Description:

This course will help you build a solid framework for analyzing debt mutual funds. Learn about the various debt instruments that are available to invest. Explore why and how much an investor should allocate debt in a portfolio. Deep dive into the various categories of debt funds as per SEBI classification. Get a clear understanding of various key terminologies associated with debt funds. Learn to analyze debt funds using the excel sheet. Also get an understanding of various risks associated with the debt mutual fund.

Key Highlights:

• Meaning of a debt mutual fund
• Debt instruments available to invest
• Need for debt in a portfolio
• Allocation of debt in a portfolio
• Analyzing a debt mutual fund
• Risks associated with debt funds

What you will learn:

• Understanding debt mutual funds
  Learn the meaning and purpose of debt mutual funds and their role in investment portfolios.
• Exploring debt instruments
  Discover the different types of debt instruments available for investment and their characteristics.
• Importance of debt allocation
  Understand why investors should allocate a portion of their portfolio to debt investments.
• Analyzing debt mutual funds
  Learn how to analyze and evaluate debt mutual funds using essential tools and techniques.
• SEBI classification of debt funds
  Gain insights into the various categories of debt funds as per SEBI regulations.
• Key terminologies
  Familiarize yourself with the important terminologies associated with debt mutual funds.
• Risk assessment
  Explore the potential risks and factors to consider when investing in debt funds.