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5.0 (1 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.
Chapter 1 Introduction to Mutual Fund | |||
Video 1: Why Mutual Fund? | |||
Video 2: What is mutual fund and key terms with example? | |||
Video 3: Types of mutual fund- Part 1 | |||
Video 4: Types of mutual fund - Part 2 | |||
Video 5: Types of mutual fund - Part 3 | |||
Chapter 1: PDF Version | |||
Chapter 2: How does mutual fund works? | |||
Video 1: How mutual fund returns are calculated? | |||
Video 2: Practical example of mutual fund return calculation | |||
Video 3: Options of investment in Mutual Fund | |||
Video 4: Tax Calculation on Mutual Fund | |||
Chapter 2: PDF Version | |||
Chapter 2: Task & Template | |||
Chapter 3: Direct vs Regular Mutual Fund | |||
Video 1: Direct vs Regular Mutual Fund | |||
Video 2: Why direct option NAV is higher than regular option? | |||
Video 3: Dividend vs Growth Option | |||
Chapter 3: PDF Version | |||
Chapter 3: Task & Template | |||
Chapter 4: Active vs Passive Mutual Fund | |||
Video 1: What is an Index and type of Index? | |||
Video 2: What is benchmark and how it is useful? | |||
Video 3: Category Average vs Benchmark | |||
Video 4: Index Fund vs ETF and Tracking error | |||
Video 5: How to create your own Index fund? | |||
Chapter 4: PDF Version | |||
Chapter 4: Task & Template | |||
Chapter 5: How Debt Fund Works? | |||
Video 1: How debt fund works? | |||
Video 2: Example of debt fund and risk vs return | |||
Video 3: How debt funds are rated by Crisil? | |||
Video 4: Franklin Templeton Debt Fund : Rise and Fall | |||
Chapter 5: PDF Version | |||
Chapter 5: Task | |||
Chapter 6: Process to Invest in Mutual Fund | |||
Video 1: Process to invest in Mutual Fund | |||
Video 2: Business model of zero brokerage companies | |||
Chapter 6: PDF Version | |||
Chapter 7: How to select the best Mutual Fund? | |||
Video 1: How to select the best Mutual Fund | |||
Video 2: Mutual Fund ratio calculation | |||
Chapter 7: PDF Version | |||
Chapter 7: Task | |||
Chapter 8: 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 8: Task & Template | |||
Chapter 9: Case Studies | |||
Video 1: Mutual Fund Portfolio Building: Persona Based Approach | |||
Video 2: Portfolio Rebalancing | |||
Video 3: How to become rich with mutual fund investment? | |||
Video 4: Compounding in Mutual Fund | |||
Chapter 9: PDF Version | |||
Chapter 9: Task | |||
Chapter 10: Mistakes to avoid while investing in Mutual Fund | |||
Video 1: Mistakes to avoid in mutual fund | |||
Video 2: SIP Calculators | |||
Chapter 10: PDF Version | |||
Chapter 10: Task & Template |