Level 5 - Mutual Fund Investing Masterclass

Level 5 - Mutual Fund Investing Masterclass

This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.

The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.

The primary objective of the Level 5 - Mutual Fund Investing Masterclass is to give you a deeper understanding of index funds and exchange traded funds.

So, by the time you are done with this course, you will have a far better understanding of index funds and exchange traded funds compared to the average mutual fund investor.

Following are the topics covered in this course :

Understanding Index Funds:

• Quick History

• Active Vs Passive

• The Index Fund

• Primary Objective

• Assumptions

• Diversified Portfolio

• Low Cost

• Low Portfolio Churn

• No Managerial Risk

• Returns

• Risk

• Suitability

Understanding ETFs

• Quick History

• The ETF

• Index Fund Vs ETF

• Low Cost

• Liquid

• Diversified Portfolio

• Tax Efficient

• No Exit Loads

• Active Vs Passive ETFs

• Returns

• Risk

• Suitability

Anatomy of an ETF

• The ETF

• The Authorized Participant

• Creation

• Redemption

• Demand & Supply Economics of ETFs

Types of Index Funds & ETFs

• Broad Market Based

• Bond Based

• Strategy Based

• Market Cap Based

• Foreign Market Based

• Dividend Focused

• Sectoral

• Currency Based

• Commodity Based

• Actively Managed ETFs

• Issuer Based (Ex : Minicipal Bonds)

• Leverage Based

Key Concerns

• Opportunity Cost

• Tracking Error

• Valuation Risk

• Missed Assets

• Active Vs Index Funds

• Market Risk

• Lack of Control

• Limited Strategies

• Cost - Index Vs ETFs

• Dividend Distribution - Index Funds Vs ETFs

• Cash Balance Requirement in Index Funds

Action Steps

• Investing in Index Funds & ETFs

Standard Disclaimer : The material presented here is for educational purposes only. Please do proper due diligence. There are risks involved in markets and hence investments in mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme.

Note : This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPC Pvt. Ltd. registered in India, having the CIN (Corporate Identification Number): U92490KA2020OPC141518 & TAN (Tax Account Number) : BLRC20856D. Ms. Rashmi Musale is the 100% Owner & Shareholder of CurlyDreams Digital Services OPC Pvt. Ltd.

Learn about index funds & ETFs - portfolio, returns, risks, types, attributes, costs, taxation & categorisations

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What you will learn

• Understanding Index Funds & ETFs
• Learn what are the risks and costs involved in Index Funds & ETFs
• Different ypes of Index Funds & ETFs

Rating: 4.4

Level: All Levels

Duration: 2.5 hours

Instructor: Rashmi Musale