{"id":25391,"date":"2013-05-16T16:44:34","date_gmt":"2013-05-16T11:14:34","guid":{"rendered":"http:\/\/vskills.in\/certification\/tutorial\/?p=25391"},"modified":"2025-02-06T17:05:01","modified_gmt":"2025-02-06T11:35:01","slug":"mutual-funds-analyst","status":"publish","type":"page","link":"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/","title":{"rendered":"Certified Mutual Funds Analyst"},"content":{"rendered":"

Certify and Increase Opportunity.<\/span>
\nBe <\/span>
\nGovt. Certified Mutual Funds Analyst
\n<\/span><\/a><\/p>\n

1. Introduction<\/strong><\/a><\/p>\n

1.1 Definition of a Mutual Fund<\/a><\/p>\n

1.2 Reasons for investing in Mutual Funds<\/a><\/p>\n

1.3 Disadvantages of Mutual Funds<\/a><\/p>\n

1.4 History of Mutual Funds<\/a><\/p>\n

1.5 Mutual Funds in India<\/a><\/p>\n

1.6 Structure of Mutual Funds<\/a><\/p>\n

2. Process of a Mutual Fund<\/strong><\/a><\/p>\n

2.1 Setting Investment Goals<\/a><\/p>\n

2.2 Parties involved in a Mutual Fund<\/a><\/p>\n

2.3 Role of the AMC<\/a><\/p>\n

2.4 Sources of Information<\/a><\/p>\n

3. Characteristics and Classes of Funds<\/strong><\/a><\/p>\n

3.1 Fund Classes<\/a>]\n

3.2 Asset Classes<\/a><\/p>\n

3.3 Open ended and close ended funds<\/a><\/p>\n

3.4 NFO<\/a><\/p>\n

3.5 Systematic Investment Plan<\/a><\/p>\n

3.6 Systematic Transfer Plan<\/a><\/p>\n

3.7 Systematic Withdrawal Plan<\/a><\/p>\n

4. Types of Mutual Funds<\/strong><\/a><\/p>\n

4.1 Money Market Funds<\/a><\/p>\n

4.2 Fixed Income Funds<\/a><\/p>\n

4.3 Equity Funds<\/a><\/p>\n

4.4 Fund of Funds<\/a><\/p>\n

4.5 Gold ETFS<\/a><\/p>\n

4.6 Debt Funds<\/a><\/p>\n

4.7 Fixed Maturity Plans<\/a><\/p>\n

4.8 Capital Protection Funds<\/a><\/p>\n

4.9 Gilt Funds<\/a><\/p>\n

4.10 MIPs<\/a><\/p>\n

4.11 Child Benefit Plans<\/a><\/p>\n

4.12 Liquid Funds<\/a><\/p>\n

4.13 Balanced Funds<\/a><\/p>\n

4.14 Global Funds<\/a><\/p>\n

4.15 Specialty Funds<\/a><\/p>\n

5. Buying and selling MFs<\/strong><\/a><\/p>\n

5.1 Buying a Mutual Fund<\/a><\/p>\n

5.2 Selling a Mutual Fund<\/a><\/p>\n

6. Costs associated with MFs<\/a><\/p>\n

6.1 Management and Operating Expenses<\/strong><\/a><\/p>\n

6.2 Sales Charges (Loads)<\/a><\/p>\n

6.3 Recurring Expenses<\/a><\/p>\n

6.4 Securities Transaction Tax<\/a><\/p>\n

6.5 Fees of Fund Managers<\/a><\/p>\n

7. Tax Consequences<\/strong><\/a><\/p>\n

7.1 Capital gains<\/a><\/p>\n

7.2 Indexation benefit<\/a><\/p>\n

7.3 Tax on Income Distributed<\/a><\/p>\n

7.4 Tax Deducted at Source (TDS) \/ Withholding Tax<\/a><\/p>\n

7.5 Bank Fixed Deposit<\/a><\/p>\n

7.6 Dividend Payout and Growth Options within Schemes<\/a><\/p>\n

7.7 Setting Off & Carry Forward of Losses<\/a><\/p>\n

7.8 Dividend Stripping<\/a><\/p>\n

8. Returns and Risks of MFs<\/strong><\/a><\/p>\n

8.1 Types of Mutual Fund Payouts<\/a><\/p>\n

8.2 NAV<\/a><\/p>\n

8.3 Expense Ratio<\/a><\/p>\n

8.4 Risk<\/a><\/p>\n

8.5 Portfolio Turnover<\/a><\/p>\n

9. Regulations<\/strong><\/a><\/p>\n

9.1 Objectives of AMFI<\/a><\/p>\n

9.2 Investor\u2019s rights and obligations<\/a><\/p>\n

10. Taking investment decision<\/strong><\/a><\/p>\n

10.1 Growth Option<\/a><\/p>\n

10.2 Dividend Payout Option<\/a><\/p>\n

10.3 Dividend Reinvestment Option<\/a><\/p>\n

10.4 Bank Products versus Mutual Funds<\/a><\/p>\n

10.5 Common Pitfalls<\/a><\/p>\n

\n

Apply for Mutual Funds Advisor Certification Now!!<\/p>\n

https:\/\/www.vskills.in\/certification\/mutual-funds-analyst<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Certify and Increase Opportunity. Be Govt. Certified Mutual Funds Analyst 1. Introduction 1.1 Definition of a Mutual Fund 1.2 Reasons for investing in Mutual Funds 1.3 Disadvantages of Mutual Funds 1.4 History of Mutual Funds 1.5 Mutual Funds in India 1.6 Structure of Mutual Funds 2. Process of a Mutual Fund 2.1 Setting Investment Goals…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[4,2092],"tags":[4937,42],"class_list":["post-25391","page","type-page","status-publish","hentry","category-accounting-banking-finance","category-mutual-funds","tag-certified-mutual-funds-advisor","tag-m4f"],"acf":[],"yoast_head":"\nCertified Mutual Funds Analyst - Tutorial<\/title>\n<meta name=\"description\" content=\"Govt of India Certification for mutual funds advisor. Get Certified and improve employability. Boost your job skills Now!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Certified Mutual Funds Analyst - Tutorial\" \/>\n<meta property=\"og:description\" content=\"Govt of India Certification for mutual funds advisor. Get Certified and improve employability. Boost your job skills Now!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/\" \/>\n<meta property=\"og:site_name\" content=\"Tutorial\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/vskills.in\/\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-06T11:35:01+00:00\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/\",\"url\":\"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/\",\"name\":\"Certified Mutual Funds Analyst - Tutorial\",\"isPartOf\":{\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/#website\"},\"datePublished\":\"2013-05-16T11:14:34+00:00\",\"dateModified\":\"2025-02-06T11:35:01+00:00\",\"description\":\"Govt of India Certification for mutual funds advisor. Get Certified and improve employability. Boost your job skills Now!