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Mutual Fund Investment Needs

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Questions and Answers

What should be considered essential for deciding the asset allocation in an investor's portfolio?

Portfolio turnover and scheme expenses

Scheme selection based on investment strategy

Fund performance and fund portfolio

Risk profile and investment risks associated with mutual fund schemes (correct)

Why might equity not be suitable for an investor even if they are willing to take risks?

The long-term investment horizon is inadequate (correct)

The investor prefers lower returns from debt

Debt provides higher returns than equity

Equity markets are less volatile in the short-term

How can an investor best meet the need for income?

By opting for a debt scheme (correct)

By investing in equity schemes

By selecting options in mutual fund schemes

By considering fund performance and fund age

Why is age of the investor mentioned as a factor for evaluating risk profile?

Younger investors are more likely to have different financial goals Signup and view all the answers

What should be analyzed to determine the appropriate asset class allocation for an investor?

Investor's goals, risk profile, and situation Signup and view all the answers

What are the three factors that determine an investor's risk appetite?

The need to take risks, the ability to take risks, and the willingness to take risks Signup and view all the answers

What is a key benefit of understanding mutual fund schemes for an investor?

Building a robust investment portfolio to achieve investment objectives Signup and view all the answers

Why is setting financial goals considered the first step in building a portfolio of mutual fund schemes?

To provide direction and purpose for the investments made Signup and view all the answers

In what ways can an investor use a portfolio of mutual funds?

To diversify investments and reduce risks Signup and view all the answers

What does the text emphasize regarding an investor's financial goals?

Financial goals should align with the investor's risk appetite Signup and view all the answers