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Indian Institute of Management Indore

Mutual Fund Investments & Portfolio Management

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Among the several functional discipline of management, finance perhaps stands out as the most challenging and crucial one. Successful management and enhancement of wealth requires a sound understanding of the concepts, tools and techniques of fund management. Over the past decades mutual funds have grown intensely and gain enormous popularity among wealth constrained individuals who can invest their money in a diversified pool of securities. As the mutual fund industry has evolved over the years, several questions come to the for about the nature of operations and characteristics of these funds.

The course on ‘Mutual Fund Investments & Portfolio Management’ provides an in-depth coverage of the mutual fund industry, its operations and advice to potential investors in an interactive format. The course also provides an overall understanding of how equity and bond fund portfolios are managed and how to evaluate the performance of the MFs. Further, the course will explain how to evaluate and build a portfolio of mutual funds along with providing critical insights on portfolio strategies during varying market phases.


The three-day brief program aims to provide cutting edge knowledge in the frontiers of Mutual fund investments and its industry. More precisely the program equips the participants with the essentials of investments, including the estimations risk & returns, mutual fund investments and their operations, fees and tax structure and various styles of asset allocation. The program also covers the wealth optimization strategies coupled with the various factors affecting the measurement of performance of mutual funds and also highlights the various fund performance evaluation tools. At the end of the program, the participant should be able to feel friendly with information reported by various mutual fund houses to their clients and hence make informed decisions.


  • Introduction to risk-return trade off
  • Measurement of Alpha, Beta, Correlation, Systematic & Unsystematic risk
  • Portfolio Optimization
  • Introduction to Mutual Fund investments
  • Active vs Passive fund management
  • Portfolio Rebalancing & Goal based Investing
  • Evaluation of Mutual Fund Performance
  • Creating a portfolio of Mutual Funds

Who should attend

The program is primarily designed for individual investors, mutual fund advisors and distributors and the sales force of Asset Management Companies (AMCs). The program will additionally benefit market professionals such as entry level analysts, portfolio managers, brokerage firms, investment consultants and advisors.

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