Portfolio Management - Mutual Funds & ETF's

Portfolio Management - Indexing
Long Term Investing : Mutual Funds & ETF

Mutual Funds Investing

  •  Open and Close Ended
  • Credit Rating & Risk Factors-Market risk
  • Evaluation of Fund Mgr capability measures
  • Return & Risk Measures
  • NAV
  • CAGR

Mutual Funds Behind

  • Investments Goals–Long term, Short term & Medium Term
  • Portfolio Diversification & Rebalancing-Portfolio creation
  • Tax Advantage
  • Indexation Benefit & Sector Allocation-From Indices
  • NFO’s-New Fund offerings
  • Types of Mutual Funds–Equity, Debt, Liquid Funds etc

Portfolio Management
Long Term Investing : Mutual Funds & ETF