Learn How to Pick the Best Mutual Funds

Mutual Fund Investing Course

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

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

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

Methods to Invest in MF

SIP Vs. Lumpsum Investing

SWP, STP and SWP

Taxation on Mutual Funds

Module 4 - Recap

ETF Investing

Introduction to ETFs

Types of ETFs

Module 5 - Recap

How to Pick the Best Mutual Funds?

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.

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

Gain an understanding of the various types of mutual funds and learn to choose the right fund.Gain an understanding of the various types of mutual funds and learn to choose the right fund.

How to Pick the Best Mutual Funds?