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700

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Mutual Fund Mastery Course ( म्यूचुअल फंड मास्टरी कोर्स )

2,348

700

*inclusive of taxes

Enroll Now

2,348

700

*inclusive of taxes

Enroll Now

Course Details

6 students enrolled

About Course

  • Listed In : Financial Planning
  • Language : Hinglish
  • Difficulty : Intermediate
  • Validity : 1 Years
  • Program : Self-Paced Recorded
  • Instructor : Krunal Sondagar

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Course Highlights

  • 21 videos
  • 1.5+ hours of content.

Introduction

  • In this course, you will learn about the basic terms of Mutual funds such as NAV, Fund Size, Exit load, Expense Ratio, as well as advanced terms like Alpha, Beta, STP, SWP etc.
  • Other than this, you will learn about the various types of mutual funds, Taxation in mutual funds, Types of Return and Risk in detail.

Objective

  • This course is meant to enlighten people who want to invest in mutual funds but do not know how to invest in mutual funds.
  • It will help them determine the right mutual fund to invest in.
  • If you want to become a Pro- Investor, this course is meant for you.

Benefits

  • After the completion of the course, you will know everything about mutual funds.
  • You will be able to invest like an expert in mutual funds.
  • You will be able to figure out which mutual fund best suits your risk profile.
  • After the completion of the course, you will not need a financial advisor.
  • People with no knowledge of mutual funds can also benefit from this course and become a Pro-Investor.

Topics Covered

1) What is mutual fund ?

2) Basic Terms of mutual fund

  • NAV 
  • Expense Ratio
  • AUM 
  • Exit load
  • AMC 
  • Fund Manager
  • SIP   
  • Holdings

3) Important Terminology

  • Regular investment vs Direct Investment
  • Actively managed fund vs passively managed fund
  • Open ended fund vs close ended fund

4) Advantages And Disadvantages of mutual fund 

5) Types of mutual fund

  • Equity Mutual fund
  • Debt Mutual fund
  • Hybrid Mutual fund
  • Other Mutual fund

6) Equity Mutual fund

  • Basic Information
  • Types of equity mutual fund
  • Taxation In equity mutual fund

7) Debt Mutual fund

  • Basic Information
  • Types of Debt mutual fund
  • Taxation In Debt mutual fund

8) Hybrid Mutual Funds

9) Other Types of Mutual Funds

10) What is SWP and STP ?

11) Types Of Return :-

  • Absolute 
  • Calendar
  • CAGR
  • Trailing
  • XIRR
  • Rolling

12) Important Ratios

  • Alpha
  • Sharpe Ratio
  • Beta
  • Treynor's Ratio
  • Sortino
  • Jensen's Alpha

13) How to select the right mutual fund?

14) How to read factsheet?

Intended Participants

This course is meant for :

  • Individual investors
  • New Investors
  • Beginners
  • Students
  • Working Professionals

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