Basic Program on Mutual Funds Fact Sheet

Regular price Rs.7,080.00


 Basic Info : Course on Mutual Funds Fact Sheet
Level : Beginner
Commitment  : 6 hours of study, 1 Day, 4 sessions of 1.5 hours
Language : English
How To Pass : Attend all sessions and complete all assignments to pass the course

What Will I Learn

At the end of this course you will:

  • Gain knowledge about the organisation and management of mutual funds
  • Get an understanding of the complexities of the mutual fund functions internally and externally
  • Gain insights required to become a well-informed investment advisor
  • Be equipped to pass the AMFI Certification Test

Curriculum

  • Mutual Fund Concept
  • Structure, Role of AMC, Regulators, etc.
  • Types of Mutual Fund – Debt, Equity, Hybrid, Asset Allocation, Gold

  • Understanding Debt Market – Types of Debt Market – Money Market, Corporate Bond Market, Government Securities Market
  • Concept of Credit rating, YTM, Modified Duration, Average Maturity, Expense Ratio etc.
  • How the data is represented in Factsheet
  • Various Types of Debt Fund – Liquid Fund, Short Term Debt Fund, Long Term Debt Fund, Credit Fund, FMP

  • Types of Equity Fund – Large cap, Midcap, Multi cap, Sector, ELSS., Style Box
  • Performance comparison
  • Types of Hybrid Fund – MIP, Balance Fund, Asset Allocation Fund, etc.
  • Style of Management – Active, passive, Bottom Up, Top down, Value , growth etc.

  • Ratio used in Mutual Fund – Sharpe Ratio, Standard Deviation, Treynor Ratio, Beta, Tracking Error, etc.
  • Direct and Regular Plans, Fees in Mutual Fund
  • Taxation of Mutual Fund, Platforms for transaction in Mutual Fund

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