ASSIGNMENT 1. What are the benefits of investing in debt mutual funds? 2.

Describe the following mutual fund schemes: a. Monthly Income Plans (MIPs) b. Ultra Short Term (Liquid Plus) c. Short-term Plan d. Income (Debt) Fund e. Floating Rate Funds f. Fixed Maturity Plans (FMPs) g. Growth fund h. Index fund i. Specialty fund j. Diversified fund k. Equity income/ Dividend yield fund l. Value fund m. Gift mutual fund 3. There are various asset allocation or diversification strategies. Explain the below mentioned strategies: a. Strategic asset allocation b. Constant- Weighting asset allocation c. Tactical asset allocation d. Dynamic asset allocation e. Insured asset allocation 4. Consider a situation where Portfolio A has 20 stocks consisting of 3 banks, 2 oil companies, 5 real estate companies and remaining 10 IT companies. On the other hand, Portfolio B has 5 assets in total, consisting of 1 real estate company, 1 bank, 1 infrastructure company, 1 oil company, and 1 international mutual fund. Which portfolio in your opinion is more diversified? Give reasons. 5. Recently gold exchange traded funds (gold ETFs) prices have tumbled and they have lost appeal. Explain the reasons for this price decline.