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…you decide What it does not promise Scheme Underlying portfolio and mandate Future outperformance Plan and option Cost route and distribution treatment A different portfolio merely from direct/regular labels SIP instruction…
Read the answerThe answer in plain English A scheme is a portfolio with a mandate, costs and risks. A SIP is the schedule used to buy its units. The fund house is the manager’s organisation. Keeping these three ideas separate makes a search for…
Read the answer…you decide What it does not promise Scheme Underlying portfolio and mandate Future outperformance Plan and option Cost route and distribution treatment A different portfolio merely from direct/regular labels SIP instruction…
Read the answer…you decide What it does not promise Scheme Underlying portfolio and mandate Future outperformance Plan and option Cost route and distribution treatment A different portfolio merely from direct/regular labels SIP instruction…
Read the answerThe answer in plain English A scheme is a portfolio with a mandate, costs and risks. A SIP is the schedule used to buy its units. The fund house is the manager’s organisation. Keeping these three ideas separate makes a search for…
Read the answer…Market/other valuation effect +₹5 crore Change in portfolio value Ending assets ₹115 crore Not a 15% return attributable to every investor Make the distinction clear The example isolates components and excludes distribution and…
Read the answerThe answer in plain English A scheme is a portfolio with a mandate, costs and risks. A SIP is the schedule used to buy its units. The fund house is the manager’s organisation. Keeping these three ideas separate makes a search for…
Read the answer…purpose Do not assume Mutual fund Investment under a portfolio mandate Life cover or guaranteed return Life insurance Cover under a policy contract Identical costs and liquidity to a mutual fund ULIP Insurance product with linked…
Read the answer…you decide What it does not promise Scheme Underlying portfolio and mandate Future outperformance Plan and option Cost route and distribution treatment A different portfolio merely from direct/regular labels SIP instruction…
Read the answerThe answer in plain English A scheme is a portfolio with a mandate, costs and risks. A SIP is the schedule used to buy its units. The fund house is the manager’s organisation. Keeping these three ideas separate makes a search for…
Read the answer…you decide What it does not promise Scheme Underlying portfolio and mandate Future outperformance Plan and option Cost route and distribution treatment A different portfolio merely from direct/regular labels SIP instruction…
Read the answerThe answer in plain English A scheme is a portfolio with a mandate, costs and risks. A SIP is the schedule used to buy its units. The fund house is the manager’s organisation. Keeping these three ideas separate makes a search for…
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