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Basics of Mutual Funds for CA / CMA / CS / CFA Exams

Ca Raja Natarajan, Chartered Accountant

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16 Videos (44m)
    • Introduction to Mutual Funds

      3:17
    • Who can invest in Mutual Funds and How it works?

      0:56
    • Should we invest in stocks or mutual funds?

      2:53
    • Classification of Mutual funds

      2:00
    • Open end,closed end & Interval schemes of mutual funds

      4:58
    • Equity funds under portfolio Classification

      6:42
    • Debt funds under portfolio classification

      3:28
    • Special funds under Portfolio Classification

      9:06
    • Money market mutual funds

      4:38
    • Balanced Funds

      0:34
    • Equity Diverisified Funds and Flexiap / Multicap Fund

      0:44
    • Contra Fund and Index Fund

      1:01
    • Dividend Yield Fund

      1:14
    • Equity Linked Tax Savings Scheme

      0:38
    • Thematic Funds

      0:30
    • Arbitrage Funds

      1:02

About This Class

Welcome to this course Basics of Mutual Funds for CA / CMA / CS / CFA Exams. 

As the name says, this course focuses on academic aspects of Mutual Funds relevant for Professional exams like CA / CMA / CS / CFA. In this course, you will learn about

  1. Meaning of Mutual Funds
  2. Classification of Mutual Funds
  3. Constituents
  4. Intermediaries
  5. Advantages and Disadvantages.
  6. Factors influencing the selection of Mutual Funds
  7. Exit Criteria 
  8. Net Asset Value
  9. Cost / Expenses of MF
  10. Returns
  11. Holding Period Return
  12. Tools for Evaluation.

This course is structured in self paced learning style. Screencast model lectures, supported with writings and excel calculations are used for delivering the course content. 

Listen to this course with your headset connected to your device and have note book / excel filed opened paralelly to take notes or work on numbers.

Wish you a happy learning. 

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Ca Raja Natarajan

Chartered Accountant

I am a Chartered Accountant with tonnes of passion for teaching.

I teach Financial Management for Chartered Accountancy and Cost and Management Accountancy students in Ernakulam,India. and I teach 100+ Finance, Accounts, Costing, Banking, Credit Analysis, Statistics, etc. in Skillshare.

I also hold

Post Graduate Diploma in Business Administration in Finance from Symbiosis, Pune Bachelors in Commerce, from Loyola College, Chennai.

I worked in State Bank of India as Assis...

See full profile

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