Tutorialspoint

April Learning Carnival is here, Use code FEST10 for an extra 10% off

Mastering Mutual Fund Investment - Part 2 of 3

person icon PARTHA MAJUMDAR

4.2

Mastering Mutual Fund Investment - Part 2 of 3

This course explores the different Indicators and Metrics available for evaluating Mutual Funds.

updated on icon Updated on Apr, 2024

language icon Language - English

person icon PARTHA MAJUMDAR

English [CC]

category icon Investing & Trading,Finance & Accounting,Investing

Lectures -20

Resources -3

Duration -2 hours

4.2

price-loader

30-days Money-Back Guarantee

Training 5 or more people ?

Get your team access to 10000+ top Tutorials Point courses anytime, anywhere.

Course Description

In this world, where interest rates are ever decreasing and inflation is ever increasing, it has become almost absolutely necessary to take some risk and invest in the Stock Market to be able to save enough for the retirement. However, investing directly in the Stock Market requires a lot of time and effort and above all knowledge. And this is why, it is probably too risky for the small investors to invest directly in the Stock Market.

A much safer way to invest in the Stock Market is through Mutual Funds. Investing in Mutual Funds requires far less amount of effort on the part of the Investor and is much less risky as these funds are managed by Professionals. Further, as many Investors pool in their money in each Mutual Fund, the chances of getting higher returns is much superior due to the ultimate size of the Investment.

This course series - Mastering Mutual Fund Investment - discusses all that you need to know about Mutual Funds and Investing in Mutual Funds. Whether you are a beginner, just about starting to invest your money OR you are an experienced Investor, you will find this course useful as it discusses all the nuances for making the right choice of investing in Mutual Funds to maximise returns at the minimum risk.

This course is the second in the series of 3 courses. This course explores the different Indicators and Metrics available for evaluating Mutual Funds. Studying these Indicators and Metrics can provide knowledge of what could be the future potential of the particular Mutual Fund. Based on that finding, investments in particular Mutual Funds can be planned by the Investors.

There is bit of mathematics discussed in this part.

I got the motivation to create this course when a fellow entrepreneur asked me what he should do with Rs. 50 lakhs he received from a project. He further stated that he would like monthly returns from the investment. I advised him as to how the money could be invested and I advised him to park a large part of it in Mutual Funds. He is very happy with his investment for the past 1 year. However, helping him regularly with this investment lead me to think that there would be many like him who have less or no idea regarding investing in Mutual Funds. So, I have created this course. Hopefully, it will be helpful for all of you as well.

Goals

What will you learn in this course:

  • Where to find information regarding a Mutual Fund?
  • What are Expected Returns, Standard Deviation, etc for a Mutual Fund?
  • What are Beta, Alpha, R-squared for a Mutual Fund?
  • What are Sharpe Ratio, Treynor Ratio, Sortino Ratio, Information Ratio for a Mutual Fund?
  • How to calculate the Metrics for a Mutual Fund?

Prerequisites

What are the prerequisites for this course?

  • No prerequisites required regarding Investing
  • Will be an advantage if student has completed "Mastering Mutual Fund Investment - Part 1 of 3"
  • Must have working knowledge of Excel
  • A basic idea regarding Statistics will help
Mastering Mutual Fund Investment - Part 2 of 3

Curriculum

Check out the detailed breakdown of what’s inside the course

Welcome to the Course
2 Lectures
  • play icon Introduction 06:01 06:01
  • play icon Recap of Part 1 02:43 02:43
Indicators and Metrics for selecting Mutual Funds to invest in
13 Lectures
Tutorialspoint
Bonus Videos
2 Lectures
Tutorialspoint
Course Closing
2 Lectures
Tutorialspoint

Instructor Details

PARTHA MAJUMDAR

PARTHA MAJUMDAR

e


Course Certificate

Use your certificate to make a career change or to advance in your current career.

sample Tutorialspoint certificate

Our students work
with the Best

Related Video Courses

View More

Annual Membership

Become a valued member of Tutorials Point and enjoy unlimited access to our vast library of top-rated Video Courses

Subscribe now
Annual Membership

Online Certifications

Master prominent technologies at full length and become a valued certified professional.

Explore Now
Online Certifications

Talk to us

1800-202-0515