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Mutual Fund Investing and Market Preparation · LearnSpace
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Mutual Fund Investing and Market Preparation

Курс от EDUCBA
Уровень не указан≈ 14.2 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Learn how to analyze mutual funds, ETFs, portfolio strategies, and investment risks using practical financial market concepts and industry-focused learning. This course provides a comprehensive understanding of mutual fund investing, taxation, debt funds, ETFs, portfolio metrics, and investor strategies used in modern financial markets. The course begins with the foundations of mutual funds and the Indian mutual fund industry structure, helping learners understand diversification, fund participants, AMCs, custodians, registrars, and regulatory frameworks. Learners will build a strong understanding of how mutual funds operate and how investors participate in financial markets. As the course progresses, learners explore equity mutual funds, index investing, large-cap diversification strategies, and portfolio performance metrics such as NAV, AUM, expense ratio, tracking error, and portfolio turnover. The course explains how professional investors evaluate fund performance and investment quality. Advanced modules cover ETFs, Gold ETFs, exchange-based investing, market making, liquidity management, debt funds, bond pricing, yield concepts, interest rate risk, credit risk, and fixed maturity strategies. Learners will also understand taxation concepts such as indexation, dividend options, growth strategies, and regulatory investor protection mechanisms. The course also emphasizes practical investment techniques including SIP, STP, SWP, dividend reinvestment, portfolio diversification, long-term wealth planning, and NCFM preparation strategies. What makes this course unique is its comprehensive blend of mutual fund investing, ETF analysis, taxation, portfolio management, and practical market preparation. By the end of the course, learners will be able to confidently analyze mutual fund schemes, evaluate portfolio performance, apply investment strategies, and make informed financial decisions in real-world market environments.

Навыки, которые вы освоите

Investment ManagementPortfolio ManagementMarket LiquidityWealth ManagementCredit RiskSecurities TradingTax ManagementTax ComplianceFinancial PlanningInvestmentsFinancial TradingPerformance MeasurementFinancial MarketTaxCapital MarketsFinancial Industry Regulatory AuthoritiesEquitiesSecurities (Finance)Tax LawsPerformance Analysis

Программа курса

7 модулей · 89 учебных материалов

01Mutual Fund Foundations & Industry Structure15 материалов

Introduction to Mutual Funds

Course IntroductionВидеоWhat is Mutual FundВидеоReasons For Opting Mutual FundsВидеоIntroduction to Mutual FundsЗадание

Understanding Investment Distribution

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EDUCBA

Преподаватель курса

Mutual Fund Investing and Market Preparation
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Обучение на Coursera

≈ 14.2 ч

7 модулей

Язык: Английский

Часть программы вашего университета
Distribution of InvestmentsВидео
Mutual Funds- Structure In IndiaВидео
Who Manages Investors MoneyВидео
Understanding Investment DistributionЗадание

Key Participants in Mutual Funds

Role of Compliance officer and CustodianВидеоRole of AmcВидеоNew Fund offerВидеоKey Participants in Mutual FundsЗаданиеEvaluating Mutual Fund Structures and Investment RolesDIALOGUEGraded - Mutual Fund Foundations & Industry StructureЗаданиеGuiding First-Time Investors Through Mutual Fund FundamentalsDIALOGUE
02Investing in Mutual Funds & Investor Rights13 материалов

Investment Processes and Intermediaries

Role of Registrar and Transfer AgentВидеоProcedure For Investing In NfoВидеоInvestors Rights and ObligationsВидеоInvestment Processes and IntermediariesЗадание

Types of Mutual Fund Structures

Open Ended FundsВидеоClose Ended FundsВидеоEquity FundsВидеоTypes of Mutual Fund StructuresЗадание

Index and Large Cap Investing

Index FundsВидеоConcept Clarifier- Tracking ErrorВидеоDiversified Large Cap FundsВидеоIndex and Large Cap InvestingЗаданиеGraded - Investing in Mutual Funds & Investor RightsЗадание
03Equity Mutual Fund Strategies & Performance Metrics13 материалов

