NISM Mutual Fund Chapter 5 - Scheme Related Information

The video is a part of nism mutual fund distributors certification exam. It contains major content related to chapter 5 (Scheme Related Information) It also provides with top mcq as mock test at the end of video for practise. (nism, nism mutual fund, nism mutual fund distributors, nism mutual fund 5a series, nism exam)
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[@seshutms]

2 days , 15 videos , got 66 marks Thank you Madam

[@veeresh_22]

have you started MF distribution? can you please tell me what softwares or apps I should use to manage my all clients portfolio and what app I should share with my client.. Please help me

[@udaydeshmukh8074]

12 सितम्बर 2023 को प्रथम प्रयास में म्यूचुअल फंड डिस्ट्रीब्यूटर की परीक्षा 69 प्रतिशत अंकों से उत्तीर्ण की 🙏 सिर्फ आपके विडियो के माध्यम से मात्र 6 दिनों में परीक्षा पास कर ली 🙏आपका बहुत बहुत धन्यवाद 🎉

[@veeresh_22]

have you started MF distribution? can you please tell me what softwares or apps I should use to manage my all clients portfolio and what app I should share with my client.. Please help me

[@souravbarui7333]

Hi I'm preparing for NISM VA exam 🙂. Thereby, came across with your series of these video. Having attended ✅ your 5 class, i must appreciate 😀 the value I'm getting from your videos. Take my respect 🙏 and love for making those chapters as simple as anyone can learn easily from. You must keep making such video 👩‍🎤.

[@DevTechFinance]

Thanks for commenting Sourav! Really means alot to me. Kindly keep up the support on channel. Please go through all the videos including mock test video to clear exam with good scores.

[@souravbarui7333]

@@DevTechFinance Surely 👍

[@hanningcastelino7315]

How can I contact you..!!

[@rajeswarijanardhanbattula324]

for attending this exam we need to submit any documents?

[@prasadpatil8302]

The video content and the presentation is appreciable. I request you to add more MCQs. so that, those who are preparing for their exam, get more and more exposure of different questions and the options available.

[@VIVIAN.7992]

Am going to attend my nism exam and preparing through this channel am sooo easy to understand by this tq mam😊

[@rtn.vikaskumar1114]

Thanks a lot. Your videos from 3 - 5 really helped me. " Passed yesterday with 84 marks ". My score improved by atleast 16 - 17 points from all the mock tests I had given. Appreciate your efforts. 👍🏻

[@DevTechFinance]

Congrats. Really glad to know that. Thank you for commenting. Kindly keep up the support on channel.

[@muskanrajak501]

Only by watching your video or making notes through video I can clear exam I have no time to read the study material only few days are left in exam .

[@vidhijain7235]

Thank you! Because of your help, I have successfully passed my examination

[@veeresh_22]

have you started MF distribution? can you please tell me what softwares or apps I should use to manage my all clients portfolio and what app I should share with my client.. Please help me

[@durgarajput5193]

Thank you mam for providing this lectures......i cleared my exam with the help of your lectures

[@Amrita_Singh07]

Hey , how much you got ?

[@MargamFacts]

Thank you very much madam. The way of explanation is very nice. I am going to write the exam very soon. really you are putting more efforts in the interest of on examination point of view. Hats off

[@DevTechFinance]

Thanks for commenting. Really means a lot. Kindly keep up the support on channel.

[@adityaraj-kb4jl]

Please make a video NISM Series 8 Equity Derivative

[@AjitKumar-ok3kn]

Updation of Scheme Documents-Regulatory provisions 29Updation of SID For the open ended and interval schemes, the SID shall be updated within next six months from the end of the 1st half or 2nd half of the financial year in which schemes were launched, based on the relevant data and information as at the end of previous month. Subsequently, SID shall be updated within one month from the end of the half-year, based on the relevant data and information as at the end of September and March respectively

[@chaitanyasirdeshpande1217]

Just attempted the NISM 5A certification exam. These videos helped me to gain the prospective on how the examination would be conducted and what could be the areas from which the question may be asked. Especially, the scheme related information video was one of the chapter from which maximum questions were asked.

