Mastering Mutual Fund Investment - Part 1 of 3
4.6 (42 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
869 students enrolled

Mastering Mutual Fund Investment - Part 1 of 3

This course introduces to the minimum essential knowledge required for investing in Mutual Funds.
4.6 (42 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
869 students enrolled
Created by Partha Majumdar
Last updated 5/2020
English
Current price: $16.99 Original price: $24.99 Discount: 32% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2.5 hours on-demand video
  • 2 articles
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • All Terms involved in dealing with Mutual Fund Investing
  • Detailed discussion on Types of Mutual Funds
  • Detailed discussion on Investment Options in Mutual Funds
Requirements
  • No prerequisites
Description

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 Mutual Funds. Investing in Mutual Funds requires 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 Investment - 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 monthly 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.

Who this course is for:
  • Beginners to Mutual Funds
  • Mutual Fund Investors who basically use Advisor Opinion to Investing without knowing the details
  • Housewives managing Personal Finance
  • Small Investors
Course content
Expand all 39 lectures 02:41:14
+ Introduction to Mutual Fund
14 lectures 01:02:36

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

Preview 02:12

This video provides a basic definition of Mutual Fund.

Preview 01:47

This video takes a brief tour into the history of Mutual Funds.

History of Mutual Funds
01:29

This video discusses the advantages of investing in Mutual Funds.

Advantages of Mutual Funds
06:15

This video discusses the disadvantages of investing in Mutual Funds.

Disadvantages of Mutual Funds
03:40

This video introduces what are Open-Ended Mutual Funds, Closed-Ended Mutual Funds and what are Exchange Traded Funds (ETFs).

Classification of Mutual Funds by Mode of Operation
06:26
Axis Long Term Equity Fund
00:27

This video discusses about Debt Funds.

Debt Funds
11:46
Explanation: Reserve Bank of India
00:40

This video discusses about Equity Funds.

Equity Funds
07:13

This video discusses Index Funds. Index Funds are a type of Equity Funds.

Preview 05:48

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

Balanced Funds
04:22

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 Plans for Mutual Funds
04:52

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

Investment Options for Mutual Funds
05:38
+ Essential Terms
19 lectures 51:06

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

Essential list of Terms to know while dealing in Mutual Funds
01:09

This video discusses about Asset Management Companies (AMCs).

Asset Management Company (AMC)
01:28

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

AMFI Registered Number (ARN)
01:10

This video discusses about Net Asset Value (NAV).

Net Asset Value (NAV)
03:23

This video discusses about Asset Under Management (AUM).

Asset Under Management (AUM)
02:03

This video discusses Expense Ratio.

Expense Ratio
02:43

In this video, we discuss about Entry Load.

Entry Load
02:14

This video discusses about Exit Load.

Preview 05:03

This video discusses about New Fund Offers (NFO).

New Fund Offering (NFO)
02:21

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

Statement of Accounts (SOA)
06:17

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

DEMAT Account
01:55

This video discusses Investment Services Account (ISA).

Investment Services Account (ISA)
03:11

This video discusses about Systematic Investment Plan (SIP).

Systematic Investment Plan (SIP)
02:24

This video discusses about Systematic Withdrawal Plan (SWP).

Systematic Withdrawal Plan (SWP)
01:32

This video discusses about Systematic Transfer Plan (STP).

Systematic Transfer Plan (STP)
03:55

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

Compounded Annual Growth Rate (CAGR)
01:40

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

Risk
05:38

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

Tax
01:49
Closure of Section on Essential Terms
01:11
+ Bonus Videos
3 lectures 32:16

Mutual Fund Investments can be profitable. However, they come with Risks. One of the risks with Mutual Funds is that Mutual Funds Liquidate. This is common place. So, it is required to be aware of this and keep looking for the warning signs.

Mutual Fund Liquidation
05:36

Even during economic downturn, the losses in investments can be minimised if the investments are well diversified. This video illustrates this fact.

Preview 13:29