MoneyKraft

1. In computing the return of a mutual fund portfolio, the return of individual holdings are weighted by

The market value of the securities

The number of securities held

The average cost of the securities

2. A portfolio invested 2% of its funds in a stock that has shown a 30% appreciation. What is the contribution of this stock to the change in the portfolio's return?

60 bps

3. In measuring portfolio performance, the return number to look out for is

Excess return of portfolio over benchmark, over time

Absolute portfolio return over time

Excess return of portfolio over historical returns

4. A buys a fund at a NAV of Rs.13.24 on 8-Dec-04 and sells it on 27-Aug-05 at a NAV of Rs. 14.75. What is the CAGR of his investment?

0.26%

0.12%

0.16%

5. In a situation where daily values can fluctuate heavily, it is appropriate if we calculate the return as

Simple annualized return

Compounded annualized return

Simple absolute return

Borrowing against your mf units

can you borrow against your mutual fund units?

945 Views
Level - 6,3,8,6 BASIC

You can borrow money against mutual fund units placed under lien with your lender. Watch this investor education video by Moneykraft.

AUTHOR(s):Shreeja Thirani

Smeeta Ghorpade

good video informative and clear one to understand

Borrowing against your mf units

Tags

Smeeta Ghorpade

SIMILAR VIDEO