Level 3 – Mutual Fund Investing Masterclass | Investing & Trading Online Course by Udemy

Finance & Accounting Online Course by Udemy, On Sale Here

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

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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 ExampleEquity Fund Benchmarks Introduction Price Weighted Index Value Weighted Index Equal Weighted Index Key Benchmarks (India & Global) Practical ExampleEquity Fund Asset Allocation Introduction Sector Allocation Top 5 Holdings Market Cap Weighting Investment Style Riskometer Practical ExampleEquity 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 ExampleEquity Fund Key Risk Parameters Introduction Alpha Risk Free Return Standard Deviation (Fund Vs Benchmark) Sharpe Ratio Beta Tracking Error Information Ratio R Squared Practical ExampleEquity 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 ExampleFund 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 ExampleEquity Fund Costs Introduction Cost for the Investor Cost of Managing the Fund Impact of Cost on Investor Returns Practical ExampleThe Fund House Factsheet Introduction How to Quickly Glance at the Factsheet Having a Closer Look at Facts Practical ExampleFund/Scheme Information Document Introduction Key Sections to Read in a Fund/Scheme Information Document Having a Closer Look at Facts Practical ExampleEquity Fund Investment Options Introduction Plans (Regular / Direct) Options (Growth / Dividend) Dividend Payout & Dividend Reinvestment Options Practical ExampleEquity 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 TimingsAction 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 1: This course and all of its contents and future updates, are partly owned, managed & represented by the TurtleShells trademark owned by TurtleShells Financial Consultants OPC Pvt. Ltd. registered in India, having the CIN(Corporate Identification Number): U74999MH2019OPC330582 & GST (Goods & Services Tax) Identification Number: 27AAHCT5160G1Z9. Mr. Rohit Musale, CFAis the 100% Owner & Shareholder of TurtleShells Financial Consultants OPC Pvt. Ltd. Note 2: This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPCPvt. Ltd. registered in India, having the CIN(Corporate Identification Number): U92490KA2020OPC141518 & TAN(Tax Account Number) :BLRC20856D. Ms. Rashmi Musaleis the 100% Owner & Shareholder of CurlyDreams Digital Services OPCPvt. Ltd.

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