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7 Videos (31m)
    • Introduction to Mutual Funds

    • Classification of Mutual funds

    • Open end,closed end & Interval schemes of mutual funds

    • Equity funds under portfolio Classification

    • Debt funds under portfolio classification

    • Special funds under Portfolio Classification

    • Money market mutual funds


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. 







Reviews (0)

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

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

I worked in State Bank of India as Assistant Vice President - Credit for a period of four years after which i started my Chartered Accountancy Practice.

During the stint in State Bank of India, I worked on credit proposals of Mid Corporate Units and gained good experience in

a) Financial Analysis

b) Risk Assessment

c) Viability Study

d) Evaluating business models

e) Project Finance

f) Working Capital Management, etc.

I conduct work shops for Entrepreneurs, Chartered Accountancy / Cost and Management Accountancy Students on the topics like

a) Project Finance

b) Credit Risk Assessment

c) Entrepreneurship Development

d) Finance for Non Finance Executives

e) Burning Desire for Entrepreneurship

I love teaching and i want fundamentals of accounting and finance to reach students and so i am here.

Business Finance Mutual Fund