[@DevTechFinance]

Glad that the videos were helpful. Thanks for commenting. Kindly keep up the support on channel.

[@chaitanyasirdeshpande1217]

@@DevTechFinance Will you be uploading content for NISM VB exam and NISM XXI ?

[@kishoryewale5184]

Hello ma'am, KIM should be updated once in half year. In MCQ you mentioned once in a year.

[@vishalnigam9376]

Thank you so much for providing these wonderful presentations.

[@DevTechFinance]

Glad that you liked the videos. Kindly keep up the support on channel.

[@uvuv01]

Thanks mam. Your videos helped me for clearing the exams.God bless.

[@DevTechFinance]

Congrats. Glad that the videos were helpful. Thanks for commenting. Kindly keep up the support on channel.

[@NASIM786786]

Thank you very much Mam It is really Help me clear my NISM EXAM I scored 84% 👍👍👍 Thank you! Thank you! Thank you!

[@amirshaikh2303]

How this exam help to you

[@sahilprasad9663]

I am appreciating your video now but when I will clear my exam I will appreciate your video more😅🤗

[@sahilprasad9663]

Currently I am preparing from your videos only

[@DevTechFinance]

All the best Sahil. Hope the videos will help you clear the exam. Thanks for commenting. Really means a lot to me.

[@hardikghayal3815]

Thanks a lot, your NISM exam all video's , I passed exam today. once again Thank you very much

[@DevTechFinance]

Congrats Hardik. Thanks for commenting. Kindly keep up the support on channel.

[@Vikrammoneymantraa]

Thank You Madam, cleared Nism exam.Your Training helped a lot

[@Savitha_Jeevagan]

Kim should be updated atleast once every 6 months...this answer is as per book back answer...now the book is updated i think mam...

[@sunitaSurushe]

Yes

[@jaiswalvaishali344]

Which amongst the following information is available in the mutual fund offer document ? 1. investment objective and strategy of the scheme 2 fees and expenses charged to the scheme 3 statutory information about the Asset Management Company("A","B") ORDER BT UR.Seque option is : i only, ii only and both

[@DevTechFinance]

Both would be the correct option

[@pritiankushe8561]

Mam your video has help me a lot to clear my NISM exam with very good marks ........Thank you mam

[@DevTechFinance]

Thats really amazing. Glad that you shared your gratitude. Thanks a lot for commenting. Kindly keep up the support.

[@lalitnailwal2093]

Very nice content and very well explained. Going to take the exam on 14th July. Feeling much confident after going through all the videos. Thanks

[@DevTechFinance]

All the best for exam. Thanks for commenting. Kindly keep up the support on channel.

[@samirsheth9151]

Today I passed this exam with 73.this videos are useful for exam. Thanks to you.

[@sumedhamalhotra3369]

hi, the videos are good, however if the audio quality is improved it would become great for overall experience

[@pvenkatachalam4172]

Thank you mam☺ I cleared my nism exam by only go through your videos your videos helps me to easily clear my exam

[@DevTechFinance]

Really glad to have this appreciation comment. Kindly keep up the support on channel.

[@dhwanilimbani7987]

Madam I really like mcq part of your video

[@DevTechFinance]

Thanks for commenting. Glad that the videos were useful.

[@baburajprabhu]

Dear Sir/Mam this is very helpful videos . Would like to know how the latest online examination from Home and if some one share their experience. I am going to appear next week.

[@vinaykumarmutyala3231]

Hi prabhu ji can u help me to clear the exam

[@pilotsaksham]

43:34 "The updation of SID is done within next 6 months from the end of the 1st half or 2nd half of the financial year in which the schemes were launched." so shouldn't the correct answer be 6 months?

[@jujuju462]

yes.

