A Report on

 

Class Room Connect Programme on

 

 

“Understanding Mutual Funds: The Basics and Beyond”

 

 

 13^th February, 2025 (Thursday)

 

 

Organised by: Maharishi School of Business Management, Noida in collaboration with International College of Financial Planning (ICOFP) promoted by BAJAJ CAPITAL

 

 

Objective of the Workshop: The program aimed to provide a comprehensive understanding of mutual funds, from their basic concepts to advanced investment strategies, and to equip students with the knowledge needed to make informed investment decisions in the mutual fund sector.

Participating Students: MBA 2nd & B.Com 4th semester students were the primary attendees of the session.

The Maharishi School of Business Management, Noida, in collaboration with the International College of Financial Planning (ICOFP), as an outcome of the MOU signed, under IQAC, organized a classroom connect program on the theme “Understanding Mutual Funds: The Basics and Beyond” on 13th February, 2025, in the SOBM department, MUIT, Noida Campus.

The guest speaker of the session was Mr. Rishi Narang, Academic Head in International College of Financial Planning (ICOFP). The session commenced with the felicitation of the distinguished speaker by Prof. (Dr.) Smita Mishra ma’am (Dean, SOBM).

The session began with an in-depth explanation of what mutual funds are, highlighting their role as pooled investment vehicles that allow investors to invest in a diversified portfolio of assets, such as stocks, bonds, and other securities. The experts elaborated on the structure and functioning of mutual funds, offering students a clear picture of how these funds are managed by professional portfolio managers. A major focus of the session was on the different types of mutual funds, including equity funds, debt funds, hybrid funds, and index funds. Each type was discussed in detail, with an emphasis on their unique features, risk-return profiles, and the appropriate scenarios for investing in each.

The session also covered important topics such as the calculation and significance of Net Asset Value (NAV), expense ratios, and how mutual fund performance is evaluated over time. Students were introduced to the various factors that influence mutual fund returns, including market trends, economic conditions, and fund management strategies. By the end of the session, students had a

solid understanding of how mutual funds operate and the criteria to consider when selecting a mutual fund for investment.

The program concluded with an engaging query session where students actively participated by asking questions and seeking clarification on various aspects of mutual funds.