Indian Mutual Funds Handbook (5th Edition): A Guide for Industry Professionals and Intelligent Investors

Vision Books
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"I recommend this book to everyone who wants to make informed investment decisions"
Shekhar Sathe, Kotak Mahindra

Like in the US and Japan, mutual funds are becoming an indispensable investment avenue for Indian investors. This comprehensive handbook by an expert lays out the working of Indian mutual funds, their operational and regulatory mechanisms, the advantages and limitations of investing in them along with sensible approaches to personal financial planning. The author’s experience of handling hundreds of training programmes ensures an engaging and easy to understand approach to mastering the subject.


Highlights:

● Benefits of investing in mutual funds; how they compare with other investment avenues.

● The different types of equity, debt, balanced and liquid schemes available for investment — and the rewards and risks each one entails.

● NAV — what it reveals, its calculation and finer nuances.

● The costs of investing in mutual funds — loads, expenses and management fee.

● Investing in gold, real-estate and art through mutual funds.

● The safety net of mutual fund investing — information disclosure and investor protection stipulated by SEBI.

● Smart Beta and performance attribution.

● New in 5th Edition — SEBI's new mutual fund categories.


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About the author

Sundar Sankaran is founder-director of Advantage-India Consulting Pvt. Ltd. a 20-year old strategy consulting and knowledge incubation boutique. He has also founded Finberry Academy Pvt Ltd and Stratberry Publishing.


Sundar is renowned as an effective trainer, who can simplify concepts, and catalyse learning through linkages with day-to-day examples. He operates with equal ease at macro-level perspective programs as well as micro-drill-down programs. His programs, which cover the entire range from leadership to product to selling, are not merely for knowledge dissemination; they seek to bring change within participants, so that they are enthusiastic about the desired behaviour.


Wide experience across geographies, markets and products have helped Sundar conceptualise several unique seminars and workshops in the areas of strategy, economics, finance and financial markets. Within mutual funds, financial planning and wealth management, his programs span products, business development, selling skills, legalities and high-end data analytics.


Over the years, Sundar has trained over 20,000 participants belonging to leading mutual funds, including Kotak Mahindra, Fidelity, Standard Chartered, Canbank, Tata, LIC, UTI, SBI, HDFC, Optimix and BOB; banks, including Kotak Mahindra Bank, SBI, ICICI, HDFC, Citi, Deutsche, Standard Chartered, ABN Amro, Corporation Bank, Bank of Rajasthan, Bank of Baroda, Bank of India, PNB and State Bank of Hyderabad; financial product distributors, including Kotak Securities, JM Morgan Stanley Distribution, ICICI Capital, Cholamandalam Distribution, NJ IndiaInvest, Birla Sunlife Distribution, Integrated Finance and Bajaj Capital; and the media, including The Times of India, The Economic Times, Financial Express, Business Line, CNBC, across a range of innovative programs.


Sundar is a prolific writer. He has developed the courseware and examinations for over twenty certifications offered by apex education bodies such as SEBI’s National Institute of Securities Market (NISM), National Stock Exchange’s NCFM and Indian Institute of Banking and Finance.


Sundar provides consulting and research inputs to leading corporations on their corporate structure, business plan, financial structure, performance management systems, product portfolio, channel management, customer insights, learning models and technology strategies.


Sundar has worked in senior capacities at Bajaj Auto and Kotak Mahindra. His hands-on feel of financial markets and industry is well complemented by his academic qualifications from IIM Ahmedabad (1988), IIT Bombay, RA Podar College, Mumbai, Associate of the Institute of Company Secretaries of India (1992) and Associate of the Institute of Cost Accountants of India (1988).


His other passions include reading, Indian classical music and travel.

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Additional Information

Publisher
Vision Books
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Published on
May 25, 2018
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Pages
344
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ISBN
9789386268211
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Language
English
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Genres
Business & Economics / Finance / Wealth Management
Business & Economics / Industries / Financial Services
Business & Economics / Investments & Securities / General
Business & Economics / Investments & Securities / Mutual Funds
Business & Economics / Personal Finance / Investing
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Whether you are a first time investor or a stock market pro, you will discover valuable information about how index funds work, what factors to consider before investing, and how to avoid common pitfalls. By reading The Complete Guide to Investing in Index Funds you will ultimately learn how to maximize your return while minimizing your risk.