[@sayanghosh-wc9uf]

Mam I think KIM needs to be updated at least once in half yearly basis

[@dishagajora4061]

Thank you ma'am❤️ By watching your videos on mutual fund distribution certificate examination series i was able to clear my exams with 74% I am really grateful to you 🤗☺️ You are doing a great work💯 God bless you ma'am

[@DevTechFinance]

Thank you for this amazing comment Disha. It really means alot to me. Congrats on clearing the exam. Kindly keep up the support on channel.

[@ujjwalbaranwal2386]

MA'AM, firstly thanke a lot for these video, it really a time saving

[@DevTechFinance]

Thanks for commenting. Really glad that the videos were helpful. Kindly keep up the support on channel.

[@karnakarreddy7522]

Your voice too good as like your explanation. thanks Ma'am

[@DevTechFinance]

And your comment is good as well. Thank you so much. Really means alot to me.

[@jayavishwakarma3531]

Thank you so much .....your video really helped me ...I have cleared my Nism exam today

[@DevTechFinance]

Congrats Jaya. Thanks for commenting. Really means a lot to me. Kindly keep up the support on channel.

[@azvin149]

I've exam in a month so you have any tips that will help me get a qualified mark?

[@kunalrawat9099]

Portfolio disclosure Mutual Funds/ AMCs shall disclose portfolio (along with ISIN) as on the last day of the month/half-yearr for all their schemes on their respective website and on the website of AMFI within 10 days from the close of each month/ half-year respectively in a user-friendly and downloadable spreadsheet format.

[@bijonroy1267]

i have exam on 7th june and i started to watch your video from 3rd june and now i m very confident about the exam... thaank you madam

[@Aabhasbjp]

Did you clear the exam ?

[@sanvikasingh5992]

Yup..did u clear the exam? Can be prepare only in 4 days?

[@aishwarya_1431]

Thank you so much madam for your help.. i scored 51% in the exam . I habe never read the read the book neither had it. Just your mock test had helped me to pass the exam.. thank you so much 🙏🙏🙏

[@DevTechFinance]

Congrats! Glad that the videos were helpful. Kindly keep up the support on channel.

[@talatafrin7610]

Thank you 🙏🏻 mam I’m preparing for exm from your vdos 🙏🏻

[@rocket1993ron]

Vert nice way of teaching! If i study the matrrial now in can i pass as these were uploaded 3 yrs back?

[@m.karthickmohan3348]

Hello mam kindly reply for this question.... Unauthorized document available on witch platform SEBI Or AMFI?

[@MrTousif99]

Thank you... Ur videos are very helpful 🎉

[@DevTechFinance]

My pleasure 😊Glad it helped you.

[@agnelodsouza5773]

@35:06 As per NISM PDF supplied, it says KIM shall be updated at least once in half-year.(Page 105) but here you mentioned once in a year. Can you confirm please?

[@am_abi_02_25]

No once a year is correct

[@abhishektyagi4955]

Thanks you so much for your outstanding efforts.

[@DevTechFinance]

Thanks for commenting Abhishek. Kindly keep up the support on channel.

[@rohansawant8886]

Hope so i will pass the exam with these channel

[@DevTechFinance]

All the best Rohan. Hope you have gone through all the videos of playlist.

[@vivekclashing3969]

Very much informative, thx for the video mam

[@DevTechFinance]

Glad that the videos were helpful. Thanks alot for commenting. Kindly keep up the support on channel.

[@nanduiet]

Hii In the interval scheme the buy and sell unit only for 15 days then hold for maturty or it's open 15 days and then close 15 days I am confused in that scheme

[@Vishalofficial1995]

It is very helpful Thank you so much 🥰❤️

[@DevTechFinance]

Glad that it was helpful. Thanks alot. Kindly keep up the support.

[@govindavenkataswamynaidupe2731]

KIM should be updated at least once every six months - in vedio incorrectly mentioned has once a year.

