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Course: Basics of investing in Mutual Funds

Basics of investing in Mutual Funds

  • Life Time Access
  • Certificate on Completion
  • Access on Android and iOS App
About this Course

Everyone wants to invest, however very few people end up doing so. Why is this? It's because many find investing a puzzle and a difficult task when it is indeed quite the opposite.

This course demystifies investing in the mutual fund industry (with a specific focus on the Indian mutual fund industry)

I take you right from the basics of investing and take you through the baby steps of understanding what a mutual fund is, a SIP is and so on and then go on to cover advanced topics like STP, SWP, Liquid funds etc.

This course contains about 1.5 hours of video along with several useful links and pdfs to help you get started with investing.

This course is for the absolute beginner who wants to invest as well as the intermediate investor who knows about investing but wants to improve his knowledge around how to invest.

Who is the target audience?

  • This course is meant for beginning investors who have no idea of how mutual funds and markets work. This is ideally suited for people in their 20s and those who have just started earning as the techniques outlined have a long term horizon (15 to 20 years)
  • This course is designed for people who can put aside some money every month on mutual funds. The amount can be as low as Rs. 500 per month
  • Even if you do know about mutual funds and investing (maybe you already invest), this course will help you pick the right funds and give you a lot of tips and tricks about investing
Basic knowledge
  • You would need to have a bank account and PAN card in order to invest in mutual funds
  • Don't worry if you don't have prior experience in investing. Setting you up on an investment platform is covered on this course (though this isn't the only way to do it; it's just preferred and easy)
What you will learn
  • Choose the best possible mutual funds to invest in India
  • Use different tools to pick the right funds for the right goals
  • Understand the benefits and returns on mutual funds
  • Define and set goals for savings
Curriculum
Number of Lecture: 42
Total Duration: 01:22:41
Introduction
  • Introduction  

    Introduction and what you can expect to learn from this course

  • Why invest in the first place?  

    You will understand the benefits of investing and why investing is so important for securing a safe and prosperous future

  • The different types of investments  

    You'll understand the different types of investments and what is considered an ideal split -- 60% in stocks, 20% in bonds and 20% in real estate. You'll also understand why mutual funds are so effective and powerful

  • Introduction - Recap  

    A quick recap of the main learning points in this section

Deep Dive into mutual funds
  • Deep Dive into mutual funds - Overview  

    We'll have a brief lecture on what you can expect to learn from this section

  • What is a Mutual Fund?  

    Explanation of what a mutual fund actually is

  • Type of Mutual Funds  

    We'll understand the various types of mutual funds -- Tax Savings, Debt, Equity based and the main similarities and differences between them

  • Expected Returns from Mutual Funds  

    We'll understand how to calculate the Return on Investment (ROI) of a mutual fund and what the industry standards are. We'll look at both the upside as well as downsides possible

  • Advantages of mutual funds and associated risks  

    You'll understand the advantages of investing in mutual funds and the risks associated with them. We'll also talk about how to minimize these risks using some strategies

  • Technical Terms used in Mutual Funds  

    We'll understand about the main technical terms used in Mutual Funds -- NAV, AUM, CAGR etc

  • Deep Dive into mutual funds - Recap  

    A quick recap of the main learning points in this section

SIP and the power of compounding
  • SIP and the power of compounding - Overview  

    We'll have a brief lecture on what you can expect to learn from this section

  • Introduction to SIP  

     What is SIP and why is it so powerful? 

  • The Power of Compounding  

    We'll learn about why the power of compounding is often called the "eight miracle of the world" and how to use it to our advantage

  • Target Based Investments  

    An introduction to target based investments and why this is essential to successful financial planning

  • Calculators  

    A brief introduction to the various types of SIP calculators and a few samples on how to use them.

  • SIP and the power of compounding - Recap  

    A quick recap of the main learning points in this section

Investing in Mutual Funds
  • Investing in Mutual Funds - Overview  

    We'll have a brief lecture on what you can expect to learn from this section

  • Why should you research and invest than depending on a financial planner?  

    We'll understand how you would gain by being an active participant in your investment decisions than depending on a mutual fund advisory

  • Platform to invest in mutual funds  

    We'll discuss about the FundsIndia platform that can help you easily invest in mutual funds at the convenience of your desktop

  • Tracking your mutual fund performance  

    We'll talk about the MoneyControl Website that can be used to track your mutual funds performance

  • Researching for mutual funds to invest in  

    Here we'll introduce another platform ValueResearchOnline and how we can use this and MoneyControl to decide on which funds to invest.

  • Putting it all together  

    So, how do we put it all together and start investing in mutual funds?

  • Investing in Mutual Funds - Recap  

    A quick recap of the main learning points in this section

Reviewing your investments
  • Reviewing your investments - Overview  

    We'll have a brief lecture on what you can expect to learn from this section

  • Importance of regular portfolio reviews  

    We'll learn why it is critical to regularly review your portfolio and what is the suggested review period

  • Analyzing your Fund(s) Performance  

    We'll take a deeper look into how we need to analyze our fund's performance and whether it has met our target or not

  • Adding to Winners and Weeding out Losers  

    We'll learn about the key principles of holding onto winners and selling our losers

  • Rebalancing portfolio  

    We'll understand how to re-balance your portfolio in order to remain current to your financial goals

  • Reviewing your investments - Recap  

    A quick recap of the main learning points in this section

Advanced Tips and Tricks
  • Advanced Tips and Tricks - Overview  

    We'll have a brief lecture on what you can expect to learn from this section

  • Using Debt Funds and Liquid funds instead of bank deposits  

    We'll understand how parking your funds in Debt Funds instead of Savings account will help make your money work for you

  • What the heck is STP and SWP?  

    We'll understand about STP and STW

  • Tax Saving Mutual Funds  

    We'll understand how to save tax on mutual fund investments

  • How are mutual fund gains taxed?  

    We'll understand how mutual funds are taxed, both gains and losses. And how to use both to our advantage against the taxman

  • Correction to term used in Taxation of Mutual Funds  
  • Final thoughts  

    Final thoughts before you set off on your success journey

Bonus
  • Rule of 72  

    Understand the rule of 72 and how to use it-- along with 4 other thumb rules!

  • Using Credit Cards Wisely to maximize cash flow  

    We'll learn how you can use credit cards to wisely increase cash flow as well as collect points and rewards

  • Misc Techniques  

    Few other techniques like "Pay yourself first" or "Invest before spending a %" etc.

  • Useful Websites and Suggested Readings  

    Useful websites for researching and investing in mutual funds

  • What next?  

    General tips to set you off in your quest for financial success

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