How to select the right Equity Mutual Fund
₹5,900.00
Content Language - English
Duration - 300+ Minutes
Videos - 13 Videos
Who is it for - Anyone in the financial services space, beginner or experienced i.e. Advisor, Distributor, Wealth Manager, AMC employee etc.
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| Topics | Detailing |
|---|---|
| Asset Allocation | - What is asset Allocation - Why do we need asset allocation - How does it generate risk adjusted returns |
| Goal Based Planning | - Time Value of Money Present Value Future Value Rate Nper Payment Types - Goal Based Planning Case Study Child Education Planning Child Marriage Planning Retirement Planning |
| Types of Equity Funds | - Scheme Categorization - Uniqueness |
| Macro Economics | - Understanding how the macro factors affect equity Inflation Interest Rates Rupee Dollar Gold etc. |
| Risks & its practical interpretation |
- Standard Deviation - Beta |
| Return & its practical interpretation |
- CAGR - IRR - XIRR - Point to Point v/s Rolling Returns |
| Risk Adjusted Returns & its practical interpretations |
- Sharpe Ratio v/s Treynor Ratio - When to use which ratio? - Alpha - Is not, Benchmark (minus) Scheme return. - Sharpe v/s Sortino - Which is a better ratio? - Sortino v/s Information - Which one to be used for aggressive and which one for moderately aggressive clients? |
| Other Ratios | - R-Squared - Up-Capture - Down-Capture |
| How to select the right Equity MF |
- Studying the past data points around rolling returns, risk adjusted returns and market performance during up and down trending markets - Getting your sector allocation correct - Forward looking - Understanding Growth v/s Value - Investing based on market P/E & P/B levels - Understand valuation ratios like EV / EBITDA, Dividend Yield, Price / Sales, P/E & P/B and how to use which ratio to analyse which sector and stock under & over valuation - Deep dive in the portfolio to understand portfolio suitability to markets & economics |
