Menu
0 of 68 Questions completed
Questions:
You have already completed the quiz before. Hence you can not start it again.
Quiz is loading…
You must sign in or sign up to start the quiz.
You must first complete the following:
0 of 68 Questions answered correctly
Your time:
Time has elapsed
—-a 12-character alphanumeric code assigned to a class or type of security by an issuer serves for uniform identification of a security at trading and settlement.
“—-in India are funds established in the form of trusts to raise money through the sale of units to the public or a section of the public under one or more schemes for investing in securities money market instruments government securities and bonds and other assets including gold and real estate.
The application to SEBI for registration of mutual fund is made by—–
“—– are appointed to take care of the interests of the investors in the various schemes launched by the mutual fund.
“—– is appointed to manage the activities related to launching a scheme marketing it collecting funds investing the funds according to the scheme’s investment objectives and enabling investor transactions.
“—- is the total market value of assets that an investment company manages on behalf of investors.
Net Asset Value =
“—— is the primary regulator of mutual funds in India.
“—– is the industry body that oversees the functioning of the industry and recommends best practices to be followed by the industry members.
Custodian is appointed by:
The AMC will appoint ——to manage unitholding accounts
“—contain disclosures related to mutual fund scheme which will enable a prospective unitholder to make an informed investment decision.
Investment objective asset allocation and investment strategies to be followed by the scheme are part of the—
“—- which has statutory information about the mutual fund or AMC that is offering the scheme.
“—- contains the key points of these documents that are essential for the investor to know to make a decision on the suitability of the investment for their needs
KIM is to be updated at least —- a year.
Mr Y an investor ask his financial advisor about the benefit of investing in mutual fund?
“—– funds are open for investors to enter or exit at anytime even after the NFO and buy and sale through fund house only.
“—- is for a fixed period or tenor. it offers units to investors only during the new fund offer (NFO) and later traded on exchange.
In which of the following options dividend is not declared:
In which of the following options dividend is received in bank account
In which of the following options increase in number of units on account of dividend:
“—-allows a unitholder in mutual fund scheme to invest regularly on monthly/ quarterly rests as per convenience of income or investable funds.
SIP provide advantage of more units allotted for fixed investment in depressed markets and lower number of units purchased at high NAVs during bullish phase thus average out the total price volatility. It refers to:
“— allows the accumulated funds to be withdrawn in fixed amounts or fixed units over a period.
“—-allows periodic redemption from one scheme equity or debt or liquid/money market with simultaneous investment in another scheme of the same mutual fund house.
The equity and equity-oriented schemes have a minimum of —- assets invested in equity shares of Indian companies.
The strategy adopted by —–is to take advantage of mispricing or price differences of equity shares in the spot and futures market.
“—- are pooled investment funds their portfolio consisting of different underlying portfolios of other funds.
Interest rate risk can mostly be avoided by investing in—- wherein the term of the plan is matched with the outstanding maturity of invested debt securities.
LTCG on equity or equity scheme is
STCG on equity or equity scheme is
LTCG on debt scheme is
STCG on debt scheme is
“—-make investments in start-up business and —- make investment in well established public company which are not operating at their full efficiency and need structural up gradation to perform well and then sell the company.
“—- are a form of pooled investment structure can establish long and short positions within their holdings as well as employing the use of options margin or other derivative securities but are subject to much less regulation and oversight and can employ many different strategies.
WHICH OF THE FOLLOWING IS A SMALL SAVING SCHEME.
PUBLIC PROVIDENT FUND IS —– YEAR PRODUCT.
PUBLIC PROVIDENT FUND HAS — TAX STATUS (INVESTMENTIMTERESTMATURITY) .
“—– MINIMUM and —- MAXIMUM CONTRIBUTION LIMIT to invest in PPF during a FINANCIAL YEAR.
“—– NUMBER of MAXIMUM CONTRIBUTION in a FINANCIAL YEAR can be MADE UPTO SPECIFIED LIMIT.
WHO ARE ELIGIBLE TO OPEN THE PPF ACCOUNT?
FROM WHEN IS ONE ELIGIBLE TO MAKE THE WITHDRAWL FROM PPF ACCOUNT AND HOW MANY TIMES DURING A YEAR.
ELIGIBLE FOR LOAN FROM PPF
NATIONAL SAVING CERTIFICATE CAN BE ISSUED FOR TENURE OF EITHER—– OR —— YEARS.
INTEREST ON NSC IS COMPOUNDED——.
MINIMUM LIMIT OF INVESTMENT IN NSC IS—- AND MAXIMUM LIMIT OF INVESTMENT IS —-.
AGE LIMIT FOR OPENING SENIOR CITIZEN SAVING ACCOUNT.
AGE LIMIT FOR OPENING SENIOR CITIZEN SAVING ACCOUNT IN CASE OF AN INDIVIDUAL RETIRING ON SUPERANNUATION OR OTHERWISEOR UNDER VRS PROVIDED ACCOUNT OPENED WITHIN ONE MONTH OF DATE OF RECEIPT OF RETIREMENT BENEFITS.
MATURITY TERM OF SCSS IS—-.A ONE TIME EXTENSION FOR —- YEAR IS ALLOWED.
MAXIMUM AMOUNT OF INVESTMENT IN SCSS —–
POST OFFICE MONTHLY INCOME SCHEME HAS MATURITY PEROIOD OF —- YEARS. EXTENSION PERIOD—–.
—– MINIMUM INVESTMENT AND MAXIMUM INVESTMENT IN POMIS HELD INDIVIDUALLY —-JOINTLY —–.
“—– MINIMUM and —– MAXIMUM investment in KISAN VIKAS PATRA.
AMOUNT INVESTED IN KISAN VIKAS PATRA —– IN —- TIME..
SOVERIGN GOLD BONDS HAVE MATURITY OF —- YEARS.
MINIMUM LIMIT OF INVESTMENT IN SGB IS—–.MAXIMUM LIMIT OF INVESTMENT IN SGB IN CASE OF INDIVIDUAL IS — AND HUF OR TRUST IS —-.
Every mutual fund scheme has a pre-determined investment objective
The NAV of ‘direct’ plan is higher than ‘regular’ plan due to this impact of commission or sales charge
INVESTMENT IN PPF IS ELIGIBLE FOR DEDUCTION UNDEFR SECTION 80C OF INCOME TAX ACT.
NO INTEREST IS PAID ON THE CONTRIBUTION MADE AFTER 5TH DAY OF THE MONTH
PPF ACCOUNT CAN BE EXTENDED “N” NUMBER OF BLOCK AFTER MATURITY IN EACH BLOCK OF 5 YEARS.
PPF ACCOUNT CAN BE OPENED IN JOINT NAME
NON RESIDENT INDIAN ARE NOT ELIGIBLE TO PURCHASE NSC
INVESTMENT IN NSC ARE ELIGIBLE FOR DEDUCTION UNDER SECTION 80C.
NSC ARE ALSO ACCEPTED AS COLLATERAL FOR TAKING LOAN
AN INVESTOR CAN OPERATE MORE THAN ONE ACCOUNT SUBJECT TO MAXIMUM AMOUNT 1500000 IN TOTAL OF ALL ACCOUNT
THE CAPITAL GAIN TAX ARISING ON REDEMPTION OF SGB IS EXEMPTED
Content of the portal is the sole property of Institute for Financial Literacy,
Any commercial use of the content will lead to legal action against such person or institution as per the laws.
Copyright © 2021 Infily India. All rights reserved
