How To Read A Mutual Fund Fact sheet

The mutual fund industry thrives on transparency and disclosures. Most fund houses come out with a fund fact sheet for each scheme every month. They provide information about the investment particulars of the corpus (company and sector wise), credit ratings, market value of investments, NAVs, returns, repurchase and sale price of the schemes. The fact sheet also contains the scheme’s objectives, fund manager’s commentary on the portfolio and market outlook. This training 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 Session II - Debt Funds Analysis Session III - Financial Planning Session IV - Practical Exercises