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A journey through the Index Revolution from the man who started it all

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Offering the world’s first index mutual fund in 1976, John Bogle led Vanguard from a $1.4 billion firm with a staff of 28 to a global company of 16,000 employees and with more than $5 trillion in assets under management. An engaging blend of company history, investment perspective, and personal memoir, this book provides a fascinating look into the mind of an extraordinary man and the company he created.

John Bogle continues to be an inspiring and trusted figure to millions of individual investors the world over. His creative innovation, personal integrity, and stubborn determination infuse every aspect of the company he founded. This accessible and engaging book will help you:

Explore the history of some of Vanguard’s most important mutual funds, including First Index Investment Trust, Wellington Fund, and Windsor Fund Understand how the Vanguard Group gave rise to the Index Revolution and transformed the lives of millions of individual investors Gain insight on John Bogle’s views on values such as perseverance, caring, commitment, integrity, and fairness Investigate a wide range of investing topics through the lens of one of the most prominent figures in the history of modern finance

The Vanguard Group and John Bogle are inextricably linked—it would be impossible to tell one story without the other. Stay the Course: The Story of Vanguard and the Index Revolution weaves these stories together taking you on a journey through the history of one revolutionary company and one remarkable man. Investors, wealth managers, financial advisors, business leaders, and those who enjoy a good story, will find this book as informative and unique as its author.

The best-selling investing "bible" offers new information, new insights, and new perspectives

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While the stock market has tumbled and then soared since the first edition of Little Book of Common Sense was published in April 2007, Bogle’s investment principles have endured and served investors well. This tenth anniversary edition includes updated data and new information but maintains the same long-term perspective as in its predecessor.

Bogle has also added two new chapters designed to provide further guidance to investors: one on asset allocation, the other on retirement investing.

A portfolio focused on index funds is the only investment that effectively guarantees your fair share of stock market returns. This strategy is favored by Warren Buffett, who said this about Bogle: “If a statue is ever erected to honor the person who has done the most for American investors, the hands-down choice should be Jack Bogle. For decades, Jack has urged investors to invest in ultra-low-cost index funds. . . . Today, however, he has the satisfaction of knowing that he helped millions of investors realize far better returns on their savings than they otherwise would have earned. He is a hero to them and to me.”

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This new edition of The Little Book of Common Sense Investing offers you the same solid strategy as its predecessor for building your financial future.

Build a broadly diversified, low-cost portfolio without the risks of individual stocks, manager selection, or sector rotation. Forget the fads and marketing hype, and focus on what works in the real world. Understand that stock returns are generated by three sources (dividend yield, earnings growth, and change in market valuation) in order to establish rational expectations for stock returns over the coming decade. Recognize that in the long run, business reality trumps market expectations. Learn how to harness the magic of compounding returns while avoiding the tyranny of compounding costs.

While index investing allows you to sit back and let the market do the work for you, too many investors trade frantically, turning a winner’s game into a loser’s game. The Little Book of Common Sense Investing is a solid guidebook to your financial future.


With an insider's view of the mind of the master, Mary Buffett and David Clark have written a simple guide for reading financial statements from Warren Buffett's succccessful perspective.

Buffett and Clark clearly outline Warren Buffett's strategies in a way that will appeal to newcomers and seasoned Buffettologists alike. Inspired by the seminal work of Buffett's mentor, Benjamin Graham (The Interpretation of Financial Statements, 1937), this book presents Buffett's interpretation of financial statements with anecdotes and quotes from the master investor himself.

Potential investors will discover:

• Buffett's time-tested dos and don'ts for interpreting an income statement and balance sheet
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• How much debt Buffett thinks a company can carry before it becomes too dangerous to touch
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Destined to become a classic in the world of investment books, Warren Buffett and the Interpretation of Financial Statements is the perfect companion volume to The New Buffettology and The Tao of Warren Buffett.
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