Basics of Mutual Funds
Learn with Ishwar Inamati
8 modules
Lifetime access
Master the basics of mutual funds and become a confident investor
Overview
Learn the fundamentals of mutual funds, an investment vehicle that pools money from multiple investors to invest in diversified portfolios of securities. This course provides a comprehensive overview of how mutual funds work, their different types, advantages, and risks associated with investing in them. Gain the knowledge and skills necessary to make informed investment decisions in mutual funds.
Key Highlights
Understanding the concept of mutual funds
Exploring different types of mutual funds
Learning about the benefits and risks of investing in mutual funds
Understanding how to evaluate mutual funds
Developing a strategic investment plan using mutual funds
What you will learn
Learning Outcome 1
Understand the concept and structure of mutual funds, including how they are created, managed, and regulated.
Learning Outcome 2
Explore the different types of mutual funds, such as equity funds, bond funds, index funds, and balanced funds.
Learning Outcome 3
Learn about the benefits of investing in mutual funds, such as diversification, professional management, and liquidity.
Learning Outcome 4
Identify and evaluate the risks associated with investing in mutual funds, including market risk, liquidity risk, and manager risk.
Learning Outcome 5
Develop the skills to analyze and compare different mutual funds, considering factors like performance, expense ratios, and historical returns.
Learning Outcome 6
Create a strategic investment plan by understanding your investment goals, risk tolerance, and time horizon to select the most suitable mutual funds.
Modules
UNDERSTANDING OF MUTUAL FUNDS
22 attachments • 27 mins
WHAT ARE MUTUAL FUNDS?
HOW A MUTUAL FUND WORKS?
WHY INVEST IN MUTUAL FUNDS?
MUTUAL FUND SCHEME CLASSIFICATION
WHAT IS TOTAL EXPENSE RATIO?
ADVANTAGES OF INVESTING IN MUTUAL FUNDS
SEBI CATEGORIZATION OF MUTUAL FUND SCHEMES
EQUITY SCHEMES
SECTOR SPECIFIC FUNDS
THEMATIC FUNDS
VALUE FUNDS (STRATEGY AND STYLE BASED FUNDS)
CONTRA FUNDS
EQUITY LINKED SAVINGS SCHEME (ELSS)
DEBT SCHEMES
HYBRID FUNDS
Multi Asset Funds
Arbitrage Funds
Index Funds
Exchange Traded Funds (ETFs)
Fund of Funds (FoF)
Gold Exchange Traded Funds (FoF)
International Funds
Risk and Return in Mutual Funds
13 attachments • 15 mins
STANDARD RISK FACTORS
RISKS ASSOCIATED WITH INVESTMENTS IN EQUITIES
RISKS ASSOCIATED WITH INVESTMENT IN DEBT SECURITIES AND MONEY MARKET INSTRUMENTS
MEASURING PERFORMANCE
HOW OFTEN SHOULD ONE REVIEW
CALCULATING RETURNS ON MUTUAL FUND UNITS
WATCH OUT
Relationship between Risk and Return
Coming Soon
Solution-oriented & Other funds
ACTIVELY MANAGED FUNDS AND PASSIVELY MANAGED FUNDS
UNDERSTANDING ALPHA. HOW DOES IT MEASURE THE FUND MANAGER’S CONTRIBUTION?
UNDERSTANDING BETA
UNDERSTANDING STANDARD DEVIATION
Investment Strategies in Mutual Funds
5 attachments • 3 mins
Asset Allocation
What is diversification?
What is Rebalancing?
Systematic Investment Plan (SIP)
Coming Soon
Systematic Withdrawal Plan (SWP)
Coming Soon
Fund Selection and Analysis
3 attachments
Evaluating Fund Performance
Coming Soon
Choosing the Right Fund
Coming Soon
Fund Manager Analysis
Coming Soon
Mutual Fund Costs and Expenses
3 attachments
Expense Ratio
Coming Soon
Loads and Fees
Coming Soon
Impact of Costs on Returns
Coming Soon
Tax Implications of Mutual Funds
3 attachments
Taxation on Dividends
Coming Soon
Capital Gains Tax
Coming Soon
Tax-saving Mutual Funds
Coming Soon
Mutual Funds and Financial Planning
3 attachments
Setting Financial Goals
Coming Soon
Allocating Funds for Different Goals
Coming Soon
Building Wealth with Mutual Funds
Coming Soon
Investment Strategies in Changing Market Conditions
3 attachments
Bull Market Strategies
Coming Soon
Bear Market Strategies
Coming Soon
Market Timing and Asset Allocation
Coming Soon
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Can I interact with the instructor during the course?
Absolutely! we are committed to providing an engaging and interactive learning experience. You will have opportunities to interact with them through our community. Take full advantage to enhance your understanding and gain insights directly from the expert.
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