Course curriculum

  • 2

    Some more types of Mutual Funds

    • Value Stocks versus Growth Stocks

    • Value Fund

    • Growth Funds

    • Contra Funds

    • Arbitrage Funds

  • 3

    Piotroski's F-Score

    • Why study Piotroski F-Score?

    • Detailed explanation of Piotroski F-Score

    • Errata: Accrual Explanation

    • Applying Piotroski F-Score to Mutual Funds

    • End of Section - Piotroski F-Score

    • Errata: Regarding G-Score Formulator

  • 4

    Mohanram G-Score

    • Introduction to G-Score

    • Detailed explanation of Mohanram G-Score

    • Applying G-Score to Mutual Funds

    • End of Section - Mohanram G-Score

  • 5

    Putting F-Score and G-Score together

    • Putting F-Score and G-Score together to arrive at M-Score

  • 6

    Creating a Diversified Portfolio of Mutual Funds

    • Forming a Diversified Portfolio of Mutual Funds

    • Selecting Equity Funds for the Portfolio

    • Selecting Debt Funds for the Portfolio

    • Selecting Index Funds for the Portfolio

    • Selecting Balanced Funds for the Portfolio

    • Selecting Contra Funds for the Portfolio

    • Selecting Arbitrage Funds for the Portfolio

    • Our Sample Portfolio

  • 7

    Calculating Metrics for a Mutual Fund Portfolio

    • Calculating Metrics for Mutual Fund Portfolio - Introduction

    • Calculating Expected Returns of the Mutual Fund Portfolio

    • Calculating Standard Deviation of the Mutual Fund Portfolio

    • Calculating Beta of the Mutual Fund Portfolio

    • Calculating Sharpe Ratio of the Mutual Fund Portfolio

    • Calculating Treynor Ratio of the Mutual Fund Portfolio

  • 9

    Course Closure

What you'll Learn

✔ What are Value Funds, Growth Funds, Contra Funds, Arbitrage Funds?

✔ What is Piotroski's F-Score and how to apply it to evaluate a Stock?

✔ What is Mohanram G-Score and how to apply it to evaluate a Stock?

✔ How to create a Diversified Portfolio?

✔ How to allocate Funds in the Portfolio?

✔ How to Optimise the Portfolio?

Course Description

In this world, where interest rates are ever decreasing and inflation is ever increasing, it has become almost absolutely necessary to take some risk and invest in the Stock Market to be able to save enough for the retirement. However, investing directly in the Stock Market requires a lot of time and effort and above all knowledge. And this is why, it is probably too risky for the small investors to invest directly in the Stock Market.

A much safer way to invest in the Stock Market is through Mutual Funds. Investing in Mutual Funds requires far less amount of effort on the part of the Investor and is much less risky as these funds are managed by Professionals. Further, as many Investors pool in their money in each Mutual Fund, the chances of getting higher returns is much superior due to the ultimate size of the Investment.

This course series - Mastering Mutual Fund Investment - discusses all that you need to know about Mutual Funds and Investing in Mutual Funds. Whether you are a beginner, just about starting to invest your money OR you are an experienced Investor, you will find this course useful as it discusses all the nuances for making the right choice of investing in Mutual Funds to maximise returns at the minimum risk.

This course is the third in the series of 3 courses. This course explores the nuances of forming Portfolios of Mutual Funds. Prior to discussions on Portfolio creation, this course takes a deep dive into evaluating individual Mutual Funds beyond the Indicators and Metrics. Piotroski's F-Score, Mohanram G-Score is explained in the course and how to apply the same is also discussed. After formation of diversified Portfolio, this course discusses how to allocate Funds into the Portfolio and how to Optimise the Fund Allocation.

I got the motivation to create this course when a fellow entrepreneur asked me what he should do with Rs. 50 lakhs he received from a project. He further stated that he would like monthly returns from the investment. I advised him as to how the money could be invested and I advised him to park a large part of it in Mutual Funds. He is very happy with his investment for the past 1 year. However, helping him regularly with this investment lead me to think that there would be many like him who have less or no idea regarding investing in Mutual Funds. So, I have created this course. Hopefully, it will be helpful for all of you as well.

Who this course is for:
  • Beginners to Investing and Mutual Fund Investing
  • Advanced Investors
  • People Managing Personal Finance
  • Housewives



Partha Majumdar

Partha started his own company, Majumdar Consultancy Pvt Ltd, in 2014. He partnered with a Dubai based businessman to open SI Solutions India Pvt Ltd in 2016. In 2019, he joined Tools and Solutions, Saudi Arabia as Director - Professional Services to establish the Professional Services business. Partha has been working on fine tuning the algorithm for a Access Control System through Face Recognition. The program has been developed using Convolutional Neural Network (CNN). Partha has also developed a software which tries to predict the Stock Market. The solution has been developed using Recurrent Neural Network (RNN). The solution presently predict with an accuracy of 77%.

What people say

Simple and easy to understand

Smith Shah

One of my friend recommended this course to me as I was new into mutual funds investments. Contents and explanations are very good and easy to understand. Got all my basics cleared.

Very helpful for a beginner

Sweta Poojari

Course is very enriching and have indept details... very helpful for a beginner like me. Thank you Koppr.

How to purchase this course

Stripe: All purchases made using Stripe require a credit / debit card. You get immediate access to the course on purchase.

Buy now at ₹ 5000 with  

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