Basic program on Mutual Funds Fact Sheet
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  • Basic Program on Mutual Funds Fact Sheet

Classroom Course

 

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

Curriculum

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
 

Includes

Interactive Sessions

Session-specific Assignments

Certificate from BSE Institute Ltd.

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