Mutual Funds Mastery: Foundations to Portfolio Management

Unlock the full potential of mutual fund investing with our course — your guide to mastering mutual funds!
4.52 (31 reviews)
Udemy
platform
English
language
Finance
category
Mutual Funds Mastery: Foundations to Portfolio Management
341
students
18.5 hours
content
Oct 2024
last update
$49.99
regular price

What you will learn

Foundations of Mutual Funds: Understanding the core concepts, operations, and types of mutual funds.

Mutual Fund Structure: A deep dive into the roles of fund managers, custodians, and other key players in mutual funds.

Types of Mutual Fund Schemes: Exploration of equity, debt, hybrid, and other specialized mutual fund schemes.

Risk and Return Drivers: How to analyze the risks and factors driving returns in mutual fund investments.

Investment Strategy and Scheme Selection: Developing strategies to choose the right mutual fund schemes based on financial goals and risk profiles.

Performance Evaluation: Techniques for analyzing and comparing mutual fund performance.

NAV Calculation: Understanding how Net Asset Value (NAV) is calculated and its significance in mutual fund investments.

Taxation of Mutual Funds: Insights into capital gains tax, dividend distribution tax, and indexation benefits for mutual funds.

Systematic Investment Plans (SIPs): Learning about the benefits of SIPs, STPs, and SWPs for disciplined investing.

Advanced Portfolio Management: Strategies for building and managing a diversified mutual fund portfolio tailored to different investment goals.

6213253
udemy ID
10/1/2024
course created date
10/5/2024
course indexed date
Bot
course submited by