Hello, welcome to the course mastering mutual fund investment, part three of three. Well interfer, no friend of mine told me that he got some 50 lakh rupees from one of the projects, and he did not know what to do with that money. His goal was that he wanted to get a monthly return from this money so that he could take care of his expenses at home. Now, I told him, what are the solutions for him could be that he could invest in mutual funds. However, he told me that he had no idea regarding what was mutual funds. So I started on the process of guiding him regarding what is mutual funds and how to go about investing, how to buy or sell, etc.

I took me nearly one year of consulting with him so that he could understand what is mutual funds all about. This person is now making about 14% returns. From these mutual funds for the last two years, another incident happened when my cousin in the mom told me that he is retiring from Saudi airlines in another one year, and he would be getting a lot of money from his retirement as his retirement benefits. He asked me what did you do with that money? I told him that all the money you could invest in mutual funds and the remaining equal invest in other instruments. He again told me that he had been investing in mutual funds.

However, he was not very happy with the investments in mutual fund. I asked him how does he go about investing in mutual funds? He told me that he has no idea basically, he asked some advisors and based on the advice he does it and it is not giving good results. So I created a portfolio for my cousin and gave it to him based on which he could invest. And I also told him, what is mutual funds all about? What are the different current digital funds and how you should go about doing the investment in mutual fund.

Now, he has just about started yet To know how his results will be, but I'm sure he will get good returns for the mutual funds what he is investing in. So, these incidents made me realize that there are a lot of people in this world who do not have any idea regarding what our mutual funds. Now, this is very important to know about mutual funds basically, because in this world, when inflation is raising and interest rates are falling on a daily basis, it is very important that we invest in mutual funds in the share market in general, so that we have a decent return from our investments. While it is important to invest in mutual funds. It is more important that we know about mutual funds before we invest in mutual funds. Otherwise investment may not yield what we are expecting it to So, that's why I created this course, where I take you on a journey from the very basics to the very advanced topics of mutual funds.

Now knowing these topics, and then applying them to invest in mutual funds is more or less guaranteed. For you to be earning a good amount of money from which you fund investments. After I created this course, I requested my wife to review the course for me. But once you reviewed, he told me that the causes become too big, and it will be difficult for people to concentrate for such a long time on this course, she suggested that I break the code into three parts, so that people could have concentrated view of what they were learning. So, I broke the code into three parts, each part containing of topics of a particular theme. So, this is a three part course, which takes you on a journey from the very basics of mutual funds to very advanced topic.

So, mutual fund investment. Hello, my name is Pato Majumdar and I will guide you through this program. I am from Kolkata in India. I live in Bengaluru in India. I have been investing in mutual funds since 1980. The States there are people around the world who my guide on investments, these are mainly friends and family members.

Now, let me introduce you to the course, in the part one if you have taken I do realize that we have discussed about what our mutual funds what are the different types of mutual funds, what are the plans and options and what are the essential terms we need to know regarding investment in mutual funds. Part Two of the course we discussed various indicators and metrics. Now, these indicators and metrics are very important for understanding how the performance of a particular mutual fund will be. We discussed how to find information regarding Which signs what are the expected returns standard deviations etc. We discussed how this beta alpha r squared. We also saw how to calculate all of these things.

We also saw some ratios like Sharpe ratio trainer ratio sortino ratio, and we learned how to calculate all of these metrics. In this part that is part three of three of the course mastering mutual fund investment, we will focus on how to create portfolios mutual funds, we will start with identifying some other types of mutual funds also like value funds, growth funds, contra funds etc. Then we will see how we can analyze mutual funds. beyond just the metrics what we can gather from public domain we will have a detailed discussion of Petroski f score and mon ram D score. Then we will see how to allocate files into the portfolio or optimize the portfolio. Thank you for joining this journey.

Happy learning happy investing