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    IWNPSL+537
    4.8 / 5
    Join 500+ candidates who cleared this exam

    Get the 630+ most important questions and answers to clear the NISM 5B Mutual Fund Foundation certification easily

    Easy explanations with every answer, so you understand the concept and can answer even the toughest NISM 5B questions.

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    OneQuest / PracticeTry it here
    NISM 5B
    Which characteristic of an investment relates to how easily it can be converted to cash?

    How you’ll prepare

    01:24:36left
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    NISM 5B

    According to the text, what precedes the act of investing money?

    • AEvaluating asset classes.
    • BSpending money.
    • CSaving money.

    Timed mock tests

    Exam-style papers on a running clock, with topic-level results after every attempt.

    68%Latest mock
    Score by mock+16
    Mock 1Mock 4

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    See how each mock compares with the last, so you know your prep is working.

    Investment Landscape48%
    Concept and Role of a Mutual…62%
    Legal Structure of Mutual…76%
    Mutual Fund Products for the…84%

    Find your weak areas

    Topic-level results show where to spend your next study session.

    NISM 5B Formula Sheet

    Investment Landscape

    Concept and Role of a…

    Legal Structure of Mutual…

    NISM 5B Revision Notes

    Liquidity

    Liquidity refers to the ease with which an investment can be converted into cash.

    Concept and Role of a…

    Legal Structure of Mutual…

    Notes and formula sheets

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    Your mocks, study tools and support, in one prep pack.

    Mock tests12 tests
    • NISM 5B mock test 1
      In the pack
    • NISM 5B mock test 2
      In the pack
    • NISM 5B mock test 3
      In the pack
    • NISM 5B mock test 4
      In the pack
    • NISM 5B mock test 5
      In the pack
    • NISM 5B mock test 6
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    • NISM 5B mock test 7
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    • NISM 5B mock test 8
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    • NISM 5B mock test 9
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    • NISM 5B mock test 10
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    • NISM 5B mock test 11
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    • NISM 5B mock test 12
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    Notes2 PDFs
    • NISM 5B Revision Notes
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    • NISM 5B Formula Sheet
      In the pack
    Performance analyticsTopic-level insights

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    Mock Test Series
    NISM 5B
    Mutual Fund Foundation
    Exam-level difficulty
    ₹499₹79938% off

    Limited-time offer

    This course includes:

    12 full-length mock tests
    Study notes & formula sheets (2 PDFs)
    Doubt solving on WhatsApp
    Performance analytics to identify weak areas
    Access valid for 2 months

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    Take a mock. Try topic practice. Read the explanations. If the pack isn’t helping your prep, request a full refund within 7 days of purchase.

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    Syllabus covered

    11 sections · 68 topics · mock tests & practice

    Investment Landscape5 topics
    • Saving or Investments?
    • Different Asset Classes
    • Four Broad Financial Needs
    • Different Types of Financial Goals
    • Role of Mutual Funds in Achieving Different Financial Goals
    Concept and Role of a Mutual Fund3 topics
    • Concept of a Mutual Fund
    • Classification of Mutual Funds
    • Growth of the Mutual Fund Industry in India
    Legal Structure of Mutual Funds in India5 topics
    • Structure of Mutual Funds in India
    • Key Constituents of a Mutual Fund
    • Organization Structure of Asset Management Company
    • Role and Support Function of Service Providers
    • Role and Function of AMFI
    Mutual Fund Products for the New Cadre of Distributors6 topics
    • Introduction to Mutual Fund Products for New Cadre of Distributors
    • Liquid Schemes / Money Market Schemes
    • Index Funds
    • Diversified Equity Schemes
    • Retirement Benefit Schemes
    • Fixed Maturity Plans (FMPs)
    Scheme Related Information2 topics
    • Mandatory Documents
    • Non-Mandatory Disclosures
    Fund Distribution and Channel Management Practices10 topics
    • Role and Importance of Mutual Fund Distributors
    • Different Kinds of Mutual Fund Distributors
    • Modes of Distribution
    • Pre-requisites to Become Distributor of a Mutual Fund
    • Revenue for a Mutual Fund Distributor
    • Commission Disclosure Mandated by SEBI
    • Due Diligence Process by AMCs for Distributors of Mutual Funds
    • Difference Between Distributors and Investment Advisors
    • Nomination Facilities to Agents/Distributors and Payment of Commission to Nominee
    • Change of Distributor
    Performance of Mutual Funds5 topics
    • Calculation of Returns of Mutual Fund Schemes
    • Concept of Loads and Application of Exit Load in Calculating Transaction Price
    • Concept of Risk in a Mutual Fund Investment
    • Concept of Risk-Adjusted Return
    • Scheme Benchmarks for Mutual Fund Schemes
    Mutual Fund Taxation9 topics
    • Applicability of Taxes in Respect of Mutual Funds
    • Capital Gains
    • Dividend Income (IDCW Option)
    • Stamp Duty on Mutual Fund Units
    • Setting off of Capital Gains and Losses Under Income Tax Act
    • Securities Transaction Tax
    • Tax Benefit Under Section 80C of the Income Tax Act
    • Tax Deducted at Source
    • Applicability of GST
    Investor Services15 topics
    • The NFO Process
    • New Fund Offer Price/On-going Offer Price for Subscription
    • Investment Plans and Services
    • Allotment of Units to the Investor
    • Account Statements for Investments
    • Mutual Fund Investors
    • Filling the Application Form for Mutual Funds
    • Financial Transactions with Mutual Funds
    • Cut-off Time and Time Stamping
    • KYC Requirements for Mutual Fund Investors
    • Systematic Transactions
    • Operational Aspects of Systematic Transactions
    • Non-Financial Transactions in Mutual Funds
    • Change in Status of Special Investor Categories
    • Investor Transactions – Turnaround Times
    Legal and Regulatory Environment3 topics
    • Role of Securities and Exchange Board of India
    • Investor Grievance Redressal
    • AMFI Code of Conduct for Intermediaries
    Appendices: Various Formats and Codes5 topics
    • Format of Scheme Information Document (SID)
    • Format of Statement of Additional Information (SAI)
    • Format of Key Information Memorandum
    • AMFI Code of Ethics
    • AMFI's Code of Conduct for Intermediaries of Mutual Funds

    A few things before you start

    Choose the pack because it fits your preparation.

    How many mock tests do I get?

    You get 12 full-length mocks.

    Is this aligned with the official NISM Series V-B syllabus?

    Our content targets the NISM Series V-B: Mutual Fund Foundation exam. Always verify against the latest NISM workbook and examination notice.

    How long is my access valid?

    Purchased access is valid for 60 days from the date of purchase unless a different period is shown at checkout.

    What is the refund policy?

    We offer a 7-day money-back guarantee subject to the fair-use terms shown at checkout.

    What is the validity after purchase?

    You receive 2 months of full access.

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