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Item Details | Price |
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5.0 (3 ratings)
Language: English
Instructors: Sahil Bhadviya
Validity Period: 365 days
Description
This module would focus on every aspect of mutual funds. The objective is to teach "how mutual fund really works" so that investors can make informed decisions and achieve their financial goals. I have covered various topics like the type of mutual fund, how mutual fund work, active vs passive fund, direct vs regular plan, index fund, ETF, taxation on mutual fund, rolling return, how to select the best mutual fund, process to invest in mutual fund, business model of zero brokerage companies, mistakes to avoid while investing in mutual fund, how to select mutual fund as per financial goal and risk appetite, etc.
Course Introduction | |||
Everything about mutual fund course introduction | |||
Latest Revamp Status | |||
Chapter 1: Introduction to Mutual Funds | |||
Video 1: Why Mutual Funds are great investment option? | |||
Video 2: What is Mutual Fund? Key terminologies user in mutual fund industry | |||
Chapter 2: Type of Mutual Funds | |||
Video 1: Equity Mutual fund Category and subcategories | |||
Video 2: Debt Mutual Fund Category and Subcategories | |||
Chapter 3: How mutual fund works? | |||
Video 1: How mutual fund returns are calculated? | |||
Video 2: Practical example of mutual fund return calculation | |||
Video 3: SIP vs STP vs SWP in Mutual Fund | |||
Video 4: How tax is calculated on mutual funds? | |||
Chapter 3 PDF: How mutual fund works? | |||
Chapter 4: Direct vs Regular Mutual Fund | |||
Video 1: Direct vs Regular Mutual Fund | |||
Video 2: Why direct plan NAV is higher than regular plan? | |||
Chapter 4 PDF: Direct vs Regular Mutual Fund | |||
Chapter 4: Task and Template | |||
Chapter 5: Active vs Passive Mutual Fund | |||
Video 1: What is an Index and type of Index? | |||
Video 2: Nifty Index Breakup by Sector & Stocks | |||
Video 3: What is Benchmark and how it is used in mutual fund? | |||
Video 4: Active vs passive: Category Avg vs Benchmark | |||
Video 5: Index Fund vs ETF and Tracking Error | |||
Chapter 5 PDF: Active vs Passive Funds | |||
Chapter 6: How Debt Fund Works? | |||
Video 1: How Debt Fund Works? | |||
Video 2: Example of Debt Funds and risk vs return in real world | |||
Video 3: How Debt Funds are rated by Crisil ? | |||
Video 4: Case Study: Franklin Templeton Debt Fund Fiasco | |||
Chapter 6: PDF Debt fund | |||
Chapter 6: Task | |||
Chapter 7: Process to Invest in Mutual Fund | |||
Video 1: Process to invest in Mutual Fund | |||
Video 2: Business model of Zero Brokerage Companies | |||
Chapter 7 PDF: Process to invest in mutual fund | |||
Chapter 8: How to select the best Mutual Fund? | |||
Video 1: How to select the best Mutual Fund | |||
Video 2: Mutual Fund Ratio Calculation | |||
Chapter 8 PDF: How to select the best Mutual Fund | |||
Chapter 8: Task | |||
Chapter 9: Concept of Rolling Return | |||
Video 1: Rolling Return Concept | |||
Video 2 Rolling Return Calculation - Index Return | |||
Video 3: Rolling Return Calculation: Active Fund vs Benchmark | |||
Chapter 9 PDF: Task and Template | |||
Chapter 10: Mutual Fund Portfolio Building | |||
Video 1: Mutual Fund Portfolio Building: Persona Based Approach | |||
Video 2: How to check the valuation of stock market? When to invest and exit? | |||
Video 3: How to create wealth with Mutual Fund? | |||
Video 4 How compounding works in Mutual Fund? | |||
Chapter 10: PDF Mutual Fund Portfolio Building | |||
Chapter 10: Task | |||
Chapter 11: Mutual Fund vs Smallcase | |||
Chapter 1 Mutual Fund vs Smallcase | |||
Chapter 11: Mutual Fund vs Smallcase | |||
Chapter 12: Mistakes to avoid while investing in Mutual Fund | |||
Video 1: Mistakes to avoid in Mutual Fund | |||
Chapter 12 PDF: Mistakes to avoid while investing in Mutual fund | |||
Module 2 Quiz |