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Course: Mastering Mutual Fund Investment - Part 3 of 3

Mastering Mutual Fund Investment - Part 3 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 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-ScoreMohanram 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 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 prerequisite for Investing knowledge
  • Working Knowledge of Excel is essential
  • Some knowledge of Basic Statistics is desirable
  • Knowledge of Operations Research could be advantageous
What you will 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?
Curriculum
Number of Lectures: 33
Total Duration: 02:35:58
Introduction
  • Introduction to the course  

    This video introduces the course.

  • Recap of Part 1  

    This video conducts a brief recap of the course "Mastering Mutual Fund Investment - Part 1 of 3".

  • Recap of Part 2  

    This video conducts a brief recap of the course "Mastering Mutual Fund Investment - Part 2 of 3".

Some more types of Mutual Funds
  • Value Stocks vs Growth Stocks  

    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 Funds  

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

  • Growth Funds  

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

  • Contra Funds  

    In this lecture, we discuss Contra Funds.

  • Arbitrage Funds  

    In this lecture, we discuss Arbitrage Funds.

Piotroski's F-Score
  • Why study Piotroski F-Score?  

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

  • Detailed explanation of Piotroski F-Score  

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

  • Applying Piotroski F-Score to Mutual Funds  

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

  • End of Section - Piotroski F-Score  
Mohanram G-Score
  • Introduction to G-Score  
  • Detailed explanation of Mohanram G-Score  

    This video explains G-Score in details.

  • Applying G-Score to Mutual Funds  

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

  • End of Section - Mohanram G-Score  
Putting F-Score and G-Score together
  • Putting F-Score and G-Score together to arrive at M-Score  

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

Creating a Diversified Portfolio of Mutual Funds
  • Forming a Diversified Portfolio of Mutual Funds  

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

  • Selecting Equity Funds for the Portfolio  

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

  • Selecting Debt Funds for the Portfolio  

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

  • Selecting Index Funds for the Portfolio  

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

  • Selecting Balanced Funds for the Portfolio  

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

  • Selecting Contra Funds for the Portfolio  

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

  • Selecting Arbitrage Funds for the Portfolio  

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

  • Our Sample Portfolio  

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

Calculating Metrics for a Mutual Fund Portfolio
  • Calculating Metrics for Mutual Fund Portfolio - Introduction  

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

  • Calculating Expected Returns of the Mutual Fund Portfolio  

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

  • Calculating Standard Deviation of the Mutual Fund Portfolio  

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

  • Calculating Beta of the Mutual Fund Portfolio  

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

  • Calculating Sharpe Ratio of the Mutual Fund Portfolio  

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

  • Calculating Treynor Ratio of the Mutual Fund Portfolio  

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

Course Closure
  • About Me  
  • Closing Note  
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