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.”

Course Highlights

  • Students
  • Investors
  • Financial planners
  • Analysts
  • Equity researchers
  • Anybody having interest in the Indian mutual fund industry
  • 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.

Duration: 120 minutes

No. of questions: 60

Maximum marks: 100, Passing marks: 50 (50%); There is no negative marking in this module.

Certificate validity: For successful candidates, certificates are valid for 5 years from the test date.

Fees

Module Fees GST @ 18% Total Fees
1700 306 2006

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

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Our Training Features

Experienced Trainers

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Flexible Timings

Placement Assistance

Hands on Training

Mutual Fund Course Syllabus

 

Mutual Funds

Concept and structure of mutual funds in India; Role of custodian; Registrrar and transfer agent; AMC; New fund offer’s & procedure for investing in NFO; Investors rights and o bligations.

Mutual Fund Products and Features

Concept of open ended and close ended fund; Types of funds – equity, in dex, diversified large cap funds, midcap fund, sector fund and other equity schemes; Concept of e ntry and exit load; Expense ratio; Portfolio turnover; AUM; Analysis of cash level in portfolio.

Gold ETFs

Introduction to exchange traded funds; Market making by authorized part icipants; creation units; Portfolio deposit and ca h component

Debt Funds

Salient features of debt fund; Concept of interest rate and credit risk; Pri cing of debt instrument.

Liquid Funds

Salient features of liquid funds; Floating rate scheme and portfolio churni ng in liquid funds.

Taxation

Taxation of capital gains; Indexation benefit and FMP.

Regulations

Role and objectives of AMFI; Different types of plans; Systematic Invest ment Plan (SIP); Systematic

Transfer Plan (STP) and Systematic Withdrawal Plan (SWP); Dividend p ayout.

 

 

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