Mutual Fund Investing


About this course: In this course you will learn the complete process of investing your money into mutual funds.

Created by: Trading Campus


Syllabus


DAY 1

Introduction

This part introduces you to mutual funds.

DAY 2

How mutual fund works

In this section you know as how a mutual fund operates.

DAY 3

Process for investing in mutual funds

In this section you will know about the important documentations required to invest with mutual funds.

DAY 4

Features of Mutual Fund Products

What is asset allocation, role of diversification, benefit of investing in mutual funds, costs involved and tax characteristics of asset classes is detailed in this section.

DAY 5

Terms and concepts

In this section we describe the financial jargons and key terms used in the mutual funds.

DAY 6

Categories in Mutual Funds

How are mutual funds classified, what are the various categories under an asset class and what are their characteristics; is all detailed in this section

DAY 7

Fund Management

This section details about how fund managers of fixed income and equity asset class apply their process and strategies in fund management.

DAY 8

How to select a mutual fund scheme

In this section you will gain insights on when and how to select the right mutual fund schemes for investing.

DAY 9

Fund scheme evaluation

In this section you will walk through the simple quantitative techniques used to pick a schemes.

DAY 10

Portfolio Strategy

How to create a portfolio of mutual fund schemes and learn the various ways to invest in them.