[@Badboy-ml7dn]

U teaching very well.... Tq

[@DevTechFinance]

Glad that the videos were helpful. Thanks for commenting.

[@shwetaswasti7699]

18 of March I have exam plzzz upload chapter 10,11,12 as soon as possible mam 🙏 your video is very helpful for my exam point of view thanQ soo much for make a such kind of videos mam😊

[@DevTechFinance]

Glad that it is helping you with your exam. I will surely try uploading all rest chapters before your exam. Thank you so much for this nice comment. Kindly keep up the support and share with others as well.

[@sudarshanrwankhede]

SID updating point can you revisit. For scheme is launched within first 6 months Apr-Sept 2021 then updation should be within 6 months from end of first half of FY year. Means from Oct 2021 to March 2022 SID to be updated. That is understanding from books...Pls advice.

[@sudarshanrwankhede]

Book lines -For the open ended and interval schemes, the SID shall be updated within next six months from the end of the 1st half or 2nd half of the financial year in which schemes were launched, based on the relevant data and information as at the end of previous month. Subsequently, SID shall be updated within one month from the end of the half-year, based on the relevant data and information as at the end of September and March respectively.

[@priyankagarg2439]

Mam what does litigation mean?

[@poonamjagtap146]

Madam can you please check and confirm me what is the correct answer of updation of KIM in once in a year or once in half year

[@highwayhub]

Madam is updation of scheme document time has changed by SEBI????

[@pramodbanthia8023]

Please increase the volume in vedio it is barely audible even in full volume Rest all the vedio are good thank you

[@tanishabhasin4872]

maam in the pdf which is provided by the nism there the section is mentioned - 'for example investment objective is written under Section 2 sub section B' do we have to learn that too or like you are explaining we should learn that only ?

[@DevTechFinance]

No. You dnt need to go in that much detail. Just go through the videos nd i m sure u will clear the exam.

[@tanishabhasin4872]

@@DevTechFinance thank you so much maam

[@MargamFacts]

please explain at what time NAV will be declared for equity funds / Liquid funds/ debt funds

[@DevTechFinance]

Cut off time for liquid & overnight funds is 1:30 pm while for other schemes it's 3pm. Also NAV is calculated on daily basis at the end of the day around 4pm.

[@MargamFacts]

@@DevTechFinance Thank you madam. What I have expected declared time in website. It may be 9PM for equity funds. some places I have seen 8 PM

[@namithaholla8164]

Thank you...

[@pratikshakothavade5386]

Which document is commonly used in mutual funds?

[@vasanthblk3642]

NISM chapter 8- Derivatives also wanted. please make video and uploaded it

[@bhawnagupta1314]

It's very helpful 🥰😊🙏

[@DevTechFinance]

Thank you. Kindly keep up the support on channel.

[@vishnudeo8405]

Thank you 🙏 plz uplad mcq question

[@firozahmad3992]

Ma'am, my exam is on 23rd April, 2021. Will I able to crack the exam with this videos uploaded by you??

[@DevTechFinance]

Surely, please go through all the videos and mock test. Prepare well, all the best. Let me know once you clear your exam.

[@firozahmad3992]

@@DevTechFinance sure ma'am Thank you so much

[@RajputShahab2k24]

I Watch Your Video Chapter 1,2,3 & 100 MCQ Only these 4 Video And i Get 49/100 , 50 Is Passing Marks 😢

[@vaibhavbhalerao7258]

Can I get the content in pdf? Video should be worked upon for serious improvement.

[@jsvbabu9124]

Thk u mam.today I cleared NISM exam

[@joyaljano4481]

For 3rd Currect answer is : at least once every six months. As nism study material stated Please current it ,you also made an mistake in 4th chapter MCQ .

[@jahnvipotter04]

Ma'am! I need to the clear nism exam, please tell me how I prepare for the exam.

