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.


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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Complete the form at the top of this page or call us on 8143575575 to discover how our online ACCA courses can deliver exam success.

Our Training Features

Experienced Trainers


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 of capital gains; Indexation benefit and FMP.


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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