Mutual Funds Mastery: Foundations to Portfolio Management

Unlock the full potential of mutual fund investing with our course — your guide to mastering mutual funds!

Created by: EDUCBA Bridging the Gap
Learn real world skills online

What Will I Learn?

• Foundations of Mutual Funds: Understanding the core concepts, operations, and types of mutual funds.
• Mutual Fund Structure: A deep dive into the roles of fund managers, custodians, and other key players in mutual funds.
• Types of Mutual Fund Schemes: Exploration of equity, debt, hybrid, and other specialized mutual fund schemes.
• Risk and Return Drivers: How to analyze the risks and factors driving returns in mutual fund investments.
• Investment Strategy and Scheme Selection: Developing strategies to choose the right mutual fund schemes based on financial goals and risk profiles.
• Performance Evaluation: Techniques for analyzing and comparing mutual fund performance.
• NAV Calculation: Understanding how Net Asset Value (NAV) is calculated and its significance in mutual fund investments.
• Taxation of Mutual Funds: Insights into capital gains tax, dividend distribution tax, and indexation benefits for mutual funds.
• Systematic Investment Plans (SIPs): Learning about the benefits of SIPs, STPs, and SWPs for disciplined investing.
• Advanced Portfolio Management: Strategies for building and managing a diversified mutual fund portfolio tailored to different investment goals.

Requirements

• Basic Financial Knowledge: A fundamental understanding of financial terms and concepts such as investments, stocks, bonds, and risk is helpful, though not mandatory.
• Interest in Mutual Funds: A genuine interest in learning about mutual funds, investment strategies, and portfolio management will help students engage more effectively with the course material.
• Computer Skills: Basic computer literacy is needed to navigate online resources, tools, and financial software that may be discussed or used in the course.
• No Prior Experience Required: This course is designed for beginners as well as those with some experience in finance or investments. No prior knowledge of mutual funds is required, but an eagerness to learn is essential.

Target audience

• Beginners in Investing: Anyone new to investing who wants to learn how mutual funds work, their structure, and how to invest in them.
• Aspiring Financial Professionals: Individuals looking to build a career in finance, wealth management, or portfolio management, and want a solid foundation in mutual funds.
• Retail Investors: Individuals who are already investing in mutual funds but want to deepen their knowledge and enhance their investment strategies.
• Finance Students: Those studying finance, economics, or business who wish to gain practical insights into mutual funds and portfolio management.
• Financial Advisors and Planners: Professionals who want to better understand mutual funds to provide better guidance to their clients.
• Anyone Seeking Financial Literacy: Individuals who want to expand their financial knowledge and improve their personal financial planning through mutual fund investments.