[@vinayakkulkarni3974]

Perfect 👍 thankyou

[@25ankitverma9]

Really Enjoying and Helping us to avoid reading to listening

[@DevTechFinance]

Glad that it was helpful. Thanks alot for commenting. Kindly keep up the support and let me know once you clear your exam.

[@divyanshsingh7300]

What are fundamental attributes?

[@rathodjugal4173]

Your voice is very nice 🙂

[@dayatrivedi3420]

Can you please again explain what is benchmark.

[@manishmani2054]

thanks mam.. pls do series 8 also

[@gopalpandey755]

Riskometer me 6 level hota.. which is "Ver High Risk" .. correct this one.

[@tush_editz7529]

thank you mam pura smj ara hai

[@DevTechFinance]

Thanks alot for commenting. Kindly keep up the support on channel.

[@sandeshsaboo6936]

Cut. Off time chart kindly introduce in this. A few schemes have a different cutoff time.

[@kalyanrajput5073]

Dear Mam, Can you please upload a video for nism series 2 for rta

[@asitkarandikar4255]

What is Due Diligence Certificate ?

[@mayurdharmik381]

Hi, may I know the current cut off time?

[@ujjwalbaranwal2386]

MA'AM please make videos on pms too

[@shyamakitchen2010]

Ma'am please explain benchmark??

[@nitiniku]

Maim updation scheme documents ilnot understand please help

[@surajroman4534]

Good evening mam, can you explain me what is meant by benchmark and how it's working in MF

[@DevTechFinance]

Every fund performance need to be compared with the benchmark performance to get an idea whether fund has performed better than benchmrk (represents market) in terms of return or not. Example index fund compared with benchmark sensex / nifty

[@DevTechFinance]

In simpler terms, benchmark means standard point of reference used for comparison

[@surajroman4534]

@@DevTechFinance ty ty so much mam

[@AjitKumar-ok3kn]

Updation of KIM  KIM shall be updated at least once in half-year, within one month from the end of the respective half-year, based on the relevant data and information as at the end of September and March and shall be filed with SEBI forthwith through electronic mode only

[@anandtv8580]

KIM need to be updated atl east once a year. SID and SAI need to be updated every year. Hence KIM cannot be updated before that as KIM is only the summary of SID and SAI

[@utkarshpandey5067]

@@anandtv8580 but in the workbook provided by the NISM , half yearly basis is written!

[@rutikshrawankar7086]

Mam what is due diligence

[@user-ps4qw3iw8r]

thanks useful content

[@sreelekhabs651]

Is it possible to change the exam date of NISM

[@akshayrao4673]

Thank you

[@D.Purohit]

Can you few examples with giving months for updation of SID? FOR EX. [1] If scheme was launched in 2020-21 F.Y. In the month July,2020 then first update of SID Due in October,2020 or November,2020 or February,2021? [2] If scheme was launched in 2020-21 in the month of January,2021 then first update of SID Due in 2021-22 In the month of February,2022?

[@sudarshanrwankhede]

KIM should be updated atleast once in half year ..

[@vkap2408]

CAN SOMEONE SEND PDF OF THE PPT USED IN THIS VIDEO PLEASE

[@prithvirajbl502]

Due diligence certificate?

[@renukabakre1828]

Thank you!!

[@anushkashukla7954]

Please make equity derivatives also

[@DevTechFinance]

Thanks for commenting Anushka. Will consider the request. Kindly keep up the support on channel.

[@sameerazmi3241]

The sound in your videos is very low, and you should add subtitles to your videos."

[@fahadahmad8639]

Thank you mam 😇

[@DevTechFinance]

Welcome. Kindly keep up the support on channel.

[@sanjeeda4998]

Offer documents of mutual fund schemes are approved by SEBI ....True or false?

[@AdinathBirajdar07]

False

[@AdinathBirajdar07]

It just observed by SEBI as per the mam said 😅

[@RK-en8ic]

Thanks mam

[@DevTechFinance]

Thanks for commenting. Kindly keep up the support on channel.