BSE - How to read mutual fund fact sheet Programe
BSE Training Institute Mumbai

Type: Certification

Category: Commerce, Banking & Finance

Sub Category: Capital Markets

About BSE - How to read mutual fund fact sheet Programe Course

Here are the details of BSE - How to read mutual fund fact sheet Programe Course including duration, Eligibility, Admission Criteria, Fees and Syllabus.


This Programme has been designed for investors and industry professionals. It involves analyzing various schemes and an understanding of how to select best schemes from various categories by reading the mutual fund fact sheets.


Mutual Funds are fast emerging as an important form of investments in India. Mutual Funds now have over Rs.7,00,000 crore  in assets under management and  are growing at a rapid pace. The management of mutual funds is becoming more professional. On the other hand, the regulatory and disclosure framework is now at par with the international standards.

This Programme provides the employees of mutual funds, distributors and investors useful and keen insights on various aspects of the functioning of the mutual fund industry.


Session I

Equity Funds Analysis – Sharpe Ratio, Beta, Jensen’s Alpha, Treynor’s Ratio, Expense Ratio, Tracking Error, Asset Allocation, Portfolio Turnover, Standard Deviation, SIP Benefit, Comparative Performance over past 1/ 3/ 5 years, Investment Styles, Portfolio Changes in Various Schemes, etc.

Session II

Debt Funds Analysis – Bond Basics, Inverse Relationship, Interest Rate Sensitivity, Liquid, Floating Rate, Gilt & Income Funds, Bond Indices, Average Maturity, Portfolio Management Styles, etc.

Session III

Financial Planning – Life Insurance Cover Calculation, Retirement Planning, Analyzing Sample Portfolios of Investors, Using MS Excel for Simple Financial Planning, Monthly Budgeting and Monitoring, Net Worth Calculation and Building, Goal Setting & Reaching Target, Taxation, etc.

Session IV

Practical Exercises – Analysing Schemes, Developing Personal Financial Plans, Setting Goals and Targets, Working out Various Permutations / Combinations Amongst Schemes, How to Implement, etc…


Investors, Distributors of  Mutual Funds, UTI Agents and other Mutual Fund Agents, Employees of Mutual Funds, Brokers, Sub-brokers, Financial Intermediaries and Investment Consultants Executives in Asset Management Companies, Portfolio Managers & Investment Advisors


 1 Day
 9.30 am to 5.00 pm


Rs. 2,250.00 + 10.3% (Service Tax + Education Cess) per participant inclusive of course material, tuition fees, snacks and lunch.

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About the College

BSE has carved out a unique position among stock exchanges in the world in respect of knowledge development and management. It set up an exclusive training facility way back in 1989 which has now emerged as the leading facility in financial and securities market training in India.

BTI currently offers 36 courses, conducted over 180 programmes attended by over 8,200 participants a year. Participants are not only from all over the country but also from South Asia, Central Asia, Eastern Europe, Middle East and Africa. BTI also conducts various customised programmes for leading corporate and financial institutions.

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Address :

P.J.Towers,18th & 19th Floor, Dalal Street, Mumbai - 400001, Tel:.022 2272 8303/ 8246/ 8247/ 8161/ 8464 Fax: 022 22723250


Related  Questions

Ask Now

Q : Can you suggest me any good college for wealth management in Mumbai?

Ans : ITM in vashi

Q : Respected sir, Iam pass my hsc (comm.) with 52% in 2002 right know iam working in marketing since last 6 years give me advice for my education which is use full for my present occupation

Ans : Hi Kamlesh, You can go for the Masters with the same stream.

Q : Hi i am chitra, Please guide me the best degree course for the banking job

Ans : Apply for various bank examz. For further guidence Can contact National school of banking. Thane: 022-25422262 Dadar: (022) 24469938 / 24466280 / 24465411

Q : Which are the best courses after 12th for commerce stream?

Ans : after 12th ...first of all go for a well certified college)......nd side by start doing a good course like CA, CS,ICWA...etc etc...or you can go for computer courses or a beautician course.....commerce has a lot of scope...start consulting your lecturers, attend seminars, participate in co-curricular this way ur range of knowledge will widen up!... ...nd ya! is not a very hi-fi degree so after can go so many other courses...but if you follow up with along with a CA/CS/ICWA cours...believe me...u r gonna rock it!

Q : i hav just given de 10th CLASS EXAMS AND i m now confused that which stream i choose see i m interested in commerce but my parents want me to do mechanical engineering.I m weak in maths and science subject.they thought that if i m weak in maths then i cant do commerce. we r having our own business so i want to go in business line so plz suggest me for which stream i will choose my mail id is and my cell no is 9781987941

Ans : Rajbir, i understand u want to pursue your career in the family business. Hence, commerce is a good option for you followed by a MBA or any management diploma or management distance learning program. U say you r not good in maths and Science then to get the admission criteria in engineering depends on the maths and science scores of 10 +2 , this will become difficult for you. In commerce, Maths and statistics subjects are part of the curriculum but they are not a very high level like in engineering.


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  • Where we have to pay the fees? Location is missing.... Kindly get back to me with the detailed description of course. Thank you in advance. Posted By : Ushma Marthak, on 29-05-2010 01:29:22
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Disclaimer : The Information about this College & its Courses has been taken from the College website & was last updated on 28th April 2015. We are not responsible for the freshness of the data. Students are advised to visit the official website for the latest information. If you are the administrator of this College & need to update the information, Please write in to us at