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How to Pick the Best Mutual Funds?
What You Will Learn
Understanding the basics of Mutual Funds
How to choose the right MF?
What are the methods to invest in MFs?
Case-study-based learning on selecting the right Mutual Funds?
Your Course Overview
5 sections • 24 topics • 2 hrs 49 mins content
1. Basics of Mutual Funds
Introduction to Mutual Funds
Important Jargons to understand Mutual Funds- I
Important Jargons to understand Mutual Funds- II
E-Book 1 : NFO Explained.
E-Book 2 : Expense Ratio Complete Guide.
Module 1 - Recap
2. Types of Mutual Funds
Types of Mutual Funds
Types of Equity Mutual Funds
Types of Debt Mutual Funds
Types of Hybrid Funds
Features of Index Tracking Funds
Module 2 - Recap
3. How to Choose the Right MF?
Performance Evaluation of Mutual Funds
Factors to consider before purchasing Mutual Funds
Case Study - I
Case Study - II
Module 3 - Recap
4. Methods to Invest in MF
SIP Vs. Lumpsum Investing
SWP, STP and SWP
Taxation on Mutual Funds
Module 4 - Recap
5. ETF Investing
Introduction to ETFs
Types of ETFs
Module 5 - Recap
About The Course
In lesson 1, Basics of Mutual Funds, you will learn about important concepts related to Mutual Funds and will also understand what is NFO and how the expense ratio is calculated.
In lesson 2, Types of Mutual Funds, you will learn about the features of different types of Mutual Funds like Equity, Debt, Hybrid funds, Index Tracking funds and how to choose the right one based on your risk and return profile.
Lesson 3, How to choose the right Mutual Fund will help you determine the right Mutual Fund based on performance and factors that you should consider before buying Mutual Funds. We have also illustrated case studies for better understanding.
In lesson 4, Methods to Invest in Mutual Funds, you will learn about different ways of investing in Mutual Funds like SIPs, Lumpsum, SWP, and STP and how they will be taxed.
In lesson 5, ETF Investing, you will learn about ETFs and types of ETFs.
- Understanding the basics of Mutual Funds and ETFs
- Explore the different types of Mutual Funds and ETFs
- How to choose the right Mutual Fund?
- Learn different methods to invest in MFs
Who is this course for:
- Anyone who is interested to learn the basics of Mutual Funds and ETFs
- Beginners eager to understand different types of Mutual Funds and ETFs
- Individuals who want to start investing in Mutual Funds and ETFs
- Anyone who wishes to kickstart their investing journey
Learn From - CA Twinkle Jain
CA Twinkle Jain
CA Twinkle Jain, a finance professional with 5 years of experience, transitioned into a content curator on platforms such as Instagram, YouTube, and LinkedIn. Her impactful contributions have significantly boosted financial literacy in the country, garnering immense love and support from a combined following of over 600K people across her social media channels.