Course Overview
Net Asset Value (NAV) Calculation:
This training is specific to Mutual Fund investments wherein we would be understanding the performance evaluation of a Mutual Fund using NAV, Sharpe ratio, Treynor ratio etc.
The training includes the following:
- Mutual fund
- Body of mutual fund,
- Types of mutual fund
- Merits and demerits,
- Importance of SIP and it’s calculation using Xirr in excel,
- Evaluation of performance of mutual fund by
1)Sharpe ratio 2) Treynor ratio, portfolio turnover, daily NAV calculation procedures, its standard deviation and mean returns etc.
Target Customers:
- Portfolio managers
- Students
- Anyone interested in learning about mutual funds
Pre-Requisites:
- Basic knowledge of finance
- Maths & problem solving ability
- Passion to learn and apply