Course Overview
5h 21m | 50 Videos | 62330 Views | 
Intermediate Mutual Fund (Module #2) – Mutual Fund Investment Process:
The industry of mutual funds has been evolving fast. Several bodies in the industry are also making investments for creating investor education. It is a form of investment that is most hassle free, comprehensive and also flexible which can help in the accommodation of various requirements of the investor. There are a number of categories of mutual funds that have been designed for allowing investors to select a scheme on the basis of the risks that they can take, the amount that they can invest the goals of their investment and also the term s of investment expected by them.
Through this course we will learn about the introduction, procedure for investing in NFO, investors rights and obligations, open ended funds, close ended funds, equity funds, index funds, concept clarifier- tracking error, diversified large cap funds, midcap funds and sectorial funds, other equity schemes, concept clarifier- growth and value investing , assets under management, what is NAV, fund fact sheet, expense ratio, expense ratio questions and portfolio turnover, effect of AUM on portfolio turnover, cash levels in portfolio and exit loads, introduction to exchange traded funds, features of ETF’S, concept clarifier- buying and selling ETF’S, understanding gold ETF’S, working of ETF’S and mutual funds, working of gold ETF’S in detail, market making by AP’s, creation units, portfolio deposit, cash component -part_2, debt funds- salient features, interest rate risk, credit risk, how is debt instrument priced, yield to maturity, fixed maturity plans, capital protection funds, gilt funds, balanced funds, MIP, child benefit plan, liquid funds introduction, concept clarifiers- mark to market, cost plus interest accrued method, papers with maturity less than 182 days, floating rate scheme, capital gains taxation, indexation, why FMP’S are popular- dividend option, growth option, regulations overview, objectives of AMFI, advantages of mutual funds, sip and STP and SWP, growth funds, dividend payout, dividend reinvestment options and NCFM exam tips
Target Customers:
- Investors
- Financial Planning and Analysts
- Equity Researchers
Pre-Requisites:
- The learners have to possess knowledge of all the basis financial concepts and computers in order to gain an understanding of the module.
- The beginners should possess the basic knowledge related to working on excel.
- The passion to learn should be present in the students if they are to gain a proper understanding of this module.
