Know the fund
Category, mandate, benchmark, age, AUM and manager.
LIVE 2-HOUR WORKSHOP
Learn How to Analyse a Mutual Fund.
Learn a practical mutual fund analysis process using real data. This hands-on workshop shows you how to investigate a mutual fund, compare the evidence and turn a page full of numbers into a structured research conclusion.
Every 2nd and 4th Saturday · 10:00 AM – 12:00 PM
MUTUAL FUND ANALYSIS PROCESS
Don't memorise ratios.
Learn how to investigate.
The workshop starts with a real fund and works through the evidence step by step. You learn how to use Value Research as a research interface and how to interpret the information rather than simply follow ratings or rankings.
01DataFind the information that matters.
02QuestionKnow what each number is helping us investigate.
03ComparisonPut performance and risk into context.
04InterpretationUnderstand what the evidence is saying.
05ConclusionReach a structured research conclusion.
WHAT YOU WILL LEARN
Learn mutual fund analysis.
One fund. End to end.
You will follow one real fund from identity through performance, consistency, risk, portfolio, management and cost, while recording the evidence in a Fund Research Sheet.
What has it delivered?
Relevant returns and comparison with the right benchmark and category.
Does it keep delivering?
Look beyond point-to-point returns and examine behaviour across periods.
What did investors live through?
Volatility, drawdown, downside behaviour and risk-adjusted measures.
What drove the result?
Holdings, concentration, sectors, market cap, style and changes.
Who and how?
Manager history, process observations and relevant changes.
What does it cost?
TER, expense ratio and relevant plan differences.
Can we explain the result?
Write a short research summary, evidence and reassessment triggers.
Every number must answer a question. The goal is not to blindly follow a rating or ranking. The website supplies evidence; you learn how to interpret the evidence.
MUTUAL FUND RESEARCH
A repeatable
analysis process.
By the end of the session, you should be able to take an unfamiliar mutual fund and investigate it using a structured sequence rather than a collection of disconnected ratios.
Fund Research Sheet
- Identity and mandate
- Performance and consistency evidence
- Risk and risk-adjusted measures
- Benchmark comparison
- Portfolio and management observations
- Cost and conclusion
Structured conclusion
- What is working?
- What is not working?
- What explains the result?
- What are the major risks?
- What could change the view?
- Evidence-backed analytical conclusion
The case-study conclusion is an analytical conclusion about the fund being studied. It is not automatically a personalised recommendation for every participant.
HOW TO REGISTER
Pay. Register.
Join the session.
Register for the workshop first, then complete your payment of ₹1,499. Once your payment is confirmed, we'll send you the workshop link by email.
01Fill in your details and select your preferred workshop date.
02Submit your registration details and select your preferred workshop date.
03Complete your ₹1,499 payment, then we'll send you the workshop link after payment confirmation.
Workshop registration
Fill in your details and choose your preferred workshop date. After submitting, you will be taken to the payment page.
Registration received.
Thank you. You will receive an email shortly after your payment is verified with the workshop details.
Disclaimer: Shree Financial Planners / ShreeMoney provides financial education and coaching through this website. The content, workshops, courses, examples, tools and other materials are educational in nature and should not be treated as investment advice, stock tips, a recommendation to buy, sell or hold any security, or a substitute for personalised professional advice. Participation in an educational programme does not by itself create an adviser-client relationship. Financial decisions involve risk, and you are responsible for your own decisions.