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Today
Understanding & Analysing Mutual Fund Performance  
Saturday, August 27, 2016, 08:00am - 05:00pm
 

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Objective:

The objective of the program is to provide insights into different kinds of mutual fund schemes available for investment and enabling the participants to analyse their performance to help them choose the best schemes for investment.

Fees:
The program fee is Rs. 4500/- Inclusive of taxes.
Group Discount Available

Venue & Date:

Vashi, Navi Mumbai, 27th August,2016.

Speakers
subramonium

Mr. P V Subramanyam is a Chartered Accountant by profession. After 15 years career serving in the trenches of the financial services industry – from Equity broking, mutual fund advising, corporate finance advising, personal financial planning, he turned to the training professionfor the past 17 years. He is frequently seen on business news channels and contributes articles in financial dailies and magazines. He has also authored books- ‘Retire Rich Invest Rs. 40 a day’ and ‘Wealth Prescription for Doctors’.

Session Plan

Session 1

Introduction to Fundamental Analysis

  • Mutual Fund-Types of Mutual Fund-Investments & its benefits
  • Review of mutual fund returns and taxation

Session 2

 Equity Fund Analysis

  • Risks taken by fund managers to enhance performance
  • Performance Measurement-Concept of Return - Risk Adjusted Measures -Standard Deviation –Variance - Semi standard deviation –Beta
  • Reading the fact sheet
  • Analyzing mutual funds of different schemes- Objective-portfolio Composition & Expenses- Performance

Session 3

 Debt and Liquid Fund Analysis

  • Risks taken by fund managers to enhance performance
  • Bonds market & Indices- YTM v/s past returns-Expense ratio-Fund risk-Performance Measurement & measuring risk
  • Reading the fact sheet
    • Analyzing mutual funds of different schemes- Objective-portfolio Composition & Expenses- Performance

Session 4

 Hybrid fund Analysis

  • Analysing balanced funds, MIP and other asset allocation options

Session 5

Practical Discussions

  • Performance Evaluation-Benchmarking-Peer Group Analysis
  • Selecting funds for various investor situations, e.g. SIP, SWP, lump sum, etc

Contact us
National Institute of Securities Markets (NISM)
Corporate Solution Team
Mr. Abhay Chopra / Mr. Chaitanya Nemali
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Tel: 022-66735151 / 022-66735150

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