1. Background and Orientation
Personal Finance revolves around making plans your financials nowadays so that you could have a better the following day. This bankruptcy explains the significance of getting a personal financial plan and how you can build the sa .. 2. Personal Finance Math (Part 1)
In personal finance, one of the key matters to examine is the mathematics that surrounds it. This bankruptcy will help you apprehend the mathematics bit, the software of it and to make life less complicated and financially sta .. 3. Personal Finance Math (Part 2)
The time price of cash is the concept that cash available at the prevailing time is really worth greater than the same sum within the destiny due to its capability earning ability. This core principle of persona .. 4. The retirement problem (Part 1)
To get to the bottom of the retirement hassle will help you in identifying your resources of earnings, estimating the prices, imposing a financial savings application, managing your property and chance and evaluatin .. five. The retirement problem (Part 2)
The perfect retirement monetary plan have to consist of a multi-asset portfolio, allotted round constant deposits, gold, real property, equities, cash, and coins equivalents. The general mixture value of t .. 6. Introduction to Mutual Funds
Mutual funds have benefits and disadvantages as compared to direct making an investment in man or woman securities. A percentage of a mutual fund represents investments in many unique shares (or different securities) ins .. 7. Concept of fund & NAV
In a mutual fund, unique people put money into a collective funding vehicle with a not unusual funding goal and each investor is dealt with equally in phrases of percentage go back. At the start of the .. eight. The mutual fund fact-sheet
Read this bankruptcy to understand a way to study and apprehend a mutual fund factsheet... 9. The Equity scheme (Part 1)
In this bankruptcy, you may learn about the specific categories of Mutual Funds... 10. Equity Scheme (Part 2)
This bankruptcy specializes in the Multi-cap funds which can be the diverse mutual price range which are invested in stocks across marketplace capitalization. They are fantastically much less risky in comparison to a natural mid-cap o .. 11. The Debt budget (Part 1)
eleven.1 – The origins of debt Over the following couple of chapters, we are able to cover the basics of debt mutual funds. As you could consider from the earlier chapters, there are approximately 16 debt mutual fund catego .. 12. The Debt finances (Part 2)
12.1 – Overnight Fund We are in residing in odd times, as I write this, the marketplace is down nearly 30% from its top. I’ve visible markets get hammered for a number of reasons – recessions, busin .. thirteen. The Debt funds (Part three)
thirteen.1 – Debt jargons As we enter the twenty seventh day of the nationwide lockdown, I wish you and your family are staying home, staying secure. The range of COVID19 cases in India has crossed 17,000 with M .. 14. The Debt Funds (Part 4)
14.1 – Liquidity Risk In the preceding chapter, we mentioned the Franklin debt fund saga. Thanks to this episode, as buyers, we now very actually recognise that making an investment in debt fund have to not be base .. 15. Investing in Bonds
15.1 – Context I recognize we concluded the preceding bankruptcy through hinting that we might talk Index price range next. However, I’m taking a chunk of a detour to introduce easy methods to put money into Bonds dire .. 16. Index Funds
16.1 Overview In chapter 6 & 7, we mentioned the fundamentals of a mutual fund and the way a fund works. Just to recap, a mutual fund is a pooled funding vehicle that takes your cash, invests and control .. 17. Arbitrage Funds
17.1 – Arbitrage We were to transport ahead and talk MF attributes and gradually steer our way to perceive techniques of building a mutual fund portfolio. While I became ready to try this, I simply rememb .. 18. Measuring Mutual fund Returns
18.1 – Mutual Fund metrics By now, I assume we understand exclusive kinds of mutual fund classes and what is going below the hood of every of these budget. While we've not covered the whole gamut o .. 19. Rolling Returns
19.1 – Point to Point go back The preceding bankruptcy gave us a attitude of how returns are calculated given the time frame under consideration. So, now if I had been to offer you with the following.. 20. Mutual fund Expense Ratio, Direct, and Regular plans
20.1 – Expense Ratio In the ultimate bankruptcy, we mentioned the ‘Rolling Returns’, and why rolling returns offer a better perception into the go back sample compared to a easy factor to point return. C .. 21. Mutual Benchmarking
21.1 – TER savings I in all likelihood should have mentioned this in the final bankruptcy itself, however don’t realize why (and the way I neglected it). While we discussed TER, Direct, and Regular plans, I ought to have pe .. 22. Mutual Fund Beta, SD, and Sharpe Ratio
22.1 – Beta Over the previous couple of chapters, we discussed various attributes of a mutual fund. We will preserve the equal on this bankruptcy and focus on key hazard measures of a mutual fund. Risk measures inc .. 23. Sortino and the Capture Ratios
23.1 – The Sortino’s Ratio In this chapter, we will discussother ratios associated with the mutual fund overall performance/hazard measures, i.e. the Sortino Ratio and the Capture Ratios. These are pretty e .. 24. How to examine an Equity Mutual fund?
24.1 – Recap I’d such as you to take a moment and mirror upon the last 23 chapters on this module. I want you to recap the matters we've got discussed so far mentally. In a nutshell, right here is what we ha .. 25. How to research a debt mutual fund?
25.1 – Confused Portfolio In the previous bankruptcy, we picked up an fairness fund (Kotak Standard Multi cap Fund) and looked at the stairs to analyze and Equity fund. The concept was to focus on the steps .. 26. The Mutual Fund Portfolio
26.1 – Assumptions We have reached a degree where we've got mentioned almost the whole lot related to Mutual budget, leaving us with the ultimate crucial bit, i.e. the mutual fund portfolio construction. I’v .. 27. Smart-beta price range
27.1 – Overview Before we get started out with this bankruptcy, I need to inform you that this chapter (and the chapter on Index finances) isn't authored by using me (Karthik). Thesechapters are authored.. 28. Asset Allocation, An Introduction
Dear Readers, Like this previous chapter, this chapter is too is a visitor bankruptcy. We are honoured to have this remarkable important chapter authored through Shyam, who runs Stockviz. We are grateful to Shyam.. 29. Exchange-traded budget (ETF)
Please word, this is a visitor chapter, and I’ve not authored this. This bankruptcy on ETFs is authored via my colleague, Bhuvan. However, I’ll try to answer all the observe on queries that you& .. 30. Basics of Macro Economics
30.1 – Why macroeconomics? The module on Personal Finance has come a long manner with over 30 chapters. I can easily think of some other 10 or 15 chapters to feature, but I gained’t try this 🙂 I assume we ..
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