Question
1. Draw the riskometer for the above fund? (3 MARKS) 2. Mention which category does the fund belong to and its likely performance return.? (2
1. Draw the riskometer for the above fund? (3 MARKS) 2. Mention which category does the fund belong to and its likely performance return.? (2 MARKS) 3.Write the investment objective of such a scheme? (3 MARKS) 4. Study all 3 ratio and elaborate in context of the scheme? (5 MARKS) 5. Please indicate from the portfolio which of the instruments will fall under MTM category? (5 MARKS) 6. Mention the various scheme options available under this type of fund? (2 MARKS) 7. Will you choose a Direct or Regular plan for your client? Explain with rationale? (3 MARKS) 8.This type of scheme is recommended to what type of client risk profile ? (2 MARKS) 9.Should this fund return be compared to CRISIL 10-year Gilt Index or S&P Bond Index? (2 MARKS) 10.Given the YTM above will the scheme returns be higher than it? Justify your answer? (3 MARKS)
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