Mastering Mutual Fund Investment - Part 2 of 3
4.5 (22 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
115 students enrolled

Mastering Mutual Fund Investment - Part 2 of 3

This course explores the different Indicators and Metrics available for evaluating Mutual Funds.
4.5 (22 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
115 students enrolled
Created by Partha Majumdar
Last updated 4/2020
English
Current price: $20.99 Original price: $29.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2 hours on-demand video
  • 1 article
  • 2 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Where to find information regarding a Mutual Fund?
  • What are Expected Returns, Standard Deviation, etc for a Mutual Fund?
  • What are Beta, Alpha, R-squared for a Mutual Fund?
  • What are Sharpe Ratio, Treynor Ratio, Sortino Ratio, Information Ratio for a Mutual Fund?
  • How to calculate the Metrics for a Mutual Fund?
Requirements
  • No prerequisites required regarding Investing
  • Will be an advantage if student has completed "Mastering Mutual Fund Investment - Part 1 of 3"
  • Must have working knowledge of Excel
  • A basic idea regarding Statistics will help
Description

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 second in the series of 3 courses. This course explores the different Indicators and Metrics available for evaluating Mutual Funds. Studying these Indicators and Metrics can provide knowledge of what could be the future potential of the particular Mutual Fund. Based on that finding, investments in particular Mutual Funds can be planned by the Investors.

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.

Who this course is for:
  • Beginners to Investment
  • Beginners to Mutual Fund Investment
  • Advanced Mutual Fund Investors
  • Housewives
  • People managing Personal Finance
Course content
Expand all 20 lectures 02:01:46
+ Indicators and Metrics for selecting Mutual Funds to invest in
14 lectures 01:06:13

This video introduces the section on Indicators and Metrics needed to deal with Mutual Funds.

Preview 01:36

This video discusses where we could find information regarding Mutual Funds. I have gone into discussing the details available at the Economic Times Web Site (www.economictimes.com).

Finding information regarding Mutual Funds
07:50

In this video, we discuss the Mean or Annual Average Rate of Return. This is a very important indicator regarding the performance of a Mutual Fund. This is also called Expected Returns of the Asset.

Mean
09:43
Add-on: Returns from a Mutual Fund can be negative as well
00:25

In this video, we discuss Standard Deviation for a Mutual Fund. Standard Deviation of a Mutual Fund is a measure of the Risk involved in a Mutual Fund.

Standard Deviation
02:32

This video discusses about Beta. Beta is a measure of volatility of a Mutual Fund. Thus, Beta is an indicator of Risk involved in a Mutual Fund.

Preview 14:10

This video discusses the metric R-Squared.

R-squared
03:54

This video discusses the metric alpha.

Alpha
02:03

This video discusses the metric Sharpe Ratio.

Sharpe Ratio
05:37

This video discusses Treynor Ratio. Treynor Ratio is the reward-to-volatility ratio.

Treynor Ratio
03:08

This video discusses the metric Sortino Ratio.

Sortino Ratio
05:20

This video discusses the metric Information Ratio.

Information Ratio
03:02

This video discusses how we can use the Expert Opinion in making investment decisions in Mutual Funds.

Estimating Risk and Return using Expert Opinion
05:43
Closure of Section on Indicators and Metrics
01:10
+ Bonus Videos
2 lectures 37:47

This video provides details of how to calculate the Internal Rate of Return (IRR) of the Mutual Fund Investment.

Calculating IRR of your Mutual Fund Investment
17:45

In this video, I provide a way to compare Fixed Maturity Plans (FMPs) with Fixed Deposits.

Fixed Maturity Plan (FMP) versus Fixed Deposit
20:02