Level 3 – Mutual Fund Investing Masterclass

Level 3 - Mutual Fund Investing Masterclass

Learn about equity funds – portfolio, returns, risks, costs, fund related documents, comparing funds & key action steps

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

 

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