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IE-IFS Capsule Cards PRO Mutual Funds
The mutual fund industry in India started in 1963. Which was the very first mutual fund established by an Act of Parliament and who initiated it?
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Evolution - Phase I (UTI)
Mutual Funds 67
WA 67
IE-IFS Capsule Cards PRO Mutual Funds
Some mutual funds aim to beat the market, while others just want to match it. How does an actively managed fund differ from a passive fund like an Index Fund?
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51 Views
Active vs Passive Management
Mutual Funds 51
WA 51
IE-IFS Capsule Cards PRO Mutual Funds
Debt schemes are classified by the maturity duration of their holdings. What is the maximum maturity period for securities held in Overnight Funds and Liquid Funds?
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Debt Schemes: Liquid vs Overnight
Mutual Funds 47
WA 47
IE-IFS Capsule Cards PRO Mutual Funds
A mutual fund is set up in the form of a trust in India. Who are the primary entities involved in the management and safeguarding of this mutual fund trust?
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Structure of Mutual Funds
Mutual Funds 46
WA 46
IE-IFS Capsule Cards PRO Mutual Funds
SEBI has strictly classified equity mutual funds based on their investment portfolios. What is the minimum equity investment requirement for Large Cap and Small Cap funds?
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Large Cap vs Small Cap Funds
Mutual Funds 46
WA 46
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Mutual funds can be classified by their organisational structure. What is the fundamental liquidity difference between open-ended and close-ended funds?
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Open-ended vs Close-ended Funds
Mutual Funds 43
WA 43
IE-IFS Capsule Cards PRO Mutual Funds
The performance of a mutual fund scheme is tracked daily. What does the Net Asset Value (NAV) represent and how often must it be calculated and published?
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Net Asset Value (NAV)
Mutual Funds 42
WA 42
IE-IFS Capsule Cards PRO Mutual Funds
Equity Linked Savings Schemes (ELSS) provide tax benefits to investors under the Income Tax Act. What is the strict statutory lock-in period for an ELSS fund?
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ELSS Lock-in Period
Mutual Funds 41
WA 41
IE-IFS Capsule Cards PRO Mutual Funds
When a new mutual fund scheme is launched, it opens to the public via an NFO. What is the maximum duration an NFO can remain open for public subscription?
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New Fund Offer (NFO) Limits
Mutual Funds 41
WA 41
IE-IFS Capsule Cards PRO Mutual Funds
AMCs charge investors for managing their pooled money. What is the 'Total Expense Ratio' (TER), and how does it impact the investor's ultimate return?
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Total Expense Ratio (TER)
Mutual Funds 41
WA 41
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The mutual fund industry handles public money and requires strict oversight. Who is the primary statutory regulator, and what is the industry's self-regulatory body?
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Mutual Fund Regulators
Mutual Funds 38
WA 38
IE-IFS Capsule Cards PRO Mutual Funds
SEBI requires mutual funds to visually depict the risk level of a scheme for investors. How many risk levels are defined in the SEBI-mandated 'Riskometer'?
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Riskometer Levels
Mutual Funds 38
WA 38
IE-IFS Capsule Cards PRO Mutual Funds
Retail investors often don't have lump sums to invest. What is a Systematic Investment Plan (SIP) and what is its primary mathematical benefit?
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Systematic Investment Plan (SIP)
Mutual Funds 36
WA 36
IE-IFS Capsule Cards PRO Mutual Funds
Not all pooled investments are Mutual Funds. What strictly defines an Alternative Investment Fund (AIF) under SEBI regulations?
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Alternative Investment Fund (AIF)
Mutual Funds 35
WA 35
IE-IFS Capsule Cards PRO Mutual Funds
Investing in debt mutual funds isn't completely risk-free. What is 'Interest Rate Risk' in the context of a debt-oriented mutual fund?
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Interest Rate Risk in MFs
Mutual Funds 34
WA 34
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Mutual funds offer strategies for managing investments post-purchase. What is the difference between a Systematic Withdrawal Plan (SWP) and a Systematic Transfer Plan (STP)?
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SWP vs STP
Mutual Funds 33
WA 33
IE-IFS Capsule Cards PRO Mutual Funds
Mutual funds previously charged heavy fees when investors entered or exited a scheme. What is SEBI's current mandate regarding 'entry loads'?
