Mastering Mutual Fund Investment - Part 3 of 3
4.5 (15 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.
108 students enrolled

Mastering Mutual Fund Investment - Part 3 of 3

This course details requisites for forming Portfolios of Mutual Funds including Allocation of Funds and Optimisation.
4.5 (15 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.
108 students enrolled
Created by Partha Majumdar
Last updated 9/2019
English
Current price: $23.99 Original price: $34.99 Discount: 31% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 3 hours on-demand video
  • 2 articles
  • 3 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
Training 5 or more people?

Get your team access to 4,000+ top Udemy courses anytime, anywhere.

Try Udemy for Business
What you'll learn
  • What are Value Funds, Growth Funds, Contra Funds, Arbitrage Funds?
  • What is Piotroski's F-Score and how to apply it to evaluate a Stock?
  • What is Mohanram G-Score and how to apply it to evaluate a Stock?
  • How to create a Diversified Portfolio?
  • How to allocate Funds in the Portfolio?
  • How to Optimise the Portfolio?
Requirements
  • No prerequisite for Investing knowledge
  • Working Knowledge of Excel is essential
  • Some knowledge of Basic Statistics is desirable
  • Knowledge of Operations Research could be advantageous
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 third in the series of 3 courses. This course explores the nuances of forming Portfolios of Mutual Funds. Prior to discussions on Portfolio creation, this course takes a deep dive into evaluating individual Mutual Funds beyond the Indicators and Metrics. Piotroski's F-Score, Mohanram G-Score is explained in the course and how to apply the same is also discussed. After formation of diversified Portfolio, this course discusses how to allocate Funds into the Portfolio and how to Optimise the Fund Allocation.

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 Investing and Mutual Fund Investing
  • Advanced Investors
  • People Managing Personal Finance
  • Housewives
Course content
Expand all 37 lectures 03:09:34
+ Some more types of Mutual Funds
5 lectures 26:37

This lecture discusses Value Stocks and Growth Stocks. We see the characteristics of Value Stocks and Growth Stocks. We study a formulation by which we can separate the Value Stocks from the Growth Stocks.

Value Stocks vs Growth Stocks
12:01

In this lecture, we discuss Value Funds. Value Funds are Equity Funds that primarily invests in Value Stocks.

Preview 04:57

In this lecture, we discuss Growth Funds. Growth Funds are Equity Funds that primarily invests in Growth Stocks.

Growth Funds
03:52

In this lecture, we discuss Contra Funds.

Contra Funds
02:09

In this lecture, we discuss Arbitrage Funds.

Arbitrage Funds
03:38
+ Piotroski's F-Score
6 lectures 32:06

This video tries to establish why we need to study the Piotroski F-Score in the context of Mutual Funds.

Why study Piotroski F-Score?
03:55

This video discusses in details the 9 parameters used by Piotroski to calculate the F-Score for a Stock.

Detailed explanation of Piotroski F-Score
17:29
Errata: Accrual Explanation
00:30

This video discusses how we can apply Piotroski F-Score to evaluate Mutual Funds.

Applying Piotroski F-Score to Mutual Funds
08:43
End of Section - Piotroski F-Score
01:24
Errata: Regarding G-Score Formulator
00:05
+ Mohanram G-Score
4 lectures 30:56
Introduction to G-Score
01:01

This video explains G-Score in details.

Detailed explanation of Mohanram G-Score
20:01

In this video, we see how to apply G-Score to analyse a Mutual Fund.

Applying G-Score to Mutual Funds
08:52
End of Section - Mohanram G-Score
01:02
+ Putting F-Score and G-Score together
1 lecture 03:46

In this video, we calculate the M-Score for a Mutual Fund by putting the F-Score and G-Score together.

Putting F-Score and G-Score together to arrive at M-Score
03:46
+ Creating a Diversified Portfolio of Mutual Funds
8 lectures 33:40

This video is an introduction to the process of creating a Diversified Portfolio of Mutual Fund.

Forming a Diversified Portfolio of Mutual Funds
05:12

In this video, we discuss the strategy for selecting Equity Funds to include in a Mutual Fund Portfolio.

Selecting Equity Funds for the Portfolio
07:54

In this video, we discuss the strategy for selecting Debt Funds to include in a Mutual Fund Portfolio.

Selecting Debt Funds for the Portfolio
02:53

In this video, we discuss the strategy for selecting Index Funds to include in a Mutual Fund Portfolio.

Selecting Index Funds for the Portfolio
02:29

In this video, we discuss the strategy for selecting Balanced Funds to include in a Mutual Fund Portfolio.

Selecting Balanced Funds for the Portfolio
02:42

In this video, we discuss the strategy for selecting Contra Funds to include in a Mutual Fund Portfolio.

Preview 03:30

In this video, we discuss the strategy for selecting Arbitrage Funds to include in a Mutual Fund Portfolio.

Selecting Arbitrage Funds for the Portfolio
02:32

In this video, we discuss one mechanism to test whether the Mutual Fund Portfolio is diversified or not.

Our Sample Portfolio
06:28
+ Calculating Metrics for a Mutual Fund Portfolio
6 lectures 18:26

This video introduces the section on "Calculating Metrics for Mutual Fund Portfolio".

Calculating Metrics for Mutual Fund Portfolio - Introduction
01:15

In this video, we discuss how to calculate the Expected Returns for a Mutual Fund Portfolio.

Calculating Expected Returns of the Mutual Fund Portfolio
07:20

In this video, we discuss how to calculate the Standard Deviation for a Mutual Fund Portfolio.

Calculating Standard Deviation of the Mutual Fund Portfolio
04:47

In this video, we discuss how to calculate the Beta for a Mutual Fund Portfolio.

Calculating Beta of the Mutual Fund Portfolio
01:57

In this video, we discuss how to calculate the Sharpe Ratio for a Mutual Fund Portfolio.

Calculating Sharpe Ratio of the Mutual Fund Portfolio
01:33

In this video, we discuss how to calculate the Treynor Ratio for a Mutual Fund Portfolio.

Calculating Treynor Ratio of the Mutual Fund Portfolio
01:34