PRACTICAL ON MUTUAL FUNDS

Paper Code: 
SBFS 304
Credits: 
04
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

This course will enable the student to be equipped with practical skills in evaluating mutual fund performance, understanding mutual funds application documents, computation of loads and NAV, investment strategies, and making informed investment decisions

Course Outcomes: 

 

 

Course

 

 

Learning outcome (at course level)

Learning  and Teaching Strategies

Assessment Strategies

Course Code

 

 

Course Title

SBFS304

Microecon

Practical on Mutual Funds

 (Practical)

 

 
  1. Demonstrate the ability to comprehend the use of Mutual fund-related documents.
  2.  Compute expenses or loads associated with different mutual funds.
  3.  Investigate the process of investment in Mutual funds.
  4.    Obtain knowledge of diversified portfolios and demonstrate the model portfolio of mutual fund Investment.
  5.  Examine and demonstrate the online trading mechanism of order entries and confirmations of mutual funds.
  6. Contribute effectively in course-specific interaction

Approach in teaching: Blended Learning, Collaborative approach, Interactive Lectures, Discussion, Group Projects, PowerPoint presentation.

   

Learning activities for the students:

Self-learning assignments, Seminar presentations, Case Study Analysis, Brainstorming activities

 

Class tests, CA Test,

Semester end examinations, Quiz,

Evaluation of student Presentations,

 

Evaluation of Individual and group projects,

 

Assessment of Project Reports and viva voce.

 

12.00
Unit I: 
.

Practical on Mutual Fund and De- mat Application Form Filling (12 Hours)

12.00
Unit II: 
.

Case study/numerical problems on Computation of Exit and Entry Load

12.00
Unit III: 
.

Presentation/discussion on the process of purchase transactions, the processes of redemptions by investors, the processes relating to systematic investment plans, the processing relating to systematic withdrawals and transfers, and the other investor services and facilities offered by mutual funds. (12 Hours)

12.00
Unit IV: 
.

Case study /Practice on making model portfolios. - Learn to make a well-diversified portfolio.

12.00
Unit V: 
.

Demonstration on Online trading mechanism- Understand types of order entries and know how to place orders and give confirmations. (12 Hours)

Essential Readings: 

1. Sadhak.H., Mutual Fund in India: Marketing Strategies and Investment Practices, Response Publication, New Delhi.
2. National Stock Exchange of India Ltd, Mutual Fund Basic and Advisors Module.
3. Pathak Bharti V., Indian Financial System, Pearson Education, New Delhi.

References: 

Suggested Readings:
• StallingW., “Network Security Essentials”, Pearson 3.CharlesP.P fleeger,Shari Lawrence P fleeger,“Security in Computing”,Fourth Edition,2006.
• KurtBauknecht,SanjayK.Madria,Günther Pernul,Electronic Commerce and Web Technologies, Lecture Notesin Computer Science, August 27, 2001
• Weidong Kou,Payment Technologies for E-Commerce,Springer,December1, 2010.
• E-BusinessR (Evolution)-Daniel Amor(Pearson Edude)

E-RESOURCES
• https://raceinstitute.in/wp-content/uploads/2018/08/Download-RECENT-UPDA...
• http://www.ismsedu.com/E-Banking%20Management.pdf
• https://www.hitachivantara.com/en-us/pdfd/ebook/digital-nexus-in-banking...
• https://www.idrbt.ac.in/assets/publications/Best%20Practices/Digital%20B...
• https://www.niti.gov.in/sites/default/files/2021-11/Digital-Bank-A-Propo...
• https://rbi.org.in/commonperson/english/scripts/digitalbanking.aspx

JOURNALS
• Journal of Internet Banking and Finance
• Journal of Digital Banking
• Journal of Electronic Banking Systems

Academic Year: 
2023-2024
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