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Complete Guide on Mutual Funds Analysis - On excel
Rating: 3.7 out of 5(13 ratings)
50 students

Complete Guide on Mutual Funds Analysis - On excel

Complete guide for beginners and experienced investors to technically analyze fund on Ms Excel
Created byCA Pankaj Chhabra, MBF, B.Com (H),
Last updated 11/2021
English

What you'll learn

  • Insights to practical analysis of Mutual Funds & Its related terminologies
  • Insights on practical evaluation of technical parameters of Mutual Funds
  • Insights on analysis in excel and comparison of funds with its benchmark
  • Comparative analysis of various Mutual Funds based on Technical Parameter and Conclusion of various analysis

Course content

6 sections • 12 lectures • 2h 20m total length

  • Introduction5:32

    Explore the basics of mutual fund analysis, stock selection, and portfolio construction by examining parameters, technical analysis, and fund categories for informed investing.

Requirements

  • No prior Knowledge is required for this course
  • You need a Laptop with MS Excel, PDF Viewer and a Good Internet Connection

Description

Do you know?

Almost 80% of people do not remember the name of the fund and scheme in which they have started their SIP. As of matter of fact, only 30% consider the analysis of a fund or taking Financial Consultation with a Finance Expert.

Investing your money and taking exposure in the market is a serious concern as you are taking risky exposure on your hard-earned money.

Overview of the Course

In this course, students shall be able to understand how to technically analyze various mutual funds schemes available in India. Students shall be analyzing alongside the class on MS Excel for a better and crystal clear understanding.

Once the student will complete all the analysis, then he or she will be able to analyze any other mutual fund from the universe on the same pattern.

This course is designed for all individuals irrespective of whether he/she is from a finance background or not. You will be acquiring amazing technical skills once you will complete this course.

This course requires great focus as it has quite technical nature. You may also find it boring but nevertheless, once you will complete the same you will feel proud and more knowledgeable than before.

Benefits of the course:

  1. Ability to choose the Best Mutual Funds from the universe of Funds

  2. Ability to analyze the performance of a Fund based on Technical Parameter

  3. Ability to advise your friends or clients about the investment in mutual fund

  4. Deep insights on Various Ratios to be considered while investing money in Mutual Fund

  5. Hands-on Ms Excel while comparing funds with its benchmark at different time phases

After completing this course you will learn the art of investing your money in the best available option which will help you to manage your wealth and grow it at a great pace. This course enables you with high level of understanding related to Financial Instrument and its related terminologies which common people tend of avoid.

Who this course is for:

  • For Teenagers who have started their career and earnings
  • For Housewives to save money in Mutual Funds
  • For Graduate Students
  • For MBA Finance Students
  • Anyone interested in knowing Mutual Funds

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