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Mastering Mutual Fund Investment: Part 3 of 3

Learn details for forming portfolios of mutual funds including allocation of funds and optimization.

Mastering Mutual Fund Investment: Part 3 of 3

Learn details for forming portfolios of mutual funds including allocation of funds and optimization.
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This section discusses Value Funds, Growth Funds, Contra Funds, and Arbitrage Funds.
This lecture discusses Value Stocks and Growth Stocks. We see the characteristics of Value Stocks and Growth Stocks. We study a formulation by which we can separate the Value Stocks from the Growth Stocks.
In this lecture, we discuss Value Funds. Value Funds are Equity Funds that primarily invests in Value Stocks.
In this lecture, we discuss Growth Funds. Growth Funds are Equity Funds that primarily invests in Growth Stocks.
In this lecture, we discuss Contra Funds.
In this lecture, we discuss Arbitrage Funds.
This section discusses Piotroski's F-Score in details
This video tries to establish why we need to study the Piotroski F-Score in the context of Mutual Funds.
This video discusses in details the 9 parameters used by Piotroski to calculate the F-Score for a Stock.
This video discusses how we can apply Piotroski F-Score to evaluate Mutual Funds.
This section discusses Mohanram G-Score in details.
This video explains G-Score in details.
In this video, we see how to apply G-Score to analyze a Mutual Fund.
This section discusses a formulation for considering Piotroski's F-Score and Mohandas G-Score together for analyzing Mutual Funds.
In this video, we calculate the M-Score for a Mutual Fund by putting the F-Score and G-Score together.
How to create a Diversified Portfolio of Mutual Funds.
This video is an introduction to the process of creating a Diversified Portfolio of Mutual Fund.
In this video, we discuss the strategy for selecting Equity Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Debt Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Index Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Balanced Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Contra Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Arbitrage Funds to include in a Mutual Fund Portfolio.
In this video, we discuss one mechanism to test whether the Mutual Fund Portfolio is diversified or not.
This section explains how to calculate metrics like Expected Returns, Standard Deviation, Beta, Sharpe Ratio, etc for a Mutual Fund Portfolio.
This video introduces the section on "Calculating Metrics for Mutual Fund Portfolio".
In this video, we discuss how to calculate the Expected Returns for a Mutual Fund Portfolio.
In this video, we discuss how to calculate the Standard Deviation for a Mutual Fund Portfolio.
In this video, we discuss how to calculate the Beta for a Mutual Fund Portfolio.
In this video, we discuss how to calculate the Sharpe Ratio for a Mutual Fund Portfolio.
In this video, we discuss how to calculate the Treynor Ratio for a Mutual Fund Portfolio.
This section summarises the Course and Thanks to the Students for going through the Course.

In this world, where interest rates are ever decreasing, and inflation is ever increasing, it has become almost absolutely necessary to take some risk and invest in the stock market to be able to save enough for the retirement. However, investing directly in the stock market requires a lot of time and effort and above all, knowledge. And this is why it is probably too risky for small investors to invest directly in the stock market.

A much safer way to invest in the stock market is through mutual funds. Investing in mutual funds requires far less amount of effort on the part of the investor and is much less risky as these funds are managed by professionals. Further, as many investors pool in their money in each mutual fund, the chances of getting higher returns are much superior due to the ultimate size of the Investment.

This course series - Mastering Mutual Fund Investment - discusses all that you need to know about mutual funds and investing in mutual funds. Whether you are a beginner, just about starting to invest your money or you are an experienced Investor, you will find this course useful as it discusses all the nuances for making the right choice of investing in mutual funds to maximize returns at the minimum risk.

This course is the third in the series of 3 courses. This course explores the nuances of forming portfolios of mutual funds. Prior to discussions on portfolio creation, this course takes a deep dive into evaluating individual mutual funds beyond the indicators and metrics. Piotroski's F-Score, Mohanram G-Score, is explained in the course and how to apply the same is also discussed. After the formation of a diversified portfolio, this course discusses how to allocate funds into the portfolio and how to optimize the fund allocation.

