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

Requirements

   An open mind
   Motivation to learn
   Good internet connection
   Be able to read and understand English Language
   Willingness to take action

Last Updated 1/2021