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How To Read A Mutual Fund Fact sheet

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Introduction This Programme has been designed for investors and industry professionals. It involves analyzing various schemes and an understanding of how to select best schemes from various categories by reading the mutual fund fact sheets. OBJECTIVES Mutual Funds are fast emerging as an important form of investments in India. Mutual Funds now have over Rs.7,00,000 crore in assets under management and are growing at a rapid pace. The management of mutual funds is becoming more professional. On the other hand, the regulatory and disclosure framework is now at par with the international standards. This Programme provides the employees of mutual funds, distributors and investors useful and keen insights on various aspects of the functioning of the mutual fund industry. PROGRAMME CONTENTS Session I Equity Funds Analysis Sharpe Ratio, Beta, Jensens Alpha, Treynors Ratio, Expense Ratio, Tracking Error, Asset Allocation, Portfolio Turnover, Standard Deviation, SIP Benefit, Comparative Performance over past 1/ 3/ 5 years, Investment Styles, Portfolio Changes in Various Schemes, etc. Session II Debt Funds Analysis Bonds Basics, Inverse Relationship, Interest Rate Sensitivity, Liquid, Floating Rate, Gilt & Income Funds, Bond Indices, Average Maturity, Portfolio Management Styles, etc. Session III Financial Planning Life Insurance Cover Calculation, Retirement Planning, Analyzing Sample Portfolios of Investors, Using MS Excel for Simple Financial Planning, Monthly Budgeting and Monitoring, Net Worth Calculation and Building, Goal Setting & Reaching Target, Taxation, etc. Session IV Practical Exercises Analysing Schemes, Developing Personal Financial Plans, Setting Goals and Targets, Working out Various Permutations / Combinations Amongst Schemes, How to Implement, etc Participants attending the entire course shall be eligible to receiv e Participation Certificate from the BSE Training Institute. TARGET AUDIENCE Investors, Distributors of Mutual Funds, UTI Agents and other Mutual Fund Agents, Employees of Mutual Funds, Brokers, Subbrokers, Financial Intermediaries and Investment Consultants Executives in Asset Management Companies, Portfolio Managers & Investment Advisors DURATION & TIMINGS 1 Day 9.30 am to 5.00 pm FEES Rs. 2,250.00 + 10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch. PROGRAMME COORDINATOR Piyush Shelat For further details regarding registration, contact: E-mail: training@bseindia.com Phone: 022 2272 8303, 6136 3155

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