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
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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
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certification
CLASSROOM TRAINING
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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.
CHAPTER 3: Gold ETFs
- 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
KIRAN
JEEVAN
RAJESH