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Course: Mastering Mutual Fund Investment - Part 1 of 3

Mastering Mutual Fund Investment - Part 1 of 3

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

In this world, where interest rates are ever decreasing and inflation is ever increasing, it has become almost absolutely necessary to take some risk and invest in the Stock Market to be able to save enough for the retirement. However, investing directly in the Stock Market requires a lot of time and effort and above all knowledge. And this is why, it is probably too risky for the small investors to invest directly in the Stock Market.

A much safer way to invest in the Stock Market is through the use of Mutual Funds. Investing in Mutual Funds required far less amount of effort on the part of the Investor and is much less risky as these funds are managed by Professionals. Further, as many Investors pool in their money in each Mutual Fund, the chances of getting higher returns is much superior due to the ultimate size of the Investment.

This course series - Mastering Mutual Fund Investing - discusses all that you need to know about Mutual Funds and Investing in Mutual Funds. Whether you are a beginner, just about starting to invest your money OR you are an experienced Investor, you will find this course useful as it discusses all the nuances for making the right choice of investing in Mutual Funds to maximise returns at the minimum risk.

In the first part of the course series, we discuss the minimum essential knowledge one needs having about Mutual Funds. We discuss what are Mutual Funds and what are their types, what are the investment options, etc. Also, we take a look at plethora of essential terms one needs knowing about investing in Mutual Funds.

I got the motivation to create this course when a fellow entrepreneur asked me what he should do with Rs. 50 lakhs he received from a project. He further stated that he would like month returns from the investment. I advised him as to how the money could be invested and I advised him to park a large part of it in Mutual Funds. He is very happy with his investment for the past 1 year. However, helping him regularly with this investment lead me to think that there would be many like him who have less or no idea regarding investing in Mutual Funds. So, I have created this course. Hopefully, it will be helpful for all of you as well.

Basic knowledge
  • No prerequisites for this course
What you will learn

Basics of Mutual Fund Investment

  • What are Mutual Funds?
  • What are the different Types of Mutual Funds?
  • What are the different Investment Plans for Mutual Fund Investment?
  • What are the different Options for Mutual Fund Investments?
  • Essential Terms one needs knowing while investing in Mutual Funds
Curriculum
Number of Lectures: 34
Total Duration: 02:01:41
Introduction
  • Introduction to the Course  

    This lecture introduces the course.

Introduction to Mutual Fund
  • Why Mutual Funds?  

    This short video explains why we need investing in Mutual Funds.

  • What is Mutual Fund?  

    This video provides a basic definitionof Mutual Fund.

  • History of Mutual Funds  

    This video takes a brief tour into the historyof Mutual Funds.

  • Advantages of Mutual Funds  

    This video discusses the advantagesof investing in Mutual Funds.

  • Disadvantages of Mutual Funds  

    This video discusses the disadvantages of investing in Mutual Funds.

  • Classification of Mutual Funds by Mode of Operation  

    This video introduces what are Open-Ended Mutual FundsClosed-Ended Mutual Fundsand what are Exchange Traded Funds (ETFs).

  • Debt Funds  

    This video discusses about Debt Funds.

  • Equity Funds  

    This video discusses about Equity Funds.

  • Index Funds  

    This video discussesIndex Funds. Index Funds are a type ofEquity Funds.

  • Balanced Funds  

    This video discusses about Balanced Funds. Balanced Funds invest in both Equity and Debt instruments.

  • Investment Plans for Mutual Funds  

    In this video, we discuss about the Investment Plans for Mutual Funds. There are 2 Investment Plans for Mutual Funds - Direct Plan and Regular Plan.

  • Investment Options for Mutual Funds  

    In this video, we discuss the different Investment Options available for investing in Mutual Funds. We discuss about Growth OptionDividend Reinvestment Option and Dividend Payout Option.

Essential Terms
  • Essential list of Terms to know while dealing in Mutual Funds  

    This video introduces the section on Essential Terms needed to deal with Mutual Funds.

  • Asset Management Company (AMC)  

    This video discusses about Asset Management Companies (AMCs).

  • AMFI Registered Number (ARN)  

    In this video, I discuss AMFI Registration Number (ARN).

  • Net Asset Value (NAV)  

    This video discusses about Net Asset Value (NAV).

  • Asset Under Management (AUM)  

    This video discusses about Asset Under Management (AUM).

  • Expense Ratio  

    This video discusses Expense Ratio.

  • Entry Load  

    In this video, we discuss about Entry Load.

  • Exit Load  

    This video discusses about Exit Load.

  • New Fund Offering (NFO)  

    This video discusses about New Fund Offers (NFO).

  • Statement of Accounts (SOA)  

    This video discusses the nuances of holding the Mutual Funds in the Physical Format.

  • DEMAT Account  

    In this video, I discuss about holding Mutual Funds in DEMAT Account.

  • Investment Services Account (ISA)  

    This video discusses Investment Services Account (ISA).

  • Systematic Investment Plan (SIP)  

    This video discusses about Systematic Investment Plan (SIP).

  • Systematic Withdrawal Plan (SWP)  

    This video discusses about Systematic Withdrawal Plan (SWP).

  • Systematic Transfer Plan (STP)  

    This video discusses about Systematic Transfer Plan (STP).

  • Compounded Annual Growth Rate (CAGR)  

    This video discusses Compounded Annual Growth Rate (CAGR). CAGR is the rate at which an Investor's investment generates returns.

  • Risk  

    This video discusses various types of risks involves in Mutual Fund investments.

  • Tax  

    This video discusses Short-Term Capital Gains Taxand Long-Term Capital Gains Tax.

  • Closure of Section on Essential Terms  
Closure of the Course
  • About Me  
  • Closing Note  
Rating
Enrolled Students
(0)
Level
All
Price
$ 9.99
$ 49.99
Course Language
English
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