THE ULTIMATE GUIDE TO MUTUAL FUND (In English)

Chapter 1- BASICS OF MUTUAL FUNDS

This chapter containing 1 lecture gives you the basic information on How do Mutual Funds work. In this chapter, you will come across basic terms such as Fund, Asset Management Company, Debt financing, Equity financing, etc.

 

Lecture 1- How do Mutual Funds Work?

This lecture gives you the required lesson on the working mechanism of Mutual Funds. You get to know about Asset Management Companies and mutual fund schemes with the help of examples. Grab a detailed knowledge of Debt Financing and Equity Financing.

 

Chapter 2- COMPLETE GUIDE ON MUTUAL FUNDS

This chapter containing a total of 8 lectures gives a complete idea of the concept of a mutual fund, how it works, how to choose a mutual fund as well as the process of making a mutual fund investment. Further, you get to learn about various types of mutual funds, the benefit of choosing them, and their disadvantages too.

 

Lecture 1- Types of Mutual Funds

This lecture gives detailed information on the various types of mutual funds You get to have in-depth knowledge about Equity Mutual Funds and their types as well. These types are explained with proper examples.

 

Lecture 2- Types of Debt Funds

This lecture starts with a detailed explanation of types of Debt Funds. You get to learn about government bonds and their advantages as well. You also get a chance to grab knowledge regarding Hybrid Funds which invest in both equity and debt funds.

 

Lecture 3- What are Open-ended and Close-ended funds?

This lecture gives a thorough explanation of open-ended and close-ended funds. Classification of mutual funds based on the types of market. Grab information on the Capital protected Scheme.

 

Lecture 4- Understanding Scheme Information Document

The lecture gives a thorough explanation of concepts like New Fund Offer, Benchmark Index, Lump-Sum amount, Entry and Exit Load, and much more. Along with this, you get to learn about the Scheme Information Document.

 

Lecture 5- Learn about Investment Strategies

In this lecture, you get to learn about two popular investment strategies including Value Investing and Growth Investing. Know about the importance of the Expense Ratio. Acquaint yourself with the concept of the Key Information Memorandum.

 

Lecture 6- Taxation in Mutual Funds

The lecture gives an elaborate explanation of the concept of Taxation on Return in different mutual funds. Indexation is fully explained with the help of examples. You also get complete detail on Index Cost.

 

Lecture 7- How to choose Mutual Funds?

This lecture gives in-depth knowledge on How to choose Mutual Funds, explaining the step-by-step process. You get to understand the benefits and disadvantages of choosing various types of mutual funds.

 

Lecture 8- Understanding Large Cap Mutual Fund Schemes

This lecture continues to explain the process of choosing a mutual fund that suits your investment needs. Along with that you also get to learn about large-cap mutual fund schemes in detail. How to analyze a fund manager’s expertise?

 

Chapter 3- UNDERSTANDING MUTUAL FUND INVESTMENT

This last chapter contains 1 lecture. It is designed to give a thorough explanation of the process of making mutual fund investments either through a Regular plan or a Direct Plan.

 

Lecture 1- How to make Mutual Fund Investment?

This lecture gives an insight into the process of making a mutual fund investment in India. Two methods namely Direct Plan and Regular Plan are explained in a detailed way.