What Will I Learn
At the end of this course you will:
- 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
How It works
Live Classroom Sessions
Each session is interactive and informative, featuring case studies, quizzes and projects
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