Ch.12: Mutual Fund Scheme Selection

If a Fund of Funds (FoF) scheme invests in multiple underlying schemes, what benchmark is prescribed by SEBI?

What is a common challenge associated with using real estate indices as benchmarks for Real Estate Funds?

Which benchmark is most appropriate for a Gilt mutual fund scheme?

The disclosures of standardized benchmarks, including returns in INR and CAGR, must form part of which mutual fund documents?

The SEBI circular dated October 27, 2021, establishing guiding principles for uniformity in benchmarks, came into force with effect from which date?

The first-tier benchmarks for open-ended debt schemes, as per their Potential Risk Class, were to be implemented by AMCs with effect from which date?

In mutual fund performance analysis, what does it indicate if a scheme earned a higher return than its benchmark?

A hybrid scheme with an asset allocation of approximately 65 percent in equity and the balance in debt would typically use a synthetic index calculated as:

As per SEBI circulars, the first tier benchmarks for open-ended debt schemes based on the Potential Risk Class were implemented by AMCs with effect from which date?

According to SEBI circular dated October 27, 2021, all benchmarks followed for mutual fund schemes must necessarily be what type of indices?

As per SEBI circular dated October 27, 2021, all benchmarks followed for mutual fund schemes must necessarily be what type of indices?

If a comparison of relative returns indicates that a mutual fund scheme earned a higher return than its benchmark, what does this primarily signify?

Why are real estate indices generally considered to have less wider acceptance compared to equity indices as benchmarks for mutual funds?

When a mutual fund scheme's performance is evaluated by comparing its returns against its benchmark or peer group, what is this type of comparison called?

The SEBI circular dated October 27, 2021, which introduced the two-tiered structure for benchmarking of mutual fund schemes, came into force with effect from which date?

When did SEBI's circular on the guiding principles for uniformity in benchmarks of mutual fund schemes (the two-tiered structure) come into force?

What is the purpose of the 'Tier-2' benchmark in SEBI's two-tiered structure for Income / Debt Oriented Schemes?

Which of the following scheme categories, as per SEBI's guidelines, typically uses a single benchmark because its characteristics are already specific to a particular area?

Where are the disclosures for standard benchmarks (return in INR and CAGR) required to be included?

Prior to the SEBI October 2021 circular, which of the following mutual fund categories shared the same standard benchmark of '10 years dated GoI security'?

Which of the following statements accurately describes the nature and purpose of a Tier-2 benchmark for Income / Debt Oriented Schemes?

As per SEBI's principles concerning benchmarks of mutual fund schemes, what type of indices must all benchmarks necessarily be?

As per the SEBI circular on uniformity in benchmarks, what is the primary purpose of the two-tiered structure for benchmarking certain scheme categories?

What is the primary characteristic of the 'Tier-1' benchmark in the two-tiered structure for mutual fund schemes?

For Growth / Equity Oriented Schemes under the two-tiered benchmark structure, which statement accurately describes the distinction between Tier-1 and Tier-2 benchmarks?