Mutual Fund Investing Course

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Price: ₹3999.00

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Course Description

This course is designed to provide a comprehensive understanding of mutual fund investing in India. The course will cover the basics of mutual funds, the types of mutual funds available in India, how to evaluate mutual funds, and the regulatory framework governing mutual funds in India.

Course Outline

Chapter-1: Introduction to Mutual Funds

  • What are mutual funds?
  • How do mutual funds work?
  • Advantages of investing in mutual funds

Chapter-2: Types of Mutual Funds

  • Equity Funds
  • Debt Funds
  • Balanced Funds
  • Index Funds
  • Exchange Traded Funds (ETFs)

Chapter-3: Investment Objectives

  • Growth
  • Income
  • Tax Savings

Chapter-4: Evaluating Mutual Funds

  • Open ended / close ended
  • Direct / regular
  • Net Asset Value (NAV)
  • Expense Ratio
  • Asset Allocation
  • Fund Manager Experience

Chapter-5: Regulatory Framework

  • SEBI (Securities and Exchange Board of India)
  • AMFI (Association of Mutual Funds in India)

Chapter-6: Investment Strategies

  • Systematic Investment Plan (SIP)
  • Systematic Withdrawal Plan (SWP)
  • Lump Sum Investment
  • Dividend Reinvestment Plan (DRIP)

Chapter-7: Risk and Returns

  • Risk-Return Trade-off
  • Historical Performance
  • Standard Deviation
  • Sharpe Ratio

Chapter-8: Taxation of Mutual Funds

  • Short-term capital gains
  • Long-term capital gains
  • Dividend distribution tax
  • Tax saving mutual funds (ELSS)

Chapter-9: Building a Portfolio

  • Asset Allocation
  • Diversification
  • Risk Management

Chapter-10: Advanced Concepts

  • Sector Funds
  • International Funds
  • Fund of Funds (FoF)
  • Portfolio Management Services (PMS)
  • Debts funds