\",\"breadcrumb\":{\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.vskills.in\/certification\/tutorial\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Certified Mutual Funds Analyst\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/#website\",\"url\":\"https:\/\/www.vskills.in\/certification\/tutorial\/\",\"name\":\"Tutorial\",\"description\":\"Vskills - A initiative in elearning and certification\",\"publisher\":{\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.vskills.in\/certification\/tutorial\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/#organization\",\"name\":\"Vskills\",\"url\":\"https:\/\/www.vskills.in\/certification\/tutorial\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.vskills.in\/certification\/tutorial\/wp-content\/uploads\/2017\/07\/vskills-min-logo.jpg\",\"contentUrl\":\"https:\/\/www.vskills.in\/certification\/tutorial\/wp-content\/uploads\/2017\/07\/vskills-min-logo.jpg\",\"width\":73,\"height\":55,\"caption\":\"Vskills\"},\"image\":{\"@id\":\"https:\/\/www.vskills.in\/certification\/tutorial\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/vskills.in\/\",\"https:\/\/x.com\/vskills_in\",\"https:\/\/www.linkedin.com\/company-beta\/1371554\/\",\"https:\/\/www.youtube.com\/channel\/UCMWnscxPwRF_PqXo9B7q_Tw\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Certified Mutual Funds Analyst - Tutorial","description":"Govt of India Certification for mutual funds advisor. Get Certified and improve employability. Boost your job skills Now!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/","og_locale":"en_US","og_type":"article","og_title":"Certified Mutual Funds Analyst - Tutorial","og_description":"Govt of India Certification for mutual funds advisor. Get Certified and improve employability. Boost your job skills Now!","og_url":"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/","og_site_name":"Tutorial","article_publisher":"https:\/\/www.facebook.com\/vskills.in\/","article_modified_time":"2025-02-06T11:35:01+00:00","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/","url":"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/","name":"Certified Mutual Funds Analyst - Tutorial","isPartOf":{"@id":"https:\/\/www.vskills.in\/certification\/tutorial\/#website"},"datePublished":"2013-05-16T11:14:34+00:00","dateModified":"2025-02-06T11:35:01+00:00","description":"Govt of India Certification for mutual funds advisor. Get Certified and improve employability. Boost your job skills Now!","breadcrumb":{"@id":"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.vskills.in\/certification\/tutorial\/mutual-funds-analyst\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.vskills.in\/certification\/tutorial\/"},{"@type":"ListItem","position":2,"name":"Certified Mutual Funds Analyst"}]},{"@type":"WebSite","@id":"https:\/\/www.vskills.in\/certification\/tutorial\/#website","url":"https:\/\/www.vskills.in\/certification\/tutorial\/","name":"Tutorial","description":"Vskills - A initiative in elearning and certification","publisher":{"@id":"https:\/\/www.vskills.in\/certification\/tutorial\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.vskills.in\/certification\/tutorial\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.vskills.in\/certification\/tutorial\/#organization","name":"Vskills","url":"https:\/\/www.vskills.in\/certification\/tutorial\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.vskills.in\/certification\/tutorial\/#\/schema\/logo\/image\/","url":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-content\/uploads\/2017\/07\/vskills-min-logo.jpg","contentUrl":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-content\/uploads\/2017\/07\/vskills-min-logo.jpg","width":73,"height":55,"caption":"Vskills"},"image":{"@id":"https:\/\/www.vskills.in\/certification\/tutorial\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/vskills.in\/","https:\/\/x.com\/vskills_in","https:\/\/www.linkedin.com\/company-beta\/1371554\/","https:\/\/www.youtube.com\/channel\/UCMWnscxPwRF_PqXo9B7q_Tw"]}]}},"_links":{"self":[{"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/pages\/25391","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/comments?post=25391"}],"version-history":[{"count":8,"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/pages\/25391\/revisions"}],"predecessor-version":[{"id":138231,"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/pages\/25391\/revisions\/138231"}],"wp:attachment":[{"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/media?parent=25391"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/categories?post=25391"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vskills.in\/certification\/tutorial\/wp-json\/wp\/v2\/tags?post=25391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}