PRACTICAL ON MUTUAL FUNDS

Paper Code: 
SBFS 204
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

Learning Outcome (at course level)

Learning and teaching strategies

Assessment Strategies

 
 
  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 different 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.

Approach in teaching:

Interactive Lectures, Discussion, Tutorials, Reading assignments, Team teaching

Learning activities for the students:

Field activities, Presentation, Giving tasks

Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects

  

 

12.00
Unit I: 
.

Practical on Mutual Fund and De- mat Application Form Filling

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, the other investor services and facilities offered by mutual funds.

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.

Essential Readings: 

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

References: 

SUGGESTED READINGS:
• Gorden,Natrajan,Financial markets and services,Himalya Publishing House.
• Mutual fund poroducts and services,IIBF module,Taxman Publications
• N. J .Yasaswy , Personal Investment & Taxation, Year book, Y 2011-12 , ICFAI
• NCFM and NISM Modules
E-READINGS
• Nism website
• InflibnetShodhganga: www.shodhganga.inflibnet.ac.in
• National Digital Library
• World EBook Library

JOURNALS
• FIIB Business Review- http:// sagepub.com
• Directory of Open Access Journals

Academic Year: 
2023-2024
  • Printer-friendly version
  • PDF version