Course: Mastering Mutual Fund Investment - Part 2 of 3

Mastering Mutual Fund Investment - Part 2 of 3

  • Life Time Access
  • Certificate on Completion
  • Access on Android and iOS App
  • Self-Paced
About this Course

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 the use of Mutual Funds. Investing in Mutual Funds required 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 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 maximize 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 month 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.

Basic knowledge
  • 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
What you will learn
  • 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 Ration, Information Ratio for a Mutual Fund?
  • How to calculate the Metrics for a Mutual Fund?
  • Where to find information regarding a Mutual Fund?
Number of Lectures: 17
Total Duration: 01:15:40
  • Introduction  
  • Recap of Part 1  
Indicators and Metrics for selecting Mutual Funds to invest in
  • Welcome to Section on Indicators and Metrics  

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

  • Finding information regarding Mutual Funds  

    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 (

  • Mean (Expected Returns)  

    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.

  • Standard Deviation  

    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.

  • Beta  

    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.

  • R-squared  

    This video discusses the metric R-Squared.

  • Alpha  

    This video discusses the metric alpha.

  • Sharpe Ratio  

    This video discusses the metric Sharpe Ratio.

  • Treynor Ratio  

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

  • Sortino Ratio  

    This video discusses the metric Sortino Ratio.

  • Information Ratio  

    This video discusses the metric Information Ratio.

  • Estimating Risk and Return using Expert Opinion  

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

  • Closure of Section on Indicators and Metrics  
Course Closure
  • About Me  
  • Closing Note  
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