Everything about Mutual Fund

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Language: English

Instructors: Sahil Bhadviya

Validity Period: 365 days

₹3990 50.13% OFF

₹1990

 

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 Curriculum

Chapter 1 Introduction to Mutual Fund
Module 2 Course Introduction
Video 1: Why mutual fund?
Video 2: What is mutual fund? Key terms of mutual fund with example
Chapter 1 PDF: Introduction to Mutual Funds
Chapter 2: Type of Mutual Funds?
Video 1: Type of Mutual Fund: Part 1
Video 2: Type of Mutual Fund - Part 2
Video 3: Type of Mutual Fund - Part 3
Chapter 2 PDF: Type of Mutual Funds
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

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