Know the fund
Category, mandate, benchmark, age, AUM and manager.
LIVE 2-HOUR WORKSHOP
How to Analyse a Mutual Fund.
You already have the data. Now learn how to read it. A practical, hands-on session that teaches you how to investigate a mutual fund and turn a page full of numbers into a structured conclusion.
Every 2nd and 4th Saturday · 10:00 AM – 12:00 PM
THE CORE PROCESS
Don't memorise ratios.
Learn how to investigate.
The workshop starts with a real fund and works through the evidence step by step. Value Research is used as the primary research interface during the live session.
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
One fund.
End-to-end analysis.
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.
WHAT YOU WALK AWAY WITH
A repeatable
research 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.
The workshop fee is ₹1,499. Pay using the Pay Here button or scan the QR code, then submit your details and transaction ID so the payment can be matched.
01Pay ₹1,499 using the Pay Here button or by scanning the QR code.
02Select your preferred workshop date and fill in your name, email, phone number and transaction ID.
03You will receive an email shortly after your payment is verified with the workshop details.
Workshop registration
Choose your workshop date and enter the details exactly as they appear in your payment transaction.
Registration received.
Thank you. You will receive an email shortly after your payment is verified with the workshop details.