{"id":15703,"date":"2025-06-17T14:54:41","date_gmt":"2025-06-17T14:54:41","guid":{"rendered":"https:\/\/zedex.co.in\/vipulp\/?post_type=product&#038;p=15703"},"modified":"2025-06-17T14:54:46","modified_gmt":"2025-06-17T14:54:46","slug":"mutual-fund-management","status":"publish","type":"product","link":"https:\/\/zedex.co.in\/vipulp\/product\/mutual-fund-management\/","title":{"rendered":"Mutual Fund Management"},"content":{"rendered":"<h1><strong>SYLLABUS<\/strong><\/h1>\n<p>&nbsp;<\/p>\n<p><strong>(1)\u00a0\u00a0\u00a0\u00a0 Introduction to Mutual Fund:\u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/strong><\/p>\n<ul>\n<li>History and Origin, Definition, Meaning, Characteristics, Advantages, Disadvantages, Limitations of Mutual Funds, Ethics in Mutual Fund. Entities involved \u2013 Sponsor, Trust, Trustee, Asset Management Company, Registrar and Transfer Agent (RTA) and Fund Houses in India.<\/li>\n<li><strong>Legal Framework:<\/strong> Role of regulatory agencies for Mutual funds \u2013 SEBI, RBI, AMFI, Ministry of Finance, SRO, Company Law Board, Department of Company\u2019s affairs, Registrar of Companies, MF guidelines on advertisement, Accounting, Taxation and Valuation norms, Guidelines to purchase Mutual Funds, Investor protection and MF regulations, Grievance mechanism in MF in India.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>(2)\u00a0\u00a0\u00a0\u00a0 Classification of Mutual Fund:\u00a0<\/strong><\/p>\n<ul>\n<li>Types of Mutual Fund- (introduction and Characteristics)<\/li>\n<li>Functional\/Operational \u2013 Open ended, close ended, Interval<\/li>\n<li>Portfolio \u2013 Income, Growth, Balanced, MMMF<\/li>\n<li>Geographical\/Location \u2013 Domestic, Offshore<\/li>\n<li>Miscellaneous &#8211; Tax Saving Funds, Exchange Traded Funds, Balance Funds, Fixed Term Plan, Debt Funds, Systematic Investment Planning &amp; Systematic Transfer Plan<\/li>\n<li>Portfolio Maturity, Calculations of NAV, Entry Load, Exit Load.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>(3)\u00a0\u00a0\u00a0\u00a0 Fund Selection Criteria:\u00a0 \u00a0 \u00a0 \u00a0<\/strong><\/p>\n<ul>\n<li>Fund Rating and Ranking \u2013 Its need and importance. Basis of Ratings, Interpretation of Funding Rating by CRISIL, CARE and ICRA, Selection Criteria \u2013 (Size, Stability, Credit Portfolio, Performance) Performance Measurement \u2013 Rolling Returns and Benchmarking.<\/li>\n<li>Yield To Maturity and Bond Valuation.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>(4)\u00a0\u00a0\u00a0\u00a0 Financial Planning in Mutual Fund:\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/strong><\/p>\n<ul>\n<li><strong>Basics of Financial Planning \u2013 Financial Planning Steps, Life <\/strong>Cycle, Wealth Cycle, Risk Profiling, Asset Allocation, Contingency Funds.<\/li>\n<li><strong>Investors Guide <\/strong><strong>T<\/strong><strong>owards Financial Planning \u2013 <\/strong>Eligibility for investment in MF, KYC (Individuals, Micro SIPs, Institutional Investors, Fund Category Guidance (Long Bond Funds, Short Bond Funds, Ultra Short Bond Funds), Need for Financial Advisor, Difference between Advisor and Distributor, Colour Coding MF products, Bank FD\u2019s V\/s Mutual Funds, Dividend V\/s Growth Option<\/li>\n<li><strong>Developing Model Portfolio for Investors \u2013 <\/strong>Model Portfolios meaning, Step by Step Approach of Building Model Portfolio.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<h3>SYBBI &#8212; SEMESTER &#8211; III<\/h3>\n<h2>Author: Atul A. Sathe<\/h2>\n<h2>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Priti S. Aggarwal<\/h2>\n<h2>FOURTH EDITION 2023<\/h2>\n","protected":false},"featured_media":14845,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"product_brand":[],"product_cat":[1046,1048,1101,1097,1050,1053,1095,1051],"product_tag":[],"class_list":{"0":"post-15703","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-bbi","7":"product_cat-bim","8":"product_cat-compulsory-semester-iii-s-y-bim","9":"product_cat-elective-semester-iii-s-y-bbi","10":"product_cat-s-y-bbi","11":"product_cat-s-y-bim","12":"product_cat-semester-iii-s-y-bim","13":"product_cat-semester-iii-s-y-bbi","15":"first","16":"instock","17":"shipping-taxable","18":"purchasable","19":"product-type-simple"},"acf":[],"_links":{"self":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product\/15703","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/comments?post=15703"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/media\/14845"}],"wp:attachment":[{"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/media?parent=15703"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_brand?post=15703"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_cat?post=15703"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/zedex.co.in\/vipulp\/wp-json\/wp\/v2\/product_tag?post=15703"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}