In Financial Planning
Mutual Funds Made Easy
Intermediate- English
- 26607 Learners
- Validity: 3 years
4.5 RatingCourse Highlights
- 5+ hours of recorded content
- 8 Supplementary Study Materials
- Self-Evaluation Tests
- Certificate of Completion
Introduction
Mutual funds have emerged as one of the most practical and accessible investment avenues for Indian investors across income levels and experience bands. However, despite their growing popularity, many investors continue to invest without fully understanding how mutual funds work, how different schemes are structured, or how to evaluate them objectively.
This course is designed to bridge that gap.
From understanding the basic concept of mutual funds to analysing schemes, evaluating risks, interpreting NFO documents, and understanding taxation, this program provides a step-by-step, structured learning journey. The content is built to move progressively—from fundamentals to application—so that learners not only gain conceptual clarity but also develop the confidence to make informed investment decisions.
Whether you are a beginner taking your first steps into mutual funds or an investor looking to strengthen your analytical framework, this course equips you with the right knowledge, tools, and perspective required to navigate the mutual fund landscape in India responsibly and independently.
About the Trainer
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Elearnmarkets is India’s leading online financial education platform with over 2.7 million users and 100+ market experts hosting finance courses and webinars in multiple languages. Our courses also include certifications from NSE Academy and are aimed at fostering the need for financial education amongst students, traders, and investors alike. With an app rating of 4.8, Elearnmarkets is available both on the iOS and Play Store.
What Will You Learn?
- Understand the core fundamentals of mutual funds, including their structure, working mechanism, and key participants.
- Clearly differentiate between mutual fund investing and direct equity investing, and identify where each fits within an investor’s overall strategy.
- Gain clarity on essential mutual fund terminologies such as AUM, NAV, benchmark, expense ratio, exit load, and NFOs.
- Identify and compare different types of mutual funds based on structure, investment style, and asset class.
- Understand active vs passive investing, and evaluate when each approach may be suitable.
- Learn various modes of investing, including lumpsum, SIP, STP, and SWP, and how to use them effectively.
- Evaluate Direct vs Regular plans, Growth vs IDCW options, and choose appropriately based on cost, tax, and investment objectives.
- Learn how to analyse New Fund Offers (NFOs) by interpreting offer documents and fund structure.
- Develop a practical framework to analyse equity, debt, and hybrid mutual funds using key performance and risk parameters.
- Understand risk in mutual funds, different risk categories, and how to align investments with individual risk profiles.
- Learn the principles of asset allocation and rebalancing to build resilient long-term portfolios.
- Gain a clear understanding of mutual fund taxation across equity, debt, hybrid, gold, internaional funds, and ETFs.Make informed, disciplined, and goal-oriented investment decisions rather than product-driven choices.
Topics Covered
- Introduction to Mutual Funds
- Types of Mutual Funds
- Ways of Investing in a Mutual Fund
- How to Analyse NFO
- How to Analyse Mutual Funds?
- Understanding Risk in Mutual Funds
- Asset Allocation and Rebalancing
- Taxation on Mutual Funds
Intended Participants
This course is designed for students or working professionals seeking to initiate their investment journey. Any investor with no knowledge about the investment process stands to gain from this course and take an informed decision about investing their money.
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Under this course “Mutual Funds Made Easy” the participant will be required to appear for the online examination hosted on the website of Elearnmarkets.com. Please note that the participant will get the Certificate of Completion for the course, only after passing the Certification Test provided in the course.
Procedure:
- The student has to appear for the Certification Test hosted on the website itself under “Self-Evaluation Test >> Certification Test”
- In case, the student does not clear the Certification Test, he/she can re-appear the same after 8 hours
- In case of any further assistance, drop in an email to support@kredentacademy.com or call: 9051622255
Other Details:
- Duration: 40 minutes.
- Pattern of questions: Multiple choice based questions of 2 marks each.
- No Negative Marking
- Qualifying marks: 60%
Certificate of Completion:
After successful completion of the online examination, participants need to go to the "My Certificate" tab in Student Dashboard to download the certificate for the respective course.
