Investing in Mutual Funds Indian Markets

Understand the basics of mutual fund which. You need to know this as beginner who wants to invest in mutual funds.

Most of the time you will have doubt like how much amount I should start and can I start small ? All these doubts will be answered in this Video lessons. You can start as small as 150 Rs per month

You will understand how this Mutual fund works with NAV and also some of the common differences with ULIP and Mutual funds as both deals with NAV

You need to stay long if you start a SIP, if you have ever invested in SIP you would have heard this line. Reason for this is that many will start and discontinue their SIP for various reasons.

Many myths involves around mutual funds because of which you would not have started your investments. Check out if you too have any of these myths on mutual funds.

More than investing in mutual funds, it is more important to invest based on financial goals. Once you know your financial goals, you can choose the funds accordingly. Risk gets introduced as you will choose wisely.

I have listed down 8 steps to invest in mutual funds. Once you go through this diligently you will be able to identify and invest easily.

There are different types of debt mutual funds. Choosing the right one according to your need is critical.

Invest in mutual funds as lumpsum, SIP, STP and SWP. You can choose based on the amount of funds you have and when you want the investment returns.

You have physical Gold, Digitial gold, Soverign Gold bond, Gold mutual fund which are different ways to invest in Gold via mutual funds. Choose the one that suits you.

If you are a moderate investor, you can choose hybrid mutual funds which will bring in the benefits of debt funds and returns of equity mutual funds.

Index funds, Exchange Traded funds, Fund of Funds helps you to invest as a beginner and get the benefit of mutual funds. Low cost structure helps you to get good returns and they are also called as passive funds.

Different types of equity mutual funds are here to choose based on your risk appetite. Risk gets reduced if you stay invested for a longer period. Know about large cap, mid cap, small cap, flexi cap, multi cap, value funds etc

Lots of re-categorisation of funds happened in the last few years.

As of now you have children oriented funds and retirement funds which will help you to stay for this longer period. Once you know this is for your child education you may not take this money and similarly once you know it is for your retirement then you may not waste this money for any other purpose.

Introduction to different mutual funds and structure of mutual fund or fund house is mentioned in this video.

You can start investing by any of the 3 options mentioned in this video. Choose the one which is easy for you without worrying as your only focus should be on achieving your financial goals.

Everyone has their own problems and they get into it if pushed to invest in mutual funds or any of the investment. Understand that everyone goes through same phases of life till death, once you are able to understand the needs of life in each phase of life, it is easy to invest

List down your financial goals. Refer the 21 different financial goals sheet to know more about financial goals. This will help you to achieve all your financial goals.

Now you know how to invest for each of your financial goals, now choose funds based on these goals. Know this practically so that you can set your expectations right.

Though mutual funds are for long term, you need to keep a track of these mutual funds. You need to check the returns and fund composition once in 6 months or a year. Mutual fund companies may merge certain funds together or change the category of funds as per the regulation. So be aware about the funds in general.

This section will help you to achieve your financial goals. Choosing the best mutual fund and knowing the difference with stocks, ULIP and different strategies helps you to achieve financial freedom.

Introduction on which equity mutual fund is the best. Should you choose based on current performance ? Or any other way to do it, watch this video.

Where to invest ? Stocks or Mutual funds ? If you want higher returns which is easy and more than this if you want to invest easily without any intervention then which is better to choose. All these are answered in this video lesson.

Getting deeper on the difference between ULIP Vs Mutual funds and how certain agents, relationship managers try to sell ulip as mutual funds.

Taxation on different mutual funds, also when should you choose to enter the mutual funds and exit these funds.

Alpha, Beta and Sharpe ratio are different risk measuring tools which will help you to understand on how well your fund is performing.

5 steps to choose different mutual fund for each of your financial goals. An important point is to stay invested in it till you achieve it.

Is financial freedom possible with mutual funds, understand the different strategies which can help you to achieve it. If you keep missing it knowingly then it will become a distance dream.

You had seen Mutual fund house structure in the previous video lessons ,here you will see the structure of mutual fund scheme. Fact sheets which will help you to keep a tab on the funds performance.

Different rules which you can follow to save more, invest more to achieve all your financial goals. You don’t need to follow all of these but this may open up your mind to think more and Act

Axis Long term equity funds since inception and how this SIP may help you from now as well

HDFC flexi cap fund performance from 1995 and how this SIP would have helped you till now.

NAV movement of Nippon India growth fund since inception

NAV movement of Franklin India Prima fund since inception

Difference between Dividend and Growth option is provided in this video with Icici multicap fund

How to withdraw funds on monthly basis by using SWP option in mutual funds with SBI Small cap fund / HDFC Top 100 fund

Stepping up SIP can help in achieving over a period of time, example with Hdfc flexi cap fund

SIP calculator to understand how it works and how you should identify amount to invest

Axis small cap fund from 2016 to 2019 & then increasing the time period of these funds had provided great returns

Nippon India Pharma fund had gone through different periods with different returns which help you to understand sectoral fund performance

ICICI pru technology fund performance / UTI infrastructure fund performance

Gold funds performance in different time periods

When should you exit ICICI pru value discovery mutual fund

Consider investing 1,00,000 in HDFC Banking & PSU Debt fund from 17th July 2018 till 17th July 2021. Assuming fixed deposits are rolled over for 3 years

ELSS Vs PPF over different tenor

Understand SWP vs Dividend Funds Comparison using ICICI Value discovery fund and HDFC Balanced advantage IDCW fund performance over the years.