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Mutual Funds & Insurance [1]

Paper Code: 
BIE 232
Credits: 
10
Contact Hours: 
150.00
Objective: 

The course will give knowledge inputs to the candidates and expose them to the operational process and modern banking environment.

  

18.00
Unit I: 
Concept And Role Of Mutual Funds

Concept And Role Of Mutual Funds
Concept of a Mutual Fund; Advantages ,Evolution of Mutual Funds in India - Size of Industry, Growth Trends, Role of Mutual Funds in Financial Markets
 

18.00
Unit II: 
Types of Mutual Funds

Types of Mutual Funds
Open-end Funds/Closed-end Funds, Tax Exempt/Non Tax Exempt Funds, Exchange Traded Funds, Fund of Funds
Money Market/Liquid Funds, Equity Funds, Debt Funds, Hybrid Funds
 

18.00
Unit III: 
Organisation and regulation of Mutual Funds

Organisation and regulation of Mutual Funds
Asset Management Company, Trustees/Trust Companies
Fund Sponsors
Role of regulators in India
SEBI, Stock Exchanges, Role of AMFI, Investor Associations
Rights and Obligations of the Investor
 

18.00

General principles of Insurance: Essentials of insurance contracts- Distinction between General Law of contract and Insurance contract; Life and indemnity Contract.
Double Insurance: Meaning, Features,
Reinsurance: Characteristics of Reinsurance ,Types of Reinsurance. Reinsurance Vs. Double insurance, Essentials of reinsurance
 

18.00

Risk: Meaning , Definition of Risk, Classification of risk
Hazards and Perils in Insurance: Meaning and Classification .Perils vs. hazards.
Methods of handling risk: Avoidance, Risk Reduction , Risk retention, Risk transfer ,combination, Hedging method.
Requirements of an Insurable risk
 

References: 
  • 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.
  • Jha R.N.,Insurance in India, Bharat book Buereau, Mumbai.
  • Rajda George, Principles of Risk Management and Insurance, Pearson Education, New Delhi.
     
Academic Year: 
2018-2019 [2]

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Source URL: https://finance.iisuniv.ac.in/courses/subjects/mutual-funds-insurance

Links:
[1] https://finance.iisuniv.ac.in/courses/subjects/mutual-funds-insurance
[2] https://finance.iisuniv.ac.in/academic-year/2018-2019