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Stock Market Investing Course

How to Pick the Best Mutual Funds?

4.8

Learn from CA Twinkle Jain

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

16 mins

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

About The Course

Welcome to the course on Picking the Right Mutual Funds on Upsurge.club where we have explained the fundamentals of Mutual Funds and ETFs. You will learn about the different types of mutual funds and how to select the right mutual fund based on your risk and return profile. This course has multiple examples and a case study through which all the concepts are covered comprehensively for you to begin investing in the right mutual fund.

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.

Course Highlights:

- 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

600K+ Followers

Chartered Accountant

5+ Years

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.

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