Fund
What type of mutual fund would be most appropriate for a person who wants to invest in a blend of stocks and bonds?
Balanced Fund
Growth Fund
Income Fund
Municipal Bond Fund
A mutual fund distributor is paid commission for
First 5 years of Investment done by investor
First 10 years of investment done by investor
As long as investor held the investment
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
A sectoral fund is a ...?
Low risk fund
Moderate risk fund
High risk fund
Low-to-moderate risk 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
What type of mutual fund would be most appropriate for a person who wants an international mutual fund without the risks associated with stocks?
Balanced Fund
Growth Fund
Global Stock Fund
Global Bond Fund
What type of mutual fund would be most appropriate for an investor who is interested in investing in health care stocks?
Balanced Fund
Industry Fund
Global Stock Fund
Regional Stock Fund
What type of mutual fund would be most appropriate for a person who is interested in long-term growth for future financial security?
Balanced Fund
Global Stock Fund
Growth Fund
Income Fund
What type of mutual fund would be most appropriate for a retired person who desires investment earnings to provide for current living expenses?
Balanced Fund
Growth Fund
Income Fund
Industry Fund
A mutual fund distributor is paid commission for
First 5 years of Investment done by investor
First 10 years of investment done by investor
As long as investor held the investment
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
What type of mutual fund would be most appropriate for a person who wants to invest in a blend of stocks and bonds?
Balanced Fund
Growth Fund
Income Fund
Municipal Bond Fund
A Mutual Fund may transfer investment from one scheme to another.
not at all
at current market rates
at cost price
at a fixed premium over market rate
What is Mutual fund?
An investment in which investors pool their money to buy stock.
An investment that you put in your checking account
Investment that you put in your swimming pool.
Investment that you put in the ground.
What is the disadvatage of Mutual Funds
Liquidity
Delay in redemption
Portfolio diversification
Transparency
ELSS ( Equity Linked Saving Scheme ) has a lock-in period of?
2years
5years
1year
3years
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
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.
