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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.
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 | |||
Video 3: Hybrid mutual fund category and subcategories | |||
Chapter 3: How mutual fund works? | |||
Video 1: Ways to invest in mutual fund: SIP vs STP vs SWP | |||
Video 2: How mutual fund returns are calculated? | |||
Video 3: Real world example of mutual fund return calculation | |||
Video 4: IRR vs XIRR vs Absolute Return vs CAGR | |||
Chapter 4 : Direct vs Regular Mutual Fund | |||
Video 1: What is Direct vs regular mutual fund? | |||
Video 2: Direct vs Regular MF impact in Real world! | |||
Chapter 5 : Active vs Passive Mutual Fund | |||
Vd 1: What is an Index and type of Index | |||
Vd 2: NSE indices breakup by sector & stocks | |||
Vd 3: Active vs Passive Mutual fund : Key Difference | |||
Vd 4: How to select best index fund | What is Tracking error | |||
Vd 5: Index fund vs ETF | |||
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 |