Mastering Mutual Funds

Types of Mutual Funds

This video explains the types of Mutual Funds and how they are classified in different ways. It focuses on the following topics:

• Types based on Fund Scheme

• Types based on Fund Management

• Types based on Asset Type

• Types based on Type of Plans

• Types based on Expense Ratio Type

• Types based on Investment Objectives

• Special Funds

Equity Mutual Funds

This video explains the concept of Equity Mutual Funds and their different types:

• Introduction

• Taxation

• Types of Equity Mutual Funds

• Taxation of Equity Mutual Funds

• Returns of Equity Mutual Funds

Debt Mutual Fund

The video focuses on debt mutual funds and covers the following related topics:

• Introduction to Debt Mutual Funds

• How Bond Market works

• Interest Rate Movement in India

• Types of Debt Mutual Fund

• Taxation of Debt Mutual Fund

• Returns of Debt Mutual Fund

Hybrid Mutual Fund

This video focuses on hybrid mutual funds and covers the following topics

• Introduction to Hybrid Mutual Funds

• Type of Hybrid Mutual Funds

• Returns Hybrid Mutual Funds

ETFs & Index Mutual Funds

This video focuses on ETFs and Index Mutual Funds and covers the following topics:

• Introduction to ETF & Index Funds

• Pros and Cons of ETF & Index Funds

• Difference between ETF & Index Funds

• Types of ETF & Index Funds

How ETF Works?

This video explains the working of ETFs by discussing the following topics:

• Difference between ETFs, Stocks and Mutual Funds

• How ETFs Work?

• ETF market price and NAV

• INAV

• ETF Performance

• Comparison of ETFs

Sector/ Thematic Funds

Equity Mutual Funds

This video focuses on the sector thematic funds by discussing the following topics:

• Introduction to sector/ thematic funds

• Types of sector/ thematic funds

• Should you invest in sector/ thematic funds

Other Funds

This video discusses other types of funds by talking about the following topics:

• International Funds

• Types of International Funds

• Children & Retirement Funds

• Fund Of Funds (F-O-F)

• Quant Funds

Risk Ratios

This video talks about different risk ratios that are used to assess the risk levels of any mutual fund. The following ratios are covered in this portion:

• Standard Deviation

• Sharpe Ratio

• Beta

• Alpha

• Examples

How to select an Equity Fund

This video discusses about factors to consider while selecting an Equity Mutual Fund for Investments. The topics discussed in the video are:

• How to select Equity Fund Category

• How to select Equity Fund Scheme

How to select Debt Fund

This video discusses factors to consider while selecting a Debt Fund. The topics discussed in the video are:

• How to select Debt Fund Category

• How to select a Debt Fund

How to select a Hybrid Fund

This video discusses factors to consider while selecting a Hybrid Fund. The topics discussed in the video are:

• How to select the types of Hybrid Fund

• How to select Hybrid Fund Scheme

How to select ETF & Index Funds

This video talks about factors to consider while selecting ETFs and Index Funds for Investment purposes. The topics discussed in the video are:

• How to select the types of ETFs and Index Funds

• How to select an ETF and Index Fund Scheme

When to Sell Mutual Fund

This video focuses on the reasons to sell mutual funds. This video covers the following topics:

• Typical Reasons to Sell Mutual Funds

• 4 reasons to sell Mutual Funds

MF Course - SIP, STP, SWP

This video talks about the SIP, STP and SWP processes used to invest in and sell a mutual fund. The video focuses on the following topics:

• Who should do SIP

• STP

• SIP vs STP

• SWP

Mutual Fund Benchmark

This video talks about the benchmarks for mutual fund performance by covering the following topics:

• Large Cap Mutual Fund Benchmarks

• Mid Cap Mutual Fund Benchmarks

• Small Cap Mutual Fund Benchmarks

• Mutual Fund Benchmark TRI

Expense Ratio

In this video, we discuss the expenses related to the mutual fund by covering the following topics:

• Who should invest where?

• The intangible qualities

• Expense ratio between regular and direct

• Expense ratio

Compounding in Mutual Funds

This video talks about the process of compounding in mutual funds by covering the following topics

• Compounding in Mutual Funds

• Rule of 72

Segregated Portfolio

This part of the course talks about the concept of a segregated portfolio and its meaning. The topic is covered comprehensively by discussing the following points:

• IL&FS and DHFL crisis

• Segregated Portfolios

• Segregated Portfolios - Flowchart

• Segregated Portfolios - Examples

• Segregated Portfolios - How it works?

• Segregated Portfolios - Taxation

Types of Returns

This video discusses how the returns of mutual funds are described in various ways and how they are calculated. The returns mentioned are:

• Absolute Returns

• Trailing Returns

• Calendar Returns

• SIP Returns

• Rolling Returns

Mutual Funds Buying Option

The video talks about different options through which an investor can invest in a mutual fund. The following topics are discussed in the video:

• Directly from the Fund house

• Distributors

• RIA

• Registrars

• MFU

• Bank or Demat

• Direct Platforms

• Regular Plan Platforms

Mutual Fund Factsheet

The following video talks about the Mutual Fund Factsheet and how to assess the same. The following topics are covered in this video:

• Downloading mutual fund factsheets

• Key facts about the Mutual Fund

• Stock and Industry Allocation

• Assessing the SIP and trailing returns

• Comparing the factsheets

How to assess Fund Managers - Top 3 Fund Managers

The video discusses how to assess a fund manager of a mutual fund scheme by providing 3 examples:

Vinit Sambre - DSP Mutual Fund

Nilesh Surana - Mirae Asset

R. Srinivasam - SBI Mutual Fund