2. Lecture No. Date Time Topic Test
1 06-07-20211800 - 2000 hrs Chapter 1: Investment Landscape
2 07-07-20211800 - 2000 hrs Chapter 2: Concept and Role of a Mutual Fund
3 08-07-20011800 - 2000 hrs Chapter 3: Legal Structure of Mutual Funds in India
4 09-07-20211800 - 2000 hrs Chapter 4: Legal and Regulatory Framework Mini Test 1
5 10-07-20211800 - 2000 hrs Chapter 5: Scheme Related Information
6 12-07-20211800 - 2000 hrs Chapter 6: Fund Distribution and Channel Management Practices
7 13-07-20211800 - 2000 hrs Chapter 7: Net Asset Value, Total Expense Ratio and Pricing of Units
8 15-07-20211800 - 2000 hrs Chapter 8: Taxation Mini Test 2
9 16-07-20211800 - 2000 hrs Chapter 9: Investor Services
10 17-07-20211800 - 2000 hrs Chapter 10: Risk, Return and Performance of Funds
11 19-07-20211800 - 2000 hrs Chapter 11: Mutual Fund Scheme Performance
12 20-07-20211800 - 2000 hrs Chapter 12: Mutual Fund Scheme Selection Mini Test 3
13 21-07-20211800 - 2000 hrs Full length Test & Discussion
14 22-07-20211800 - 2000 hrs Full length Test & Discussion
15 23-07-20011800 - 2000 hrs Full length Test & Discussion
3. Investment Landscape
Investors & Their Financial Goals
Savings or Investments
Different Asset classes
Investment Risks
Risk measurement & Management Strategies
Behavioral Biases in Investment Decision making
Risk profiling
Understanding Assets allocation
Do it yourself vs Taking professional help
4. Investors & their Financial Goals
“Please suggest some good investments.”
“Which mutual fund schemes should one buy this year?”
“Which is the best mutual fund scheme?”
“Which is the best investment?”
“Should I invest in stocks or real estate?”
“What is your view of the stock market?”
“Are my investments proper? Or should I make some changes?”
5. Investors & their Financial Goals
Why Investments
Financial Goals
Short term needs vs Long Term goals
Financial Goals , Time Management for their achievement & Inflation
6. Savings or Investments
The word “saving” originates from the same root as “safe”. The safety of money is of critical
importance here. Whereas, when one invests money, the primary objective typically is to earn
profits. The important point to note here is that there is a trade-off between risk and return.
The other difference is evident from the dictionary definition of “saving”– reduction in the
amount of money used. This definition refers to reducing consumption so that some money
is saved. It is this saved money that can be invested. In other words, saving and investing are
not to be considered as two completely different things, but two steps of the same process –
in order to invest money, one needs to save first. Thus, saving precedes investing.
15. Do-it-yourself versus Taking Professional Help
Can one do the job oneself?
Does one want to do it?
Can one afford to outsource?
16. Which among the following investment avenues does not offer income
on a regular basis?
a. Real estate
b. Physical Gold
c. Stocks
d. Debentures
17. Which amongst the following asset categories can also be purchased for consumption
purposes apart from investment?
a. Real estate
b. Stocks
c. Bonds
d. Debentures
18. The purchasing power of currency changes on account of which of the following?
a. Asset allocation
b. Compound interest
c. Inflation
d. Diversification
19. What is real rate of return?
a. Return that the investor gets after payment of all expenses
b. Return that the investor gets after taxes
c. Return that the investor gets after adjusting the risks
d. Return that the investor gets after adjusting inflation
20. When interest rate in the economy increases, the price of existing bonds ____.
a. Increases
b. Fluctuate
c. Decreases
Editor's Notes
The purchasing power of currency changes on account of which of the following? a. Asset allocation b. Compound interest c. Inflation d. Diversification
