The Winter School programme “Mutual Funds and Wealth Creation: Practical Perspectives” aims to provide participants with a clear understanding of mutual funds as an effective instrument for long-term wealth creation. In today’s evolving financial environment, mutual funds have become a popular investment avenue due to professional management, diversification, and accessibility to investors. With the rapid growth of the mutual fund industry in India under the regulation of the Securities and Exchange Board of India, gaining practical knowledge about mutual fund investments has become increasingly important for students, academicians, finance professionals, and informed investors.
This course combines conceptual learning with practical exposure to mutual fund products, investment strategies, performance evaluation, and portfolio construction. Participants will learn how to analyze mutual fund schemes, understand risk–return dynamics, and design investment strategies aligned with financial goals. Using industry insights and data from institutions such as the Association of Mutual Funds in India, the programme aims to equip participants with the analytical skills necessary to make informed investment decisions and build sustainable wealth through disciplined investing.
What you'll learn
Module 1 - Introduction to Mutual Funds and Wealth Creation
Module 2 - Types of Mutual Funds and Investment Strategies
Module 3 - Systematic Investment Approaches
Module 4 - Mutual Fund Performance Evaluation
Module 5 - Portfolio Construction and Practical Applications
Module 6 - Mutual Fund Selection and Fund Analysis
Module 7 - Financial Planning and Mutual Fund Investment Strategy
1.Participants will be able to evaluate different mutual fund schemes and interpret key performance indicators such as NAV, expense ratio, and risk measures.
2.Participants will be able to design diversified mutual fund portfolios and formulate practical investment strategies for sustainable wealth creation.
