Mutual Funds Overview

Mutual funds have become a much sought after investment product in recent years. This course demystifies the concept of mutual funds and helps create awareness and knowledge about the industry and its functioning.


(8143575575) Monday – Friday, 6 am – 8 pm Weekend Batches Also Available 

Opp: RS Brothers, KPHB Main Road, Kukatpally, Hyderabad, Telangana 500072

(8143575575) Monday – Friday, 6 am – 8 pm Weekend Batches Also Available 

Who will benefit Mutual Funds course?
  • Students
  • Investors
  • Financial planners
  • Analysts
  • Equity researchers
  • Anybody having interest in the Indian mutual fund industry
Why should one take this course?
  • To understand the concept of mutual funds.
  • To know about the roles of different players viz., custodians, asset management companies, sponsor etc. in the mutual fund industry.
  • To learn about the tax and regulatory issues related to mutual funds.
  • To understand the fundamentals of net asset value (NAV) computation and various investment plans.
Mutual Funds Fees
  • Module Fees GST @ 18% Total Fees
    1700 306 2006

     Total Fees : Rs.2006/- (Rupees Two Thousand and Six Only). inclusive of GST.

Our Training Features

Online Classes





Job Assurence

Mutual Funds Syllabus 

CHAPTER 1: Mutual Funds

  • Concept and structure of mutual funds in India;
  • Role of custodian;
  • Registrar and transfer agent;
  • AMC;
  • New fund offer’s & procedure for investing in NFO;
  • Investor’s rights and o obligations.

CHAPTER: 2 Mutual Fund Products and Features

  • Concept of open ended and closed ended fund;
  • Types of funds – equity,
  • Index,
  • Diversified large cap funds,
  • Midcap fund,
  • Sector fund and other equity schemes;
  • Concept of entry and exit load;
  • Expense ratio;
  • Portfolio turnover;
  • AUM;
  • Analysis of cash level in a portfolio.


  • Introduction to exchange traded funds;
  • Market making by authorized participants;
  • Creation units;
  • Portfolio deposit and cash component

CHAPTER 4: Debt Funds

  • Salient features of debt fund;
  • Concept of interest rate and credit risk;
  • Pricing of the debt instrument.

CHAPTER 5: Liquid Funds

  • Salient features of liquid funds
  • Floating rate scheme and portfolio churning in liquid funds.

CHAPTER 6: Taxation

  • Taxation of capital gains;
  • Indexation benefit and FMP.

CHAPTER 7: Regulations

  • Role and objectives of AMFI
  • Different types of plans
  • Systematic Investment Plan (SIP);
  • Systematic
  • Transfer Plan (STP) and Systematic Withdrawal Plan (SWP)
  • Dividend payout.

Our Students Testimonials

It was a great experience while doing this course. The faculty was very friendly and were on tips to address any issue.


I have joined this course to have a deep knowledge in accounting domain, and I am getting my knowledge enhanced here. It has been a good experienced till now.



Thank you, sir, for all your teachings, support and good wishes. I could not able to get this opportunity.
All my thanks to the team – Venkat sir.


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