Mutual Funds Course: Learn to Choose the Best Mutual Funds

Understand how a mutual fund operates as a trust, sponsored by a company, supervised by a trustee and custodian, with an AMC and registrar and transfer agent to protect investors.

Assets under management, or AUM, is the total money investors entrust to a mutual fund house, serving as the primary parameter to compare asset management companies.

Discover net value assets (nav) as the mutual fund's per unit price, learn to calculate units from investment, and why cagr matters more than nav except in dividend schemes.

Learn how to use a benchmark to compare mutual funds and fund houses, assess past performance using the compound annual growth rate, and choose schemes that align with your budget.

Learn about three mutual fund load types, entry, transaction, and exit, and how entry is banned, exit loads vary by time held, and expense ratio drives ongoing costs.

Learn how market capitalization classifies mutual funds into large cap, mid cap, small cap, and flexi cap funds, and how it affects risk and returns.

Understand the portfolio turnover ratio: high turnover signals a short-term, aggressive approach with higher risk, while low turnover indicates a long-term, lower-risk strategy, guiding your investment choice.

Compare open ended and closed ended funds. Assess how open ended funds allow buying and selling anytime, and how closed ended funds restrict purchases to a defined time and permit selling via the stock market.

Explore the differences between actively managed mutual funds and passively managed funds, including index funds, how fund houses select stocks, and how expense ratios vary.

Explore investing in international stocks through ETFs and funds of funds. Learn how ETF purchases via stock markets and sip in fofs enable exposure to giants like Apple and Microsoft.

Explore equity, debt, and hybrid mutual funds, and learn how to balance risk and return through practical examples and fund selection strategies.

Explore the three investment objectives growth, dividend payout, and dividend reinvestment by examining how unit value, profit, and taxes influence mutual fund choices.

Explore solution-based funds designed for retirement saving and tax saving. Learn how interval funds extend defined purchase windows within a closed-end fund framework.

Explore how large-cap, mid-cap, and small-cap equity mutual funds differ in safety, potential returns, and risk, with insights on liquidity, volatility, and dividend considerations.

Explore the full spectrum of mutual fund equity types—from small cap, mid cap, and large cap to flexi and multi cap—plus dividend, ELSS tax-saving schemes, value and contra strategies.

Learn how debt funds invest in government and corporate bonds, which are loans to government or companies, and why returns are lower but more secure than equity.

Compare debt types in mutual funds, including overnight, liquid, ultra short term, money market, and low duration funds, and evaluate returns and exit loads.

Explore money market instruments like t-bills, commercial paper, certificates of deposit, and repos, and see how mutual funds invest in government and corporate debt securities.

Explore hybrid mutual funds, a balance of equity and debt that limits risk and diversifies portfolios. Understand advantages and disadvantages, including not being risk-free and benchmarking challenges.

Discover hybrid mutual fund types, including conservative, aggressive, dynamic asset allocation, and multi-asset, covering equity and debt mixes, fund manager flexibility, and a 3-5 year horizon.

Define your risk profile and use the chart to choose large, mid, small, or multi cap funds, considering liquidity, company information, and tenure.

Choose the right mutual fund by evaluating top performing amcs, aligning with your risk profile, and reviewing historical performance, fund manager, and fees with tools like Morningstar.

Explore mutual fund return types, including trailing 12-month returns, calendar returns, compound annual growth rate, and sip returns, with practical insights on using calculators and graphs to assess long-term performance.