The mutual fund industry has come to occupy an important place in India. It forms an important part of the capital market, providing the benefits of a diversified portfolio and expert fund management to a large number of investors, particularly small investors. With the improvement in deployment of investment through markets, the need and scope for mutual fund operations has increased tremendously.
This module aims at providing a comprehensive and in-depth knowledge about mutual funds.
Course Highlights
- The mutual funds tutorial will commence with a session on the basic concepts of mutual funds including a general overview, structure of mutual funds, and offer documents. The learners will also be explained about advanced concepts related to accounting, valuation, and taxation of mutual funds.
- The course is further divided into two modules for better understanding and quick learning of the participants. In the first module, an understanding will be developed on general aspects of mutual funds such as its meaning, viability, investment distribution, structure, and management of funds. The module will also cover the role of compliance officers, registrar, the meaning of Asset Management Company (AMC), transfer agent, and custodians in mutual funds.
- The comprehensive mutual funds tutorial will update the learners about equity portfolio management, performance evaluation, mutual fund accounting, and risk evaluation.
- In the next session, you will get to know in detail about types of mutual funds and their management along with practical working and benefit analysis of different funds.