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No-Load Funds mandate
Mutual Funds 33
WA 33
IE-IFS Capsule Cards PRO Mutual Funds
SEBI classifies specific equity funds based on investment philosophy. What is the fundamental difference between a Value Fund and a Contra Fund?
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Value vs Contra Funds
Mutual Funds 35
WA 35
IE-IFS Capsule Cards PRO Mutual Funds
Mutual funds can sometimes blend structural features. What is the defining characteristic of an 'Interval Fund' regarding investor subscriptions and redemptions?
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Interval Funds
Mutual Funds 30
WA 30
IE-IFS Capsule Cards PRO Mutual Funds
When investing in a mutual fund, an investor chooses between Growth and Dividend plans. What happens to the profits in a standard Growth scheme?
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Dividend vs Growth Options
Mutual Funds 28
WA 28
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Mutual Funds — JAIIB IE-IFS Capsules

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All 20 cards on this page
Evolution - Phase I (UTI) The mutual fund industry in India started in 1963. Which was the very first mutual fund established by a… Active vs Passive Management Some mutual funds aim to beat the market, while others just want to match it. How does an actively manag… Debt Schemes: Liquid vs Overnight Debt schemes are classified by the maturity duration of their holdings. What is the maximum maturity per… Structure of Mutual Funds A mutual fund is set up in the form of a trust in India. Who are the primary entities involved in the ma… Large Cap vs Small Cap Funds SEBI has strictly classified equity mutual funds based on their investment portfolios. What is the minim… Open-ended vs Close-ended Funds Mutual funds can be classified by their organisational structure. What is the fundamental liquidity diff… Net Asset Value (NAV) The performance of a mutual fund scheme is tracked daily. What does the Net Asset Value (NAV) represent… ELSS Lock-in Period Equity Linked Savings Schemes (ELSS) provide tax benefits to investors under the Income Tax Act. What is… New Fund Offer (NFO) Limits When a new mutual fund scheme is launched, it opens to the public via an NFO. What is the maximum durati… Total Expense Ratio (TER) AMCs charge investors for managing their pooled money. What is the 'Total Expense Ratio' (TER), and how… Mutual Fund Regulators The mutual fund industry handles public money and requires strict oversight. Who is the primary statutor… Riskometer Levels SEBI requires mutual funds to visually depict the risk level of a scheme for investors. How many risk le… Systematic Investment Plan (SIP) Retail investors often don't have lump sums to invest. What is a Systematic Investment Plan (SIP) and wh… Alternative Investment Fund (AIF) Not all pooled investments are Mutual Funds. What strictly defines an Alternative Investment Fund (AIF)… Interest Rate Risk in MFs Investing in debt mutual funds isn't completely risk-free. What is 'Interest Rate Risk' in the context o… SWP vs STP Mutual funds offer strategies for managing investments post-purchase. What is the difference between a S… No-Load Funds mandate Mutual funds previously charged heavy fees when investors entered or exited a scheme. What is SEBI's cur… Value vs Contra Funds SEBI classifies specific equity funds based on investment philosophy. What is the fundamental difference… Interval Funds Mutual funds can sometimes blend structural features. What is the defining characteristic of an 'Interva… Dividend vs Growth Options When investing in a mutual fund, an investor chooses between Growth and Dividend plans. What happens to…
Chapters in this paper
Micro Finance Institutions Non-Banking Financial Companies (NBFCs) Fixed Income Markets – Debt and Bond Markets Interconnectedness of Markets and Market Dynamics Merchant Banking Services Foreign Exchange Markets (IE-IFS) Factoring, Forfaiting and Trade Receivables Discounting System (TReDS) Venture Capital Lease Finance and Hire Purchase Credit Rating and Credit Scoring Pension Products Para Banking and Financial Services Provided by Banks Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) An Overview of Indian Economy Fundamentals of Economics, Microeconomics, and Macroeconomics and Types of Economies Indian Financial System – An Overview
Modules in IE-IFS
MODULE A: Indian Economic Architecture MODULE B: Economic Concepts Related to Banking MODULE C: Indian Financial Architecture MODULE D: Financial Products & Services
JAIIB papers
IE-IFS — Indian Economy & Indian Financial System PPB — Principles & Practices of Banking AFM — Accounting & Financial Management for Bankers RBWM — Retail Banking & Wealth Management
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