NEW
Font size
WorksheetsMutual
Total questions: 28
Worksheet time: 17mins
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
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.
In this phase: permission was granted for entry of private sector funds.
Phase III – 1993 – 96
Phase IV – 1996
Phase II – 1987 – 93
Phase I – 1964 – 87
What is true about mutual funds
Mutual Funds are not reliable and people rarely invest in them.
The good thing about Mutual Funds is that you don’t have to pay attention to them.
Mutual Funds invest only in shares.
The biggest advantage of Mutual Funds is their ability to diversify the risk.
Which of the following would you suggest for a client who has high risk appetite?
Debt Investments
Gold Investments
Equity Investments
Insurance Investment
The cut-off time for liquid fund redemptions is 3PM
True
False
The liquidity needs of an investor are met through ?
Equity Funds
Index Funds
Money Market Funds
Sector Funds
Mutual funds in India are permitted to invest in
securities
Securities and Gold
Securities, Gold and Real Estates
Securities and Real estates
What is the Full form of Nav ?
Net Asset Value
Net Absolute Value
Net American Value
Net accelerated value
What should be the portfolio duration for Medium Duration fund?
1 to 3 Years
3 to 4 Years
4 to 7 Years
Who enters into contract in a mutual fund structure
Sponsor
Trustee
AMC
Depends upon the Fund type
Investing in a mutual fund with both stocks and bonds is
Bond fund
Balanced Fund
Growth fund
Income fund
When you lay money out and hope to make a profit it is known as:
Investment
Depreciation
Leverage
Income Fund
A variety of funds is known as a
Income fund
Growth fund
Family of Funds
Indirect Investment
A fund that grows over time is known as
Income fund
Growth fund
Balanced Fund
Stock Market Fund
A company that you invest in that buys multiple stocks and bonds is known as a
Commodity
Commission
Mutual Fund
Precious metal
is an increase in the value of an asset over time.
Appreciation
Depreciation
Dollar Cost Averaging
Portfolio
The first introduction of Mutual Funds in India occurred in which of the following years?
[A] 1964
[B] 1963
[C] 1987
[D] 1999
The total Assets minus Liabilities divided by outstanding very similar to the PPS of a stock
PPS
Nav
EPS
All of Above
Select the type of Investment most suitable for preserving wealth
Aggressive growth Mutual fund
Blended Mutual Fund
Conservative Mutual Fund
Individual Stocks
A person who owns shares (or stocks) in a company.
stockbrocker
investor
shareholder
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
It is a portfolio of stocks or bonds designed to react on the composition and performance of a financial market index.
Index fund
Global funds
Income
Mutual funds
Money market is use for.......................purpose
Short Term
Long Term
Security
stock
