How To Read A Mutual Fund Fact sheet
This program is for those who wish to either begin a career in the financial markets or learn the fundamentals of capital markets. The program is structured to help you understand the basic concepts relating to diverse avenues of investment, the primary and the secondary market, the derivatives market and financial statement analysis.
Mutual Funds are fast emerging as an important form of investments in India. Mutual Funds now have over Rs.7,00,000 crore in assets under management and are growing at a rapid pace. The management of mutual funds is becoming more professional. On the other hand, the regulatory and disclosure framework is now at par with the international standards.
This Program provides the employees of mutual funds, distributors and investors useful and keen insights on various aspects of the functioning of the mutual fund industry.
Students, Fresh Graduates, Individual Investors, Brokers, Sub-brokers, Derivative Traders, Fund Managers, Wealth Managers, Treasury Managers, Portfolio Managers, Investment Bankers, Insurance Agents, Mutual Fund Agents, Housewives, Retired Persons, etc.
Investors, Distributors of Mutual Funds, UTI Agents and other Mutual Fund Agents, Employees of Mutual Funds, Brokers, Sub-brokers, Financial Intermediaries and Investment Consultants Executives in Asset Management Companies, Portfolio Managers & Investment Advisors
Program Contents
Fees: Rs.1500/- (Inclusive of service tax) per participant inclusive of tuition fees, reference material and (morning / evening) refreshments only.
Program Coordinator :
For further details regarding contents,
E-mail: support@onworkindia.com
This program is for those who wish to either begin a career in the financial markets or learn the fundamentals of capital markets. The program is structured to help you understand the basic concepts relating to diverse avenues of investment, the primary and the secondary market, the derivatives market and financial statement analysis.
Mutual Funds are fast emerging as an important form of investments in India. Mutual Funds now have over Rs.7,00,000 crore in assets under management and are growing at a rapid pace. The management of mutual funds is becoming more professional. On the other hand, the regulatory and disclosure framework is now at par with the international standards.
This Program provides the employees of mutual funds, distributors and investors useful and keen insights on various aspects of the functioning of the mutual fund industry.
Who will benefit from this program?
Investors, Distributors of Mutual Funds, UTI Agents and other Mutual Fund Agents, Employees of Mutual Funds, Brokers, Sub-brokers, Financial Intermediaries and Investment Consultants Executives in Asset Management Companies, Portfolio Managers & Investment Advisors
Program Contents
Session IEquity Funds Analysis – Sharpe Ratio, Beta, Jensen’s Alpha, Treynor’s Ratio, Expense Ratio, Tracking Error, Asset Allocation, Portfolio Turnover, Standard Deviation, SIP Benefit, Comparative Performance over past 1/ 3/ 5 years, Investment Styles, Portfolio Changes in Various Schemes, etc.
Session IIDebt Funds Analysis – Bonds Basics, Inverse Relationship, Interest Rate Sensitivity, Liquid, Floating Rate, Gilt & Income Funds, Bond Indices, Average Maturity, Portfolio Management Styles, etc.
Session IIIFinancial Planning – Life Insurance Cover Calculation, Retirement Planning, Analyzing Sample Portfolios of Investors, Using MS Excel for Simple Financial Planning, Monthly Budgeting and Monitoring, Net Worth Calculation and Building, Goal Setting & Reaching Target, Taxation, etc.
Session IVPractical Exercises – Analyzing Schemes, Developing Personal Financial Plans, Setting Goals and Targets, Working out Various Permutations / Combinations Amongst Schemes, How to Implement, etc…
Program Coordinator :
For further details regarding contents,
E-mail: support@onworkindia.com
