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curr07

curr07

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Published by vishnu3gk
Section One
The concept of a Mutual Fund; Advantages of Mutual Fund investing- Portfolio Diversification, Professional Management, Reduction of Risk, Transaction Costs and Taxes, Liquidity and Convenience.

Section Two
Evolution of Mutual Funds in India - Size of Industry, Growth Trends
Role of Mutual Funds in Financial Markets

Section Three
Types of Funds
 Open-end Funds/Closed-end Funds/Fixed Term Plans, Load Funds/No Load Funds, Tax Exempt/Non Tax Exempt Funds, Exchange Traded Funds, Fund of Funds
 Money Market/Liquid Funds, Equity Funds, Debt Funds, Hybrid Funds, Commodity Funds, Real Estate Funds, Fund of Funds.
Equity Funds- Aggressive Growth Funds, Small Cap Funds, Growth Funds, Growth and Income Funds, Value Funds, Equity Income Funds, Equity Linked Saving Schemes, Index Funds, Sector Funds, Specialised Funds, Offshore Funds, Option Income Funds
Debt Funds- Bond Funds, Government Securities Funds, Specialised Bond Funds- Infrastructure/Real Estate, Mortgage Backed Securities Funds; High Yield Bond Funds; Offshore/Global Bond Funds/Country Funds, Assured Return Funds and Fixed Term Plans
Hybrid Funds- Balanced Funds, Growth & Income Funds, Asset Allocation Funds
Commodity Funds- Precious Metals/Gold Funds, Single versus Multi Commodity Funds
Section One
The concept of a Mutual Fund; Advantages of Mutual Fund investing- Portfolio Diversification, Professional Management, Reduction of Risk, Transaction Costs and Taxes, Liquidity and Convenience.

Section Two
Evolution of Mutual Funds in India - Size of Industry, Growth Trends
Role of Mutual Funds in Financial Markets

Section Three
Types of Funds
 Open-end Funds/Closed-end Funds/Fixed Term Plans, Load Funds/No Load Funds, Tax Exempt/Non Tax Exempt Funds, Exchange Traded Funds, Fund of Funds
 Money Market/Liquid Funds, Equity Funds, Debt Funds, Hybrid Funds, Commodity Funds, Real Estate Funds, Fund of Funds.
Equity Funds- Aggressive Growth Funds, Small Cap Funds, Growth Funds, Growth and Income Funds, Value Funds, Equity Income Funds, Equity Linked Saving Schemes, Index Funds, Sector Funds, Specialised Funds, Offshore Funds, Option Income Funds
Debt Funds- Bond Funds, Government Securities Funds, Specialised Bond Funds- Infrastructure/Real Estate, Mortgage Backed Securities Funds; High Yield Bond Funds; Offshore/Global Bond Funds/Country Funds, Assured Return Funds and Fixed Term Plans
Hybrid Funds- Balanced Funds, Growth & Income Funds, Asset Allocation Funds
Commodity Funds- Precious Metals/Gold Funds, Single versus Multi Commodity Funds

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Categories:Types, School Work
Published by: vishnu3gk on Jun 03, 2014
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06/03/2014

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CURRICULUM FOR AMFI-MUTUAL FUND (BASIC) MODULE
 CHAPTER ONECONCEPT AND ROLE OF MUTUAL FUNDSSection One
The
concept
 of a Mutual Fund;
Advantae!
 of Mutual Fund investing- Portfolio Diversification, Professional Management, Reduction of Risk, Transaction Costs and Taxes, Liuidit! and Convenience"
Section T"oEvo#$tion o% M$t$a# F$nd!
in #ndia - $i%e of #ndustr!, &ro'th Trends
Ro#e o% M$t$a# F$nd!
in Financial Markets
Section T&'eeTpe!
 
o% F$nd!
()en-end Funds*Closed-end Funds*Fixed Term Plans, Load Funds*+o Load Funds, Tax xem)t*+on Tax xem)t Funds, xchange Traded Funds, Fund of Funds
Mone! Market*Liuid Funds, uit! Funds, Det Funds, .!rid Funds, Commodit! Funds, Real state Funds, Fund of Funds"uit! Funds- /ggressive &ro'th Funds, $mall Ca) Funds, &ro'th Funds, &ro'th and #ncome Funds, 0alue Funds, uit! #ncome Funds, uit! Linked $aving $chemes, #ndex Funds, $ector Funds, $)ecialised Funds, (ffshore Funds, ()tion #ncome Funds Det Funds- 1ond Funds, &overnment $ecurities Funds, $)ecialised 1ond Funds- #nfrastructure*Real state, Mortgage 1acked $ecurities Funds; .igh 2ield 1ond Funds; (ffshore*&loal 1ond Funds*Countr! Funds, /ssured Return Funds and Fixed Term Plans.!rid Funds- 1alanced Funds, &ro'th 3 #ncome Funds, /sset /llocation FundsCommodit! Funds- Precious Metals*&old Funds, $ingle versus Multi Commodit! Funds
 
CHAPTER TOFUND STRUCTURE AND CONSTITUENTSSection OneLea# !t'$ct$'e
- Closed end and ()en end Funds/sset Management Com)an!, Trustees*Trust Com)anies Legal $tatus of Fund $)onsorsRights and Res)onsiilities of the /MC Directors, Trustees 4$1#, Com)anies /ct5Fiduciar! +ature of Relationshi) et'een #nvestor and FundLegal $tructure in the 6" $" -#nvestment Com)anies, Management Com)anies and /dvisorsLegal $tructure in the 6" 7"- 6nit Trusts, Trustees
Section T"oRo#e
, Functions, Rights and Res)onsiilities of (ther Market
Con!tit$ent!
Registrars, 1ankers, Custodians, De)ositoriesMarketing and Distriution Partici)ants 8 #ndividual Distriutors, 1anks,  +1FCs, $tock 1rokers, $u-1rokers
Section T&'eeF$nd *e'e'!
 and $cheme Takeovers
 
CHAPTER THREELE+AL AND RE+ULATOR, ENIRONMENT Section OneRo#e
 of
'e$#ato'!
 in #ndia$1#, R1#, Ministr! of Finance, $tock xchanges, Registrar of Com)anies, CL1, DC/
Section T"o
Regulation versus $elf Regulation
 
- Role of /MF#, #nvestor /ssociations, Consumer Forums*Courts
Section T&'eeRi&t!
and
O.#iation!
 of the
 Inve!to'

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