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Model Portfolio

  What is the first step in building model portfolio? Step 1:  Determining Your Appropriate Asset Allocation Ascertaining your individual financial situation and goals is the first task in constructing a portfolio. Important items to consider are age and how much time you have to grow your investments, as well as the amount of capital to invest and future income needs.
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Document

Which document is attached to the mutual fund application form? It is a concise version of SID. As the name suggests, KIM contains the key information about the scheme which is necessary for an investor to know. It comes attached along with the  application form of the scheme . In short it is said that KIM is a summary of SID & SAI.
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STT

  Is STT paid on mutual funds? Securities Transaction Tax ('STT') is  applicable only in respect of sale of units of Equity-oriented funds (EOFs) on a recognised stock exchange and on repurchase (redemption) of units of EOFs by the mutual fund .
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SAI

  What does SAI mean in investing? A  statement of additional information  (SAI) is a supplementary document added to a mutual fund's prospectus that contains additional information about the fund and includes further disclosure regarding its operations.
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KIM SID SAI

  What is Sid and Sai in mutual fund? There are 3 important documents: Key Information Memorandum (KIM),  Scheme Information Document (SID) and Statement of Additional Information (SAI) . These are prepared by the Asset Management Company (AMC) about a particular scheme, and submitted to the Securities and Exchange Board of India (SEBI) for approval.
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