Welcome to the Masters of Mutual Fund Course !

In this exclusive mutual fund course you will get to know about the basics of mutual fund investing like benefits & types of mutual funds, investment styles & strategies, types of return, risk and risk-adjusted return parameters, portfolio construction etc.

By the end of the MMF Course, you will have a solid understanding of mutual funds which will help you in selecting suitable mutual funds and creating a mutual fund portfolio that can create the best possible risk-adjusted return for you in the long term.

This course is suitable for you if you are a Beginner, a New Investor, a Seasoned investor who wants to refresh mutual fund concepts, mutual fund distributors and advisors and students who want to know more about mutual funds.

This course is not suitable for you if you think that you are a mutual fund expert and you know everything about markets and mutual funds.

What is covered in the MMF Course :

1. What are mutual funds and how it invest our money?

2. Structure of mutual funds - Regulator, Sponsor, AMC, R & T Agents

3. How to invest in mutual funds - Types of mutual funds, Active and passive funds (Index, ETF), Direct plan, Regular plan, Sebi registered mutual fund advisor, mutual fund distributors.

4. Important concepts - What is NAV, how's it calculated, should we give any importance to NAV while buying mutual funds, expense ratio, AUM, exit load?

5. Equity funds - types of equity mutual funds and a few concepts related to equity funds

6. Debt funds - types of debt mutual funds and important concepts like Modified duration, YTM, Credit rating, and average maturity. Performance of debt funds w.r.t. to interest rate movement.

7. Hybrid funds - types of hybrid funds

8. Risk and risk-adjusted return parameters - Standard deviation, Beta, Sharpe ratio, Treynor ratio, Sortino ratio & Alpha (How to calculate risk-adjusted return parameters ?)

9. Mutua fund returns - types of returns like Absolute return, simple return, Annualised return, CAGR, XIRR and rolling return (How to calculate these returns ?)

10. Mutual fund taxation - Capital gains tax applicable on equity, debt and hybrid funds. Stamp duty, STT. What is indexation and how to calculate it ?

11. Mutual fund portfolio construction - Risk Profile, asset allocation, market cap allocation, how to select suitable equity and debt funds ? How to decide the allocation of different asset classes and market cap of funds in our mutual fund portfolio? How to get same-day NAV? Where and how to check mutual fund details? when to sell mutual funds?

and many more relevant details.

MMF Course Benefits :

1. Comprehensive, relevant and precise mutual fund details -

11 pre-recorded lectures - you can watch them anytime (login and access the course through the web or mobile app)

Course duration - about 3 hours

Course validity - 365 days from the date of purchase (Course download is not allowed)

2. Quiz after every lecture ( 11 Quiz) to check what you have learnt. Unlimited attempts are allowed.

3. Course completion certificate - Once you have completed the course and scored at least 60% in Quiz.

4. Email/What's app support if you face any issues log-in to the course, watching the lectures or downloading the certificate

5. Post completion of the MMF Course, if you have any query or doubt (related to the MMF Course only), you can mail us the query. Once we have a sufficient number of queries, we will try to publish a detailed video answering all the queries.

How to Enrol and access the course

Website for Online Course - Official Website

Download the Phronesis Investor Academy app from the Google Play Store OR iOS App Store on your device.

After a successful purchase, log in to our website or app to watch our lectures.

Log-in details will be mailed to you after post successful purchase.

Terms and Conditions :

1. Avoid watching the lectures from more than 2 devices. Your login details might get permanently disabled.

2. Course validity - 365 days from the date of purchase (Course download is not allowed)

3. Course fees is non-refundable

4. If you want to watch the lecture after the expiry of the product you will have to repurchase it.

For more information please feel free to contact us:

Email to contact@phroneisinvestor.in

WhatsApp to 9035318500

Click on Introduction (below) to check the Syllabus (lecture-wise topic details).