Level 3 - Mutual Fund Investing Masterclass

About Level 3 - Mutual Fund Investing Masterclass

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 your own proper due diligence. There are risks involved in markets and 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. We are not registered investment advisors with any regulator or institution in the world. We do not provide any buy/sell recommendations. We do not provide any investment tips or trading tips. We do not provide investment advice. All of our content here is for educational purposes only. Please do your own due diligence before making any financial decision.