Basic Program on Mutual Funds Fact Sheet
Basic Info : Course on Mutual Funds Fact Sheet Level : Beginner Commitment : 6 hours of study, 1 Days, 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
- Gain insights required to become a well-informed investment advisor
- Get an understanding of the complexities of the mutual fund functions internally and externally
- Be equipped to pass the AMFI Certification Test
SESSION 1 SESSION 2 SESSION 3 SESSION 4
- • 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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