Requirements

  • You should have knowledge of Microsoft Excel.
  • You should have knowledge of basic statistics.
  • You should have knowledge of operations research.
  • Advantageous if Learner has gone through "Mastering Mutual Fund Investment - Part 1 and Part 2".
This section discusses Value Funds, Growth Funds, Contra Funds, and Arbitrage Funds.
This lecture discusses Value Stocks and Growth Stocks. We see the characteristics of Value Stocks and Growth Stocks. We study a formulation by which we can separate the Value Stocks from the Growth Stocks.
In this lecture, we discuss Value Funds. Value Funds are Equity Funds that primarily invests in Value Stocks.
In this lecture, we discuss Growth Funds. Growth Funds are Equity Funds that primarily invests in Growth Stocks.
In this lecture, we discuss Contra Funds.
In this lecture, we discuss Arbitrage Funds.
This section discusses Piotroski's F-Score in details
This video tries to establish why we need to study the Piotroski F-Score in the context of Mutual Funds.
This video discusses in details the 9 parameters used by Piotroski to calculate the F-Score for a Stock.
This video discusses how we can apply Piotroski F-Score to evaluate Mutual Funds.
This section discusses Mohanram G-Score in details.
This video explains G-Score in details.
In this video, we see how to apply G-Score to analyze a Mutual Fund.
This section discusses a formulation for considering Piotroski's F-Score and Mohandas G-Score together for analyzing Mutual Funds.
In this video, we calculate the M-Score for a Mutual Fund by putting the F-Score and G-Score together.
How to create a Diversified Portfolio of Mutual Funds.
This video is an introduction to the process of creating a Diversified Portfolio of Mutual Fund.
In this video, we discuss the strategy for selecting Equity Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Debt Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Index Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Balanced Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Contra Funds to include in a Mutual Fund Portfolio.
In this video, we discuss the strategy for selecting Arbitrage Funds to include in a Mutual Fund Portfolio.
In this video, we discuss one mechanism to test whether the Mutual Fund Portfolio is diversified or not.
This section explains how to calculate metrics like Expected Returns, Standard Deviation, Beta, Sharpe Ratio, etc for a Mutual Fund Portfolio.
This video introduces the section on "Calculating Metrics for Mutual Fund Portfolio".
In this video, we discuss how to calculate the Expected Returns for a Mutual Fund Portfolio.
In this video, we discuss how to calculate the Standard Deviation for a Mutual Fund Portfolio.
In this video, we discuss how to calculate the Beta for a Mutual Fund Portfolio.
In this video, we discuss how to calculate the Sharpe Ratio for a Mutual Fund Portfolio.
In this video, we discuss how to calculate the Treynor Ratio for a Mutual Fund Portfolio.
This section summarises the Course and Thanks to the Students for going through the Course.

About the instructors

 

Partha Majumdar

Just a Programmer
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Partha started his career in 1989 as a programmer. In his first assignment, he was involved in development of a Cricket Tournament management system as a part of the team from Centre for Development of Telematics (C-DOT) requested by the Prime Minister of India, Mr. Rajiv Gandhi. Since then Partha has developed Tea Garden automation solution, Hospital Management solution, Travel Management solution, Manufacturing Resource Planning (MRP II) solution, Insurance Management solution and Tax automation solution (for Government of Thailand).
 
Partha got involved in Telecom solution with project from Total Access Communications, Bangkok in 1996. Partha developed the completed solution architecture and designed & developed the complete infrastructure services and primitives on top of which the end-to-end Customer Care and Billing solution was developed between 1996-1998.
 
Partha has worked for companies including Amdocs, Portal, Siemens and has developed key components of their solutions. For Siemens, Partha developed the complete BSS suite.
 
Partha worked with Mobily, Saudi Arabia as the Enterprise Architect and has first-hand of experience of work inside a Telecom Operator.

Partha started his own company, Majumdar Consultancy Pvt Ltd, in 2014. He partnered with a Dubai based businessman to open SI Solutions India Pvt Ltd in 2016. In 2019, he joined Tools and Solutions, Saudi Arabia as Director - Professional Services to establish the Professional Services business.
 
Partha has recently developed a Remote Control, which can be controlled from a Web Site. The Remote Control can in turn control any device. The Remote Control to be controlled needs having Infra-Red sensing capabilities. The Remote Control is controlled through DragonBoard 410C through a Android Program.


Partha has been working on fine tuning the algorithm for a Access Control System through Face Recognition. The program has been developed using Convolutional Neural Network (CNN).


Partha has also developed a software which tries to predict the Stock Market. The solution has been developed using Recurrent Neural Network (RNN). The solution presently predict with an accuracy of 77%.

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