Midcap and Sectoral Investment Strategies

Midcap Funds and Sectoral FundsВидеоOther Equity SchemesВидеоOther Equity Schemes ContinuedВидеоMidcap and Sectoral Investment StrategiesЗадание

Investment Styles and Fund Metrics

Concept Clarifier- Growth and Value Investing, Assets Under ManagementВидеоWhat is NavВидеоFund Fact SheetВидеоInvestment Styles and Fund MetricsЗадание

Expense Ratios and Portfolio Management

Expense RatioВидеоExpense Ratio Questions and Portfolio TurnoverВидеоEffect of Aum on Portfolio TurnoverВидеоExpense Ratios and Portfolio ManagementЗаданиеGraded - Equity Mutual Fund Strategies & Performance MetricsЗадание
04ETFs and Advanced Fund Concepts13 материалов

Portfolio Cash Management and ETF Basics

Cash Levels In Portfolio and Exit LoadsВидеоIntroduction To Exchange Traded FundsВидеоFeatures of Etf'SВидеоPortfolio Cash Management and ETF BasicsЗадание

ETF Trading and Gold ETFs

Concept Clarifier- Buying and Selling EtfsВидеоUnderstanding Gold EtfsВидеоWorking of Etf&Rsquo;S and Mutual FundsВидеоETF Trading and Gold ETFsЗадание

ETF Operations and Market Making

Working of Gold Etfs In DetailВидеоMarket Making By ApR'sSВидеоCreation Units,; Portfolio Deposit,Cash Component -Part_2ВидеоETF Operations and Market MakingЗаданиеGraded - ETFs and Advanced Fund ConceptsЗадание
05Debt Funds and Risk Management13 материалов

Debt Fund Fundamentals

Debt Funds- Salient FeaturesВидеоInterest Rate RiskВидеоCredit RiskВидеоDebt Fund FundamentalsЗадание

Debt Instrument Valuation

How is Debt Instrument PricedВидеоYeild To MaturityВидеоFixed Maturity PlansВидеоDebt Instrument ValuationЗадание

Specialized Debt and Hybrid Schemes

Capital Protection Funds, Gilt Funds, Balanced FundsВидеоMip, Child Benefit PlanВидеоLiquid Funds IntroductionВидеоSpecialized Debt and Hybrid SchemesЗаданиеGraded - Debt Funds and Risk ManagementЗадание
06Taxation, Returns & Liquid Fund Concepts13 материалов

Liquid Funds and Valuation Methods

Concept Clarifiers- Mark To Market, Cost Plus Interest Accrued MethodВидеоPapers With Maturity Less Than 182 DaysВидеоFloating Rate SchemeВидеоLiquid Funds and Valuation MethodsЗадание

Mutual Fund Taxation Essentials

Capital Gains TaxationВидеоIndexationВидеоWhy Fmp'S Are Popular- Dividend OptionВидеоMutual Fund Taxation EssentialsЗадание

Growth and Dividend Options

Growth OptionВидеоRegulations OverviewВидеоObjectives of AmfiВидеоGrowth and Dividend OptionsЗаданиеGraded - Taxation, Returns & Liquid Fund ConceptsЗадание
07Investor Benefits, Strategies & Exam Readiness9 материалов

Investor Advantages and Planning Tools

Advantages of Mutual FundsВидеоSip and Stp and SwpВидеоGrowth Funds,; Dividend PayoutВидеоInvestor Advantages and Planning ToolsЗадание

Dividend Strategies and Reinvestment

Dividend Reinvestment OptionsВидеоNcfm Exam TipsВидеоDividend Strategies and ReinvestmentЗаданиеGraded - Investor Benefits, Strategies & Exam ReadinessЗаданиеAdvising Investors on Mutual Funds, ETFs, and Portfolio StrategiesDIALOGUE