Basics of Mutual Funds for CA / CMA / CS / CFA Exams
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Basics of Mutual Funds for CA / CMA / CS / CFA Exams

Understand Basics of Mutual Funds relevant for CA / CMA / CS / CFA Professional Exams
4.3 (2 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,047 students enrolled
Last updated 5/2017
English
Current price: $10 Original price: $125 Discount: 92% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • 1 Article
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Understand Mutual Funds
  • Classifiy Mutual Funds
  • Understand Factors influencing Selection of Mutual Funds
  • Understand Performance Indicators
  • Understand Tools for Evaluation
View Curriculum
Requirements
  • Basic knowledge of Accounting and Financial Management
  • Basic knowledge of Stock Exchange Terms
Description

Welcome to this course Basics of Mutual Funds for CA / CMA / CS / CFA Exams. 

As the name says, this course focuses on academic aspects of Mutual Funds relevant for Professional exams like CA / CMA / CS / CFA. In this course, you will learn about

  1. Meaning of Mutual Funds
  2. Classification of Mutual Funds
  3. Constituents
  4. Intermediaries
  5. Advantages and Disadvantages.
  6. Factors influencing the selection of Mutual Funds
  7. Exit Criteria 
  8. Net Asset Value
  9. Cost / Expenses of MF
  10. Returns
  11. Holding Period Return
  12. Tools for Evaluation.

This course is structured in self paced learning style. Screencast model lectures, supported with writings and excel calculations are used for delivering the course content. 

Listen to this course with your headset connected to your device and have note book / excel filed opened paralelly to take notes or work on numbers.

Wish you a happy learning. 

Who is the target audience?
  • CA Students
  • CMA Students
  • CFA Students
  • CS Students
  • MBA Finance Students
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Curriculum For This Course
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Welcome Lecture and Introduction to Mutual Funds
3 Lectures 08:21

Who can invest in Mutual Funds and How it works?
00:56

Should we invest in stocks or mutual funds?
02:53
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Classification of Mutual Funds
13 Lectures 36:35
Classification of Mutual funds
02:00



Debt funds under portfolio classification
03:28

Special funds under Portfolio Classification
09:06

Money market mutual funds
04:38

Balanced Funds
00:34

Equity Diverisified Funds and Flexiap / Multicap Fund
00:44

Contra Fund and Index Fund
01:01

Dividend Yield Fund
01:14

Equity Linked Tax Savings Scheme
00:38

Thematic Funds
00:30

Arbitrage Funds
01:02
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FINAL SECTION - BONUS LECTURE
1 Lecture 02:13
Bonus Lecture - Discount Coupon Links for other Courses
02:13
About the Instructor
CA Raja Natarajan, B.Com., PGDBA, FCA
4.1 Average rating
1,024 Reviews
37,183 Students
80 Courses
Chartered Accountant

I am a Chartered Accountant with tonnes of passion for teaching.

I teach Financial Management & Strategic Financial Management for Chartered Accountancy, Cost and Management Accountancy and Company Secretary students in Ernakulam, India. I also hold Post Graduate Diploma in Business Administration in Finance from Symbiosis, Pune and Bachelors in Commerce, from Loyola College, Chennai.

I worked in State Bank of India as Assistant Vice President - Credit for a period of four years after which i started my Chartered Accountancy Practice. During the stint in State Bank of India, I worked on credit proposals of Mid Corporate Units and gained good experience in Financial Analysis, Risk Assessment, Viability Study, Evaluating business models, Project Finance, Working Capital Management, etc.

I conduct work shops for Entrepreneurs, Chartered Accountancy / Cost and Management Accountancy Students on the topics like Project Finance, Credit Risk Assessment, Entrepreneurship Development, Finance for Non Finance Executives, etc.

I love teaching and i want fundamentals of accounting and finance to reach students and so i am here.