Mastering Mutual Fund Investment - Part 3 of 3
This course details requisites for forming Portfolios of Mutual Funds including Allocation of Funds and Optimisation.
Updated on Sep, 2023
Language - English
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 third in the series of 3 courses. This course explores the nuances of forming Portfolios of Mutual Funds. Prior to discussions on Portfolio creation, this course takes a deep dive into evaluating individual Mutual Funds beyond the Indicators and Metrics. Piotroski's F-Score, Mohanram G-Score is explained in the course and how to apply the same is also discussed. After formation of diversified Portfolio, this course discusses how to allocate Funds into the Portfolio and how to Optimise the Fund Allocation.
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.
What will you learn in this course:
- What are Value Funds, Growth Funds, Contra Funds, Arbitrage Funds?
- What is Piotroski's F-Score and how to apply it to evaluate a Stock?
- What is Mohanram G-Score and how to apply it to evaluate a Stock?
- How to create a Diversified Portfolio?
- How to allocate Funds in the Portfolio?
- How to Optimise the Portfolio?
What are the prerequisites for this course?
- No prerequisite for Investing knowledge
- Working Knowledge of Excel is essential
- Some knowledge of Basic Statistics is desirable
- Knowledge of Operations Research could be advantageous
- Having completed "Mastering Mutual Fund Investment - Part 1 and Part 2" will be an advantage
Check out the detailed breakdown of what’s inside the course
Welcome to the Course
- Introduction 06:19 06:19
- Recap of Part 1 02:43 02:43
- Recap of Part 2 01:05 01:05
Some more types of Mutual Funds
Putting F-Score and G-Score together
Creating a Diversified Portfolio of Mutual Funds
Calculating Metrics for a Mutual Fund Portfolio
Partha started his career in 1989 as a programmer. In his first assignment, he was involved in development of a Cricket Tournament management system as a part of the team from Centre for Development of Telematics (C-DOT) requested by the Prime Minister of India, Mr. Rajiv Gandhi. Since then Partha has developed Tea Garden automation solution, Hospital Management solution, Travel Management solution, Manufacturing Resource Planning (MRP II) solution, Insurance Management solution and Tax automation solution (for Government of Thailand).
Partha got involved in Telecom solution with project from Total Access Communications, Bangkok in 1996. Partha developed the completed solution architecture and designed & developed the complete infrastructure services and primitives on top of which the end-to-end Customer Care and Billing solution was developed between 1996-1998.
Partha has worked for companies including Amdocs, Portal, Siemens and has developed key components of their solutions. For Siemens, Partha developed the complete BSS suite.
Partha worked with Mobily, Saudi Arabia as the Enterprise Architect and has first-hand of experience of work inside a Telecom Operator.
Partha started his own company, Majumdar Consultancy Pvt Ltd, in 2014. He partnered with a Dubai based businessman to open SI Solutions India Pvt Ltd in 2016. In 2019, he joined Tools and Solutions, Saudi Arabia as Director - Professional Services to establish the Professional Services business.
Partha has recently developed a Remote Control, which can be controlled from a Web Site. The Remote Control can in turn control any device. The Remote Control to be controlled needs having Infra-Red sensing capabilities. The Remote Control is controlled through DragonBoard 410C through a Android Program.
Partha has been working on fine tuning the algorithm for a Access Control System through Face Recognition. The program has been developed using Convolutional Neural Network (CNN).
Partha has also developed a software which tries to predict the Stock Market. The solution has been developed using Recurrent Neural Network (RNN). The solution presently predict with an accuracy of 77%.
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