Lesson Plan Overview

Lesson Title Objectives Content

Lesson Introduction to Mutual Understand the basics of - Introduction to mutual
1 Funds mutual funds and their funds
evolution in India. - Evolution of mutual
funds in India
- Establishment of
mutual funds
Lesson Advantages, Explore the benefits, - Advantages of
2 Limitations, and Types drawbacks, and different investing in mutual
of Mutual Funds types of mutual fund funds
schemes. - Limitations of
investing in mutual
funds
- Types of mutual fund
schemes
- Latest developments
regarding mutual funds
Lesson Legal Structure and Understand the legal - Legal structure of
3 Key Constituents of framework and key mutual funds in India
Mutual Funds participants in mutual - Key constituents of a
funds. mutual fund
Lesson Role of Regulators and Identify the role of - Role of regulators in
4 Investment Restrictions regulators and investment India
restrictions for mutual fund - Investment restrictions
schemes. for schemes
- Other service
providers
Lesson Key Information Learn about the - Introduction to Key
5 Memorandum (KIM) components and Information
and Offer Documents importance of the KIM and Memorandum (KIM)
other offer documents. - Offer Document:
NFO, SID, SAI
Lesson Fund Management Explore various investment - Asset class and
6 Strategies: Part 1 strategies used by fund geographic
managers. diversification
- Active strategies
- Passive strategies
Lesson Fund Management Delve deeper into specific - Top down approach
7 Strategies: Part 2 fund management styles. - Bottom up approach
- Sector rotation style
- Momentum style
- Small capitalization
style
Lesson Accounting and Understand the accounting - Accounting principles
8 Valuation in Mutual and valuation processes for for mutual funds
Funds mutual funds. - Valuation methods for
mutual funds
Lesson Taxation of Mutual Learn about the tax - Taxation rules for
9 Funds implications of investing in mutual funds
mutual funds. - Impact of taxes on
returns
- Tax-saving mutual
fund schemes
Lesson Investment Study various investment - Diversification-
10 Philosophies and Styles philosophies and styles Growth investing
applied in mutual funds. - Value investing
- Momentum style