Section C (4 Mark)Read the senario and answer to the question.

Vendor: AAFM
Product: CWM_LEVEL_2
Update on: Jul 30, 2025
Questions: 1259

AAFM CWM_LEVEL_2 Question Answer

Section C (4 Mark)

Read the senario and answer to the question.

You have reviewed the investments of Nimita for the purview of retirement. You advise that a balance be restored from risk perspective and accordingly Rs. 15 lakh be shifted to a Debt MF scheme. You advise to further start SIPs immediately in the ratio of 60:40 in the newly started debt MF scheme and the existing Equity MF scheme for the next 21 years to accumulate a corpus so that the same sustains for the next 25 years if invested in an investment instrument yielding 7.50%. What approximate amount of SIPs should be made in Debt and Equity MF schemes?

Rs. 58,000 in Debt MF scheme & Rs. 39,000 in Equity MF scheme

Rs. 55,400 in Debt MF scheme & Rs. 37,000 in Equity MF scheme

Rs. 60,000 in Debt MF scheme & Rs. 40,000 in Equity MF scheme

Rs. 42,000 in Debt MF scheme & Rs. 28,000 in Equity MF scheme