Level 3 - Mutual Fund Investing Masterclass
Level 3 - Mutual Fund Investing Masterclass
Duration: 3h 41m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 3.52 GB
Genre: eLearning | Language: English
Duration: 3h 41m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 3.52 GB
Genre: eLearning | Language: English
Learn about equity funds - portfolio, returns, risks, costs, fund related documents, comparing funds & key action steps
What you'll learn
Understand key aspects of equity markets
How to dissect equity stock universe in simple categories
Importance of benchmark and key market benchmarks
How to read and understand equity fund returns
Understand key risk parameters of an equity fund
Key parameters to consider while comparing equity funds
How to read a mutual fund factsheet
How to read the fund/scheme information document
Understand various investment options like lumpsum, SIP, SWP, STP, Trigger, Dividend Sweep, etc.
Key action steps to start investing
Requirements
An open mind
Motivation to learn
Good internet connection
Be able to read and understand English Language
Willingness to take action
Description
This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.
The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.
The primary objective of the Level 3 - Mutual Fund Investing Masterclass is to give you a deeper understanding of equity mutual funds.
So, by the time you are done with this course, you will have a far better understanding of equity mutual funds compared to the average mutual fund investor.
Following are the topics covered in this course :
Dissecting the Equity Market
Introduction
Market Capitalisation
Investment Styles & Investment Style Box
Sectors
Domestic & International Market
Investment Strategies
Practical Example
Equity Fund Benchmarks
Introduction
Price Weighted Index
Value Weighted Index
Equal Weighted Index
Key Benchmarks (India & Global)
Practical Example
Equity Fund Asset Allocation
Introduction
Sector Allocation
Top 5 Holdings
Market Cap Weighting
Investment Style
Riskometer
Practical Example
Equity Fund Key Return Parameters
Introduction
Point to Point Return (Absolute)
Simple Annualised Return
Compounded Annual Return (CAGR)
Rolling Returns
Trailing Returns
Total Returns
Exit Load Impact on Investor Return
Practical Example
Equity Fund Key Risk Parameters
Introduction
Alpha
Risk Free Return
Standard Deviation (Fund Vs Benchmark)
Sharpe Ratio
Beta
Tracking Error
Information Ratio
R Squared
Practical Example
Equity Fund Key Portfolio Parameters
Introduction
Average Equity Holding
Average Market Cap
Annual Portfolio Turnover Ratio
Average P/E
Average P/BV
Average Dividend Yield
Practical Example
Fund Comparison
Introduction
Key Fund Parameters to Compare
Fund Manager
AUM
Fund Vs Benchmark Vs Category Performance
Comparison of Rolling Returns of Funds in a Category
Practical Example
Equity Fund Costs
Introduction
Cost for the Investor
Cost of Managing the Fund
Impact of Cost on Investor Returns
Practical Example
The Fund House Factsheet
Introduction
How to Quickly Glance at the Factsheet
Having a Closer Look at Facts
Practical Example
Fund/Scheme Information Document
Introduction
Key Sections to Read in a Fund/Scheme Information Document
Having a Closer Look at Facts
Practical Example
Equity Fund Investment Options
Introduction
Plans (Regular / Direct)
Options (Growth / Dividend)
Dividend Payout & Dividend Reinvestment Options
Practical Example
Equity Fund Transactions
Introduction
New Fund Offering (NFO)
Fresh Subscription
Min. Amount
Min. Additional Amount
Redemptions
Systematic Investment Plan (SIP)
SIP Pause
Systematic Withdrawal Plan (SWP)
Systematic Transfer Plan (STP)
Value STP
Flex SIP & Flex STP
Dividend Sweep Option
Trigger Option
Cutoff Timings
Action Steps
The 5 Action Steps
Standard Disclaimer : The material presented here is for educational purposes only. Please do proper due diligence. There are risks involved in markets and hence investments in mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme.
Note : This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPC Pvt. Ltd. registered in India, having the CIN (Corporate Identification Number): U92490KA2020OPC141518 & TAN (Tax Account Number) : BLRC20856D. Ms. Rashmi Musale is the 100% Owner & Shareholder of CurlyDreams Digital Services OPC Pvt. Ltd.
Who this course is for:
Anyone who wants to create wealth for yourself and family
Anyone who wants to generate regular income
Anyone with financial goals like buying a car, buying a house, going on a vacation, etc.
A housewife who manages family finances
Smart millennials who are interested in financial planning
Retired person interested in creating a regular income source
Family person who has financial responsibility
More Info