Mutual Fund Advanced

Mutual Fund Advanced


This course will help you to understand how to use financial indicators. This is the beginning of long journey of financial analysis.!!!!!!


Additional Details

What are the requirements?

  • Computer (desktop/ laptop) with internet access.
  • Suitable for Graduates or students. pursuing CA/ CFA/ Post Graduation/ MBA.
  • Basic familiarity with the world of investments and/or the stock market and related terminology.
  • Enthusiasm to learn about financial statements.

What am I going to get from this course?

  • Will help to interpret financial statements and their use.
  • Will increase the probability of spotting successful companies to invest.
  • Will guide in calculating important financial ratios for analyzing potential investments.
  • Will make realize the importance of financial statements for making investment decisions.

What is the target audience?

  • Investors with little or no financial education or background.
  • Beginners or traders interested in improving their skills using financial statements and ratios.
  • Registered users successfully complied beginners course.

Published Date :
Enrolled :
Level of Difficulty :
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PreRequisite :
Number of Test :
Duration :
12 Month
Online Test :
Certification :


Chapter 1 : Benchmark

  • 1.1) Benchmarks in Mutual Fund Schemes

Chapter 2 : Impact of Expense Ratio, Turnover Ratio and Load on Returns from MF Schemes

  • 2.1) Impact of Expense Ratio
  • 2.2) Impact of Turnover
  • 2.3) Impact of Load on Returns
  • 2.4) Maturity & Volatility

Chapter 3 : Risk Ratios

  • 3.1) Interpretation and Use of Risk Ratio
  • 3.2) Standard Deviation
  • 3.3) Standard Deviation – Some of key points
  • 3.4) Drawbacks of Risk Ratios